CRM Implementation
New implementation to improving exisiting one, we do all
CRM Implementation consulting team at Captivix are trained with experience in formating, customizing and deploying CRM with best practices since more than a decade now for businesses.
Over 100 Happy Businesses
recognition
partnerships
CRM Deployment
We will match your customer management need with CRM
Our CRM implementation and deployment process is agile and acknowledges all the needs of your customer management system. This overall deployment will help your business in talking to your customers in more personalized way and maintain better practices to manage leads for better marketing and sales insights.
- Features understanding
We work with your sales and marketing division to understand how your business processes customers. Based on this discovery session, we will give you solutions, demos and best practices to follow a particular CRM that can match its CRM features with your needs.
- Creating Roadmap for implementation
No execution can go well without a solid plan of action. We have strong experience in creating the roadmap for implementing large-scale CRM for big enterprise companies. This is classified into successful roadmap plans that leads to best deployement of CRM and effective customer management.
CRM Migration
We shift from legacy system to modern solutions
Using outdated legacy CRM platforms can increase your efforts of managing customers, building relations and converting eligible leads to business. Understanding all these blockers for business, we understand how CRM migration caan change the game.
- Data Mapping and Cleanup
Shifting data needs no error. We are very particular with every pixel of information. That’s why we choose to map the data from old to new CRM. Work with the internal team of business to get rid of redundant data and start fresh and clean.
- Customization and Configuration
The new CRM will need a lot of customization, custom fields, workflows, funnel setup, scoring systems and automation. It will also be an essential strategy to Configure user roles and permissions to control access to different parts of the CRM and ensure data security and privacy.
- Testing and Training
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.
Schedule A Call?
Talk to our consultants and see how we can fill the gaps in your growing business with our CRM services.
Why Choose Captivix?
10+ years of CRM consulting has added our experience to CRM success.
Partners
We are official partners to best CRM solutions for your industry.
Security
We understand data security and follow best compliance practices.
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…..
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
Challenges
- Data Duplication Issues
- Inefficient Workflow Design
- Limited Mobile Accessibility
- Reporting and Analytics Gaps
Solution
- Deduplication and Data Cleanup
- Workflow Optimization
- Mobile-Friendly CRM Implementation
- Customized Reporting Solutions
CHICAGO BRASS
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.
- Kurt Schnakenberg
NAVISTAR
Captivix worked on vital enterprise-wide CRM initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.
- Rodne Mcgee
BEVANALYTICS
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.
- Dan Taneja
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.
Start Your CRM Consulting With Us
Fill out the contact form to contact our professional CRM consultants and experts for a discovery call.