Our Comprehensive CRM Services
CRM Consulting
Empower your business with tailored CRM consulting services that drive engagement, streamline processes, and boost growth.
Strategy & Design Blueprint
Align technology with your business goals through comprehensive requirement gathering and strategic planning. We create a customized CRM strategy that meets your specific needs and objectives
Integration & Customization
Ensure smooth CRM integration with legacy systems and third-party applications for seamless data connectivity across your business ecosystem. We tailor the CRM platform to fit your unique business processes and requirements.
Cloudification, Migration & Implementation
Elevate your CRM to the cloud with expert migration and implementation services. We handle data migration, system setup, and configuration, backed by rigorous testing and change management to ensure peak performance.
Data Management and Analytics
Implement robust data management practices and advanced analytics to gain actionable insights. We help you leverage CRM data to drive informed decision-making and optimize customer interactions.
User Training and Support
Provide comprehensive training programs and ongoing support to ensure your team fully leverages the CRM system's capabilities. We offer round-the-clock support from L1 to L3, along with technical aid, integration guidance, data assistance, and continuous application enhancements
Performance Optimization
Continuously monitor and optimize CRM performance to ensure maximum efficiency and effectiveness in your operations. Our team ensures that your CRM system evolves with your business needs.
Implementation Approaches & Methodologies
Pre-Engagement Discussion
We begin by working closely with the client to understand their goals and define clear project objectives. We establish a detailed project scope to set expectations and outline deliverables, ensuring that both parties are aligned from the start.
Workshop
We conduct interactive sessions with key stakeholders to gather insights and refine project requirements. This collaborative effort helps to fine-tune the engagement model and ensure that the project is tailored to meet the client's business needs.
Proof of Concepts
Our team develops prototypes to validate the proposed solutions, ensuring they meet the client’s requirements. We incorporate client feedback to iterate and improve the prototypes before proceeding with full-scale implementation, reducing risks and ensuring feasibility.
Integrate APIs / Service Wrappers
We start writing and integrating APIs or service wrappers early in the process to ensure seamless system interoperability. This proactive approach ensures that all components work together smoothly, minimizing integration issues later in the project.
Software + Services
We configure CRM products to meet the specific needs of the client, providing services that complement and enhance the CRM system. Our tailored solutions ensure that the CRM implementation is optimized for the client's unique business processes.
Implementation Management Office
We establishe a governance structure to oversee the project from start to finish. We monitor project progress, manage risks, and ensure adherence to timelines and budgets, providing comprehensive oversight and ensuring project success.
Testing Services
Our team conducts thorough system testing to identify and resolve any issues before handling client data. We ensure that the CRM system is robust, reliable, and ready for deployment, maintaining high standards of quality assurance.
Data Migration
We securely transfer client data from legacy systems to the new CRM platform. Our data migration process includes validation to ensure data integrity and accuracy post-migration, ensuring seamless operations without data loss.
Cloud Migration
We develop a strategic plan for migrating infrastructure to the cloud, leveraging cloud solutions to enhance system scalability, flexibility, and performance. Our approach ensures that the migration is smooth and aligns with the client's business goals.
Co-Creation
We work closely with clients to co-create solutions that are tailored to their specific needs. Through collaborative innovation, we adapt the CRM system to ensure it aligns perfectly with the client’s business processes and objectives, delivering customized and effective solutions.
CRM Platforms We Support
01.
Microsoft Dynamics
02.
Salesforce
03.
Freshworks
04.
Zendesk
Success Stories
ESB
Led the Smart Meter Transformation Program with advanced CRM integration, enhancing operational efficiency.
Fortum
Executed legacy modernization with MS Dynamics and AI/ML solutions for enhanced system agility.
HSBC
Orchestrated CRM transformation focusing on ESG, deploying advanced technologies for streamlined management.
We can help your business too