Customer relationship management resources hub
Access practical resources and get guidance from our CRM experts on marketing automation, departmental integration and understanding your customers better.
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Access CRM Brochure
CRM that integrates with your finance system, helping you to better understand and grow your customer base.
Access CRM Product Tour
Watch an introduction to our cloud-based customer relationship management software that improves business efficiency and productivity.
Access CRM for sales. Use a CRM system that works for YOU
Automate your tasks and focus your time on your pipeline. Be informed, understand the value of your customers and prioritise which deals to work on first.
Access CRM for Sales
A quick overview video
Access CRM for marketing. Use a CRM system that works for YOU
Gain insight into your customers and understand the power of your campaigns, use this information to develop refined and targeted messages.
Access CRM for Marketing
A quick overview video
Access CRM for customer services. Use a CRM system that works for YOU
Empower support by giving them powerful customer information right at their fingertips and you’ll be well on your way to a loyal and happy base.
Access CRM for Customer Service
A quick overview video
What is Customer Relationship Management (CRM)?
CRM helps you to increase customer lifetime value. Learn how to personalise interactions with a 360-degree view of your customers...
Why connect Access CRM to Access Financials?
Are you taking too long to turn opportunities into revenue? Connect Access CRM to Access Financials for faster quote-to-cash.
Combine cloud-based CRM with your existing Access software
Empower your sales, marketing and support staff to own and manage their pipeline, close the loop on ROI and put the customer at the heart of your business.
5 painful realities for Sales Managers
Sales need an overview of existing and potential customers to personalise interactions and progress deals. Yet for many, this is simply not available.
5 painful realities for Marketing Managers
To be truly effective, marketers need instant information yet, for many, it being stored in various systems makes gaining insights a challenge.
Empower your staff to build better customer relationships
CRM software helps you to build meaningful customer relationships. But how do you make sure that your staff get the most from your CRM?
How to nail your account-based marketing
What you need to know about strategy, execution and the importance of tech.
Drive marketing success from a single platform – your CRM
Make your marketing targeted, timely and strategic by integrating marketing automation with your CRM.
4 reasons to break down departmental silos with CRM
CRM is too often considered a tool just for Sales and Marketing. But they are not the only teams interacting with your customers.
How to align Sales and Marketing for better pipeline efficiency
Sales and Marketing departments don't always see eye-to-eye. See how a joint approach can improve the sales process.
Why choose Access CRM over Salesforce?
We invest in our customers’ success to provide an easy-to-use CRM that you can implement cost effectively. Here are five reasons customers say they’ve chosen us over Salesforce.
Future focused cloud solutions from The Access Group
Across sales, marketing, finance and HR, integrating Access CRM with your finance software enables information to flow seamlessly between departments.
Five smart ways to be GDPR compliant
It is now illegal to send someone marketing communications without their 'unambiguous' consent. Learn our top tips for getting your contacts opted in to your marketing.