About FWRDFWRD is a boutique CRM strategy and implementation consultancy with a presence in Perth (WA) and Leeds (UK). We are passionate about assisting small business owners in a variety of sectors, to build organised, scaleable and utlimately saleable businesses through the implementation of smart, cloud-based software
We are proud to be named as a Zoho Advanced Solutions Partner – one of only a select few worldwide – that specialises in installing and customising Zoho’s Customer Relationship Management (CRM) system, along with several of their other cloud-based productivity platforms.
Our business mission is to help small business owners achieve their potential by unleashing the profits contained in their database, whilst streamlining and organising their business for maximum growth.
We have proven experience in supporting a huge range of businesses through the implementation process of a new CRM system into their business, whatever their size, level of experience or technical ability.Read More
Typically our clients fall into one or several of the following categories, a) they are not making money from their database, b) they are making money but want to expand their business, or, c) they don’t yet have a database and want to build one.
Whichever category your business falls under, we are ready, willing and able to support you through the process of implementing Zoho CRM into your business, in order to help you quickly and efficiently achieve your business objectives.
Why We ExistFWRD has an unblemished record in helping small business owners yield profits by improving their organisational systems and processes.
We know the world of small business and understand how easy it is to become overworked and overstretched. A lack of cash-flow, not having the means to hire additional staff, inability to acquire and retain customers, unable to afford an effective marketing strategy etc. are a few reasons that businesses fail to prosper.
Our clients trust our expertise and ability to address these needs and help them to extract profit from their database. We chose to partner with Zoho as our preferred service provider precisely because its CRM system is affordable, customisable and because it achieves results.Read More
And don’t worry, if you’re not skilled in technology, once implemented the Zoho CRM system does the hard work for you! The majority of the software platforms you already use, including Gmail, Outlook, MailChimp, Xero, MYOB, Reckon, Eventbright, Spotify, etc, can be easily integrated with Zoho.
FWRD delivers a fully customised CRM system to suit your particular business requirements. Whether you want to analyse how effective your marketing strategy is, organise email marketing campaigns, generate and convert sales leads, etc, we can deliver to your individual specifications.
We provide general and personalised training on how to make the most of your new CRM system and provide ongoing support if required. We support clients near and far, our cloud-based service affords us and you the flexibility to operate from anywhere in the world.
Meet The Team
From her roots in the UK, Frances earned a degree in International Marketing. Fashion design, retail and real estate are just a few of the sectors she worked in while honing her sales and marketing skills, using and customising a variety of software programmes to manage company data.Read More
Several small businesses in the vicinity witnessed the impact. They too wanted to implement a CRM system but didn’t know where to start. Frances, with a wealth of experience in implementing customised systems by this time, saw a gap in the market and decided to fill it – hence, the launch of FWRD.
For the past four years, Frances has also been engaged as a business advisor and speaker for two of WA’s leading government funded Not for Profit agencies. She has also written and delivered CRM and Digital Marketing training programmes to thousands of small business owners across the Perth Metro.
Previous to starting FWRD with Frances, Jason worked in the business finance sector for 14 years, both in the UK & Australia. Shortly after arriving in Australia, he was employed by a diamond drilling company as its Manager. Jason was responsible for management of the company’s customer relationships, sales, supply chain & database.Read More
Jason was also employed by one of the country’s biggest banks as an Accounts Analyst. Key aspects of the post included,
- Analysing the financial viability of organisations prior to having finance approved
- Analysing turnover, profit, assets, credit history, etc.
- Managing customer accounts and customer service
- Managing stakeholders
- Assisting in complex system testing for new underwriting platform
Jason’s experience in business account analysis and customer relationship management has meant a seamless change in his career path to managing operations at FWRD. His breadth of knowledge and technical know-how allows him to assess clients’ requirements quickly and advise them accordingly when customising their Zoho CRM systems.