CRM and Marketing Automation for UK SMEs

CRM stops leads falling through the cracks.

Start

Lead capture, follow-up tasks, nurture emails.

Common mistakes to avoid

• No training for the team
• Skipping documentation
• Automating a broken process
• No success metrics agreed upfront

Quick checklist before you start

• Owner for ongoing improvements
• Success metrics defined
• Data protection checked
• One clear use case to start
• Team trained

Key takeaway

How UK SMEs can use CRM and automation to follow up leads, nurture and retain customers, within UK GDPR. Start with one clear goal, measure results from day one and keep accounts and data in your own name, so you stay in control whatever partner you work with.

How Pixelence can help

Pixelence Digital Studio works remotely with businesses across the United Kingdom on SEO, paid ads, social media, content and websites, with calls in UK hours. See our work with UK brands or request a free marketing audit.