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CRM BUILD AND MIGRATION SERVICES

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HELPING ORGANISATIONS WITH CRM CONFIGURATION, DATA MIGRATION AND SYSTEM INTEGRATIONS

When transitioning to a new type of CRM, having a well-structured migration plan is absolutely crucial. This plan creates a clear roadmap for your development team and stakeholders to ensure a seamless transition. Ensuring that all customer data and integrations are transferred efficiently. Minimizing disruptions to your sales, marketing and operational process. Creating a custom CRM system which aligns perfectly with your workflows and goals. This tailored approach allows you enhance customer engagement, and achieve greater success by fostering customer loyalty and boosting your sales funnel.

OUR CRM CONSULTANTS CAN HELP YOU IN THE FOLLOWING AREAS:
  • Identify all data fields and data capture points
  • Data cleansing and migration
  • Configure a new customised CRM
  • Form build and integration
  • Connect any third-party platforms
  • Set up tracking, analytics and custom reports
  • Build pipeline stages and leadscoring
  • Create landing pages
  • Email template design
  • Email marketing strategy and implementation
  • Domain warm up
  • Build workflows and automations
  • User configuration
  • Testing, training and rapid go live support
WHY CHOOSE BRIGHT DIALS TO BUILD AND MIGRATE YOUR CRM?
  • KNOWLEDGE - We bring a wealth of experience from all our clients

  • PROJECT MANAGEMENT - We ensure smooth, on-time project delivery, leading our team or working with yours.

  • APPROACHABILITY - We are female led and pride ourselves in simplifying complexity for all

  • EXPERTS - We assemble specialised teams with experts for your needs

WE NEVER TAKE A ONE-SIZE-FITS-ALL APPROACH BECAUSE EVERY BUSINESS IS DIFFERENT.

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

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Emilie Lashmar
Creative Director, PLATF9RM
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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.

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Alison Tidball
Operations Director, TNM Coaching
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Our project had a lot of interdependencies which made this very complicated. Bright Dials made sure the project was well scoped and managed, making the project work smoothly.

Rosie Ashman
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
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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

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Jan Burgess
Founder, SOL Design Collective
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The level of care and professionalism shown by Bright Dials was exceptional; even from onboarding the process was seamless.

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Alex Carlton
Founder, STRYYK
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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.

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David Alcock
Project Manager, Samaritans
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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.

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Hannah Hesford
Communications & PR Manager, Rickshaw Travel
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Our CRM systems have hugely improved since 2022; something we could not do ourselves.

It’s been great working with Bright Dials.

Rosie Ashman
Rosie Ashman
Digital Marketing Manager, Plus X Innovation
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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.

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Tom Glover
Brand Manager, STRYYK
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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.

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Hannah Hesford
Communications & PR Manager, Rickshaw Travel
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We have an ongoing relationship to grow and improve our processes and marketing, having a retainer is right for this.

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Emilie Lashmar
Creative Director, PLATF9RM
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You brought clarity and simplicity to a complex problem, which gave us confidence Bright Dials would solve our problems.

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Dan Collier
Marketing Manager, Filmstro
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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!

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Chris Young
Chief Technical Officer, Filmstro
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It isn’t just about the software, we knew your service would be above and beyond the usual provider.

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Victoria King
Marketing Manager, Plus Accounting
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Since launching in April 2021, our TEAM has saved 784 hours in billable time, giving us a 580% return on our investment. Needless to say I'm delighted with the results.

Paul Feist
Paul Feist
Managing Director, Plus Accounting