Page Tag: CRM Consulting
CRM Consulting Company
Level up your customer strategy with our CRM consulting company.
- Boost sales by 29%
- Amplify productivity by 34%
- Enhance forecast accuracy by 42%
Seize business opportunities all across the sales value chain. Tap into *instinctools’ CRM consulting services to improve conversion rates and cross-sell to your customers or upsell them on your add-ons.
- Do more with less by automating drudgery
- Create a unified customer data hub to keep your team on the same page
- Turn raw customer data into actionable insights with built-in analytics and reporting
- Do more with less by automating drudgery
- Create a unified customer data hub to keep your team on the same page
- Turn raw customer data into actionable insights with built-in analytics and reporting
Opt for your CRM implementation solution
Put your customers first and ensure your organization works together to meet their needs.
B2B CRM
Our custom CRM systems help you overcome channel complexity, operate across a range of markets, and get through to the right person — fast, easy, and within a single interface. Connect with vendor partners, resellers, or affiliate companies via an automated, easily trackable workflow.
B2C CRM
Keep track of every opportunity and lead, increase the average value of sales through personalized experiences, and improve your marketing and customer retention strategies. Our feature-packed CRM software delivers ultimate visibility across your sales pipeline for more leads and maximized revenues.
Comprehensive CRM consulting for remarkable results
We help you rethink your business processes and find room for optimization.
CRM selection
Bring our experienced CRM consultants on board to define the ultimate CRM solution for your business goals and industry specifics. Utilizing a full-service approach, our experts will elicit your core system requirements and identify must-have features to help you choose the right customer management system.
Operational management improvement
We help you expedite operational excellence by identifying improvement areas in your marketing and sales management practices. Whether it’s minor alterations or a business process overhaul, our team provides you with the tools and change management expertise to seamlessly integrate a new CRM platform into your ecosystem.
Organizational enablement
Our team enables your company to increase IT maturity and promote CRM software adoption in your departments. We create routine guides, conduct specific training sessions for various business processes, and set up a CRM ambassador team inside your organization so you can make the most out of your CRM investment.
Ready to start your CRM implementation project?
Covering all aspects of your CRM project
We know what it takes to win big with customers. Our CRM consultancy team will take the time to look into your business objectives and develop the best solution for your needs. From identifying the right tools for your business to optimizing your CRM platform performance, our team is here to help at every step of your adoption journey.
CRM setup
We make sure your system is off to a good start and is properly customized to drive every business process from top to bottom. Our experts will set up the organizational hierarchy, establish data visibility rules, and sort out email integration and lead generation processes to get you started on the right foot.
- General system setup
- CRM integration
- Team access and permissions
- Sales and marketing automation
CRM customization
Our consulting CRM team configures your CRM platform to make it a perfect fit for your unique business tasks. Our developers build custom solutions, modules, and plug-ins on top of existing technologies like Odoo, Hubspot, Zoho, and other canned solutions, to minimize the time for critical tasks and to boost your productivity.
- Custom pipelines and business flows
- Custom CRM extensions
- Custom reports and dashboard widgets
- Third-party APIs and integrations
Data migration
We help you switch from legacy systems, migrate data from other business systems, or shift to the cloud. Our data engineers analyze your data requirements, prepare input for migration, and create backups so that you have a single source of truth based on accurate and complete insights.
- Cloud migration
- Data consolidation
- Data preparation and cleaning
- Migrating data from other CRMs
CRM maintenance and update
Our CRM software consulting unit keeps your solution at its peak performance, eliminates performance flaws, and updates the platform to match your evolving needs. We offer a full cycle of maintenance activities, including troubleshooting, data quality review, performance audits, and more.
- L1-L3 support services
- User training and documentation
- CRM data maintenance
- Feature update
Bespoke CRM development
In today’s competitive business landscape, it’s more important than ever to have supreme tools in place to stand out from the crowd. Nothing suits your business better than a tailor-made CRM system, designed exclusively for your processes. A custom CRM system gives you complete control over your sales process, along with other unmatched benefits.
Simplicity
Unlike packaged software, our bespoke CRM system has your business needs at its core, speaks the same language as your teams, and sits on the exact features required by your workflow. This translates into a low end-user learning curve and accelerates adoption among employees.
Cost-efficiency
Tailored software provides all the modules and features you need for your business and none of the stuff you don’t. You get freedom from overrated features, vendor lock-in, licensing fees, and new user costs while saving on the total cost of ownership and getting added business value.
