crm - customer relationship manager and so much more crm - here to help

What CRM

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Can Do for YOU

  • It allows you to scale your business through systems
  • It automates repetitive tasks and processes
  • Helps you to manage business data and find information fast
  • Gives you the ability to integrate business tools to work smarter
  • It means that you save time
  • You get to centralise all of your business data and communicate with specific groups at the touch of a button

Our CRM

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expertise

balance, CRM, Better Way, business improvement

  You love your job. You adore your business, respect your team, enjoy helping your clients. You’re crazy about the product/service you offer, you’re fond of your office and you even appreciate the journey to work. You’re just not so keen on all the other stuff. The chasing, the forgetting, the duplication, the menial, the clashing and…

Shiny Penny Syndrome, trends, systems audit, business review, business growth, process improvements

  What was the last thing that you treated yourself too? If you’re a shopaholic it might have been new clothes or a new pet if you’re an animal lover, perhaps the Apple Watch or some other gadget or gizmo? But what if you had no wardrobe or drawers to store the clothes, or couldn’t…

business improvements, CRM, online system, business freedom, extra mile,

Think of all the extra things you could do if you didn’t have to do mediocre and mundane tasks… While you’re waiting for your name to be called at the doctors you’re probably daydreaming about playing your favourite sport or making your favourite creative thing, whether that be baking, drawing or writing that novel you’re…

ONTRAPORT, integrated systems, business, business freedom, automated marketing

  Have you ever been immobilized by indecision? Dithered for ages over which bank to place your savings in, ‘ummed’ and ‘ahhed’ over which film to watch or music to listen to, wavered over which item of clothing to buy, only to falter even more when confronted with the vast abundance of clothing choice that’s…

business vision, vision, CRM, goals, systems

  Sometimes the best things that happen to us are spontaneous. Bumping into an old friend can bring more laughs than an obligatory scheduled meeting with an acquaintance. A surprise out of the blue from a loved one can be more touching than a planned birthday surprise. Stumbling upon an advert for a local networking…

work remotely, work on the go, CRM, New Year, New Year Resolution, business

We hope you and your business have enjoyed 2016. Whilst New Year is a time to reflect on how lucky we are at present and the successes we’ve enjoyed so far, my mantra is: “how can we find a better way?” I’m always looking for ways to improve, streamline, optimise and get smarter. So what…

unite, integrated systems, business improvements, CRM, business resources

  Don’t you think business life is better united? Being on the same page as a client to help them achieve their goals through your services, being on a similar wave length to your team, sharing the same values as your business investors, mentors or partners, you name it, business, and life in general, is…

efficent, productive, timer, time, Zoho tasks, CRM, Tasks

  Time’s pretty fickle isn’t it? When we have lots of it we love it but usually end up squandering it with a ‘I’ll do it tomorrow mentality.’ When time is of the essence and we have very little of it, we resent it and tend to leave an urgent task until the very last…

data security, data, hacking, data leak, data breach, business

  From the TalkTalks’ well talked about data breach, and the infamous celebrity private photos leak to the much more recent Tesco Bank cyber attack on over 40,000 customers’ details, we all know that data ‘hacks’ are a very real and present risk in today’s digital world. Not only did these chilling headlines make us…

Paula Atherill, HD8 Business Show, Networking, The HD8 Network

  The beauty of having all our business’ data stored and categorized into a reliable and organised system or CRM (Customer Relationship Management) platform isn’t just that it helps us keep track of contacts’ details…or that it seamlessly integrates with other systems…or that it minimizes our chances of missing valuable opportunities to grow our business….

reporting, Zoho Reporting,

  Number crunching, data munching, result bunching…button punching… scowl scrunching… sound familiar? While some people’s minds are very analytically inclined and almost wired to make sense of figures and information, others get confused, overwhelmed and downright frustrated with numerical data. But ask any business owner; reporting, analyzing and calculations have to be done. They’re necessary-…

Question and answer, CRM, CRM Q&A, Location Independent, Business Freedom, Remote working, virtual team, Digital Nomad

  If you’ve stumbled across this or one of our recent blog posts and you’re a tad confused then you’ve come to the right place! Even better, if you’ve read a few of our posts and can see they’re connected by a theme that you can’t quite put your finger on, it’s because they are!…

organised, CRM, Zoho, Zoho CRM

  People generally fall into two camps when it comes to organisation. They’re either very uber-organised or else completely scatterbrained, scraping through, meeting (or missing!) deadlines just in the nick of time. When it comes to whether we want to be organised we fall into one black- and-white camp: we all want to be organised. Why wouldn’t…

multitasking, busy, efficient, juggling, CRM, productive.

