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.
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.
Maximize the success of your CRM implementation with our change management service that enhances the CRM culture in your organization.
Ensure that your CRM implementation continues to meet the changing business objectives of your organization with an ongoing effort.
Our CRM implementation methodology
- 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
- 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 is the world’s #1 Customer Relationship Management (CRM) platform. Our cloud-based applications for sales, service, marketing, and more.
HubSpot is inbound marketing and sales software that helps companies attract visitors, convert leads, and close customers.