CRM Consulting Company

Option for your CRM implementation solution

Put your customers first and ensure your organization works together to meet their needs.

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B2B CRM

Our CRM systems help you overcome channel complexity, operate across a range of markets, and get through to the right person – fast, easy, and within a single interface. Connect with vendor partners, resellers, or affiliate companies via an automated, easily trackable workflow.

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B2C CRM

Keep track of every opportunity and lead, increase the average value of sales through personalized experiences, and improve your marketing and customer retention strategies. Our feature-packed CRM software delivers ultimate visibility across your sales pipeline for more leads and maximized revenues.

Covering all aspects of your CRM project

We know what it takes to win big with customers. Our CRM consultancy team will take the time to look into your business objectives and develop the best solution for your needs. From identifying the right tools for your business to optimizing your CRM platform performance, our team is here to help at every step of your adoption journey.

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CRM setup

We make sure your system is off to a good start and is properly customized to drive every business process from top to bottom. Our experts will set up the organizational hierarchy, establish data visibility rules, and sort out email integration and lead generation processes to get you started on the right foot.

  • General system setup
  • CRM integration
  • Team access and permissionsn
  • Sales and marketing automation
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CRM customization

Our consulting CRM team configures your CRM platform to make it a perfect fit for your unique business tasks. Our developers build solutions, modules, and plug-ins on top of existing technologies like Odoo, Hubspot, Zoho, and other canned solutions, to minimize the time for critical tasks and to boost your productivity.

  • pipelines and business flows
  • CRM extensions
  • reports and dashboard widgets
  • Third-party APIs and integrations
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CRM maintenance and update

Our CRM software consulting unit keeps your solution at its peak performance, eliminates performance flaws, and updates the platform to match your evolving needs. We offer a full cycle of maintenance activities, including troubleshooting, data quality review, performance audits, and more.

  • L1-L3 support services
  • User training and documentation
  • CRM data maintenance
  • Feature update
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Data migration

We help you switch from legacy systems, migrate data from other business systems, or shift to the cloud. Our data engineers analyze your data requirements, prepare input for migration, and create backups so that you have a single source of truth based on accurate and complete insights.

  • Cloud migration
  • Data consolidation
  • Data preparation and cleaning
  • Migrating data from other CRMs

CRM third-party system integrations

Connect your CRM services with new and existing business tools so you can spend more of your time on things that matter.

iOS

Marketing automation tools

Our developers synchronize world-class marketing automation tools with your CRM system to increase the effectiveness of your marketing stack, eliminate data silos, and improve lead nurturing. The powerful synergy of CRM and marketing software adds to more accurate customer data, amplifies personalized communication, and boosts the performance of your sales force.

Android

Business Intelligence software

Keep your CRM data in sync with BI tools to gain gold-level insights into buyer behavior, supercharge decision-making, and unearth hidden patterns residing in your customer management software. Our BI team creates a goal-driven, real-time visual interface that gives a thorough understanding of the main variables and opportunities for your teams.

Enterprise resource planning (ERP)

Achieve a unified, 360-degree view of your business processes, whether it’s sales figures, inventory levels, or budget planning. By connecting your ERP with the CRM system, you speed up accounting cycles, reduce the TAT of sales transactions, automate your quote-to-cash processes, and succeed in demand-driven budgeting.

Hybrid

Document management systems (DMS)

We help you set up a centralized library for all of your sales papers to facilitate document circulation and eliminate the burden of contract tracking. Access, create, and edit all of your files directly from the CRM system to seal the deal faster and reduce the time spent on document creation.

Hybrid

Accounting systems

Keep your contacts, products, and invoices synchronized across both systems to keep all your departments on the same side. By combining accounting packages and CRM software, you get an end-to-end sales system with automated invoice management, integrated payments, and easier revenue tracking.

Hybrid

Customer support and ticketing tools

Enrich your CRM suite with the simplicity and feature set of a helpdesk app and elevate customer support with no back-and-forth of switching between the systems. Take the best of the two worlds to automate ticketing, provide meaningful interactions to your customers, and improve time-to-resolution within a single system.

Hybrid

E-commerce platforms

Our CRM e-commerce integration offers retailers a unified space to track customer interactions, generate more critical data for behavior analysis, and fine-tune portal content for each customer. Import product information, transfer orders straight from your account, and update your stock levels in real time for the ultimate customer experience.

Hybrid

Website

Improve your bottom line by spending less effort on admin tasks, shortening the sales cycle, and achieving better customer profiling. Our developers bridge the gap between your website and CRM suite to unlock granular analytics, standardize communication, and set automatic algorithms for processing incoming requests.