About RD Associates Ltd

RD Associates was established in 1994 and specialises in providing and implementing Customer Relationship Management (CRM) solutions. The company has a wealth of practical experience in providing CRM solutions for small and medium sized businesses across all sectors of industry and commerce

As fully accredited solutions partners for ACT! by Sage, GoldMine, Commence and QuoteWerks we have the experience and know how to guide you and your business through the CRM maze. We do not just provide the software but a comprehensive range of services covering . . .

• Requirements Analysis

• Application customisation

• Data Migration & Cleaning

• Implementation

• Training

• Application and user support

The key to a successful CRM project is keeping it simple and the key to keeping it simple and reaching your goals is to plan from the beginning, set the expectations and ensure that all involved parties are aware of their role in the overall project. This is where working with RD Associates brings real benefits and cost savings.

Our Commitment to YOU

Any investment in CRM is important to your business. We will define the project “up front” and the terms of reference. Providing these do not change, we will ensure that the project is brought in on time and on budget. If we underestimate the complexity, we will absorb this.

Training is a key investment in terms of ensuring that the system is used correctly and consistently. We will work with you and your staff to recommend and deliver the most appropriate training plan.

Where multiple suppliers are involved (integration with other systems, telephony, IT infrastructure etc) and there is ambiguity as to who has responsibility for issues, we will liaise with all parties until any issue is resolved, and will keep you involved at all times.

How RD Associates can help you

RD Associates have many years of experience over a number of different solutions and differing business requirements. We will work with you to review your business requirement and then implement the most appropriate solution.

Prototyping the system as it is developed, with review sessions to ensure it meets your requirements ensures there are no “surprises” when then the system is installed.

We will help you identify key areas of the business process that can be monitored and measured; for example customers not being contacted, sales conversion rates, new lead management etc.

We understand that any investment in CRM is a significant undertaking for your company. Our objective is to identify and manage the risk so that you can have the confidence that your implementation will deliver results as quickly as possible.

What some of our customers have said …

With RD Associates we have always experienced an exceedingly good relationship and they have given us a very high level of support at all hours. When we expanded GoldMine to Germany, France and Denmark they continued to give excellent service and advice. Thanks to RD Associates, GoldMine was the first ever IT project that MWG delivered on time and within budget.

MWG CRM Manager

Pam & Richard have been brilliant at providing and installing our new CRM system. They are experts at what they do and very easy to deal with. If you have a large customer base which you want to manage and market effectivley you need to talk to Pam. Act! is great I don’t know how I survived without it.

R Willford – CityLocal – Feb 2010

A truly professional and well conducted company installing great confidence and trust in the system and support – many thanks

A Evreipides Managing Director, MF Oils Poole

and about our training courses …

“All my questions were answered and information was clear, understandable and
set at a good pace. Thanks.”

“Good trainer-Practical & Informal course” (Business Development Manager)

“Tutor Excellent, made subject interesting” (HR Investor)

“I thought the course was very well structured and perfect for the beginner.”