Inside Halo CRM: Bringing Sales, Marketing and Projects Together

Inside Halo CRM: Bringing Sales, Marketing and Projects Together

How do you keep sales, marketing and projects connected as your business grows?In this episode of The IT Bridge, Doug Davey is joined by Joe from Halo CRM to discuss how Halo CRM brings sales, marketing, projects and customer information together in a single platform.They cover everything from pipeline management and marketing automation to reporting, Microsoft 365 integrations, workflow automation, implementation and onboarding.Joe also shares how Halo CRM can be customised to support existing business processes, helping organisations get more value from their CRM.#TheITBridge #HaloCRM #CRM #BusinessGrowth #Microsoft365

CRM Insights: Outgrowing Spreadsheets

Many growing organisations reach a point where business data, customer interactions, and day-to-day operations are scattered across too many systems to manage effectively. In this episode of The IT Bridge, Doug Davey, Head of Technology and Services at Grant McGregor, is joined by Andrew Chipchase from Halo to discuss why organisations often start losing visibility across sales, marketing, operations, customer relationships and internal processes as they grow. Doug and Andrew also discuss CRM implementation challenges and how AI and automation are changing modern CRM platforms. #CRM #BusinessGrowth #DigitalTransformation #Automation #AI #CustomerExperience

Cyber Essentials 2026: Danzell Explained

Cyber Essentials is changing and the 2026 update (Danzell) raises the bar. David Lawrence is joined by Paul Sinclair, our NCSC Assured Cyber Advisor, to talk through what's changing in 2026 and what it means for organisations. They cover the fundamentals of Cyber Essentials, with a focus on the Danzell update, including stricter expectations around MFA, tighter marking criteria, and why Cyber Essentials should be treated as an ongoing process rather than a "tick-box" exercise. They also break down the difference between Cyber Essentials and Cyber Essentials Plus, including what additional assurance Plus provides and when it becomes relevant. The conversation highlights common issues businesses run into, from not knowing what assets they have to gaps in cloud security and why these are often the points that cause organisations to fail. #CyberEssentials #CyberSecurity #Danzell #CyberEssentialsPlus #CyberEssentials2026

Understanding Microsoft Intune & Conditional Access

David Lawrence is joined by Grant McGregor’s IT Installation Engineer, Michael Khan, to discuss Microsoft Intune and Conditional Access. They explain how modern device management helps protect company data while keeping people productive across different working environments, including hybrid and remote teams. The conversation covers compliance policies, personal devices, user privacy and how Intune supports a secure and well-managed Microsoft 365 environment. #MicrosoftIntune #CyberSecurity #Microsoft365 #DeviceManagement #ITSecurity

25 Years of Grant McGregor: People-First IT Journey

In this special anniversary episode of The IT Bridge, David Lawrence and Paul Sinclair look back on 25 years of Grant McGregor, from a small start-up with a handful of clients to a trusted IT and cyber security partner supporting organisations across the UK. They reflect on how a people-first philosophy, built on relationships and trust, shaped the company’s growth. From the early days of unreliable servers, manual morning checks and dial-up connections to today’s proactive monitoring, ISO 9001 and ISO 27001 compliance and managed security services, the conversation shows how the industry has evolved while the company’s values have remained unchanged. #CyberSecurity #ManagedITServices #DigitalTransformation #TechPodcast #BusinessGrowth