CRM Configuration

Don’t persevere with your CRM…flourish with it!

A well configured CRM platform will deliver your business objectives

Why should you have your CRM configured?

Customer Relationship Management is a tool to help manage and understand your customers. It requires a strategy to be integrated with your business operations. Buying a subscription to a platform is just part of it.

Implementing a CRM platform across an organisation will give some benefits, even if unconfigured by a specialist. However, why would you not get the most out of your system to benefit your business?

Cymer CRM has experience across many CRM platforms. Being partners with several providers allows access to deeper platform insights, dedicated resources and support. This is then shared to develop your CRM configuration to integrate with your business operations and take advantage of more functionality offered.

A small investment working with Cymer CRM at the beginning of a CRM project will:

How will CRM Configuration Impact my Business?

Whilst the use of a CRM platform may have got your business through phases of your operations to function, are they configured correctly and optimising the platform that has been invested in?

Chances are that the platform was configured hastily and/or with little guidance, as the company need to have something in place outweighed optimising it.

The example below illustrates the impact a configured CRM can have on your Marketing and Sales Funnel.

The figures illustrated don’t include costs savings from more efficient operations, reduced duplication or from getting the platform selection matched to your business.

Calculate your CRM Impact

Configuring a CRM platform at sk:n Clinics

“Cymer has been absolutely pivotal in our digital transformation journey, pushing our data and CRM strategy to create a step change in our results.

Amongst one of the best CRM consultants in the Midlands that can both deliver on execution and strategy.”

Amrit Gill
former Head of Clinic Marketing

READ CASE STUDY >>

CRM & Data Audit

The results of the audit are compiled into a report that outlines necessary changes and potential operational inefficiencies. Cymer will also recommend CRM platforms that meet your needs, complete with pricing information.

CRM Scoping & Configuration Planning

Following the guidance set out in the Audit report, alongside the objectives set out by the senior Stakeholders, the Project Scope is set and a plan can be formed:

Stakeholder Workshops
Budget & Timelines
Data Management
Database Schema
User Types & Access
Platform Configuration
Software Integrations
Data Migration
Custom Developments
Reporting
Cymer Testing
User Acceptance Testing
User Training

CRM Configuration

The platform basic functions can be setup and configured to requirements of the organisation.

Further configuration is required to ensure that Data tables match the Database Schema and will be compatible with migrated data and/or imported data.

Required functions are also configured, e.g. Marketing channels for inbound/outbound communications.

Automated processes are configured to meet operational requirements, e.g. Lead Conversions, Task Management, Job notifications.

Data Migration & CRM Integration

Custom developments and integration of 3rd party software takes place to deliver operational excellence and ensure that teams/departments can transition to the new CRM platform.

Cymer CRM

Cymer CRM is a trading Style of Cymer Marketing Solutions Limited

Cymer Marketing Solutions Limited is registered in England,
Company Registration No 12298160.
Registered Address: 58 Longbreach Road, Kibworth Harcourt, Leics, LE8 0SR.
Registered VAT number is 335237511.

Leicester, UK

+44 7791 284542

solutions@cymercrm.co.uk

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