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Implement

We'll help you adopt the best system for you and your clients.

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We'll guide you through every step of the selection and implementation process - from initial strategy to post-adoption support.

Our team of experts will work with you to identify your organisation’s requirements. Then we’ll research and  recommend systems that align with your organisational processes and are most likely to provide you with a successful return on investment. We’ll implement your CRM with a bespoke roadmap, and ensure your team receives the training required to get the most out of the system.

Book a discovery call

After implementing a new CRM system, our clients see an average increase in revenue of 60%. That’s 40% more than the market average!

From automating tasks to making remote working effortless, a fit for purpose CRM system is guaranteed to save you time and money.

Whilst every project is unique, here we’ve laid out a typical customer journey including some of the most common services we provide to help our clients achieve successful implementation.

Book a discovery call
  • The Discovery Call: A chance to explore if we're a good fit for each other and an initial understanding of your hopes and fears.
  • CRM and Data Management Consultation: a more in-depth meeting to understand your current systems, align on goals, and develop a deeper understanding of where you'd like to be.
  • Proposal: We'll send you a detailed proposal and book a follow-up meeting to talk it through with you.
  • Getting Started: From mapping your existing customer journeys, gathering all your key requirements, and conducting market research, your dedicated project managers will get started on finding the perfect system for you and provide detailed reports throughout.
  • Review and Selection: Communication is key to us, following on from our research we will share our learnings with you and provide our recommendations, we will then work together with you to decide on the best system to implement.
  • Implementation: Including everything from system design, user customisation, integrations, technical support, report design, data migration and compliance - our team will be there every step of the way to bring your chosen system to life.
  • Testing and Training: We will test all aspects of the new system including data flows, access, user journeys, customer interaction and so on. We will provide training sessions to up-skill your team and ensure on-going success in using the system.
  • Continual Support: We won’t just leave you there, we can work with you on an ongoing basis to ensure your new CRM system is always being improved and managed in line with changing business conditions and objectives.

  • “Dynamic, attentive and highly professional. Their CRM selection service saved me countless hours of frustrating research, and their marketplace report presented information in a way which made it easy to compare options related to my business needs. The implementation was extremely well managed, and the team worked hard to ensure my e-commerce website integrated beautifully.”

    Sue Searle, Ecology Training UK Ltd.

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  • “These guys are methodical and detailed, a very safe pair of hands and a great resource to know when implementing more sophisticated systems. Would highly recommend.”

    Ben Stirling, Made with Maturity Ltd.

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  • CRM Champion is an inclusive and diverse employer that supports students and new graduates to flourish at the early stage of their careers. The team are dedicated professionals who actively engage with the university to create meaningful opportunities that supports growth on all sides.

    Andrea Hodges, Employment Schemes Manager, University of Exeter

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  • The CRM Champion team provided expert guidance in mapping our CRM requirements to meet BIT Group objectives including our BIT Training and BIT Security divisions. The team’s insightful approach, analytic mindset and industry expertise created us a phased approach to achieving CRM success. Highly recommended.

    Sam Snowdon, Chief Marketing Officer, BIT Group

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  • “[They] were brilliant at pinpointing what our needs were, they produced a thorough marketplace report and as a result we have adopted a CRM system which has totally changed our way of working and made our lives so much easier.”

    Lucy Thomas, Linggard and Thomas Accountants Ltd.

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  • “[They] were instrumental in leading a challenging CRM project – taking time to understand our business and helping us to become more profitable.”

    Henry Massey, Clystnet Ltd

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  • “CRM Champion were instrumental in getting us organised and working effectively…their strong work ethic and deep knowledge will bring any project to fruition.”

    GR, Airport Direct Travel Ltd.

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