CRM Implementation
New implementation to improving exisiting one, we do all
CRM Deployment
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
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 Consultation
Engage with our expert consultants and discover how our tailored solutions can address your unique challenges.
30-MINUTE CALL: WHAT WILL WE ACHIEVE?
- Understand your goals and challenges
- Discuss potential solution options
- Review capabilities, scope and pricing
Why Choose Captivix?
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?
Brentano
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
Volpes
Challenges
- Data Duplication Issues
- Inefficient Workflow Design
- Limited Mobile Accessibility
Solution
- Deduplication and Data Cleanup
- Workflow Optimization
- Mobile-Friendly CRM Implementation
- Customized Reporting Solutions