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When people are engaged in the process and have their needs addressed, successful implementation is almost guaranteed.If you are interested in seeing more of our recent CRM services, please contact our Microsoft Excel developers at (888) 705-7253.BUSINESS PROCESS ANALYSIS Early in each of our CRM implementations, we spend time to understand your business and key business processes.
Data was automatically synced between the Excel application and the CRM system, enabling a single database for Accounts and Opportunities management.
has recently released a Financial Services edition of their software targeted at Financial Management practices.
Salesforce is a highly customizable platform which can be leveraged to fit your specific industry and business processes.
is the worlds #1 Customer Relationship Management (CRM) platform with over 4,000,000 users worldwide.
As much as we love the technology side of our business, we know that a successful CRM implementation starts and ends with people.
One of our early goals in the implementation process is to connect with each person that will use the system or be impacted by it in some way. We also begin the process of building excitement for this new tool.Companies that effectively use a CRM system see a 27% in new leads, a 25% increase in new deals and a 36% increase in customer satisfaction.These business impacts are realized when an organization gets control of their customer data and leverages it to focus the activities of its team. Salesforce has enterprise level capabilities beyond just organizing your accounts, contacts and opportunities.Automate and manage every campaign, publish content and analyze results.SUPPORT & MAINTENANCE After initial CRM implementation, the Thesis Tech team will continue to provide you with the support and maintenance required.This edition is called Salesforce IQ and can be used in organizations with 5 users or less.Thesis Tech provides implementation services for companies ranging from IQ to fully customized applications.CRM IMPLEMENTATION The CRM Team at Thesis Tech partners with you from project kickoff to final implementation and training.We work hard to understand your unique business needs and bring the right custom solutions.CRM CUSTOMIZATION Salesforce can be customized in many ways.Our team will work with you to determine what is needed for fields, forms, views, reports, dashboards, custom apps, custom processes and more.