CRM Consulting Company

Take advantage of commercial opportunities throughout the sales value chain. To increase conversion rates, cross-sell to your clients, or upsell them on your add-ons, take use of *Trivion’s CRM consulting services.

Simplicity

Unlike boxed software, our custom CRM system is built with your company's needs in mind, speaks the same language as your teams, and is built with the capabilities that your workflow specifically calls for. This results in a reduced learning curve for end users and speeds up employee acceptance.

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Cost-efficiency

Software that has been specifically designed for your business includes only the modules and functionality you require. By forgoing bloated features, vendor lock-in, licencing charges, and new user expenditures, you may reduce your total cost of ownership and provide value to your organisation while also saving money.

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Technical flexibility

There are some business processes that can't always be automated using pre-made software. You may upgrade and modify the application, add new functionality and collaboration points, as well as ramp up or down your workloads to match your rapidly changing requirements, thanks to our custom CRM solutions.

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Marketing automation tools

To improve lead nurturing, reduce data silos, and boost the efficiency of your marketing stack, our experts integrate your CRM system with top-tier marketing automation solutions. CRM and marketing tools work together to create more accurate client data, enhance personalised communication, and improve the efficiency of your sales team.

Business Intelligence software

To acquire gold-level insights into customer behaviour, accelerate decision-making, and uncover hidden patterns hiding in your customer management software, keep your CRM data in sync with BI tools. Our BI team develops a goal-driven, in-the-moment visual interface that gives your teams a complete grasp of the key factors and opportunities.

Enterprise resource planning (ERP)

Get a single, 360-degree picture of all of your business's operations, including budget planning, inventory levels, and sales data. You may automate your quote-to-cash operations, shorten the TAT of sales transactions, and excel at demand-driven budgeting by integrating your ERP with the CRM system.

Document management systems (DMS)

To simplify document distribution and ease the strain of contract tracking, we assist you in creating a central library for all of your sales papers. To speed up the closing process and cut down on document creation time, you may access, generate, and update all of your paperwork right from the CRM system.

Accounting systems

To keep all of your departments on the same page, maintain your contacts, merchandise, and invoices coordinated between the two systems. You may create an end-to-end sales system with automatic invoice management, integrated payments, and simpler revenue tracking by merging accounting software and CRM software.

Customer support and ticketing tools

Add a helpdesk software to your CRM suite to improve customer service and elevate it without having to switch back and forth between different systems. Use the best of both worlds to automate ticketing, provide your customers meaningful experiences, and decrease time to resolution all inside a single system.

E-commerce platforms

Our CRM e-commerce integration gives businesses a centralised location to monitor customer interactions, produce more important data for behaviour research, and customise portal content for each user. The best client experience is achieved by importing product information, transferring orders directly from your account, and updating your stock levels in real-time.

Website

Spend less time on administrative activities, reduce the sales cycle, and improve client profiling to increase your bottom line. In order to access granular analytics, standardise communication, and establish automatic algorithms for handling incoming requests, our developers build a bridge between your website and CRM suite.

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CRM setup

We make sure your system is correctly tailored to run every business operation from top to bottom and is off to a solid start. To get you off to a good start, our specialists will set up the organisational structure, create data visibility guidelines, and organise the email integration and lead generating procedures.

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Data migration

We support your migration from legacy systems, to the cloud, or from other business systems. To ensure that you have a single source of truth based on precise and comprehensive insights, our data engineers examine your data requirements, prepare input for migration, and build backups.

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CRM customization

Your CRM platform is configured by our consulting CRM experts to be the ideal fit for your particular business needs. On top of pre-existing technologies like Odoo, Hubspot, Zoho, and other prefabricated solutions, our engineers create customised solutions, modules, and plug-ins to increase productivity.

CRM maintenance and update

Our CRM software consulting team maintains the optimal performance of your system, fixes performance issues, and refreshes the platform to meet your changing demands. We provide a whole cycle of maintenance tasks, such as data quality reviews, performance audits, and troubleshooting.

what you get