“Our services are focused on transforming organizations by enabling them to work more efficiently, productively, and control their business processes.”
We are specialized in
the best CRMs today
HOW WE WORK?
Our CRM Implementation Methodology
Our team of experts encompasses many different skills and disciplines in the implementation and maintenance of customer relationship management systems. The different areas of implementation will vary depending on the CRM and number of employees.
- Design and Develop
- Data Migration and Integration
Interview business stakeholders, and users. Document business requirements, and prioritize based on business value, complexity, and risk.
03. DESIGN AND DEVELOP
Create custom fields, objects, business processes, reports, and dashboards. Build any custom applications, as required. All functionality goes through user acceptance testing prior to Go Live.
We train your administrators, and end-users to ensure that you are set up for success. Following go-live, we offer flexible support options so that you are never left on your own.
Configure users, teams, roles and security, and implement the appropriate data model to reflect the organization’s key business relationships.
04. DATA MIGRATION AND INTEGRATION
We establish rules for data management and set up ongoing integration between other systems that require customer data. This will ensure that information does not need to be entered in multiple places.