CONSULTANCYCRM
Consultoría CRM

What is CRM?

Customer Relationship Management

  • CRM is an acronym of Customer Relationship Management

  • It is clear that the acronym defines a business management model that involves customers, sales and marketing, which is supported by a computer system where all the data is stored. This computer system can come from a number of manufacturers such as Salesforce, Microsoft, Oracle, etc.

Some people would think that it will be enough choosing one of the main CRM manufacturers and manage your company with whatever they offer you. But choosing the correct CRM it’s just the beginning.

Work with a team of professionals specialised in Salesforce CRM consultancy

I WANT TO LEARN MORE ABOUT CRM SALESFORCE

CRM CONSULTANCY FROM

LEADCLIC SOLUTIONS

At LeadClic Solutions, we conduct CRM consultancy with Salesforce CRM, which we have successfully implemented in more than 300 projects over more than 15 years. Every time a potential customer calls us, the process is the same: we sit down with them to define their project needs and the basis for an effective Salesforce implementation. This initial discussion should be the basis of any CRM consultancy project.

Once the objectives are defined, it is important to put them into practice and ensure the entire organisation revolves around this new "manager", the CRM, which will greatly enhance the daily work of all members of the company. For this, once the installation has been conducted, the work that sets us apart is that the Salesforce CRM tool is fully adopted throughout the company and making it easier for people to get to grips with the tool, so that they can get the most out of Salesforce.

Once Salesforce has been implemented and is 100% operational, with all resources included, support is a fundamental part for which we allocate people from LeadClic to help you with your project. Not only that, but the person in charge of your CRM project will have in-depth knowledge of your project, which reduces response times to possible incidents that may arise.

¿Qué es un CRM?

PHASES OF THE

CRM CONSULTANCY FROM LEADCLIC

Consultancy
Salesforce

Optimisation
de Salesforce

Salesforce Coaching and Adoption of Salesforce

Support
en Salesforce

PHASE 1 CRM CONSULTANCY: Salesforce CRM consultancy

Today's most powerful marketing tool is undoubtedly the Salesforce Marketing Cloud, which offers a unique insight into the customer and their participation in the different campaigns. Email Marketing, Journey Builder, Predictive Intelligence, etc. The possibilities are endless.

CRM CONSULTANCY

PHASE 2 CRM CONSULTANCY: Salesforce optimisation

At LeadClic, we have fully developed the Salesforce optimisation service to help companies like yours get the most out of Salesforce and thereby improve your ROI.

SALESFORCE OPTIMISATION

PHASE 3 CRM CONSULTANCY: Salesforce Coaching and Adoption Plans

Once you have the Salesforce platform, it's time to make sure that your entire organisation gets the most out of using it. This is achieved with a perfect alignment between people, processes and technology.

SALESFORCE COACHING AND ADOPTION

PHASE 4 CRM CONSULTANCY: Salesforce support

The high point of the CRM consultancy that we offer is our Salesforce support, which for all projects consists of working hand in hand with a team of certified Salesforce people who will be your contact person and expert in your project.

SUPPORT IN SALESFORCE

OUR CRM CONSULTANCY, FROM SALESFORCE

THE BASIS OF SALESFORCE: CUSTOMERS

Discover the basis of Salesforce in this video presentation about the Salesforce platform in just 3 minutes.

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