The 5 key aspects of a great CRM system
Unified customer data
At the heart of any great CRM system is a centralised database that brings together customer information from all touchpoints. This allows teams across sales, marketing, and customer service to access accurate, up to date records helping to personalise interactions and improve efficiency.
Seamless integration with business tools
An effective CRM connects easily with other essential business applications such as email platforms , accounting software, and marketing automation tools. This ensures smooth workflows, reduces manual data entry and creates a consistent experience for both staff and customers.
Automation of routine tasks
Automation is a key strength of modern CRMs. Whether it’s scheduling follow-ups, sending out targeted emails, or logging interactions, automating repetitive tasks frees up time for your team to focus on high value activities like building relationships and closing deals.
Actionable reporting and insights
Great CRM systems offer robust reporting features that transform raw data into useful insights. Allowing the ability to track team performance, spot trends and make informed decisions leading to better forecasting, improved strategy and stronger results.
Scalable and user-friendly design
As your business grows, your CRM should scale with you. A user-friendly interface, customisation features and flexible pricing plans ensure your system remains effective and accessible, regardless of company size or industry.
Cant Decide On The Best Systems
Here at LWP we don’t sell a CRM or internal system; we help find the best fit for you. Packaged with setup and integration options, as well as automation setup and team training.
Our packages are fully custom to each business we work with. If you want to find out more or want to have a free consultation call, please get in touch.
Business Transformation Services
Quality Services. Real Results.
Click below to learn more about how we can support your digital transformation.
Why Upgrade Your CRM System
Upgrading your CRM system can dramatically improve efficiency, save time and reduce operational costs by leveraging built-in features and automation tools. For example, when a customer reaches a specific stage in your sales pipeline, an advanced CRM can automatically send a personalised email without the need for manual input. This eliminates repetitive tasks, reduces the risk of human error and ensures timely communication with prospects.
Another benefit of upgrading your CRM software is handling customer leads especially outside of normal business hours. Rather than waiting for a team member to manually respond the next day, a modern CRM system integrated with automation tools can instantly capture the lead, assign it to the appropriate pipeline stage, and trigger a tailored welcome email. This real-time response not only saves valuable time but also enhances the customer experience by starting the relationship immediately.
By upgrading your customer relationship management system, you streamline workflows, increase responsiveness and keep the customer at the centre of your business operations.
Find Out More On How We Can Transform Your Organisation
At LWP we take the stress out of transforming your business by managing every aspect of the process, from integration to upgrading and analysis.
We have talented teams at your disposal that specialise in Google Workspace, Microsoft SharePoint which is perfect for optimising document storage, email management and real-time document collaboration. All these play a major part in optimising efficiency for all aspects of your business.
We also have a great team that can upgrade your VoIP telecoms system with multiple tracking options, a wallboard with live tracking in your office, a phone app for ease of use on the move.
Having accurate tracking and analytics is key to making major business decisions. LWP can achieve this using CRM upgrade and optimisation. This can range from using basic prebuilt systems such as HubSpot all the way to bespoke systems. Prebuilt are a great entry point to getting good customer management and reports but has limitations when it comes to reports at a higher level requiring different subscription platforms. Whereas bespoke made systems have unlimited potential for customer management reporting and even quoting systems all under one application.
If a CRM system is not an option reporting, tracking and analytics can be achieved with effective Excel or Google Sheets documents with integration with Zapier to create automations, reducing the time taken to fill in basic sheets and freeing up time for more profitable tasks.
Contact Us
Book In A Call Today
Our digital transformation experts cover the whole of the UK, from Scotland to Essex and further. The location of your business is not a problem for our experts feels free to get in touch to start your digital transformation.