Why is our CRM consultancy service intelligent?
We work with CRMs that adapt to any company and that incorporate AI technology so that theycan learn autonomously and suggest sales opportunities.
We automate parts of your marketing, sales and admin tasks so that you can focus on attracting more clients and building long lasting relationships.
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?
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.
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.
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.
Key team members
Digital Strategy, CRO and CRM_
Su capacidad de conceptualización te sorprenderá.
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.
Full Stack Developer
Solucionador nato en Reinicia_
I’m in charge of coding and development. No matter which tool you want to integrate with your CRM, I will make sure they can communicate with each other. Simply put, I will do what you need me to do.
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.