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CRM consulting

CRM implementation: five stages

We provide end-to-end CRM implementation services to consolidate data across channels, build up all-round customer profiles, connect corporate silos, foster collaboration, and increase customer acquisition to help you meet the projected ROI for your CRM project.

1 CRM strategy consulting

Sistem-A offers CRM consulting for any stage of your project, be it the tech stack choice, CRM engineering, performance optimization, customization, or maintenance. We base our strategies on the business analysis, system audit, and project budget.

2 CRM migration

We can help you move from your legacy system, scale your current CRM, or shift to the cloud. We choose a CRM solution fit for your workflows, prepare data for migration, and enrich the new solution with features missing from your old deployment.

3 CRM customization

Sistem-A's team can configure and customize your CRM, automating processes for your employees to save time for more critical tasks. We also optimize dashboards, workflows, and UI, as well as develop custom plug-ins and apps for specific challenges.

4 CRM onboarding

We boost CRM adoption rates with an onboarding strategy personalized for each department, which covers both early project stages and the post-implementation period. We can also devise an orientation program for new CRM users.

5 CRM maintenance

We’ll stay with you after your new CRM goes live, in order to make sure the system has met the requirements and to address users’ feedback. We can also audit your system on a regular basis as well as augment your admin team with technical support experts to solve any ongoing issues.

CRM platforms we excel at

Being a certified partner of each of the two CRM tech giants, Salesforce and SAP, Sistem-A is fully qualified to provide platform-based consulting services.

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Salesforce

We bring agility to your organization with this customizable CRM platform that offers integrated AI-driven solutions for enhancing sales, marketing, commerce, and service.

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SAP Customer Experience

Based on this customer experience platform powered by intelligent technologies, we bring together customer and operational data and help coordinate sales, marketing, commerce, and service.

Related services

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Banking CRM

Engage your customers across channels and empower your employees with a dedicated customer data and sales automation platform that is seamlessly integrated into your business operations.

Healthcare CRM

Facilitate patient acquisition and engagement by providing personalized care and data-driven service with our healthcare CRM solutions.

Custom CRM solutions

In case you need a proprietary CRM solution, Sistem-A's team has in-depth experience of custom CRM development. We build cloud and on-premises customer relationship management apps from the ground up, with further customization according to your needs. This includes integration of all the necessary data sources, enabling AI-powered automation, and providing a responsive CRM experience on mobile devices

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Customer relationship management consulting by area

We apply our CRM development expertise to shape a solution that fosters meaningful relationships, be it for sales, marketing, or service. We facilitate the platform adoption by providing only those tools your employees need to cover their activities. We can also tailor your CRM to specific needs and lay the foundation for future scaling.

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Customer experience management

Cross-channel data aggregation

Automated customer segmentation

Behavioral patterns detection

Social media activity monitoring

Omnichannel personalization

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Sales and marketing management

Sales pipeline visualization

Full-cycle lead and deal management

Marketing campaign management

Data-driven insights

Reporting

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Service management

Automatic ticket categorization and routing

Issue monitoring across channels

Automated notifications

Next-best-action recommendations

AI-powered chatbots

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Finding your focus

We design a system that addresses the needs of both customers and business users:

Customer-centric

We connect all the customer data sources to your CRM and turn it into a centralized data hub. With easy access to everything related to customer data, all responsible departments will be able to deliver relevant and personalized customer experience at any touchpoint.

User-centric

We assist in creating a convenient CRM space for your employees by configuring permissions, tailoring dashboards to their precise responsibilities as well as setting up a collaboration HQ for different departments, be it sales, marketing, service, HR, or production.

Why choose Sistem-A as your CRM consulting partner

Positioned among professional CRM implementation companies, Sistem-A relies on its multidisciplinary expertise to provide the full package of CRM-associated engineering services.

  • Visibility
    To make outsourcing engagement transparent both for clients and developers, we leverage planning, reporting and change management tools. This approach allows you to control project timeline and budget.
  • Tailored approach
    Depending on the unique project objectives, we suggest the most efficient cooperation model and development methodology and ramp up the team of experts with relevant experience.
  • Availability
    With headquarters located in the USA, representative offices in Europe, and Asia, we adapt easily to your timetable. Regardless of location, we guarantee brisk responsiveness through multiple communication channels.
  • Flexibility
    Our approach combines the best aspects of Lean and Scrum to foster on‑demand scalability and agility. We are ready to adapt development processes to your schedule and requirement shifts at any project stage, whilst keeping the cost of change down.
  • Risk mitigation
    Our risk management policy ensures safe and predictable relationships providing a set of practices for identification and elimination of software risks before they become threats to successful software operation or a major source of expensive rework.
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Case study

Salesforce development for a construction company

Find out how Sistem-A optimized a Salesforce-based system for a construction company and boosted the system usage by 30%.

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Insights

Enterprise CRM: do you need it?

Find out everything about enterprise CRMs: key characteristics, top reasons for adoption, and possible implementation challenges. 

Insights

Salesforce CRM implementation

Learn about Salesforce CRM implementation that helped a large real estate company increase their sales by 15% and shorten their sales cycle by 10%.

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Insights

Collaborative CRM for the remote-working world

Find out why collaborative CRM became a game-changer in the work-from-home reality and learn about its major advantages and features.

Case study

Salesforce CRM for a US insurance buyout agency

Learn how Sistem-A customized Salesforce CRM has brought a US insurance buyout agency 54% more leads.

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Insights

Hosted CRM: a tool for the new normal?

Find out the differences between hosted cloud services and learn why a hosted CRM should be in your business survival pack.

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