Make the most out of our 360-degree CRM integration services as it’s a whole package for a business from any industry.
In the planning phase, we determine the factors such as information CRM has to track and what reports, charts and dashboards will be required. Consider which fields CRM record should track, don’t over-do as excessive fields may cause barrier for user adoption and affect success measure metrics.
Prepare data which should be added in the newly developed CRM. We help resources to consolidate data for migration to CRM. Data import, filtering, matching duplication rules set, etc. are crucial. After data preparation, we ask and suggest which one of the company’s app has to be integrated with CRM and what would be the data flow.
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