CRM Implementation consulting

Align your organization around customers

Customer-oriented Service Strategy through CRM

We are experts in CRM projects implementation for Cloud-based systems such as: Salesforce, Hubspot and Zoho CRM

Our CRM strategic implementation consultancy has as main objective to align the organization around its clients. Our CRM consultancy seeks:

Align the organization around the clients

Through innovative tools and a customer-centric culture for commercial marketing and sales processes and technical support.

Create a Clients BigData collection

Centralize and share information about customers throughout the company extracted from different sources.

Customer oriented

Better understand your customers and anticipate their needs in order to: Identify new business opportunities, cross-sell, improve customer service and build loyalty.

CRM consultancy and implementation service

Strategy and advice

Let our years of experience and dozens of implementations support your project and achieve the best results. Although the requirements of each organization will be unique, many face similar challenges.

Implementation and Personalization

Our experienced consultants offer innovative solutions, leading solutions in the industry through: Solution design, implementation planning, metrics to track the success of its implementation and panels and reports configuration to visualize the growth of your business.

Change management

Maximize the success of your CRM implementation with our change management service that enhances the CRM culture in your organization.

Support

Ensure that your CRM implementation continues to meet the changing business objectives of your organization with an ongoing effort.

Our CRM implementation methodology

Planning

Low or high level Project plan
Organization CRM strategy definition
Mechanism of management and control of results
Definition of CRM licensing
Kickoff meeting

Business analysis and Design

Processes Survey
Requirements modeling and data integration
Integration to G Suite design
Modeling services design in CRM
Design of data migration templates

Build and Test model

Service model implementation and data migration
Integration with G Suite
Service model and data migration customer verification
Adjustments for customer observations to the service and data model

Training

Assignment of users and roles
Planning and execution of training
Service model practice
Data cleaning and final data migration
Final revision of the service model
Start on production

Leading cloud-based CRM specialists in the market

Years of experience and dozens of successful implementations back us up

Our company, based on its experience, implements the main project management framework of the ®PMBOOK project methodology of the PMI (Project Management Institute), which presents a frame of reference for each element that must be considered in the management and control of the project and ensure compliance with the objectives and results.

Salesforce CRM

Salesforce is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more.

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HubSpot CRM

HubSpot is inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers.