CRM Customization

CRM Customization

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

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