CRM Implementation & Support

Customer relationship management (CRM) software helps businesses increase sales and provide a better customer experience. Choosing the right CRM and optimizing it for your business can be the difference between an expensive software license and a strategic investment. We’ve helped customers choose, implement, and improve their CRMs for over twenty years.

Choosing a CRM

If your team still uses spreadsheets or decentralized notes to track customer-related data, you’re missing out on opportunities to improve customer service, expand sales, automate workflows, and close new logos.

Microsoft Dynamics 365 CRM and Salesforce are world-class solutions for Salesforce automation, field service, customer service, client engagement, marketing, and more. Both are powerful solutions that become game changers for your business once they are configured to your needs. Let us know what you need, and we will help you implement a solution to help you manage your business better.

If you already own one of these products but need a CRM partner to help you enhance and maintain it… we can do that too!

for a free consultation and learn how beiNVENTiV’s IT services can transform your business.

Is your CRM working as well as it should?

Many CRM tools fail to live up to the expectations of the business. This is particularly true when IT vendors install CRMs “out of the box” without laying the foundation to understand your business.

To get the most value from your CRM, start with identifying your goals for the system and work with a company that can design and implement a CRM that delivers on those goals.

If you’re unhappy with your existing Salesforce or Dynamics CRM implementation, it’s possible to improve it. We will work with your team to understand your goals, provide guidance on what’s possible through architecture, automations, and customizations, and make the changes so that your CRM works for you.

Is your CRM working as well as it should?

Let’s Discuss

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