Customer Relationship Management (CRM)

Genie Insights can support your business with CRM system selection and management.

According to Salesforce UK, a leading CRM platform, a Customer Relationship Management (CRM) system helps manage customer data and is important because it helps businesses keep customer contact details up to date, track every customer interaction, and manage customer accounts.

Our team is highly experienced in setting up and managing customer relationship management systems.  We can help you to select the right CRM system for your business, set up and configure all data fields and settings specific to your requirements and cleanse and import all of your data.  We can also set up and manage reporting so you can get the most from the system.

As part of any CRM system implementation we develop best practice procedures and data input guidelines and provide training for your users.

You can find out more about CRM systems on our blog post, How to Choose & Implement a CRM System for your Small Business:

  • What is a CRM system?
  • Why you need one for your business
  • How to choose the right CRM system
  • How to properly implement it