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CRM Consultancy

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Pipedrive Elite Partner
CRM Consultancy

CRM Consultancy: what is it and why is it important?

A CRM consultancy helps businesses implement a sound CRM strategy, providing guidance, support, and tools to enhance customer relationships.

While the cost of consultants is a valid concern, reputable consulting businesses offer various package options to match different budgets. They analyse your current CRM process, identify weak spots, and implement solutions for your company's success. Flowbird's CRM consultancy services offer a fresh perspective and help identify solutions to improve your CRM strategy.

Our process of implementing a new CRM system:


Business Analysis

First, we need to understand your business and your vision. We "start with the end in mind" to coin a phrase. Using mind mapping software and our GAP analysis technology, we document your requirements and split them into three stages: essential, desirable, and future requirements.


Focus on the Requirements 

Having reviewed the requirements, it is time to define the processes and stages required for implementation. This process ensures that there is no project creep and that the project can be delivered on time and within budget.


Build a model

A picture paints a thousand words and the same is true with a CRM implementation. Creating a prototype for you to review and test allows us to iterate and refine our understanding to ensure your final system is not just a tool, but a tailored extension of your business strategy.

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Custom Deployment

Based on your specific requirements, customising your CRM platform might be necessary. This may include custom-built integrations with tools in your tech-stack. However, our goal is always to streamline this process to help keep your costs low and simplify the deployment process.

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Training & Support

After your new CRM system is up and running, our dedicated team will offer customised training sessions designed to maximise your system's benefits. Additionally, we'll deliver continuous support to help ensure a seamless transition to your new platform.

Is your business still relying on spreadsheets?

Businesses that still rely on spreadsheets are losing time and potentially lots of sales! Spreadsheets are not only time-wasting but can be inaccurate. Adding data to multiple systems can be messy and leaves room for error.

Flowbird CRM consultants

Why choose Flowbird as your CRM Consultants?

Implementing the right CRM will simplify your business and increase sales. We are here to help you do that smoothly. Flowbird will work with you to match your business to the right CRM system. Our experts will set up the system for you, train you and your team on all aspects and customise the design to suit your requirements.

Not all businesses are the same, and we understand that. We work hard to ensure the best-fit solution is found. Our CRM consultancy ensures you get the most out of your CRM.

Boost productivity, deliver better customer service, improve your marketing techniques and increase your business value with a CRM Consultant.