Professional Services
Committed to your success
More and more companies today understand the importance of CRM. As businesses embrace CRM, achieving successes with it requires careful planning, rigorous implementation and consistent improvements in processes. To help our customers meet their CRM objective, we offer a wide range of professional services.
This service is designed for small and medium sized companies for fast and precise roll out of CRMnext. In this service CRMnext experts provide on-site assistance in configuring the product to map company specific processes, fields and layouts. It is a two to three day activity that helps new customers configures the application to address their key business requirements.
In this service, our engagement managers work with the customer representatives to make them familiar with the product and its capability. They then proceed to help them configure the product to meet the business requirement checklist.
Key Advantages:
- Fast rollout time
- Optimum mapping of business requirements
- Higher user adoption
- Efficient utilization CRM investment
- Knowledge transfer for future product optimization
The implementation service is a multiple point, dedicated resource driven, end-to-end service provided to our Professional and Enterprise edition customers. In this service, the CRMnext engagement team is responsible for the overall implementation and success of the CRM roll-out.
This service provides the following:
- Project Management
- Product customization and alignment
- Business process customization
- Data Migration
- System Integration
- Mobility Strategy
- User Training
One of the key factors of the CRM success is the integrity and consolidation of customer information. However customer information is normally fragmented into multiple applications and excel sheets. The data are unorganized and spread out. CRMnext data management service helps companies consolidate and organize customer information for better analysis and faster adoption of CRM system.
- Data Migration
Customer information fragmented across multiple applications is stumbling blocks in the CRM strategy execution. Various departments own their set of customer information which may be exclusive or partially overlapping. This hinders a unified view of the customer.
CRMnext offers specialized services to extract information from various systems and import it in CRMnext
- De-Duplication
De-duplicate service is available to remove duplicate customer records and merge customer information. We assist you in cleansing the data before migrating to CRMnext and then further help you in refining it with the data cleaning tools available in CRMnext.
Success of a CRM solution depend on its ability to share and view data across enterprise wide applications. CRMnext offers advanced integration options for sharing data with all types of applications e.g. CTI, ERP, Financial Systems, Data warehouse, Campaign management system, and legacy applications.
CRMnext offers five primary mode of integrations
- Web Services API's: SOAP/WSDL standard API's for integration with customer applications
- Smart Screens: Smart browser pop-up screen, that can display information/action pages from various applications
- Custom-hooks: Support for call-in procedures to ensure granular level of customization
- Reverse-Triggers: CRMnext screen pops to provide reverse linking with other applications
- CTI / ACD / IVR Integrators: Pre-built integration adapter for industry leading contact center solutions and dialers like cosmocom, concerto, etc
Integration services team leverage the rich assortment of integration options provided with CRMnext, to integrate it seamlessly with other business applications.