Customer Relationship Management System

You know what CRM is, are well aware of all the benefits the implementation brings to the company and want to boost your profit by giving your sales and marketing depatment a powerfull customer intelligence tool.

Start it smart and let EssentialBiz analyze the existing problems and needs in order to define a clear set of goals to be reached with your CRM implementation. Once that is done, we will proceed with advising on a type of appropriate CRM system, draft your “to be” business processes, create prototype of the solution and after your review and approval get system customization, development, integration and fine-tuning processes underway.

Preliminary Consulting

• Prototype Creation

To enhance your understanding of the future system’s capabilities, EssentialBiz use your requirements to prepare a live demo (working prototype) of the key elements of your targeted “to be” process. This lets your team see and review the look of the end result. We find that after the prototype review some of the requirements change and more precise requirements are developed.

• Project Planning

We calculate the budget and development time frames. For larger projects with heavy customization and/or integration requirements, it may be necessary to deliver the solution in several iterations, in order to minimize the time before the most critical changes in your process are made.

Solution Deployment and Customization

The system is installed on your premises and customized in accordance with the defined requirements. At this point the system is used by a limited number of employees for a trial period, during which certain requirements can be further specified. Once the system is deployed and all the requirements and changes are implemented, the data migration process starts and will be supervised by EssentialBiz experts to ensure a smooth and seamless transition to the new application.

Integration with 3rd Party Applications

While the CRM is a good tool on its own, you may gain even more from the additional integration of your CRM with existing ECM, ERP or Portal products. EssentialBiz offers integration options to the other applications in your organization.

Training and Support

Optional trainings on using the new system are organized for your staff members so they feel comfortable with utilizing its vast functionality once the system is installed.