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CRM Implementation & Customization

Want to gain a 360-degree view of every customer? Remove communication siloes between sales, marketing, support, and other processes? Deliver seamless omnichannel experiences? Achieve all these goals with Addax’s highly-acclaimed Customer Relationship Management (CRM) implementation and customization offerings.

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Customers

Overview

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Segment

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Total Customers

2,420

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20%

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Calls

1,756

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13%

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Active Now

13

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20%

All Calls

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Status

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Abram Calzoni

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Ashlynn Press

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Talan Vetrovs

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Ann Curtis

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Jaylon Arcard

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03/05 09:05 AM

Active Call

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02:54

(231) 232-2334

Chicago, United State

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Services Highlights

Get a Quote
CRM Consulting

CRM Consulting

Uncover all the possibilities of CRM for your organization

Customization

Customization

A tailored CRM for your unique business and specific business scenarios

Integration

Integration

Increased data availability for enhanced customer views and outcomes

Platform Audit

Platform Audit

Discover improvement areas and maximize CRM ROI

Data Management

Data Management

Harness the true power of data for customer-centric decision-making

Support

Support

Continuous monitoring and iterative optimization for your CRM setup

What Addax Can Do For You

CRM Consulting icon

CRM Consulting

Uncover all the possibilities of CRM for your organization

Looking for expert advice about implementing a new CRM system? Need tailored guidance about optimizing your existing deployment? Addax’s CRM consultants will work closely with you to design your CRM strategy, select the right platform, and design the workflows for your specific business objectives, requirements, and scenarios. Their expertise and knowledge are focused on what you need and on ensuring that your CRM investment will generate the desired results for your customer-centric organization.

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CRM Customization

A tailored CRM for your unique business and specific business scenarios

Numerous companies have benefited from Addax’s deeply customized CRM solutions. With Addax, you don’t have to worry about getting a generic (and ineffective!) CRM platform. Instead, you get a solution that’s fully tailored for your specific needs and perfectly aligned with your processes, business functions, and use cases. Our well-planned and well-executed customizations support a wide range of workflows and activities so you can fully leverage the power of CRM in your business.

CRM Integration icon

CRM Integration

Increased data availability for enhanced customer views and outcomes

Get more value out of your CRM’s features and capabilities by integrating it with other business applications. Addax will effortlessly bridge the gap between these various tools with seamless integrations that expand your CRM’s functionality. A CRM that’s well-integrated with the entire tech stack will generate a host of benefits for your business, including synchronized data for improved collaboration, comprehensive views of customer activity for enhanced understanding, and valuable insights to facilitate data-driven decision-making.

Platform Audit icon

Platform Audit

Discover improvement areas and maximize CRM ROI

If your CRM platform not delivering the desired results around process efficiencies customer views, or ROI, discover where there’s scope for improvement with Addax’s CRM platform audit service. Our expert auditors will assess your CRM system and provide a business-ready report that will clearly illustrate usage or performance gaps. The report will also provide actionable recommendations to address these gaps and optimize your platform’s long-term usability, usefulness, and value.

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Data Management

Harness the true power of data for customer-centric decision-making

Data is the lifeblood of your CRM system. To ensure that you can continue to leverage it to make effective, data-driven decisions, the underlying data must be continuously managed, maintained, and optimized. It must also be synced between your CRM and other systems, and data siloes must be prevented from emerging. Leave all your data management worries to Addax and gain the freedom to develop a truly customer-centric, successful organization.

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Support

Continuous monitoring and iterative optimization for your CRM setup

With its powerful ecosystem of data, integrations, workflows, visualizations, and reports, a CRM can work wonders for your organization. But as your business evolves, your CRM must evolve as well. Addax will make this happen with regular monitoring, maintenance, and optimizations. We will also provide recommendations for configuration changes, data cleansing, integration enhancements, and security upgrades to ensure that your CRM platform continues to yield the maximum value for your business and customers.

