CRM CONSULTING SERVICES
Achieve a 50% higher chance of winning clients with the right CRM
Unlock the potential of Odoo CRM, a powerful tool that enables you to establish meaningful relationships with your clients. By aligning marketing and sales efforts, optimizing processes, and streamlining communication, Odoo CRM empowers you to close more deals and drive success
Need assistance with any of these challenges?
Look no further! Our CRM consulting services are here to transform your struggles into advantages.
Experiencing difficulties with your sales process?
Streamline and automate day-to-day tasks for seamless operations.
Struggling to close opportunities?
Witness a remarkable up to 200% increase in deal closures.
Concerned about high client acquisition costs?
Attain reduced CAC through precise targeting and qualification.
Dealing with a disorganized and unclear pipeline?
Gain real-time visibility and cultivate a robust, scalable pipeline
Are you prepared for an influx of clients?
Utilize top-notch prospecting practices to identify and engage a larger number of leads
CRM utilization
view of your pipeline
higher KPI per SE
Discover the workings of CRM integration
Explore the step-by-step process involved in rolling out Odoo Sales and Marketing.
Infrastructure setup
Streamlining and preparing resources for seamless integration:
1. Workspace Creation: We establish your dedicated workspace, configuring fundamental settings to lay the foundation.
2. Incorporating Essential Elements: We integrate your website, calendars, DNS, company information, and other pertinent details into the CRM system.
3. Database Review and Automation Readiness: Our team thoroughly examines your database, ensuring its readiness for future automation processes.
Data migration
Seamlessly transferring information from your previous CRM to Odoo:
1. Data Backup: As a precautionary measure, we create a backup of your data to ensure its safety throughout the migration process.
2. Comprehensive Transfer: Our team diligently migrates all relevant records, including lead details, company information, client data, deal records, and pipeline statuses, to the newly configured CRM.
3. Thorough Validation: In the final stages, we perform a meticulous verification to confirm that all data has been successfully migrated and is accurately reflected in the new CRM.
Team training
Enabling your team to maximize their efficiency with Odoo:
1. Post-Migration Training: Once the migration is complete, we provide a comprehensive training program for your revenue team, focusing on harnessing the full potential of Odoo.
2. Hands-On Experience: Through practical exercises, your team gains valuable experience in effectively utilizing Odoo features such as tasks, notes, documents, meetings, and more.
Automation and reporting
Implementing automated workflows and comprehensive reporting:
1. Reporting Configuration: We set up basic reporting capabilities, allowing you to easily monitor the performance of your campaigns and track important metrics.
2. Streamlined Automation: Our team designs and implements automation flows, ensuring a seamless and efficient movement of leads through your pipeline, reducing delays and manual intervention.
3. Ongoing Guidance: We provide continuous guidance and support to your sales team, assisting them in utilizing HubSpot CRM effectively and maximizing their productivity.
Is our partnership destined for success?
Is our CRM implementation company the right fit for your needs?
Assess these statements to determine if we align with your expectations.
It’s a match!
You're seeking to enhance the efficiency and retention of your revenue team.
Your follow-up process requires improvement.
Converting opportunities into contracts is a challenge.
You lack visibility into your pipeline.
Establishing efficient processes is a pressing need.
Your team faces difficulties with manual entries and routine tasks.
Sales and marketing alignment is crucial for you.
Reducing customer acquisition costs is a priority.
Come back later
We don’t work with custom CRMs
We don’t develop add-on or extensions for your existing CRM
Frequently Asked Questions
Which CRM do you work with?
As a Odoo Solution Partner, we primarily work with Odoo CRM. We are experienced in utilizing and integrating Odoo Sales and Marketing into various business processes.
Can you set up my custom CRM?
Regrettably, no. Our expertise lies solely with Odoo CRM, as we have found it to be highly efficient for both our team and our clients. We specialize in implementing and optimizing Odoo's suite of tools and features.
Could you clean up outdated records in my CRM?
Absolutely! Cleaning up outdated records is part of our sales enablement service. We can analyze your pipeline, proactively reach out to prospects who require follow-up, and update opportunity statuses accordingly.
What's your price?
Pricing varies based on the specific package and configurations required, as well as the current state of your system. We offer personalized price quotes tailored to your specific requirements and circumstances. Please reach out to us to receive a customized price quote that matches your needs.
Looking to increase your number of satisfied clients?
Schedule a call with one of our CRM consultants to align your efforts with your clients' needs and drive customer satisfaction.