CRM consultant in Manchester

Enquiries with no owner and no next step

An enquiry arrives by form, phone, email or social message. Somebody replies once. Then it sits, because nobody was named as the owner and nothing in the system says what should happen next or when.

Nobody decides to lose that client. It happens because the CRM records contacts and does not manage them.

Speed matters too. A Harvard Business Review study of US companies in 2011 found that firms contacting a web lead within an hour were nearly seven times as likely to qualify it as those that waited an hour longer.

What we set up

• CRM setup and migration. One pipeline that every enquiry lands in, whatever channel it came from. Each one gets an owner, a stage and a dated next step. If you are leaving an old system, we move your contacts, deals and history across and check them before the switch.
• Dashboards and reporting. One view of enquiries by source, stage and owner, so you can see which are stuck without asking anyone.

We have done this to ourselves. Our own CRM migration, out of an off-the-shelf platform and into a system we built, is complete. Our guide on choosing a CRM for a service business covers the decision before any build.

What is it worth? Do the sum

The lever is more clients, from enquiries you already receive. The mechanism is plain:

1. Every enquiry is created in the CRM automatically, with its source.
2. It is assigned to a named person with a next step and a due date.
3. Anything overdue shows on the dashboard and prompts its owner.

Example figures. Swap in your own.

Open your CRM or inbox and count last month's enquiries that have no reply after the first, no owner or no dated next step. Multiply by your own close rate and client value, and bring the figure to a call. The audit report then prices each problem.

When a CRM consultant is not needed

If you take a handful of enquiries a month and one person handles them all, a simple list with reminders is enough. Outside help earns its place when several people share enquiries, they arrive through several channels, or you cannot say how many came in last month.

How pricing works

Every project is scoped and priced in writing after an audit. Before the audit you get a range, and after the written scope you get a fixed price.

CRM subscriptions and other running costs are paid directly to the providers from your own accounts. You can see how pricing works nationally.

CRM help across Greater Manchester

We work with service businesses across Manchester, Altrincham and Hale, Stockport and Bolton, including clinics, property firms, professional services and agencies. We are a service-area business, and in-person meetings across Manchester and Cheshire are available on request. See our Manchester AI automation agency page for the wider picture.