Defining implementation goals and strategies
Using the collected data, we identify your company’s specific needs and select the most suitable CRM system. We then develop a tailored implementation plan
Deploying basic modules
We configure the CRM system and its core modules, including setting up customer profiles, refining sales funnel stages, and automating trigger actions. We also import your existing customer database for seamless integration
Services integration
We integrate telephony and email clients, connect all corporate messenger and social media accounts, and synchronize CRM data exchange with your website
Preparing for deployment and successful launch
We establish a secure personnel access system for the CRM and create a recovery checkpoint prior to launch
Employee training and technical support
We create a knowledge base for staff and provide training according to each user role: sales managers, manager, administrator, etc.