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Services

CRM Support Partnership

Supporting you and your CRM – Keeping it useful
Ensuring your system stays healthy, trustworthy and useful as your organisation evolves, is crucial to its ongoing success.
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The Kaizen Approach

The Japanese concept of Kaizen emphasizes that continuous improvement prevents larger problems from developing.

We like it. So, we have created a series of packages to offer to level of support appropriate to your needs.

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Why Ongoing Care Matters

Care is cheaper than repair. What you maintain will serve you; what you neglect, you will eventually lose.

A lot of the work we have done over the years has been to rescue unmaintained databases which can become big and expensive projects. We want to help avoid that.

When This is Right for You

  • People move on or change roles - knowledge gets lost
  • Processes drift
  • Data quality has degraded
  • Reporting is not reliable
  • Improvements get pushed back
  • Trust slowly seeps away
  • People find their own solutions… SPREADSHEETS!
  • A data team that is constantly under stress
  • Knowledge is concentrated in one person
  • You want continuity without over - commitment
  • No capacity for development
  • Nobody has clear overall ownership
  • A full-time CRM manager is not an option
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What You Get

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A dedicated monthly allocation of consultancy time
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Regular review and planning meetings
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Proactive CRM health monitoring
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A prioritised development and improvement backlog
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Hands-on support, problem-solving and development
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Access to expert advice between scheduled sessions
The Team DT Consulting

What You’ll Have Over Time

  • A CRM that continues to support your work
  • Growing confidence across your team
  • Fewer workarounds and fire-drills

The Packages

Included Time


What's Included


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Essentials

£500 monthly charge
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Leadership

£780 monthly charge
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Leadership +

£1460 monthly charge
  • 5 Hours
  • 1 Hour
  • 1 Hour
  • 1 Hour
  • 4 Hours
  • Regular review meetings (Monthly/Quarterly)
  • CRM health checks
  • Data quality and housekeeping oversight
  • Advice for users and administrators
  • Light backlog management
  • Access to expert support between sessions
  • 1 Hour Strategic Call
  • 1 Hour Mentoring/Management Check-in
  • Central Management/Overview
  • Up to 4 hours per month project work
  • Quarterly Face2Face
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The Packages

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Essentials


£500 monthly charge
  • 5 hours / month / quarter

Includes:

  • Regular review meetings (Monthly/Quarterly)
  • CRM health checks
  • Data quality and housekeeping oversight
  • Advice for users and administrators
  • Light backlog management
  • Access to expert support between sessions
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Leadership


£780 monthly charge
  • 6 hours / month / quarter

Includes:

  • Regular review meetings (Monthly/Quarterly)
  • CRM health checks
  • Data quality and housekeeping oversight
  • Advice for users and administrators
  • Light backlog management
  • Access to expert support between sessions
  • 1 Hour Strategic Call
  • 1 Hour Mentoring/Management Check-in
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Leadership +


£1460 monthly charge
  • 12 hours / month / quarter

Includes:

  • Regular review meetings (Monthly/Quarterly)
  • CRM health checks
  • Data quality and housekeeping oversight
  • Advice for users and administrators
  • Light backlog management
  • Access to expert support between sessions
  • 1 Hour Strategic Call
  • 1 Hour Mentoring/Management Check-in
  • Central Management/Overview
  • Up to 4 hours per month project work
  • Quarterly Face2Face

Let’s Talk

Having a chat doesn’t mean committing to a project.

You can book a Zoom call with us or call us on 01608 692707.

Alternatively make an enquiry using the contact form link below and we will be in touch.