Technical flexibility
Specific types of business process automation are not always possible in ready-made software. Our tailor-fit CRM solutions enable you to update and modify the application, add new capabilities and collaboration points as well as ramp up or down your workloads to accommodate your fast-changing requirements.
Leverage the best CRM solutions.
Don’t miss out on what matters most
The stakes are high when it comes to digitizing customer management. A bespoke, goal-oriented CRM platform that blends natively into your business is what takes your marketing effort to another level and helps close more high-ticket sales with less effort.
Customer-centricity
Our customer management software operates perfectly in data-rich environments, delivering a seamless customer experience at every touch point. It lets you manage the inquiry across channels without losing track, and gives your service, marketing, and sales team a single view of the customer. With built-in analytics, insights are turning into actions on every enterprise level supported by real-time reporting.
User-led design
Leverage our custom CRM development services to build an intuitive software system that mimics the way your employees perform their daily tasks. From flawless interaction tracking to communication consistency, our developers create a unified powerhouse with custom workflows dedicated to targeted departments and driven by the specifics of your industry.
CRM third-party system integrations
Connect your CRM services with new and existing business tools so you can spend more of your time on things that matter.
Marketing automation tools
Our developers synchronize world-class marketing automation tools with your CRM system to increase the effectiveness of your marketing stack, eliminate data silos, and improve lead nurturing. The powerful synergy of CRM and marketing software adds to more accurate customer data, amplifies personalized communication, and boosts the performance of your sales force.
Business Intelligence software
Keep your CRM data in sync with BI tools to gain gold-level insights into buyer behavior, supercharge decision-making, and unearth hidden patterns residing in your customer management software. Our BI team creates a goal-driven, real-time visual interface that gives a thorough understanding of the main variables and opportunities for your teams.
Enterprise resource planning (ERP)
Achieve a unified, 360-degree view of your business processes, whether it’s sales figures, inventory levels, or budget planning. By connecting your ERP with the CRM system, you speed up accounting cycles, reduce the TAT of sales transactions, automate your quote-to-cash processes, and succeed in demand-driven budgeting.
Document management systems (DMS)
We help you set up a centralized library for all of your sales papers to facilitate document circulation and eliminate the burden of contract tracking. Access, create, and edit all of your files directly from the CRM system to seal the deal faster and reduce the time spent on document creation.
Accounting systems
Keep your contacts, products, and invoices synchronized across both systems to keep all your departments on the same side. By combining accounting packages and CRM software, you get an end-to-end sales system with automated invoice management, integrated payments, and easier revenue tracking.
Customer support and ticketing tools
Enrich your CRM suite with the simplicity and feature set of a helpdesk app and elevate customer support with no back-and-forth of switching between the systems. Take the best of the two worlds to automate ticketing, provide meaningful interactions to your customers, and improve time-to-resolution within a single system.
Ecommerce platforms
Our CRM e-commerce integration offers retailers a unified space to track customer interactions, generate more critical data for behavior analysis, and fine-tune portal content for each customer. Import product information, transfer orders straight from your account, and update your stock levels in real time for the ultimate customer experience.
Website
Improve your bottom line by spending less effort on admin tasks, shortening the sales cycle, and achieving better customer profiling. Our developers bridge the gap between your website and CRM suite to unlock granular analytics, standardize communication, and set automatic algorithms for processing incoming requests.
Got questions?
Add an intelligent automation component to your CRM
Benefit from our profound expertise in AI-enabled automation and turn your unstructured data cave into a gold mine of insights. From automating administrative tasks to predictive analytics and granular outreach, bring next-level efficiency to your organization with CRM automation capabilities.
Marketing automation
- Email drip campaigns
- Account-specific recommendations
- Customer segmentation
- Re-engagement efforts
- Omnichannel personalization
Sales automation
- Data ingestion and retrieval
- Workflow automation
- Lead qualification
- Sales forecasting
- Sales pipeline visualization
Service automation
- Customer self-service
- AI-powered chatbots
- Case routing
- In-office tasks
- Next-best-action recommendations
Out-of-the-box solutions we customize quickly
As a mature CRM consulting company, *instinctools introduces your company to top-rated CRM software vendors and builds high-grade, personalized CRM suites on top of these platforms.
