One group. Shared visibility.Customers and quotesOperations and resourcesManagement overview
Færder Marketing
CRM and tailored systems
Bring customers, responsibilities and workflows together in a solution that fits your business.
CRM and tailored systems
See the whole process. Find the next improvement.
We map the journey from enquiry to quote, sale, delivery, invoicing and continued customer relationships. Together, we decide what to bring together, who is responsible and what information management needs. We assess existing CRM tools, integrations and custom development against your workflow, costs and ongoing operation. The aim is control over the process and a better foundation for improving profitability.
Talk to us about thisFrom planning to practical work
See how it works in practice.
01
Understand
Your needs, goals and what you already have.
02
Deliver
A defined scope with clear responsibilities.
03
Improve
Review the results and prioritise the next step.
One group. Shared visibility.Try handling an enquiryIllustrative example
- 1Received
- 2Responsibility
- 3Next step
Request for a quote
The need has been described. The customer is waiting for a reply.
- Owner
- Not yet assigned
- Next step
- Awaiting clarification
Receiving an enquiry is just the beginning. First, someone needs to take responsibility.
How it fits together
The enquiry should become a task someone owns.
Information must be easy to find, responsibilities clear and the next step agreed. We build forms, integrations and workspaces around the actual workflow.
- 01The right information
- 02Clear ownership
- 03Visible status
KPIs tied to your goal
What needs to improve?
How we follow up.
Together, we choose a small set of measures. Each report should clarify what has changed, where progress has stalled and what to do next.
Control over follow-up
Response time, responsibility and progress
We measure the time from receiving an enquiry to the first personal reply, the proportion with an assigned owner and how long cases remain at each stage.
What this helps us decide
Where does progress stall, and who is responsible for addressing it?
Profitable customer relationships
Sales conversion, margin and customer value over time
We follow agreed groups of enquiries through to sales. Where the data supports it, we assess customer value using margin, repeat purchases and the cost of follow-up.
What this helps us decide
Which customers and services offer room for better margins?
Before starting, we agree on the baseline, data source, definition and measurement period. We compare like with like and account for seasonality, budgets and changes in tracking.
How we document resultsQuestions we often discuss
Before we begin.
Do we need to replace our CRM or build everything ourselves?
No. We first assess what works in your existing tools. HubSpot, SuperOffice and other systems can be adapted or connected. We build custom solutions when the needs and total cost justify it.
How do we assess whether the system creates value?
We agree a baseline and specific goals. These might include faster initial responses, fewer unassigned cases, better data coverage or less manual work. We assess the effect on sales and profit when the data supports it.
Can we start small?
Yes. We define a useful first delivery and develop it further based on actual use and documented needs.
Something in mind?
Let’s see if
we are a good fit.
Tell us what you want to achieve and what is getting in the way. We can then discuss the project and the way forward.