CRM Consultancy

One of the keys of intelligent marketing lies in having a powerful, flexible, and scalable CRM.

We study your marketing and sales processes and analyze your database in order to explain how to achieve the best possible performance. We configure and automate your CRM so that you don’t have to worry about anything and we teach you how to use it via personalized training.

Why is our CRM consultancy service intelligent?

AI technology

We work with CRMs that adapt to any company and that incorporate AI technology so that theycan learn autonomously and suggest sales opportunities.

Automation

We automate parts of your marketing, sales and admin tasks so that you can focus on attracting more clients and building long lasting relationships.

Omnichannel and multicontact.

We will help you roll out an omnichannel marketing strategy so you reach your target audience with the right message and at the perfect time.

Which CRMs do we work with?

Zoho CRM

A CRM platform that works well for companies of any size and in any industry. Very flexible and easily scalable, accompanying you as and when your business grows.

DISCOVER ZOHO CRM

Mailchimp

Perfect as a CRM for a company focused on end users. Quick rollout and linked to lots of ecommerce tools and CMS such as Wordpress and Drupal.

DISCOVER MAILCHIMP

CRM Consultancy Services

Establishing new work processes
Defining new data models and uploading databases
Selecting and configuring a CRM platform and adapting it to your business
Configuring scoring, assignment, and validation rules
Process automation
CRM documentation design
Preparing personalized report templates
One data repository (this is a benefit)
Centralized CRM (this is a benefit)
Real time reporting (this is a benefit)
CRM integration with different tools
Custom training program: manager and user

Discover intelligent marketing_

Discover what we do, what we achieve, and how we work. There is nothing better than someone who can guide you along the right path.

Ayuda en Acción

Consulting e-mail marketing and design and layout.

-> View success story

EMSFCM

Increased conversion rate and optimizations on the website.

-> View success story

EverybodyCar

Increase in user registrations and definition of the brand image.

-> View success story

-> View our case studies

We show you the smart way_ to reach your goal >

Tell us how you want us to meet!

event Meet

email Write

call +34 915 222 767

Key team members

Álvaro O’Donnell

Digital Strategy, CRO and CRM_

His capacity for conceptualization will surprise you

To start off, I will have a look at your CRM and check to see if you are making the most of all the tools available and thenI will implement improvements. I will align my work with your strategy and the steps that need to be taken.

Paolo Bergamelli

Full Stack Developer and Zoho Consultant

In the agency, Tallegio is never missing. Always replies on time

There is so much we can automate on your CRM, I assure you! I will set it all up for you and then you’ll easily be able to see the results.

->Meet the whole team

How we work and what we offer

We use the ACE System to organize the Marketing Plans of our projects > Attract, Convert, Expand

Attract

Maintain a long-term relationship with your Customers and Prospects without wanting to sell to them every time. Make them have you among their preferences and visit your Brand Universe, online and offline, either because you offer them the solution to their problems, or your brand adds value to them.

Convert

Now that you’ve caught their attention and they know you, generate content and resources that will lead them to convert when a need arises. That is, they opt for your products or services, request a quote, contact you, etc. There are many ways to convert beyond buying!

Expand

Once the first sale has been achieved, work to reinforce the idea that you are the best option, keep in touch so that they will buy/hire you again and make them fall in love so that they recommend you.

DISCOVER OUR ACE SYSTEM ->