CRM Advice, Consultancy & Implementation Services, UK

A CRM system gives you a way of standardising and documenting your sales process. You can take the emails and processes that you or your best salespeople follow, and then make those processes standard across all your salespeople.

With quick access to all of your contacts, quick access to templates and resources and calendar reminders, your salespeople can do more with less.

Use automated email sequences to follow up and stay in touch with lower priority leads/opportunities, use automated lead scoring to alert salespeople to the most interested prospects.

CRM systems allow you to measure the performance of your individual salespeople, and your sales system overall. This gives you the information you need to see where you need to improve either your system or the performance of individual members of the team.

Measurement of activity and results leads to more activity and better results – your salespeople will be able to track and measure their own activity, link it to their results/commission and also compare themselves and compete with other members of the sales team.

Some businesses are purchased purely for their database, so your contact database has value by itself. The bigger it is, and the richer the information, the more value it has. But beyond that, having a system that helps manage your sales and marketing, and having systemised sales processes makes it easier for any would-be buyer to take the reins and maintain continuity after they buy the business.

Over the past ten years, we have created a comprehensive 6-step sales and marketing system which we use and follow in our own business as well as with many small and medium sized businesses around the UK.

We can help you develop your messages, your USPs, your branding and develop a wider marketing strategy including your website, SEO, email marketing, lead generation and more.

We can help you improve your sales systems and processes to convert more leads and enquiries successfully.

To get the best results, you may need to develop, improve or even redesign your website – this is something we can do for you.

We write articles, guides, eBooks and blogs for a wide range of different businesses in a variety of different industries, as well as creating videos, and visual content (like infographics). We can create content for your business too – so you can have this content 100% ‘done for you’.

It’s vital not to let a single lead slip through the net, and also to track how every lead is dealt with – this requires a good CRM system and it to be used effectively by you and/or your salespeople. We advise business owners on cost-effective (often free) CRM systems, and set up and implement CRM for them as well as providing training so that you and your team actually use it effectively.

Not all leads will buy straight away, you’ll need to follow up effectively and persistently in order to get the best possible results from any lead generation activity and marketing investment. We can help, with use of CRM system, but also email marketing, retargeting, and using automated follow up systems using marketing automation software.

As a client of JDR, you’ll know where every single lead, enquiry and sale has come from, so we know which marketing efforts are working and which ones are not. We set up systems to track inbound phone calls, emails, form submissions and online transactions/sales via your website, and then to track what happens to every new contact past the initial enquiry or purchase.