STRUGGLING TO UNDERSTAND CRM?
DON’T KNOW WHERE YOUR BEST LEADS ARE COMING FROM?
DATA NOT CONNECTED TO OTHER SYSTEMS?
TEAM NOT USING THE TECH PROPERLY?

The Ultimate Guide to CRM
– DISCOVER THE BASICS
– UNDERSTAND WHY IT’S ESSENTIAL
– CHOOSE THE RIGHT SYSTEM
– MAKE THE MOST OUT OF YOUR CRM
Finding your current CRM difficult to navigate? Losing out on sales due to disconnected data? Let us take the stress away.









The Bright Dials Process
Flexible and practical marketing automation services

Samaritans commissioned Bright Dials to select and implement a CRM system. Bright Dials worked with us to identify the requirements, prepared the project plan for implementation. Leading the team through design, data preparation, testing and go-live. It was great to have their CRM expertise on board and the cool head that came with it.

Working with Bright Dials has been an absolute pleasure, from introduction through to wrap-up. The care and attention towards us as a brand, and as people, has been nothing short of exceptional.

I turned to Bright Dials for recommendation and support in our period of transformation. Their fast grasp of the situation, supportive, down to earth approach and spot on recommendations meant we had a great solution in place within 3 months

Bright Dials helped clarify and educate us on the processes we needed to do. Their attention to detail and approach to working with our other suppliers was invaluable. We would have no hesitation in recommending Bright Dials to anyone.

It isn’t just about the software, we knew your service would be above and beyond the usual provider.

If you work with Bright Dials you’re in very capable, knowledgeable hands, no task is too big or too small.

From our very first conversation, Bright Dials not only answered the brief, but asked all the right questions. We now have more of an understanding of our processes and a new system in place.

Bright Dials has become an extended part of the Rickshaw team and has since been providing ongoing training, guidance and support with our campaign planning, which has really helped empowered us.

You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.

We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.

The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.

Bright Dials do everything with efficiency, intelligence and a sense of humour

Digital Mums invited Lindsey to record some video lectures on how to use Google Analytics for Social Media due to her expertise in this field. We believe teaching analytics to our trainees is a very important skill and Lindsey presented the right information, at the right level to ensure our trainees progress well through our course.

Bright Dials took care of our onboarding process from start to finish and got it right first time. Having ongoing support whenever we need allows me to to maximise our marketing efforts and get the best use of our marketing automation platform.

Working with Bright Dials has highlighted the huge importance of marketing automation. The time and effort of setting this up properly far outweighs the longer-term time and effort of doing this manually. I only wish we had done it sooner!

Bright Dials has been a massive help to us at Rickshaw Travel. With a restricted CRM system, we knew the potential of our email marketing efforts, but felt limited with what we could do with our data. Being able to outsource our data clean and CRM restructure has provided significantly more options when targeting our campaigns.
Bright Dials arms you with a wealth of customer insight. Intelligent, behavioural-based tracking gathers all your data in one place and then generates actions that speed up the sales cycle.
A wealth of customer insight, all in one place
Limitlessly powerful integration
Are you making an educated guess?