CRM Advisory & Implementation

Our CRM consulting services help businesses design, implement, and optimise CRM solutions that enable them improve customer engagement, retention, and loyalty while reducing costs, and increasing revenue.

CRM Software Implementaton Cover Intelance
About service

Digital customer engagement.

Our team of experienced consultants have a deep understanding of the latest CRM technologies and trends to help businesses select the right CRM system for their needs. We have expertise in a range of CRM systems, including Salesforce, Microsoft Dynamics 365, HubSpot, and Zoho CRM.

Our services include CRM system selection, implementation, customisation, training, and support. We help businesses configure their CRM system to meet their specific needs, integrate it with other business systems, and automate workflows to streamline business processes.

We also provide ongoing support to ensure our clients get the most out of their CRM system. This includes troubleshooting issues, providing guidance on best practices, and helping our clients stay up-to-date with the latest CRM trends and technologies.

The buying journey has changed.

A CRM system can help businesses manage customer interactions across multiple channels, streamline sales and marketing processes, and provide valuable insights into customer behaviour and preferences.

How we Work

Our CRM advisory & implementation offerings

Our goal is to help businesses improve customer engagement, retention, and loyalty, while reducing costs and increasing revenue. Contact us today to learn more about how our CRM services can benefit your business.

We help businesses define their CRM objectives, identify key performance indicators (KPIs), and develop a roadmap to achieve their goals.

We help businesses select the right CRM system based on their business needs, budget, and technical requirements. We can also provide the systems, and help negotiate contracts with CRM vendors.

We help businesses implement the CRM system, configure it to meet their specific needs, and integrate it with other business systems.

We help businesses customise the CRM system to meet their unique business requirements, including customising workflows, fields, and reports.

We provide training and support to help businesses maximize the benefits of their CRM system. This includes training users on how to use the system, providing ongoing support, and troubleshooting issues.

Other services
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Digital Strategy & Architecture

As a trusted partner with comprehensive experience in transformation program leadership, we can guide you in shaping and implementing your organisation’s digital journey end-to-end.

Process Automation

Understand how you work by identifying repetitive, and rule-based digital tasks that can be automated. We help clients implement a holistic view of automation, process and service improvement.

Unified Communications

Our unified communications service helps our clients choose the right solution to power customer experiences, connect employees from anywhere, on any device.