Customer Intelligence (CRM)

At Umbrella, we take pride in being an agency that our clients can count on when it comes to CRM setup. We focus on creating a CRM system that fits your business needs. First, we'll help you set up your CRM, then we'll monitor each stage of the customer journey, and finally, we'll use the insights from the CRM to help your business grow.
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Unlock profitability through data-backed customer intelligence  

Increase Customer Retention

ERP systems integrate diverse business processes into a single, unified platform, providing stakeholders with real-time insights and streamlined operations.

Optimize Marketing Efforts

With consolidated data at their fingertips, businesses can make more informed, strategic decisions, driving growth and mitigating risks. 

Enhance Customers Experience

By automating routine tasks and centralising business operations, ERP systems significantly reduce operational redundancies, leading to increased productivity. 

Customer Intelligence Tools

We set-up and integrate your business with the top platforms to gain actionable insights, optimize customer journeys, and drive smarter decisions.

Benefits of customer intelligence tools

Thinking about getting a CRM to manage your customers but don't know where to begin? We've got experience with almost every CRM out there, like SalesForce, Hubspot, Zoho, SugarCRM, Pipedrive, Monday, and GoHighLevel. We’ll help you figure out which one suits your business the best. First, we'll chat with you to understand what you need. Then, we'll show you the best options available. Finally, we'll assist you in uploading your customer list, so you can start growing your business with a new CRM.

Our Structured Approach

Through this approach we are able to yield real customer insights through integrations blah blah blah.

Data Collection

Good lead management begins with capturing leads right. We help you create easy-to-use lead forms on your website that connect directly to your CRM. Together, we design forms that match your brand and meet GDPR standards, making sure there are no data delays and your sales team has access to leads immediately.

Customer Segmentation

User segments are groups that have similar needs, while personas are profiles of your ideal customers. Both of these tools help you get a clearer picture of your audience. The CRM can use this information to make interactions more personal. For example, it can send specific offers to certain groups or create messages that really resonate with different types of customers, leading to stronger connections and improved sales.

Predictive Analysis

We aim to create a CRM system that boosts your marketing and sales while cutting down on inefficiencies. We help you make the most out of your CRM for automated marketing campaigns. We're here to make sure your CRM enables you to nurture leads into deals. Our team designs marketing paths and automated journeys that boost engagement and turn leads into loyal customers.

Insight Extraction

The statistics are one of the best things about the CRMs. Instead of countless Excel sheets and raw notes, it forms a structured format of Why, What and When. See the whole customer journey from the beginning to the end. See the reasons why the customers went along with the deal or why they bailed out. With all of this combined, CRMs can form very useful reports for the sales teams to adapt their existing methods and improve the sales processes. 

Strategy Formulation

We offer support and useful tips to help your CRM system work well in marketing and sales. We adapt to what each client needs and have had success by forming a dedicated CRM Team that includes our experts and your sales and marketing teams.The main reason to invest in a CRM is that it helps your business grow by offering valuable insights. It lets you track all your interactions with prospects, leads, and customers.

Understanding Customer Behaviour

Our capabilities are designed to match the complexities of customer behaviour

Churn Prediction

Churn prediction is all about figuring out which customers might leave a service or cancel their subscription. This is really important for businesses since it usually costs more to get new customers than it does to keep the ones they already have.

Sentiment Analysis

Sentiment analysis is the process of analyzing digital text to determine if the emotional tone of the message is positive, negative, or neutral.

Behaviour Analysis

Customer behavior analysis is all about collecting information on how people engage with a business. This includes looking at how they react to products, services, ads, website features, and other aspects.

Purchase Pathway Insights

Buying something is all about the customer's experience from the first time they encounter your business to the last step of their purchase. This process takes place on your website and through all the other ways customers connect with you.

Feedback Analysis

Customer feedback analysis is the process of evaluating and interpreting feedback left by your customers for your product or services. It is done through emails and other mediums of communication

Segmentation & Persona Building

A user segment is a group of customers with similar needs or traits. A user persona is a made-up character that represents your ideal customer. User segments categorize these groups at a broader level.