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Please take 10 minutes to complete before our 1:1

Completing this last step, will really help us understand your business requirements. Please do complete this before a 1:1, as it can save us some valuable time, and allow us talk specifically about your potential options.

Welcome to RAW Corporations CRM Overview

Please fill in these questions for us so that we can get an incredible understanding of your business and the desired results of our potential project.

It's is important to understand at this point point we do charge for our initial discovery call or details around our quoting stage.

Prior to any commencement of work, both parties must accept the terms and conditions of our businesses and the Contractual Agreement of how we deliver your work and how we get paid. But don't hung up on this for now, these details will be sent out along with a quotation.

Lastly, if you have a Non-Disclosure Document that you need signing prior to completing this form, please send it to [email protected]

Our Terms and conditions can be accessed here

A Customer Relationship Management (CRM) system is not just a valuable tool; it's a strategic asset for businesses across a variety of industries. With a well-implemented CRM, companies experience increased efficiency, better customer relationships, and enhanced profitability.

In fact, according to a recent industry study, businesses that leverage CRM systems have seen an average sales increase of 29%. This is due to streamlined workflows, personalised customer interactions, and data-driven decision-making.

Furthermore, a CRM's impact isn't limited to sales; customer service departments witness a 47% improvement in issue resolution times. Beyond that, CRM systems provide invaluable insights, helping companies tailor their strategies and enhance customer satisfaction. In an era where data-driven decisions are the key to success, a CRM is your competitive edge, no matter your industry.

However, it's important to note that a CRM is only as good as the input it receives. At RAW Corporation Limited, we recognise this and offer a monthly retainer opportunity to manage and act as your silent sales and operations outsourced partner, ensuring your CRM continues to deliver its full potential

In this section, we aim to gain a comprehensive understanding of your industry, including its unique challenges and requirements. This information is crucial for tailoring a CRM system that aligns perfectly with your industry's specific needs.

Which industry does your business operate in?

Are there any specific industry regulations or compliance standards you need to adhere to?

Defining your CRM budget is a pivotal step in ensuring a seamless implementation. It helps us recommend CRM solutions that not only meet your requirements but also fit your financial constraints.

CRM's can be a fantastic tool to streamline processes and automate many customer activities from emails, to recording contacts, sending marketing emails and tracking customer journeys when they land on your site. When they do land, they can send messages to clients to keep them engaged throughout the purchasing journey.

They can even complete tasks dependent on completed forms such as dissatisfaction surveys, or it could save a customers interactive form and create an internal notification or task to keep you updated with the progress of work.

All that said, you can equally spend £15k-£50k+ on super CRM's with ongoing maintenance costs of around £500 - £1500 per month.

We understand these higher prices maybe more relevant for larger organisations, but should always be considered for smaller businesses who want to work smarter and not harder. 

So to help reduce time or over complicating this part of the process, If you can let us know about your monthly budget for you CRM? This will help us understand what the best tools we can work with.

Your business workflows are the backbone of your operations. By understanding these processes, we can configure the CRM to streamline your daily activities, enhancing efficiency and productivity.

Can you describe the main workflows and processes within your business that you'd like automating/integrating

How do you/your sales and customer service teams currently interact with customers

Social media is a vital aspect of modern business. Integrating your CRM with your social platforms can help you better understand and engage with your audience, improving customer relationships and marketing effectiveness.

Which social media platforms does your business use for marketing or communication?

What specific features or interactions would you like the CRM to have with your social media accounts?

Accounting integration is essential for accurate financial management. Connecting your CRM with accounting software can save time, reduce errors, and provide a real-time financial overview of your business.

Do you currently use any accounting software, and if so, which one?

How would you like the CRM to interact with your accounting system?

Email is a primary communication tool. Ensuring seamless email integration with your CRM allows for unified communication, tracking interactions, and improving customer engagement.

What email platforms does your business use for communication?

How or would you/team like emails to be integrated with the CRM?

Your website is often the first point of contact for customers. Integrating it with the CRM enables efficient lead capture, customer data synchronisation, and improved online customer experiences.

Do you have a business website, and which platform is it built on?

What kind of interactions or data exchange do you envision between the website and CRM?

Gathering key company details is essential for tailoring the CRM to your unique business needs. This information guides us in providing you with the most effective CRM solution.

Do you have a current CRM system?

Who is your current CRM provider

Is it free or subscription based

Do you use it frequently/everyday

How many users will be using the CRM system 

Do you feel that, you or your team are missing opportunities, due to lack of use and understanding of a CRM?

How is your current database stored?

How many client/prospect records do you currently have

Are your customers opted in for marketing?

What specific pain points or challenges do you aim to address with the CRM?

When would you like start your new CRM journey?

It can take around 4-12 weeks to implement and setup your desired CRM system. Depending on your brief, an initial setup would be required. This is then followed by a monthly cost (depending on the CRM provider and the level of integrations and workflows you require).

Thank you for taking the time to complete this form. Your journey to an optimised CRM system begins here. Our team at RAW Corporation values your input, and we're committed to providing you with the best solutions. Rest assured that we're already hard at work reviewing the answers you've submitted. In most cases, you can expect to receive our initial guidelines on costs within 3-5 business days. If we require any additional information or clarification, we'll be in touch promptly. We look forward to partnering with you on your CRM journey!

Would you be interested in outsourcing any other of our services? You can check out our site for more details

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