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CRM Implementation Service

We provide CRM implementation services to optimize marketing, sales and customer service processes and helps business owners to go online.

We do CRM implementation on behalf of you for hassle free and smooth implementation.

It is observed that there is an understanding gap between CRM seller & buyer.‌ That is where we come in as consultant & implementer.

How we do implementation

1. Discovery Session​

Conduct the discovery session.

Take the necessary information in order to start the project.

Understand the in-depth requirements.

Once the requirements are gathered and documented then we share it back with customer for sign off and acceptance‌.

2. Coordination with CRM Provider

CRM Implementation.

Follow up with CRM Team.

Testing CRM.

3. Training

We train the staff as per requirement.

4. Handover

Handover full access of CRM to the  client.

Pain areas you have when you not using a CRM

Messy, Decentralized Data.

Low performers in sales, marketing and customer service.

Ineffective cross-departmental collaboration.

Decreased customer loyalty due to bad customer experience.

Hampered decision-making due to poor data quality and, as a result, inaccurate reports.

CRM will remove your pain areas to achieve more gainful customer

Ineffective cross-departmental collaboration.

Increased productivity of sales, marketing and customer service employees.

Better customer satisfaction and retention.

Improved decision-making based on reliable reporting and forecasting.

Efficient cross-departmental collaboration due to integrated systems and joint workflows.

We are the authorized partner of Vtiger CRM and we also deal with Zoho, Sangam, Dream CRM

Vtiger CRM

Vtiger CRM helps businesses to streamline their operations and enhance performance by providing quality tools and functionality across Sales, Help desk, and Marketing teams. Vtiger helps companies of all sizes to implement a robust customer experience strategy with the power of One View.

Top 3 features in Vtiger CRM

  • Inbuilt Sales, Service & Project Management Software.

  • Get a 360 degree view of your customer.

  • Inventory Management.

  • Tally Integration.

  • WhatsApp Integration.

Sangam CRM

Boost your Sales and customer experience with Scalable, Flexible and powerful (Cloud+Mobile) CRM solution for Marketing, Sales and Helpdesk. Sangam CRM is designed for the Sales and Service Executives to enable them and act as a force multiplier for them.

Top 3 features in Sangam CRM

  • Integration available for B2B sales portal like IndiaMart, JustDial, TradeIndia and other B2B portals.

  • Inbuilt Sales & support CRM Software.

  • Tally Prime & Tally ERP integration.

Zoho One

​Automate routine sales, marketing, and support functions that take up valuable work time, giving you more time to concentrate on your customers. Create optimized workflows that help you reduce manual data entry, eliminate redundancies, and speed up your overall process.

Zoho has 40+ apps, which included Helpdesk, Project Management, HR & Payroll, Ecommerce, Analytics etc.

​Which means, Zoho can help automate your entire business, something like an ERP.

Dream CRM

Dreamer technologies is specialize in Custom Relationship Management software development to assist businesses in storing database of their existing prospects and clients. Dreamer Technologies develop customized CRM application to meet your business targets. Also, they integrate CRM platform with your any software.

Top 3 features in Dream CRM

  • Highly Customizable.

  • Integration available for B2B sales portal like IndiaMart, JustDial, TradeIndia and other B2B portals.

  • Inbuilt Sales & support CRM Software.

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Contact us today!

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