Looking for a CRM Agency for your company

Whatever stage you’re at with your CRM journey, we can help.

Whether you need assistance with existing services or with potential future implementations, we can provide independent, unbiased reviews.

What are services look like

  • An  Audit of Your Current and Future Requirements – Process Mapping
  • Drawing Up Selection Criteria for Potential Suppliers
  • Handling Initial Potential Suppliers and Shortlisting
  • Ensuring Requirements Match
  • Project Management of Implementation
  • Post Implementation Reviews
  • Measuring CRM Return on Investment

Project packages

While project phases describe the life-cycle of the implementation, work packages focus on the types of activities carried out during the project.  Detailed below is a description of each work packages in the implementation methodology:

Project Management

The project management channel focuses on all activities regarding the planning and definition of the project.  For example, the development of the project plan is a project management deliverable contained in the project definition phase of the implementation. As part of all project teams, a dedicated Flowbird CRM project manager will work alongside the designated client project manager to coordinate all planning, definition, and resourcing issues.

Process Management

The process/system channel describes those activities involved with the actual design and development of the system.  Our team of experienced consultants will work alongside project team members to assess all business requirements and use a knowledge transfer approach to translate those requirements into a configured system.

Quality Control 

Quality is a vital factor in all Flowbird software implementation projects. So we have developed rigorous quality control reviews/deliverables at various points in the project, including a quality review at the end of each phase.


At Flowbird, we recognise the importance of effective and timely training in the success of any systems implementation. We have therefore incorporated detailed training and development deliverables into our implementation method.  We aim to have active involvement in the assigned training resource from an early stage, thus ensuring training material development is kept in line with progress on the project and, as a result, end-users receive accurate and informative training.

Change Communications

All system implementations bring a certain level of change to the business, whether for select individuals or whole organisation divisions. If not managed correctly, this change can have damaging results such as de-motivation and even staff losses. At Flowbird, we include change management and communication as a critical work package during the project life cycle, ensuring that any organisational change is appropriately introduced into the business, and communication is always a high priority.

We Have A Strategy and Experience

We have the experience to help you implement a successful CRM project. We guide you through the jargon of CRM “sales & marketing speak” that often creates assumptions and misunderstandings. We are there to translate the CRM vendor’s terminology into clear and precise communication.


Likened to a recruitment process, we help you choose the right CRM system for your company.


Deploying a CRM can be a difficult task and our years of experience will certainly help.

World Class CRM

Get the most out of your CRM system and derive the benefits of your investment

A successfully implemented CRM solution can have a significant impact on your company’s profitability. Your customers will be happy, and you will have a better chance of retaining your customers for longer. A slight reduction in customer attrition can have a tremendous impact on profits.

The project doesn’t have to end when the chosen CRM is implemented. We work with our clients on a long term basis to ensure systems become reliant and produce effective results. Our customer retention strategies will help improve customer retention and ultimately improve profits.

Your guide to overcoming sales staff aversion and increasing CRM adoption rates.

Let’s get real: your CRM system was expensive. You invested time and money into researching, purchasing, rolling it out and renewing it. Thus, staff CRM adoption is not an option. It is a mandate. Your CRM is your portal into your company’s operations, and sales data and your sales team agreement are required for it to meet its full potential. Yet CRM avoidance is a real thing, and crafting a plan to manage reps who shirk your system is something you’ll have to do.

Most CRM systems are not doing enough to help in the sales process. Salespeople avoid it because it doesn’t advance their interests.

So what features should you shop for to get engagement from your salespeople?

Unless, of course, you roll out a CRM application your salespeople will want to use.

This free e-series provides valuable insight into the minds and preferences of salespeople and highlights the features your CRM must have to encourage use.

Our free e-series will help you:

  • Understand the difference between a bulky CRM and a workable one
  • Balance management requirements and sales team reporting priorities
  • Recognise the importance of data capture on mobile devices

Find out today why your salespeople won’t use a CRM and start improving adoption today.

Please complete the form to download

5 Reasons Why Your Sales People Won't Use a CRM

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It’s time to nurture your leads more effectively, increase your revenue and grow your customer base.