Services

Available services.

OUR SERVICES

“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

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SUGARCRM

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HUBSPOT

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PIPEDRIVE

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Salesforce

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WORK PROCESS

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.

  • Discovery
  • Configuration
  • Design and Develop
  • Data Migration and Integration
  • Enablement
I

01. DISCOVERY

Interview business stakeholders, and users.  Document business requirements, and prioritize based on business value, complexity, and risk.

III

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.

V

05. ENABLEMENT

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.

II

02. CONFIGURATION

Configure users, teams, roles and security, and implement the appropriate data model to reflect the organization’s key business relationships.

IV

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.

Need CRM Implementation?

Call us today!