Cloud software & CRM
Cloud Software Consultant
I help you find the right cloud software, CRM included, with honest, independent advice from choosing through to rollout, so your systems fit your business and your team actually enjoy using them.
Stage 1
Exploring
“Our current setup is creaking, but we don’t know whether we need something new or just need to use what we’ve got better.”
What Helena offers
A clear, relaxed review of what you have and what you actually need, giving you an honest answer on whether to stay, switch or add something new.
“We’ve ended up with too many cloud tools that don’t talk to each other, and every vendor says theirs is the answer.”
What Helena offers
Independent, vendor-neutral advice that cuts through the sales patter, tackles tool sprawl and points you to tools that genuinely fit, and integrate well, in your business.
Stage 2
Selecting
“We’ve got a shortlist, but we can’t tell the options apart, and we’re worried about picking the wrong one.”
What Helena offers
Requirements mapping and side-by-side vendor comparisons, so you can choose with confidence rather than on gut feel.
“We need a CRM to streamline our workflow, but there are so many to choose from, and we need one that suits our niche, not one that forces us to change how we sell.”
What Helena offers
Selecting a CRM with the right features for your niche requirements, then shaping it around your real sales process to streamline your workflow, so it supports the way you work instead of fighting it.
Stage 3
Rolling Out
“Last time we changed software it didn’t go well, and we can’t face going through that again.”
What Helena offers
A clear, staged rollout plan with hands-on support from recommendation through to implementation and training, so the change lands smoothly.
“Our data is scattered across spreadsheets, old systems and even paper files, and we don’t know how to digitalise it and move it over safely, without putting client data at risk.”
What Helena offers
Careful data tidy-up, digitisation and migration support, with safe, sensible data handling, so the right information arrives in the new system, clean and in one piece.
Stage 4
Optimising
“The new system is in, but some of the team are resistant and still using their old workarounds.”
What Helena offers
Bespoke end-user guides and refresher training that win over resistant team members by showing them how the system helps in their everyday work, so the whole team uses it properly and the change sticks.
“Our software subscriptions have sprawled, and we’re paying for licences and features we don’t use, with no idea if it’s all worth the cost.”
What Helena offers
Regular check-ins and ongoing retainer support to optimise licences and SaaS (software subscription) spend, tweak set-ups and keep the system working as your business grows.
Get in touch
Book a free 30-minute discovery call
We’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
Email admin@optimisedoffice.co.uk
Phone 01799 33 44 13
Where Remote across the UK, on site around Cambridge, Essex & Suffolk
Next step
Ready to find calm in the chaos?
Book a free 30-minute discovery call and we’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
