Customer Management
How you capture, organise and manage customer information and relationships.
Business Systems & CRM
Build Systems That Make Your Business Work Better.
Your business can only grow as effectively as the systems supporting it.
As organisations grow, spreadsheets, inboxes, disconnected applications and manual processes can quickly become difficult to manage.
Information gets lost. Processes become inconsistent. Teams spend time on administration. Leaders have less visibility over what is happening across the business.
Consultant Growth Partners helps businesses design, improve and implement the systems that support how they operate, manage relationships and grow.
Your Business Has a System.
The Question Is Whether It Is Working for You.
Every business has a way of managing customers, sales, information and internal processes.
Sometimes that system is well designed.
Sometimes it has simply evolved over time.
A spreadsheet here. An inbox there. A collection of software platforms. A few manual processes that everyone knows how to complete.
It may work for a while.
Until the business grows.
We help organisations step back, understand how their systems currently work and identify where there is an opportunity to improve.
What We Mean by Business Systems
Business systems are the tools, processes and workflows that allow your organisation to operate effectively. This can include:
Sales Management
How enquiries become opportunities and opportunities become customers.
Business Processes
How information and tasks move through your organisation.
Automation
How repetitive activities can be streamlined.
Reporting
How you understand performance and make better decisions.
Integrations
How different systems communicate and work together.
Internal Workflows
How your team manages everyday activities and responsibilities.
Our role is to help bring these elements together into a more structured way of working.
CRM & Customer Management
Put Your Customer Relationships in One Place.
A CRM can provide the foundation for managing relationships, leads, opportunities and sales activity.
But implementing a CRM successfully requires more than creating an account.
We look at the business processes surrounding the technology.
We can help with:
- CRM strategy
- CRM selection
- CRM implementation
- Customer and contact management
- Lead management
- Sales pipelines
- Opportunity management
- Data migration
- User roles and permissions
- Reporting and dashboards
- CRM optimisation
- User training
The objective is to create a system that your team can actually use.
Process & Workflow Design
Improve the Way Work Moves Through Your Business.
Technology cannot fix a poorly understood process.
Before introducing automation or new systems, we help businesses understand how work currently happens.
We look at:
- What happens?
- Who is responsible?
- Where does information go?
- Where are delays occurring?
- Where is work being repeated?
- Where are opportunities being missed?
From there, we can help redesign processes to make them clearer, more consistent and more efficient.
Automation
Reduce Repetitive Work.
Not every task needs to be completed manually.
We help businesses identify processes that could be streamlined through technology and automation.
This may include:
- Lead assignment
- Follow-up tasks
- Notifications
- Customer onboarding
- Internal approvals
- Data updates
- Repetitive administrative processes
- Workflow triggers
Automation should not be introduced simply because it is possible.
It should solve a real business problem.
Systems Integration
Make Your Technology Work Together.
Businesses often use multiple applications to run their operations.
The problem is that these systems do not always communicate effectively.
This can result in:
- Duplicate data
- Repeated data entry
- Inconsistent information
- Manual transfers
- Delayed processes
We help businesses identify opportunities to connect their systems and create more efficient information flows.
Where appropriate, this can involve connecting CRM, finance, marketing, websites, forms, customer service and other business applications.
Data & Migration
Your Information Is an Asset.
Moving to a new system often means bringing existing business information with you.
We can support businesses with the process of preparing and organising data for a new system.
This may include:
- Data assessment
- Data cleaning
- Field mapping
- Duplicate identification
- Import preparation
- Data migration
- Post-migration validation
The aim is to ensure that your new system begins with information that is structured, usable and reliable.
Reporting & Business Visibility
Know What Is Happening Across Your Business.
Good systems should give decision-makers better visibility.
We help businesses structure reporting around the information that matters to them.
This can include:
- Sales performance
- Lead sources
- Pipeline activity
- Revenue
- Customer information
- Team activity
- Conversion performance
- Operational metrics
The objective is not to create dashboards for the sake of dashboards.
It is to make important business information easier to understand and act upon.
Implementation
From Strategy to a Working System.
We can support the journey from initial requirements through to implementation and adoption.
- 01
Discover
Understand your business, objectives and current processes.
- 02
Assess
Identify gaps, inefficiencies and opportunities for improvement.
- 03
Design
Create the proposed system, workflows and processes.
- 04
Build
Configure and implement the agreed solution.
- 05
Migrate
Prepare and transfer relevant business information.
- 06
Test
Test the system and processes before launch.
- 07
Train
Help your team understand and adopt the new way of working.
- 08
Improve
Continue refining the system as your business develops.
Technology We Work With
The Platform Comes Second. Your Business Comes First.
We believe technology should be selected according to the problem it needs to solve.
Our growing technology capabilities include platforms and tools for:
CRM
- Zoho CRM
- HubSpot
Business Applications
Tools for sales, customer management, operations and business processes.
Automation & Integration
Tools that help connect systems and streamline workflows.
Reporting & Analytics
Solutions that help businesses turn operational data into useful information.
As our capabilities develop, we will continue expanding the platforms and technologies we can support.
Zoho
Building Our Zoho Implementation Capability.
Zoho provides a broad ecosystem of business applications that can help organisations manage customer relationships, sales, operations and other areas of their business.
Our approach to Zoho is not simply about implementing software.
We focus on understanding the business requirement first, then designing and configuring the appropriate solution around it.
Our areas of capability include:
- CRM implementation
- CRM configuration
- Sales process design
- Workflow automation
- Data migration
- Reporting
- Integrations
- User training
- Ongoing optimisation
Why Work With CGP?
We Look Beyond the Software.
A technology implementation can be technically successful and still fail to deliver value.
That can happen when:
- The system does not reflect the actual business process
- Users do not understand how to use it
- Data is poorly structured
- Automation creates unnecessary complexity
- The system is built without future growth in mind
Our approach considers the wider picture.
Business
What are you trying to achieve?
Process
How does the work actually happen?
People
Who needs to use the system?
Technology
What tools can support the requirement?
Growth
How should the system evolve as the organisation develops?
Built Around Your Business.
No Two Businesses Are the Same.
We don't believe in forcing every organisation into the same template.
Your CRM, workflows and systems should reflect:
- Your business model
- Your customers
- Your team
- Your processes
- Your objectives
- Your growth plans
We take the time to understand these factors before developing a solution.
When Should You Review Your Business Systems?
It may be time to review your systems if:
- Your business is growing rapidly
- Your team is becoming larger
- You rely heavily on spreadsheets
- Customer information is difficult to manage
- Leads are being missed
- Your sales process lacks structure
- Staff are repeating administrative tasks
- Your software does not communicate effectively
- You lack visibility over performance
- Your existing CRM is no longer working for you
You don't necessarily need more technology.
You may simply need a better system.
Let's Build a Better Way of Working.
Whether you are introducing a CRM for the first time, improving existing systems, streamlining processes or preparing your business for growth, we can help you understand what needs to change.
Start with your business. Then build the system around it.