Customer 360 CRM

Comprehensive customer insights using
the leading CRM technologies

Why Us?

Customers are one of the most important asset of a successful enterprise, and understanding past and present customer data is critical for future customer relationship interaction, whether in person, online, or through other channels.

The CRM system contains not only customer and relationship data, but also the critical market knowledge and customer behavior needed for optimal interactions. Based on market research, modeling, customer personas, demographics, firmographics, and aspirational and environmental trends, a good CRM design is vital for the efficiency of the sales team.

A well configured CRM system puts insightful customer information at the fingertips of sales people and marketers and enables automated processes to nurture prospects, support sales processes, and optimize conversions throughout the pipeline.

Benefits of Customer Insights and CRM Management

Our Expertise

New System Implementation and Configuration: Modern sales team need effective automation in order to manage a large volume of relationship, prioritize and differentiate effort, and have the customer information at their fingertips. Furthermore, managers need to track the performance of reps and progress of opportunities. We implement and configure your salesforce system for optimal utilization.

System Consolidation, Redesign, and/or Enhancement: Too Often organizations end up with a dysfunctional, inappropriate, or hard to use CRM system; especially in large organizations, reps need to select from large drop-down menus, sift through irrelevant fields, or follow outdated workflows. Due to legacy reasons, departments end up with multiple CRMs and fragmented data. We consolidate and enhance your CRM system (or redesign) to be truly an efficient tool that your sales reps will love to use.

Customer 360 Processes: CRM systems, as well as marketing automation platforms, do not always evolve as quickly as the market or may not have been based on the real customer behaviour in the first place. In order for your sales team to be efficient, optimal customer, market, and sales processes need to be implemented properly within CRM systems. We conduct the analysis, persona definition, attribute development, process flow definition needed and implement it into a smooth, easy to use, and insightful tool.

Our Toolkit

Salesforce Configuration
Salesforce Administration
CRM Architecture
CRM Consolidation
CRM Redesign
CRM Maintenance
APEX Programming
Salesforce App Development
CRM Process Engineering
Persona Mapping
Microsoft Dynamics CRM
Sugar CRM
CRM Legacy Integration
CRM Operational Support
CRM Training
CRM License Optimization

Our Work

Discover highlights of our award-winning work:

Salesforce CRM

Stanford

We customized Salesforce CRM for Stanford, integrating Smarty and WealthEngine tools for effective outreach to the alumni and constituent segments most relevant to increased donations.

View Case Study