Execution Plan

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01

Business Analysis

Understand business goals: the “why” of CRM

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02

Solution Concept

High-level conceptualization based on defined requirements

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Solution Design

Apply proven principles to design a customized, scalable CRM solution

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04

Implementation

Implement the designed solution with required features and functionalities

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Testing & QA

Identify areas of improvement for a near-perfect rollout

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Support

Monitor, update, optimize, troubleshoot, issue resolution

Business Analysis

Understand business goals: the “why” of CRM

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Before execution starts, a detailed analysis is conducted of the client’s business goals and CRM implementation objectives.

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What Sets Us Apart

CRM creates unlimited opportunities to scale your business operations, boost competitiveness, and magnify growth. To achieve these results, it’s crucial to implement the right CRM and then customize, integrate, and optimize it in the right manner. Here’s where you can benefit from Addax’s tailored advice, ongoing support, and flawless execution for your CRM implementation.

We design and implement fully customized, well-integrated CRM platforms that will provide you with a 360-degree view of customers. Harness these views to understand customers better, engage with them in personalized ways, and effectively meet their expectations. Our integration experts will seamlessly integrate the system with the rest of your tech stack to unify all customer-facing functions so they all speak the same language - the customer’s!

Contact us to know how other companies in your industry have benefited from our CRM implementation, customization, and integration services.

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Discover the future of software solutions

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Case Study 1

Full Salesforce Setup from Scratch

  • Challenge

    The company wanted to automate their entire sales process. They chose Salesforce CRM for the effort and Addax as their implementation partner.

  • Solutions

    We set up the client’s Salesforce CRM from scratch to effectively automate the sales pipeline and process. The platform accommodates all their products, includes multi-currency support, and automatically handles the quoting, billing, and payments parts of sales. We customized the CRM’s data model to store and track relevant information, configured security settings and permissions to control data access, and customized page layouts and list views to optimize the user interface. We also integrated the CRM with the client’s e-commerce and website to enable seamless data-sharing and streamline workflows for sales, marketing, customer service, and other processes.

  • Result

    Sales automation with Salesforce has freed up at least 40% of time for the organization’s sales staff. This time is now being used to finalize and close deals, qualify more leads, and cultivate meaningful customer relationships.

Case Study 2

Improvements to Client Communication and Feedback Mechanisms within existing CRM Org

  • Challenge

    This organization requested us to improve their client communication and feedback mechanisms in order to foster stronger client relationships and scale up business growth.

  • Solutions

    Addax implemented automated omnichannel communication workflows in the CRM to help the organization send timely, relevant, and personalized communications to customers based on predefined triggers or events. We also analyzed the customer data in the CRM to understand customer preferences, demographics, and interaction history, and implement personalized email/SMS messaging and content that would go out to each of them. The solution integrates the CRM with CTI and social media to further strengthen its omnichannel capabilities and thus enable the company to connect with customers on their (customers’) preferred channels.

  • Result

    The solution has generated remarkable results as measured by customer engagement metrics. Email open rates and click-through rates have both increased, indicating that the organization’s communication strategies and engagement efforts are already bearing fruit.

Case Study 3

Custom Employee Portal Integrated with the Enterprise CRM

  • Challenge

    This field service provider (FSP) hired Addax to build a self-service portal for field technicians. The portal had to be web-based to enable anytime/anywhere access, and also integrate with the firm’s CRM to ensure that technicians could access updated customer data on all their calls.

  • Solutions

    We effectively employed our custom development and CRM implementation skills to develop a custom web portal for this client. This web-based portal automatically pulls data from the company’s CRM, such as customer addresses and locations, so technicians can access the most relevant and up-to-date information to improve client interactions and serve them better. Backward CRM integration allows them to upload documents and pictures to the portal for improved org-wide communication, collaboration, and knowledge management.

  • Result

    The solution has allowed the FSP to optimize their CRM license requirements. They have also organized and streamlined their customer-first processes by empowering technicians to effectively leverage the information available in the CRM.

Frequently asked questions

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Didn't find the answer to your question?

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What is CRM Implementation & Customization?

Why do I need a customized CRM solution?

How long does a CRM implementation project take?

Will my team receive training on the new CRM system?

How do you ensure the security of my CRM data?

What kind of support can I expect after the CRM system goes live?

Can the CRM system be integrated with my existing business software?

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