How many things can you do at once? When was the last time you multitasked? I bet you can do a fair few activities at once and have multitasked at least once today. With the advent of the internet, technology and an acceptance of 24/7 working hours, as well as the expectation that we all…

Sales, Marketing, Smarketing, team collaboration.

  How well does your company’s team gel? Take a moment to reflect on that question. If you think they get along fairly well, what about your wider team, beyond the immediate department you work in? Do they enjoy as smooth a relationship? If so, why not, do you reckon? Is it because they have…

Summer, news, work, Creative Analysis

  We hope you’re having a great summer! Here at Creative Analysis we’re huge fans of how the right online tools and systems can enable savvy freelancers, entrepreneurs, business owners and their teams to be free to work from wherever they choose and to break free from the traditional- now outdated- 9-5 grind. We love…

business meeting, networking, business growth

  Are you guilty of not keeping in touch with family friends, extended family, old colleagues, or school mates? We all love our family and friends but sometimes life gets busy and sadly touching base with them falls down our priority list. Occasionally we’re lucky enough to find friends who are understanding and we can…

Partnership, collaboration, PandaDocs, Creative Analysis Ltd, Zoho

How often do you leave work and wish you’d been more productive that working day? For quite a few of us not getting through much of our ‘to-do’ list or feeling like we don’t achieved much day-to-day can bug us…a lot. Our new partner PandaDoc can help. The solution? Find a new system, a new…

bigstock-Juggling-On-The-Beach-47451862

In 2015 the British Standards Institute carried out a survey of 250 SMEs with between 1-250 employees. The survey revealed that almost 50% of them didn’t feel that their business was operating efficiently. 25% claimed that there was room for improvement and 20% of owners stated that they were involved in every aspect of their…

what if, missed opportunity, business

  Do you know when we know we’ve missed a great opportunity? When it’s passed us by, with that pesky feeling of hindsight mischievously and knowingly grinning at us as we reflect on the ‘If Onlys and ‘What Ifs’. What if we had developed that relationship with that interested possible client more? If only we…

Brexit, collaboration, business

  “Brexit”. It’s become the buzzword of 2016 hasn’t it and will probably be added to the Oxford Dictionary soon, in fact I’ve just added it to my computer’s dictionary now! It’s no wonder people from all walks of life are familiar with the term, given that business confidence in the UK economy has dropped…

goal grin, business goal

  If you were ever sporty you’d know the pleasing power of utter contentment when that football you kicked smashed into the net or that basket ball you strategically threw soared through the hoop, gliding into the basket. If you were ever musical or into acting you’d know the blissful feeling of fulfilment at performing…

Zoho Connect, potential

  Possibility- it’s a powerful word isn’t it? In fact it gives me goose bumps. It just oozes potential and radiates opportunities in abundance. Put the word ‘Endless’ in front of the plural version and I go into  full on meltdown! However, ‘Endless Possibilities’ rarely crosses the mind unless collaboration occurs. Think about it- just…

Customer Relationship Management System, CRM

  What is a CRM and Why Do I Need One? ‘Shhhhh!’ is sometimes what we yearn to say to all the visual and mental ‘noise’ clutter can create, in a bid to numb and shield ourselves from the ensuing confusion that inevitably arises from such disorder. What if there was a system that you…

work remotely, virtual team, virtual office

In this busy 24/7 world, constantly connected via mobile devices that we perpetually have on our person, confronted with information overload, we bet you’ve had a daydream or two (or ten or twenty…) about working differently. Think about it, when was the last time you mused about the possibility of working in a different way- to give…

