Successful businesses rely on web CRM systems and applications to automate processes and streamline a customer’s journey through sales funnel. In short web-based CRM systems are critical in tracking your customers and automating workflows. The need for CRM customization is because readymade CRM comes with features that are expensive and overrated. So we offer CRM customization tailored to your needs.

Services we offer :

CRM Data Migration services CRM Platform Migration services Integration solutions for all leading CRM software Operational, Analytical and Collaborative CRM solutions
Successful businesses rely on web CRM systems and applications to automate processes and streamline a customer's journey through sales funnel. In short web-based CRM systems are critical in tracking your customers and automating workflows. The need for CRM customization is because readymade CRM comes with features that are expensive and overrated. So we offer CRM customization tailored to your needs. Services we offer : CRM Data Migration services CRM Platform Migration services Integration solutions for all leading CRM software Operational, Analytical and Collaborative CRM solutions

What we do :

We specialize in the design and development of customer relationship management (CRM) system customization with a network of highly skilled and experienced professionals to help solve your toughest business challenges. We provide highly effective business analysis, project management, and application architecture tools and techniques, along with extensive platform experience in CRM. Instead of having a large amount of data across spreadsheets and systems, we help you migrate your data in your desired CRM system which can aggregate and centralize your data to provide you with rich, visual dashboards. Sales, customer service, and marketing processes are made simpler, and with automation tools, you can build detailed customer profiles to more accurately qualify your customers and create targeted messages to move them through the sales funnel. We help data migration and platform migration by migrating all data without any data loss and also we don’t interrupt any business operations during the process. Our goals are to minimize disruptions to business productivity by maintaining platform co-existence throughout the migration project and utilizing customizable mappings to ensure customer data are appropriately represented in the desired CRM. Our integration solutions help you integrate your CRM with any other business applications, tools, and devices.

Our Deliverables :

  • We implement several workflows as per your business requirements
  • Create organized appointment scheduling functionality
  • Gap analysis between industry accelerators and client business requirements
  • Create email templates to send emails in campaigns with email tracking capability
  • Integrate Webforms with CRM to capture Organic orders from the website
  • Integrate external software with CRM for calling and SMS functionality
  • Create payment & schedule modules to track all payments &schedules activity
  • Define hierarchy and assign them with different levels of access
  • Customize the modules of CRM with custom fields related to your business/industry
  • Integration with sales analytics can help you collect data from social media, polls and website traffic then analyzes it within CRM.
  • Create a required data model for contacts and accounts in CRM
CRM

Our Client Says

FAQ – Question and Answer

A customer relationship management (CRM) system takes your customer data and turns it into useful, actionable insight that can help grow your business and provide better services. It also allows you to keep your customer’s details up to date, track every interaction, and manage their accounts. It’s designed to improve your customer relationships and increase customer lifetime value.

CRMs are used by large organizations but now have gained popularity with both small-scale businesses and entrepreneurs. We would recommend you to use a CRM if your-

  • Business is unorganized
  • Spreadsheets and customer data gets hard to access and read
  • Gets hard to keep track of leads
  • Struggle to create reports on sales and services
  • Struggle to stay in touch with your customers
  • Keep track of your team
  • CRMs are widely used in the current scenario by businesses as it has multiple benefits to it. It can be used to –
  • Solve the hassle of unorganized data
  • Improve client and customer communication
  • Keep track of customer history as it is easily accessible
  • Ensure you stay up to date on the latest developments
  • Forecast sales and growth of your business
  • Market your business on the go
  • Ensure you provide excellent customer service
  • Increase overall business performance
  • Generate detailed reports