CRM Consulting

Czario has been instrumental in delivering smart, futuristic, and cost-effective CRM solutions to B2B and B2C enterprises. Our core CRM consulting team has helped businesses build long-lasting relationships with customers, drive sales teams’ endeavors, build productivity, and support technology-centric sales management solutions.

We analyze your current CRM’s capabilities with an in-depth assessment using industry standard metrics. We help you tap significant opportunities to improve your relationships with customers. We engage proven consulting processes and methods to wrap insightful findings with an optimal CRM solution that meets your business needs and helps you exceed your customers’ expectation.

Our CRM and loyalty projects are augmented by real-life scenarios and custom requirements of customers. Czario is a Salesforce Registered Consulting Partner and a Microsoft Gold Partner, the benefits of which can be truly explored through our consulting services.

We help you generate optimal plans by helping you with customer profiling, Salesforce Marketing campaign planning, Lead Management, Dynamics 365 Sales Cycle management, development of CRM plugins, and more.

Our 360-Degree Service Suite includes:

  •   Business analysis
  •   Evaluation of alternative CRM platforms
  •   Platform customization, on-premises and on the cloud infrastructure
  •   Custom CRM development
  •   Upgrades and custom add-ons
  •   Migration to a new CRM system
  •   Corporate systems integration (ERP, portals, call centers, etc.)
  •   Quality assurance
  •   User training
  •   Maintenance and support

    • Our CRM Solutions

    Czario’s CRM consulting embodies a disciplined roadmap to deliver precise, business-specific solutions that support B2B or B2C customer processes and exploit CRM opportunities. Our focus lies on:

  •   Marketing and sales automation – Lead Management and Lead Nurturing
  •   Loyalty program management – Credit Points, Membership Discounts
  •   Customer and partner management – CXM, Loyalty Programs, Engagement models, Case Management, Customer Self-service, Contract Management, Partner Self-service
  •   Sales forecasting – Opportunity Management, Demand-Supply planning
  •   Performance management – Salesforce Mobile App, Team Collaboration
  •   Reporting

    • Loyalty program management systems

    We will help you conceptualize and bring to life your strategic loyalty program, and effectively manage a single multi-functional system that supports:

  •   CRM as the back-end
  •   Integration with enterprise applications (ERP, POS, website)
  •   In-built performance analytics

    • We help you manage your customer loyalty module as a standalone means of communication or collaborate it with a mobile app or a customer self-service portal.

    CRM consulting services for Ambitious CRM Management

    We offer our consulting services as strategists, growth-oriented professionals, experienced vendors of information security services. We help you plan new CRM channels and modules that are high-performing, scalable, secure and user-friendly. Our experts have exhibited great know how to leverage custom code and the capabilities of market-leading CRM platforms, Salesforce and Microsoft Dynamics 365, to turn customer experience into your forte. Our team helps address core CRM challenges like,

  •   Scattered customer data
  •   Insufficient sales productivity
  •   Poor alignment between sales, marketing, and service departments
  •   Low lead conversion rate
  •   Gaps in and cross-border functional customer service

    • We analyze the business and the technical aspects with the help of our researchers, business analysts, technology consultants, experienced developers, and shrewd testers.

    CRM customization

    Czario has implemented stellar strategies and addressed key touch-points for many sophisticated CRM projects. The way our team customizes solutions on-the-fly with our out-of-the-box thinking has helped us take fair advantage of CRM’s inherent functionalities and deliver custom modules that seamlessly integrate with your CRM system.

    Customizations pertaining to digitization of your sales and marketing processes, integration of customer data across enterprise systems, empowerment of users with effort-saving plugins, or reinforcement of business values with a CRM-integrated UI can be delivered by Czario’s CRM specialists.

    Customizable CRM add-ons

    If you do not want a complete CRM solution from scratch, Czario has the option of helping you with add-ons.

  •   BI/Charts for data visualization
  •   MailChimp for automatic email tracking
  •   Multiple record management tool

    • Our consultants can also deliver custom add-ons to efficiently solve peculiar business challenges.

    Upgrade and support

    If your enterprise has a basic and functional CRM solution, we will help you meet the changing business demands through a seamless transfer process to the latest version of your platform, integration of new powerful enhancements, and full technical support for your existing system.

    Need Help with Your CRM Efforts?

    Book an Appointment with our Business Analysts and CRM team today to explore the endless possibilities that CRM can offer in nurturing your relationship with your customers.

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