CRM, group communication, button, Customer Relationship Management System

And…click! That simple tap was the sound of Dom Wint, owner of web design company Clean Page Webdesign Ltd, hitting ‘send’ and communicating with all his clients- at the touch of a button. As easy as that, he has informed and reassured his clients, whilst managing their expectations. Let’s rewind. A few weeks ago Dom…

business cards, networking, contacts, business

A few weeks ago I shared the wonders and convenience of the Zoho Card Scanner App in a blog post, outlining how small business owners simply have to snap a picture of a contact’s business card and the clever app accurately populates the correct fields in the virtual business card contact on your phone within…

networking, handshake, contacts, business, business card, Zoho Card Scanner.

We all know a few cheeky life hacks– little secret cheats to make life easier. From running an old post-it note between the keys on your keyboard to gather mouldy crumbs and dust before you throw it away, to putting your smartphone in a glass to crank up  your alarm’s volume to avoid over-sleeping. We…

AppFolio, Power Pack, Marbec Properties

What do you expect when you start up your own business? You may expect it to be a stressful hard slog, require blood, sweat and tears and then some, and maybe (if you’re realistic) you anticipate that your new venture might not generate a profit during the first 18 months (unless you’re blessed with a…

Business Freedom, sailing boat,

What does freedom mean to you? Perhaps it’s escaping on an exotic holiday, a travelling adventure or being able to sleep in or socialise with friends during a ‘working’ weekday? Not being tied to the office or a strict work schedule might spring to mind? Maybe freedom means being able to be utterly spontaneous. At…

Creative Analysis Power Pack Scoping Session

Every Power Pack CRM that we build starts in the same place – the business vision. Without knowing where the business is going there is no way of fully understanding how to create the system that is going to underpin the processes and automation within that business. CRMs and other business systems are only as…

ipad-712423_640 2

As I sit here with my cup of coffee relaxing after another vibrant networking event I realise how free I actually am from being tied to the office… I have my office right here with me – behind my mobile phone is a system that allows me to catch up on all of my clients,…

Make Things Better

Take your face out of your hands And clear your eyes You have a right to your dreams And don’t be denied I believe in a better way (Ben Harper) So thought my dad. Always creating something, building something, fixing something, his way of thinking must have inspired my own on some subconscious level. I…

Tablets & Cloud - Freedigtialphotos (CREDIT THIS)

CRM’s are for large businesses right? Wrong… CRM’s are for any size business and in some respects can be more important for solopreneurs or single owner businesses. The general belief is that CRM’s are only needed if you’ve got thousands of contacts and customers or you’ve got a really large sales team that need to…

Application Icons (acknowledge FreeDigi)

Are you stuck in the detail of your business?  Would you like to learn top tools and tricks to shift from working IN your business to ON your business? Let me show you 6 key aspects that I focus and introduce you to the attitude that is needed for success. Just to be clear from the outset,…

ID-100224555

Do you have a New Years resolution? Is it to organise your network of contacts? If your current CRM system doesn’t work as hard as an ant, now is the perfect time to sort it out! Why not dive into that huge pile of business cards or that ever growing spreadsheet while you feel fresh? That’s…

Money while sleep

Do you want to make money while you sleep? Make your business perform for you. I recently attended IGNITE, an event to inspire women in business to achieve their vision. There were many great speakers, such as Loral Langemeier, Laura Doyle, Abi Griffiths, Katharine Dever and Bernedette Doyle. A common theme throughout all the presentations…

Mess on the table

Do you want to get organised and save time? Does this look/feel familiar? Every week I come across more and more businesses that are drowning in business information, paperwork, business cards, leads and task lists, to name just a few of the things that are piling up. Most businesses want to increase their turnover and…

Business Cards 2

Have you ever wondered why you’ve got a huge pile of business cards on your desk, in your drawer or in folders but you don’t have enough sales?  You’re not the only one – it’s seems to be standard amongst most micro business owners. We are all so busy networking and working in our businesses…

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