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Products and Services

We know data.

We know and fully understand the challenges you face as a Professional Services firm, ensuring your CRM’s potential is fully realised. Moreover, we can help you overcome them.

We are proud to offer a wide range of Data Products and Services. Not simply an “out of the box” solution, each data product is implemented within a detailed consulting and planning framework, specific to your requirements; your CRM platform; and the technology upon which it is built. We ensure nothing is left to chance.

Please do not hesitate to contact us for a more in-depth conversation to see if we can assist you too.

NEW! Check out our GDPR Toolkit for ensuring your firm is GDPR compliant in time for May 2018!

Manage "Who Knows Who?" Relationships within your data.
Enables firms to be able to automatically create activities and reminders for contacts.
Enables an administrator to archive contacts into a secure hidden folder.
Automatic ranking of contacts and companies based on a range of criteria.
Detailed reporting for activities of selected types within predetermined groups.
Generate actionable and meaningful business development reports.
Identify and implement the most effective CRM system and strategy.
Avoid bad data by auditing and scoring existing data.
Integrate data from other company systems into your CRM.
Gain insight on how best to migrate your company data to your CRM.
Classify contacts based on their role, specialism and seniority.
Use our toolkit to audit your current data and report on progress as you implement...
Use our toolkit to audit your current data and report on progress as you implement...
Clean and Standardise your data effectively with our help.
Measure the quality of data, user behaviour and contact engagement.