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CRM installation and configuration

 Streamline Your Business with a cloud-based CRM

Streamline Your Business with CRM Installation & Configuration

Stop juggling spreadsheets and sticky notes!  Imagine a world where all your customer interactions are organized, automated, and readily accessible.  This is the magic of a Customer Relationship Management (CRM) system, and we're here to make it a reality for your business.

In this short guide, we'll unveil the secrets of CRMs and show you how to harness their power with our expert installation and configuration services.

Why CRM is Your Secret Weapon

Think of a CRM as your customer concierge. It stores all your interactions with leads, contacts, and clients in one central location.  This includes emails, phone calls, meetings, social media interactions, and even purchase history.  The best part? You can say goodbye to messy data!

A CRM ensures your customer information is accurate, consistent, and up-to-date. No more scrambling to remember a client's name or past interactions.  Imagine the difference in your sales pitch when you can reference a client's previous purchase or tailor your communication based on their interests.  Data quality is the cornerstone of strong customer relationships, and a CRM is your data quality champion.

Who Needs a CRM? You Do!

Whether you're a one-person startup or a growing small business, a CRM is an essential tool.  Here's why:

  • Freelancers

    Manage client projects, track communication, and stay on top of deadlines.

  • Startups

    Nurture leads, automate sales processes, and gain valuable customer insights.

  • Small businesses

    Improve customer service, personalize marketing campaigns, and boost overall efficiency.

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Basic CRM Features and Choosing the Right One

CRMs offer a range of features, but some core functionalities include:

  • Contact Management: Store and organize all available information about every person you are dealing with.
  • Sales Management: Track leads through different sales stages, identify bottlenecks, and close more deals.
  • Customer care: Store all current or past conversations and follow-up your customers requests or complaints
  • Marketing: Segment your audience  and send personalized email campaigns.
  • Operations: Have a clear view of customers' orders and deadlines
  • Reporting & Analytics: Gain insights into customers' characteristics and behavior,  measure your growth and efficiency

Choosing a CRM is not a simple process. The choice may be based on industry, business model, size and any special needs that may exist. Nevertheless, there are some general criteria to use for this selection process:

  • Being cloud-based is a must have for a new CRM at least for all small and medium size business.
  • Provided from a reputable company with international presence is very important
  • Fulfilling the 2 characteristics above will ensure the existence of all basic CRM features.
  • User-friendly interface and consistent user manuals 
  • Scalability is a key element for startups and for growing companies in general
  • Mobile application is a key feature for specific industries and business models

The cost of a CRM can vary depending on the platform and chosen plan. Hopefully there are already many CRM providers out there and there is enough competition: purchasing and installing a CRM is now possible for all business!

The cost is also a reason to select a cloud-based CRM.

  • They do not require any infrastructure for the business
  • Installation and initial configuration are generally not difficult, if the case is straight forward and there are not many specific requirement. 
  • Many providers offer affordable pricing tiers specifically designed for small businesses, without minimum seats requirements, offering also free trial periods.
  • Users' training and support is much easier in the long term as those cloud-based CRMs offer many free resources for this purpose.

Setting up your new CRM

This can be a Smooth Journey, if you take the right steps, make the right decisions and have the right people to help you

So, what's involved in the purchase, installation, and configuration process? Why involve a consultant integrator?  Think of us as your CRM sherpa!  We navigate the technical complexities, ensure seamless integration with your existing systems, and empower your team to leverage the CRM's full potential.

Deep Dive Data Consulting is engaging in an onboarding project with you. We are not just helping, we are doing for you, working side by side with you:

  • We help you select a CRM platform based on your specific needs. (Hint: we're big fans of HubSpot CRM for its user-friendliness and affordability!)
  • We guide you through the purchase process and ensure you get the plan that fits your needs and corresponds to your budget.
  • We handle the the initial technical setup, including user creation and permissions, general settings for the whole account
  • We further customize the CRM as needed: configuring views and cards, properties, rules, access rights, integrations with other apps, creating pages, forms, workflows etc
  • We deliver the necessary presentations, trainings and user manuals
  • We stay close to your team, to make the fist steps together, answering questions, giving advices and encouraging everyone to join the new experience!

Technical and business support

After the initial (onboarding) period we may continue to support you, to help you make the most out of it:

  • Offer immediate answers to simple questions
  • Help you to resolve technical issues, being an intermediate between you and Provider's technical support
  • Advising you on various issues
  • Proactive watch - informal audit to make sure that the systems is used correctly.

Upgrade - extra development

As businesses evolve, systems have to be upgraded or reconfigured for time to time. When the time comes, don't fear about it! Deep Dive Data Consulting will be you partner in making any step further according to your business evolution.

Our proposition

From numerous solutions out there, we have chosen to work with HubSpot CRM as it stands out as a leader in the market, particularly for small and medium-sized businesses.

Our proposition includes much more than a system implementation. It includes business consulting, understanding of customers' processes and goals, advanced customization, effective training to incorporate the changes in the way of everyday work and continuous guidance & support.

Our focus is more in the customer data the way it can be used to achieve business goals,  rather than the system itself: after all, commercial data is the precious property of every company!

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