CRM & CLIENT PORTALS / STAFFORDSHIRE
WHAT IS INCLUDED
WHY STOKE-ON-TRENT
In the Potteries, trade accounts are often managed through a mix of an accounts package, a shared inbox and one or two long-serving staff who know every customer. That works until someone is off or leaves. A CRM built around how ceramics firms actually sell, with pattern preferences, reorder cycles, sample requests and bespoke decoration projects recorded against each account, gives the whole team the same memory and makes forecasting less of a guess.
CRM & CLIENT PORTALS / STOKE-ON-TRENT
Portals matter where customers need self-service. A hotel group reordering a crockery range wants to see its account prices, past orders and delivery status without phoning Hanley. Beyond ceramics, the city's property, housing and regeneration work creates similar needs: letting agents, housing providers and facilities firms dealing with large numbers of tenants or contractors benefit from a single place for documents, requests and updates.
IN PRACTICE / STOKE-ON-TRENT
A ceramics manufacturer supplying restaurants and hotel chains could give each account a login showing contracted prices, previous orders and live stock, so replacing breakages becomes a two-minute job rather than an email chain.
A studio producing personalised and corporate pieces might need a CRM that tracks each commission from enquiry through artwork approval, firing and dispatch, with proofs and sign-offs stored against the customer record.
A facilities management company maintaining sites across the six towns could use a portal where contractors upload job sheets, photos and certificates, and clients see progress without chasing the office.
CRM & CLIENT PORTALS ACROSS STOKE-ON-TRENT
DELIVERY / STOKE-ON-TRENT
Agree the opportunity and evidence of success.
Make direction tangible before delivery expands.
Build in visible, testable releases.
Use real performance to shape what follows.
QUESTION / STOKE-ON-TRENT
The accounts package stays as the financial record. The CRM sits alongside it, holding the relationship: contacts, conversations, samples, quotes and forecasts. We'd sync customers and invoices between the two so nobody enters data twice, and keep the scope tight at first so the sales team actually adopts it.
NEARBY SERVICE COVERAGE