HubSpot
HubSpot
Tap into our deep knowledge of the HubSpot suite to build a multi-purpose system that combines sales, marketing, and customer service within a single robust solution adjusted to your needs.
Zoho
Zoho
With our dedicated Zoho team, we put an all-in CRM system into the kernel of your bespoke solution to build role-specific apps, custom dashboards, CRM automation components, and other operational levers that simplify your day-to-day operations.
Odoo
Odoo
We deliver holistic Odoo-based experiences to address every customer-related need. Be it CRM, POS, or marketing automation, you get a fully personalized business tool that operates across platforms and scales easily to match your business growth.
Salesforce
Salesforce
As a professional Salesforce service provider, we customize and configure your Salesforce products to match business-specific sales and marketing needs. Our developers set up custom integrations, create bespoke dashboards, and plug in other modifications to support your sales activities.
Ready to make a choice?
Entrust your CRM project to a reputable CRM consulting firm
High-quality solutions call for highly skilled developers. Let our team take over and convert your idea into a fully-fledged system that meets and exceeds your expectations.
100+ CRM projects
Since 2000, we have been delivering game-changing solutions to global organizations that redefine business operations, optimize processes, and reduce operational costs.
Turnkey CRM services
As one of the full-cycle CRM consulting firms, we handle your project from ideation to deployment and deliver a fully personalized business tool as a single team.
Experienced CRM developers with domain expertise
Our developers have extensive experience in industry-specific CRM projects and know the peculiarities of customer data processing and regulation in 20+ industries.
An entire department at a fraction of the cost
Using our flexible cooperation options and dedicated management models, you can significantly cut the costs of CRM development and avoid the hassle of in-house hiring.
HubSpot Development Services
Our HubSpot development services develop a show-stopping solution adjusted to your business purposes, growth goals, and budget.
- Bring your Business Development team together
- Track your entire conversion funnel in one place instead of juggling multiple-point solutions
- Discover untapped CRM potential without investing a fortune
Make the most of HubSpot’s possibilities with expert help
HubSpot is a powerful multipurpose CRM platform where sales, marketing, operations, and customer service come together. As a HubSpot development agency, *instinctools has hands-on experience in implementing any and all components of the HubSpot ecosystem. We follow a modular approach in HubSpot web development to keep your CRM robust, flexible, and scalable.
Focusing on you and your needs, we create custom solutions on top of:
- Sales Hub. By automating a plethora of sales operations, from lead scoring to reporting, as well as integrating your CRM with email, social media, and messengers, we enable your sales reps to interact with customers more efficiently. Our experts tailor HubSpot sales software to your workflow so that you can close deals faster.
- CMS Hub. Leverage HubSpot CMS development and use HubSpot as a CMS to make it easy to build highly customizable and SEO-optimized websites and landing pages. And we, as a HubSpot development agency, configure the software for your workflows.
- Operations Hub. Here, at *instinctools, we know that scaling your business is even more challenging than growing it. To tackle disconnection issues that snowball because of ever-occurring disparate apps, spreadsheets, and processes, we ensure HubSpot integrations with other systems, such as ERP and accounting applications. If you input data in one of them, it automatically flows into HubSpot, so employees from different departments have an overall and complete picture of the processes.
- Marketing Hub. HubSpot is beyond the competition when it comes to boosting your inbound marketing and running full-fledged campaigns at scale. All-in-one software covers creating websites and forms that can be embedded in various CMS and allows you to manage your Google Ads, LinkedIn, and Facebook activities in the Marketing Hub without rushing between multiple tools. Try our HubSpot development services to attract more customers with personalized campaigns and enhance collaboration between the marketing and sales departments.
- Service Hub. Thanks to omnichannel messaging, customer feedback surveys, and service analytics, you can ensure a more personalized experience for your customers wherever they are in their journey. Considering that HubSpot is limited in data analytics and visualization, only elements such as default tables are available. To expand the potential of the ready-made solution and help you get even more control over customer experience, our HubSpot developers integrate HubSpot Service Hub with BI systems such as Power BI, Tableau, Qlik, etc., allowing you to quickly grasp a huge amount of information wrapped in custom dashboards.
How does HubSpot contribute to your daily routine?
Knowing HubSpot like the back of our hand, we make tasks easier for everybody in your organization:
Our team automates administrative operations to reduce the number of tasks on a C-suite member’s plate.
We ensure you have all the tracking, reporting, and third-party integrations you need at hand.
