CRM Consulting

CRM for Businesses

Companies are recognising the critical importance of Customer Relationship Management (CRM) in efficiently maintaining and developing their customer connections in today’s ever-changing business landscape. For long-term success, the market need deep connections with clients.

A CRM system can give you a clear overview of your customers. You can see everything in one place — a simple, customisable dashboard that can tell you a customer’s previous history with you, the status of their orders, any outstanding customer service issues, and more.

Keeping Track of Customers with CRM

With CRM, companies can track customer preferences, purchase history and all communication records. This enables CRM organizations to adapt their strategies and deliver personalized experiences. A unified view of customer data helps companies better understand their customers’ needs and preferences and anticipate their demands. CRM also helps businesses solve problems quickly, provide customized solutions, and run smarter prospecting campaigns. By using CRM, organizations can adopt a customer-centric approach that increases satisfaction and loyalty and reduces turnover rates.

Local Managing Partners are Available to Discuss CRM

CRM plays an important role for companies in building and maintaining strong relationships with their customers. We have local delivery partners located in cities across India. They are available at any time to discuss your individual needs. They work with onshore, nearshore, and offshore resources to complete any project. By partnering with us, companies can harness the full potential of CRM and drive growth through improved customer relationships and better customer experiences.

What can CRM do for you?

CRM software is designed to be the all-inclusive tool for Customer Relationship Management. Every department within a company has an interaction with, supports or depends on customers. Implementing a CRM for your business is a necessity. Selecting the right CRM platform for your organization is crucial. Sales, Customer Support and Marketing teams have obvious needs for robust CRM solutions. Operations, Accounting and Finance also rely on CRM for order tracking, planning, logistics and more. 

YUVMEDIA Partner CRM Consulting Process

Our Process for CRM Consultations follows the below path:

Assess

We will spend required time upfront to fully assess where your organization is today and where it needs to be.

Define

After a proper and thorough assessment we will comprehensively define requirements so that the right technology can be selected.

Analyze

Once we have assessed the situation and defined requirements, we will analyze those findings and map them against today’s best available vendor platforms.

Design

After we have identified the right automation provider to meet the requirements, we will design the platform for the specific needs of your business.

Implement

We will implement digital transformation solutions after the design phase and create a sandbox and pilot platform.

Test

The critical phase of testing occurs at this point, and we will test the automation, RPA or Conversational AI platform for all defined use cases, workflows, and departments.

Deploy

Once testing is completed, we deploy the full solution for your team and work with you to ensure full adoption and the comfort of your staff with the solution.

Train

We typically do not end our work at the deployment stage and consider training critical for adoption and allowing our customers to get the most from their investment.

Support

After deployment and training we can stay with our clients for support as long as they wish, our support can take the form of periodic check ins or even providing an ongoing full time or part time administrator for your platform.