Services

At Dolphin Tech Solutions we specialise in providing tailored and comprehensive CRM consultancy services and implementation to a range of organisations, with particular experience and knowledge of global membership organisations, third sector and the education sector (schools, colleges and universities).

We would be delighted to discuss how we can support and guide your organisation and help you benefit from the amazing power and value of CRM implementation. Please contact us using the form below.

CRM Implementation and Onboarding Support

End-to-end CRM onboarding support created for your organisation and to your requirements.
Strategic system setup: client / customer journey mapping, pipeline configuration, lead capture mechanisms, event tracking and nurturing automation.
Complete configuration and process integration including data migration, property mapping, workflow automation and customised analytics.

Process Automation & Workflow Optimisation

Design and optimisation of automated workflows to save your organisation time, reduce manual work and enable greater efficiency.
Automated solutions for customer onboarding, renewals, notifications, lead management, recurring tasks, and much more.
Customised SMART Content strategies for targeted communications and more effective and efficient campaign delivery.

Event & Campaign Management

Use of Marketing Events object or similar tools to ensure seamless planning, communication and follow-up.
Registration automation, including attendance and confirmation tracking and integrated marketing communication tools.
End-to-end campaign creation, including segmentation, cloning, A/B testing and integrated analytics for genuine marketing ROI.

Data Integration & Migration

Experienced and knowledgeable support for importing, cleaning and migrating your organisation’s existing data into CRM's, irrespective of your previous platform.
Integration with payment gateways, financial systems, communications platforms and much more.
Email synchronisation optimisation and portal integration to ensure more effective and streamlined communications, avoiding duplication and tracking.

Marketing & Engagement Solutions

Design, execution and automation of targeted marketing campaigns, newsletters and subscription management.
Advanced engagement tracking, including website analytics, chatbots, knowledge bases and the latest AI-powered tools to maximise client / customer interaction.
Comprehensive GDPR-compliant data processes and best practices.

Ongoing Support, Consultation & Training

Dedicated and experienced technical support for all aspects of CRM setup, ongoing optimisation and troubleshooting.
Scheduled monthly consultations with a senior consultant and flexibility to direct and increase training hours and expertise where you feel you need them.
Customised training sessions to give your team confidence and build their knowledge and understanding, tailored to your current and future requirements.

Reporting & Analytics

Customised dashboards and report automation to monitor KPIs, campaign performance, client / customer insights and team activity.
Advanced reporting for events, feedback, and engagement, with integrations to your preferred reporting tools as appropriate.
Our team provides advice so that your data enhances your organisation’s business, marketing and events strategy.

Additional & Flexible Solutions

Integration support for telephone and other communications platforms.
Strategic consulting to enhance your organisation’s process improvement, digital transformation and customer experience.
Scalable support and consultancy packages, designed for flexibility and organisational growth.