*instinctools’ experts unlock the full power of lead generation and email marketing to broaden your customer base and organize it.
With the help of HubSpot, we save you from messy spreadsheets and increase your productivity as you don’t have to update reports and manually save leads from the website in your CRM.
Leverage the option to keep your team focused on the end-users to enhance customer satisfaction and boost the number of loyal customers.
Want to bolster your team’s skills with HubSpot functionality?
Our HubSpot development services
We take responsibility for every step of the HubSpot adoption, from consulting to post-implementation support, to let you focus on your business instead of dealing with technical issues. By letting *instinctools take over your HubSpot implementation project, you can expect:
HubSpot consulting
Our overall goal is to help you rethink your business processes. For things that may seem too insignificant to be examined under a magnifying glass, there is often a lot of room for optimization. With our expertise, we can show you how some processes can run better and faster or how some of them can be transformed or eliminated to achieve higher efficiency.
Meticulous analysis of your business and its requirements allow us to identify bottlenecks and find solutions faster than it would be if you reviewed the processes. An outsider’s view may reveal blind spots where you don’t expect them to be.
HubSpot migration
We make it possible to migrate without migraines. Data transfer from one CRM to another is not the only challenge to be solved at this stage. We prevent data duplication and provide you with advanced mapping and data backup. Our experts also offer additional services such as data cleansing to take care of data quality at the initial stage from the very beginning and make sure that poor data won’t undermine your HubSpot implementation success.
HubSpot custom integrations
HubSpot provides you with plenty of native integrations on its marketplace, and you can install them in a blink of an eye and immediately leverage additional functions of the CRM. If native integrations don’t cover your needs, take advantage of intermediary services to transfer your data between HubSpot and third-party systems. As a HubSpot development company, we set up native integrations for you and offer intermediary services when required. And if you need a fully custom solution, we’re ready to build custom HubSpot integrations using APIs. As experienced HubSpot developers, we take care of integrating this CRM with any of your third-party systems:
- ERP. We set up a real-time, bi-directional sync with your ERP, to accelerate the input of information and minimize the possibility of data duplication.
- Data visualization tools. Leverage state-of-the-art data visualization tools as HubSpot is limited in data analysis options and offers only basic reporting.
- Accounting systems. Your sales and account managers don’t need to check an additional app to see how much you earn from a particular deal.
- Legacy software. We develop custom integrations to securely connect HubSpot with the software you can’t abandon.
Maintenance and support
After HubSpot has been implemented, our cooperation doesn’t end there. Despite the flexibility and versatility of the platform, even with the most expensive plan, there is no guarantee that default HubSpot’s capabilities will cover your needs 100%. Your budget may also limit you. It’s helpful to have tech experts on your side who can write custom code to create new entities, add new features, etc., as your business grows.
Consider that any custom system has to be maintained. Hiring a full-time developer for that is too expensive, instead, you can outsource the support of your CRM to a reliable HubSpot development agency such as *instinctools. Besides resolving post-deployment queries, we offer regular maintenance services. With *instinctools, you’ll never be left high and dry.
Ready to start your HubSpot development project?
Why partner with us?
As a tech company with 25+ years of experience, *instinctools offers:
Thanks to personalized onboarding, we do the grunt work and provide you with a functional solution that meets all your needs. We know the lay of the land and guide you from migration to maintenance, so you have complete visibility of the process.
We adhere to the just-in-time principle in software development to handle complexity and incertitude. Such an agile approach implies iterative development with frequent and minor releases when we fix the smallest issues as soon as they pop up. With us, you can enjoy all HubSpot benefits almost immediately.
We’ve implemented HubSpot for our clients from various industries. By merging our expertise in dealing with specific HubSpot tools such as HubL and HubDB with a broad range of our services such as Custom software development, Business Intelligence, Cloud Computing, DevOps, and others, we deliver easy-to-access and highly customizable features of this versatile platform and provide you with the next-level solution.
The HubSpot security program is driven by standard compliance and regulatory requirements such as GDPR or any of your local regulations and by industry best practices such as the CIS Critical Security Controls and the OWASP Top 10. Beyond that, we take a forward-thinking approach to privacy and security and follow best DevOps practices, such as using an agile methodology, taking advantage of automation, and ensuring continuous delivery. Scale your company with software and tech partner you can trust.
Tech stack and ample experience
