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CRM Implementation Service

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

CRM systems consolidate customer information, making it easily accessible.

CRM streamlines lead tracking for sales teams, reducing bottlenecks in the sales cycle.

CRMs enable segmentation for more effective campaigns and better engagement.

Improved decision-making based on reliable reporting and forecasting.

Increased productivity of sales, marketing and customer service employees.

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

Better customer satisfaction and retention.

Contact us today!

We are the authorized partner of Vtiger CRM, Zoho CRM and Sangam CRM 

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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 offers over 40 apps, including Helpdesk, Project Management, HR & Payroll, E-commerce, and Analytics. This extensive suite allows businesses to automate various functions across departments, effectively acting like an ERP system. With Zoho, you can manage customer support, optimize workflows, handle payroll, and analyze data all from a single platform.

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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.

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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 with no extra cost.

  • Inbuilt Sales & support CRM Software.

  • Tally Prime & Tally ERP integration.

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