3 signs you need CRM consultancy (and how to get a free workshop)

Struggling to meet sales, marketing or operational targets despite ongoing efforts? If so, it might be time to invest in a CRM consulting service.

These days, managing your customer relationships is no longer a luxury but a necessity. This makes investing in CRM consultation a truly strategic decision — it can help you create a unique CRM strategy that will keep engaging leads, retaining customers, and hitting those targets. Let’s take a closer look.

What is CRM consulting?

CRM consulting will help you overcome your current customer relationship challenges and build a better strategy unique to your business. The result? A streamlined business process so you can sleep easy knowing you’re taking care of your customers in the best possible way.

So, what exactly does a CRM consultancy do?

• Upgrade strategies: They’ll work with you to create a custom CRM strategy that aligns perfectly with your business goals.
• Implement new systems: They’ll set up and upgrade your CRM system to fit your unique business needs.
• Creates a new system for you: They’ll adapt the CRM to meet your unique business processes, workflows, and customer management needs.
• Trains and supports teams: There’s no point in having a swanky new CRM if no one can use it. CRM consultants will ensure all team members know how to use the CRM system effectively and provide ongoing support to make continuous improvements.

3 signs you need a CRM consultancy

If your customer data is scattered across spreadsheets, emails, and post-it notes, it’s time to call in the experts. A disorganized database can lead to poor decision-making and wasted time. CRM consultants can help you organize your data, streamline your workflows, and turn chaos into clarity. Here are three signs it’s about time you invested:

1. You don’t have time to create or adapt your CRM strategy

To make sure you close the most sales and attract quality leads, you need a CRM strategy in place. The challenge is that it takes time to create and maintain a strategy as your business changes. And many leaders aren’t sure where to start.

If you’re finding it hard to uncover the information you need or simply don’t have time to put your strategy together, a specialist consulting in CRM strategy can help. In the meantime, we’ve shared some tips on how to structure your CRM strategy that can help you get up and running.

2. You want to see the results a CRM can deliver for your business, without committing to a new CRM

CRMs are an investment of your time and money – so if you’re thinking of choosing a new one it’s not a decision you want to take lightly. With so many providers with complex pricing and different offerings, it can be tough to know how much value you’d get by moving.

Consultancy is a great way to find out the benefits, without making any commitments.

3. You’re not achieving your sales, marketing or operational goals

There are lots of reasons why you might not be reaching your goals. Perhaps your business is making the mistake of taking on too much at once, or maybe you have multiple teams working in silos towards different goals, complicating things.

Whatever the reason – consultancy is an easy way to get to the bottom of your challenges, align your teams, and make a mutual decision on the biggest priorities.

How CRM strategy consulting can transform your business

A well-crafted CRM strategy is the secret sauce to customer success. CRM consultants can help you define your goals, map out your customer’s journey, and select the right tools to get you there.

By partnering with a CRM consultant, your business can:

• Deliver personalized experiences that delight your customers.
• Close more deals and increase revenue.
• Boost efficiency and reduce costs.

CRM consulting can create a world where your customers feel valued, your sales team is empowered, and your business runs like a well-oiled machine. Sounds good, right?

How to choose the right CRM consultant

We’re the first to admit that some CRM providers simply aren’t up to scratch — so much so that we created a quiz so you can find out if you’re getting a bullsh*t CRM deal. So how can you make sure you’ve got the right CRM consultant for your business?

Here’s what to look for:

1. Industry insights

A good CRM consultant should have a deep understanding of your industry. Look for someone who’s worked with businesses like yours and knows the unique challenges you face.

2. Full-service solutions

Don’t settle for a consultant who only solves one piece of the puzzle. You need someone who can handle everything from strategy to implementation.

3. A great track record

Ask your potential consultant to show you their work. Case studies and success stories from other clients can give you a sense of their capabilities.

Workbooks’ Unique CRM Consultancy Approach

Workbooks’ Shared Success is a unique approach to CRM consulting. It’s more than just a service — it’s a partnership designed to help your business thrive. Through interactive workshops, our expert consultants work closely with your team to identify challenges, set clear goals, and develop a tailored CRM strategy.

How shared success works

Our carefully crafted process involves:

1. Collaborative workshops that bring your team together to discuss your business’s biggest challenges and aspirations.

2. Tailored strategy development based on your workshop insights. From there our consultants create a customized CRM strategy that aligns with your specific needs.

3. Hands-on support to help you implement your new CRM strategy and achieve your goals.

For a more detailed look at our Shared Success workshops, take a look at our detailed brochure.

How to get your free CRM workshop with Workbooks

Want to try before you buy? We get it. That’s why we offer your first Shared Success workshop worth more than $4,000 completely free of charge. Claim your free workshop by filling in the registration form here.

Take the plunge and see the difference

CRM consulting could be the final key to unlocking your business’s full potential. With a CRM consultant’s help, you can boost sales, improve customer satisfaction, and streamline your existing operations.

Workbooks’ Shared Success workshops are a unique approach to traditional CRM consulting. It’s an approach shaped by collaboration, customization, and long-term success. Don’t believe us? Sign up for a free workshop and see for yourself. What have you got to lose?