CRM Solutions & Consultancy


In the constantly emerging commercial world the importance of retaining existing customers and expanding business is paramount. The more opportunities that a customer has to conduct business with your company the better, and one way of achieving this is by opening up channels such as direct sales, online sales, franchises, use of agents, etc. However, the more channels you have, the greater the need to manage your interaction with your customer base.

Customer Relationship Management (CRM) is primarily a strategy to learn more about customers’ needs and behaviours in order to develop stronger relationships with them. As such it is more of a business philosophy than a technical solution to assist in dealing with customers effectively and efficiently.

To know more about the benefits of CRM, please click here.

 

Successful CRM relies on the use of technology, smart technology!

Salesforce Consultancy & Implementation

Although there a range of technology products available ‘off-the-shelf’ (popular ones like Microsoft Dynamics CRM, SugarCRM, and Zoho), any of which we are capable of procuring and implementing for you, iBusiness Tech strongly recommends Salesforce – a cloud based ecosystem / platform, best of breed and a world leader in this segment.

We can help you with the planning and strategy for your upcoming Salesforce project. We’ve done this plenty of times before, for a wide range of businesses.

Strategic Consulting

Salesforce can be a powerful tool but first you’ll need to establish some great business processes and translate them in to the system. One of our experienced and certified Salesforce Consultants can help you:

  • Understand and map out your business processes
  • Ensure Salesforce best practices are implemented
  • See areas for improved efficiency and enhanced productivity
  • Plan your goals, phases and steps to success
  • Measure your performance with dashboards and reports

Implementation

There’s a lot think about before getting started with Salesforce, whether your implementation needs can be met ‘out-of-the-box’ or with more bespoke customised functionality. Behind the scenes setup, configuration, development, administration and maintenance of Salesforce needs an expert. One of our certified Salesforce Administrators can help you:

  • Load your data from legacy systems and spreadsheets
  • Set up your users with the right permissions
  • Build custom features such as new fields, objects and tabs
  • Design workflow and automation
  • Create reports and dashboards
  • Explore and configure latest apps & technology from App Exchange
SME Basic

If you are a small to medium sized business and want to quickly start using Salesforce to meet a particular need, this service is designed for you. We’ll get you up and running with a fairly simple Salesforce set-up and also help you migrate from other systems you are using. It’s also a great way to introduce Salesforce in your organisation when you haven’t yet established your exact requirements from a CRM.

Full Implementation

Designed for organisations that need a tailored end-to-end implementation of one or more Salesforce products. We’ll work over multiple iterations to uncover all needs of your organisation and implement solutions (including bespoke modules) to meet the goals of all concerned departments. Typical engagements last multiple weeks and cover sales, customer service and marketing needs.

Custom Development

We work in various custom development areas such as Apex/VisualForce Development, App and Mobile App Development as well as API integrations with other technology systems.

Industry Experience

As solutions company and consultancy our experience includes industry segments such as: a (European) automotive manufacturing giant, global cargo shipping company, global recruitment corporation, global telecom giant(s), multi-national blue-chip companies, large-scale property group with multiple hotel & commercial portfolios, insurance underwriting company, independent finance advisers / brokers, pharmaceutical manufacturing, food manufacturing companies, not-for-profit organisations etc.