CRM for UK Small Business

Ditch the spreadsheets

Starting a business often means relying on spreadsheets. They're affordable and help you get organized quickly. However, as your business expands, these spreadsheets can become chaotic and inefficient. The risk of losing valuable data or making errors increases. Additionally, as your team grows, managing access and collaboration becomes challenging. This is the perfect time to transition to a secure, cloud-based CRM system.

Move towards a paperless office

Forms, quotes, invoices, product sheets, training manuals—the list goes on. Storing years of paper documents in the office is both costly and insecure. Digitizing this data is straightforward. From your initial enquiry or registration form to quotes and invoices, we offer secure, cloud-based systems to help you get started.

Improve client communications

Managing client communications is crucial for business growth. While it's simple with just you and your smartphone, it becomes more complex as you expand. With multiple channels—phone, email, social media, WhatsApp, chat, and your website—managing communications can be challenging. We centralize client communication, helping you improve responsiveness and deliver quicker replies.

Choosing technology is tough

Choosing the right technology and integration partner is essential in the early stages of your digital transformation plans. There's so much choice when it comes to the systems that are available. Even if you select a vendor, the licensing is often complex and ensuring you choose the right product to suit can be a challenge. We take the pain out of that process.

When is a good time to get in touch?

Employing a team

When your business is just you, life is simple. Once you start to build your team, integrated cloud systems can really help to energise, focus and empower your new staff.

Data Security Concerns

Your data is your business. Keeping it secure is essential to operations. Storing data in personal cloud storage or worse, locally, isn't going to help with compliance or recovery.

Strategic Planning

You have big plans. Growing your business can be challenging, but without systems and processes in place early, it can lead to more complex designs later down the line.

Connecting Systems

You may already be invested in Cloud technology, but the systems are working independently. Integrating cloud technology can offer huge increases to productivity (and reduce cost).

CRM Accuracy

If you've had a cloud CRM in place for some time, you may have noticed the quality of the data has become an issue. Time for a cleanse and to introduce accuracy to addresses, emails and phone contact data.

Improve Reporting

Let's face it. Most standard cloud solutions have sub-standard reporting capability. If you want more from your existing solutions, we can connect them up to our cloud analytics to deliver custom reports and dashboards.

Come find us!

We love attending events—it’s one of the best ways to connect with clients and partners across the UK. Lately, we’ve made it a priority to attend around one or two events each month, giving us the chance to answer questions, share insights, and learn more about what matters to you.

If you have questions we haven’t had the chance to answer in person, feel free to check out our FAQ for more information. We’re always here to help, whether it’s at an event or online.

Events

FAQ

You're in safe hands

We're a Zoho Advanced Partner with over 250 clients and 11 years' experience. With a 93% client retention rate, we're in for the long term to support your business on its digital transformation journey.

Get in touch!

Let's get started. Complete the form below and we'll be in touch to book a free initial consultation.

Target Cloud Consulting Ltd. 15 Palace Street, Norwich, NR3 1RT.

Phone : 01908 767800

Company Registration Number : 09201297

VAT Registration Number : GB195351881

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