Captivix
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Captivix
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CRM Consulting

End to end selection, implementation, migration to deployement

Captivix CRM Consulting has helped businesses with smooth transitions in CRM adoption. With the most confident consulting team, we have supported friendly migration, implementation, selection and strategy.
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CRM Selection

CAPTIVIX SUPPORT YOU TO CHOOSE THE BEST CRM
CRM selection is complex if you don’t know what features come with which CRM software. We work together as a team with your requirements. Find all vendors and implement the best CRM to match your needs. We also offer special customized recommendations from our official CRM partners at best quotes.
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Comprehensive CRM Evaluation

Our CRM selection service begins with thoroughly evaluating your business needs, objectives, and existing processes. We take the time to understand your unique requirements, industry-specific challenges, and growth goals.

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Vendor Assessment and Comparison

We conduct an in-depth analysis of CRM software vendors and their offerings. Our experts assess key features, pricing models, scalability, and integration capabilities to identify the best-fit solutions for your organization. We then provide you with a detailed comparison to make an informed decision.

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Customized CRM Recommendations

We offer tailored CRM recommendations based on our assessment and your business requirements. We guide you in choosing the right CRM solution that aligns with your long-term strategy, ensuring a seamless transition and optimal utilization of the chosen software.

Custom Web Development
Custom Mobile Development

CRM Implementation Consulting

CAPTIVIX PROVEN IMPLEMENTATION PLAN BUILT ONLY FOR SUCCESS
We help businesses understand the solution, real-time challenges, and easy of getting into CRM during our CRM Implementation consulting. This helps us showcase our experience and our client’s capacity to use CRM for success.
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Strategic CRM Deployment Planning

Our CRM implementation consulting service commences with strategic planning. We work closely with your team to define clear objectives, map out implementation timelines, and identify potential challenges. This ensures a structured approach to CRM deployment.

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Customized Configuration and Integration

We tailor your CRM solution to fit your unique business processes and workflows. Our experts handle the configuration and integration of the CRM system to maximize its efficiency. This includes seamless data migration, third-party app integration, and automation setup.

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User Training and Ongoing Support

We prioritize user adoption by providing comprehensive training sessions for your team. Additionally, our CRM implementation consulting service includes ongoing support to address any issues, make necessary adjustments, and ensure the CRM system evolves with your changing needs, guaranteeing long-term success.

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CRM Migration

ELEVATING BUSINESS WITH CUSTOM MOBILE APPLICATIONS
We assess your existing CRM’s pain points and devise a migration strategy for enhanced process efficiency, improved usability, and reduced ownership costs. Our services encompass the entire migration process, from constructing a new CRM to seamlessly transferring your historical data.
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Efficient Data Transition

Our CRM migration services are designed to securely and efficiently transfer your data from your existing CRM system to the new one. We ensure data integrity and accuracy throughout the process, so you can seamlessly continue your operations with minimal disruption.

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Minimal Disruption

We understand that downtime can be costly. That’s why our CRM migration services are optimized to minimize disruption to your business operations. Our experienced team works diligently to ensure a swift and efficient migration, so you can get back to serving your customers without unnecessary delays.

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Custom Mobile Development

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Engage with our expert consultants and discover how our tailored solutions can address your unique challenges.

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30-MINUTE CALL: WHAT WILL WE ACHIEVE?

  • Understand your goals and challenges
  • Discuss potential solution options
  • Review capabilities, scope and pricing

Why Choose Captivix?

10+ years of CRM consulting has added our experience to CRM success.
Long Term Help

Partners

We are official partners to best CRM solutions for your industry.

Provide Framework

Security

We understand data security and follow best compliance practices.

Ensure Success

Innovation

Constantly exploring new technologies for improved solutions.

What Our Clients Says About Us?

We are confident that you will share the same sentiment that our customers already shared…..

Brentano

 
Brentano Fabrics, located in the Northwest Chicago suburbs, manufactures and sells hundreds of fabrics and over 20 collections, displaying and selling from showrooms and sales offices in North America, Europe, and Asia…

Challenges

  • Data Integration Complexity
  • Low CRM User Adoption
  • Inadequate System Security
  • Performance Bottlenecks

Solution

  • Streamlined Data Integration Process
  • Customized User Training Programs
  • Enhanced Security Protocols
  • Performance Optimization Strategies
Read Case Study

Volpes

The Home of Linen
Volpes, The Home of Linen, is a proudly South African brand, established in 1929 in Port Elizabeth (now Gqeberha). Volpes began as a small, family-owned business, focused on supplying the customers, all over South Africa…

Challenges

  • Data Duplication Issues
  • Inefficient Workflow Design
  • Limited Mobile Accessibility

Solution

  • Deduplication and Data Cleanup
  • Workflow Optimization
  • Mobile-Friendly CRM Implementation
  • Customized Reporting Solutions
Read Case Study

What Our Clients Say

I would suggest that captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been and continues to be, one of collaborative effort.
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Kurt SchnakenbergCHICAGO BRASS
Captivix worked on vital enterprise-wide web and IT Content management initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.
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Rodne McgeeNAVISTAR
Captivix always exemplified the highest level of professionalism. As a nontech person, I do not always know the best path. They have been instrumental in helping me find the best path forward that suits my needs.
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Dan TanejaBEVANALYTICS
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I would suggest that captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been and continues to be, one of collaborative effort.
testimonial-img1
Kurt Schnakenberg
CHICAGO BRASS
Captivix worked on vital enterprise-wide web and IT Content management initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.
testimonial-img2
Rodne Mcgee
NAVISTAR
Captivix always exemplified the highest level of professionalism. As a nontech person, I do not always know the best path. They have been instrumental in helping me find the best path forward that suits my needs.
testimonial-img3
Dan Taneja
BEVANALYTICS

Frequently Asked Questions

CRM consulting helps by automating tasks, centralizing customer data, and providing insights for better decision-making. It enables your team to save time, reduce manual efforts, and focus on more strategic tasks, resulting in improved efficiency and productivity.
The duration varies depending on the complexity of your requirements, the size of your organization, and the CRM system chosen. On average, CRM implementations can take a few months to a year, with the consulting service providing step-by-step guidance and support throughout the process.
Yes, most CRM consulting services offer ongoing support and training options. They ensure your team is well-equipped to use the CRM system effectively and provide assistance for any issues or adjustments required as your business evolves and grows.
Choosing the right CRM consulting service involves several considerations. Start by evaluating your business goals, budget, and specific CRM needs. Research potential consulting firms, check their track record, and ask for references. Look for a service that aligns with your industry and offers customized solutions. Finally, ensure they provide clear communication, ongoing support, and a strong focus on user adoption and training to make the most of your CRM investment.

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Captivix has the expertise for successfully transforming your business.
Don’t wait, contact us today to learn more.

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Captivix

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+1 (312) 324-4514

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Mail Us

letstalk@captivix.com

Address

1320 Tower Rd., Schaumburg, IL 60173.

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