CRM implementation
Transform your customer engagement
CRM Solutions
Unleashing the Power of CRM
Explore how our CRM integration with Microsoft Dynamics 365 Sales and ActiveCampaign can revolutionise your customer relationship management.
Customer Relationship Management (CRM) solutions are essential for businesses aiming to enhance customer interactions, streamline processes, and boost profitability. Our CRM solutions are designed to cater to businesses of all sizes, enabling them to understand their customers better and foster more meaningful connections.
We transform digitally businesses seeking to elevate their customer relationship management to the next level.
Transform your customer engagement
with solutions
Microsoft
Dynamics
MS Dynamics 365 Sales is a robust CRM solution that helps organisations manage customer relationships more effectively.
By implementing Dynamics 365 Sales, your business can benefit from:
Comprehensive Customer Insights: Gain a 360-degree view of your customers with data-driven insights that inform decision-making and strategy.
Enhanced Sales Performance: Streamline your sales processes with tools designed to increase productivity and efficiency.
Seamless Integration: Enhance collaboration and communication across teams by integrating with your existing Microsoft tools.
Scalable Solution: Adapt and grow with a CRM solution that scales with your business needs.
Active
Campaign
Elevate Customer Experience and Engagement
ActiveCampaign (AC) combines the power of automation with CRM capabilities, offering businesses an intuitive way to manage customer relationships.
By implementing ActiveCampaign, you can achieve the following:
Automated Marketing Efforts: Automate repetitive tasks, such as follow-ups and personalised communications, to save time and resources.
Actionable Customer Insights: Leverage analytics to understand customer preferences and behaviour, driving targeted marketing campaigns.
Personalised Customer Journeys: Create tailored customer experiences, improving engagement and loyalty.
Integration Capabilities: Seamlessly connect AC with your existing systems for a unified view of all customer interactions.
Benefits for your business
Contact and Data Management
- Creating and organising contacts
- Importing, cleaning of deduplicating data
- Contact enrichment
- GDPR and data privacy compliance
Segmentation and Targeting
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Creating segments
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Tagging and filtering contacts
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Lead scoring and lifecycle stages
- Creating notifications
Customer Journeys and Automation
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Building automated workflows
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Personalised email campaigns and multi-channel journeys
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Setup of lead nurturing or upsell flows
Sales and Pipeline Management
- Setting up pipelines and sales stages
- Assigning leads to sales reps
- Task automation and follow-up reminders
Integration and Synchronisation
- Syncing with tools like email platforms, e-commerce, ERP, etc
- Integrations and Data synchronization between CRM and different tools
Reporting, Analytics & Support
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Custom dashboards
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Campaign performance, pipeline metrics
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ROI tracking and customer lifetime value analysis
- Support and smooth handover
Our approach
Every business is unique
Why choose Brandfinity?
Here’s what sets us apart:
Tailored Solutions: We ensure that you choose the right CRM solution, and we implement it, aligned with your business objectives and tailored to your specific needs.
Expert Implementation: Benefit from a seamless CRM implementation process guided by our skilled professionals. Comprehensive Support: We provide continuous support to maximize your CRM investment from deployment to ongoing maintenance. Proven Track Record: With a history of successful CRM implementations, we help businesses unlock their full potential.
Success stories
Driving Growth with Brandfinity
Discover how we helped businesses to go to the next digital level. View Case Studies
Describe your needs
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Contact us
and discover how we can help your business.
Schedule a Call – speak to our data experts.
Request a Quote – get a customised solution.
Contact Us – we’re here to help you grow.
Our team is ready to help you craft a CRM strategy that will propel your business forward, whatever your size or type of business.
About Brandfinity :
We are a Swiss digital agency specialising in customer experience optimisation.
We deliver tailored solutions that maximise your return on investments. Our team has pioneered and has successfully configured with projects for education and insurance sectors .Whatever your business needs, our flexible approach ensures your CRM implementation is set up successfully.
More about Brandfinity.
FAQ
CRM
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What kind of CRM have you knowledge of?
We are a Microsoft cloud partner and can, therefore, implement and manage Microsoft Dynamics 365 sales for our clients. We have already implemented a solution for multiple schools within the same environment.
We are also active campaign partners and implement this solution in case we have slightly lighter requirements in terms of access rights, data partitions between business units, and corporate governance. We also have experience with Freshworks.
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What kind of clients you have implemented CRM for ?
Education providers, automotive, financial services, associations, nonprofit, B2B, Premium appliances.
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What is a CRM system?
A CRM (Customer Relationship Management) system helps businesses manage customer interactions, improve relationships, and streamline processes.
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How can a CRM system benefit my business?
It centralises customer information, improves communication, enhances customer service, boosts sales, and increases efficiency.
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Which size of business is righ for CRM implementation?
A CRM can benefit businesses of all sizes by helping them manage contacts, automate processes, and scale operations as they grow.
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Which sectors see the most value from CRM software?
All industries, but primarily retail and e-commerce, B2B Services and SaaS, education, financial services, healthcare, tourism, and real estate, often see significant benefits from CRM. Still, CRM can be tailored to any industry.
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Can a CRM help in improving customer service?
Yes, CRM helps provide personalised service and quicker issue resolution by providing easy access to customer information and history.
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Do CRM systems integrate with other tools and platforms?
Yes, many CRM systems integrate with email platforms, social media, accounting software, and more for a seamless workflow.
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How secure is customer data in a CRM system?
CRM systems typically offer strong security measures such as data encryption, user authentication, and compliance with data protection regulations.
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Can I customise the CRM to fit my business needs?
Most CRM systems offer customisable features like custom fields, reports, and workflows to suit specific business needs.
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How long does it take to implement a CRM system?
Implementation time can vary depending on the complexity of your business needs, but it can range from a few weeks to a few months.
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What kind of training is provided for using the CRM?
Vendors usually offer training through webinars, documentation, and live sessions to help your team get familiar with the system.
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Will a CRM improve our sales process?
Yes, CRM optimises sales by tracking leads, automating follow-ups, forecasting sales, and analyzing performance.
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How is a cloud-based CRM different from an on-premise CRM?
A cloud-based CRM is hosted on the vendor’s servers and accessed online, while an on-premise CRM is installed locally on your company’s servers.
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What are the costs involved with a CRM system?
Depending on the vendor and features, costs can include initial setup, subscription fees, customizations, and maintenance.
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Can a CRM handle multi-channel customer engagements?
Modern CRM can manage interactions from various channels, such as email, social media, and phone, providing a unified view.
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How does a CRM help with marketing efforts?
CRM enhances marketing strategies by segmenting customer data, tracking campaign performance, and automating marketing tasks. It is also generally connected to a marketing automation solution when it is not native to the solution, as with MS Dynamics and ActiveCampaign.
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What are some challenges businesses face when using a CRM?
Common challenges include user adoption, data migration, system integration, and keeping data updated and accurate. A CRM project can succeed or fail depending on the commitment within the company to make it a success.
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Can I access the CRM on mobile devices?
Yes, most CRMs offer mobile apps or responsive web versions, allowing access to data anytime, anywhere. This is nowadays a standard feature.
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What should I consider when choosing a CRM for my business?
Consider factors like scalability, ease of use, integrations, functionalities able to cover your business processes and organisation, customer support, and cost.
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How does a CRM system handle lead management?
It captures leads from various sources, scores them based on predefined criteria, and nurtures them through automated workflows.
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Is technical support available if we encounter issues with the CRM?
Yes, Brandfinity will offer first-level support linked to a maintenance contract, and the software vendor will help with more system-based issues or solution bugs.