Service
CRM Setup
and Integration
At Kesato, we understand that customer relationship management (CRM) is a crucial component of any successful business. That's why we offer CRM setup and integration services to help you streamline your customer interactions and improve your overall business efficiency.
Our team of experts will work with you to identify your unique business needs and recommend the right CRM solution to suit your requirements.
Setup and integration
- A customized CRM solution tailored to your business needs.
- Expert guidance and support throughout the entire process.
- Seamless integration of your CRM with your existing systems and workflows.
- A comprehensive training program to ensure your team can make the most of your new CRM system.
CRM optimization
- An in-depth analysis of your existing CRM processes to identify areas for improvement.
- Expert guidance and support throughout the entire process.
- Customized strategies to optimize your CRM processes and improve your overall business efficiency.
- Ongoing support and maintenance to ensure that your CRM system continues to operate at peak efficiency.
Discover the process
Your CRM will not launch overnight. We go through multiple processes to ensure you get the best result you deserve.
- Initial Consultation Our team will start by understanding your business goals and specific CRM requirements.
- CRM Setup Once we have identified the right CRM solution, we will configure and set up your system to meet your specific business needs.
- Data Migration Our team will help you migrate your existing data to your new CRM system and ensure that all data is accurately transferred.
- Training and Support We provide comprehensive training for your team to ensure that they can use your new CRM system effectively. Additionally, we offer ongoing support and maintenance to ensure that your system runs smoothly.
- Integration Testing Our team will conduct rigorous testing to ensure that your CRM system is working as expected.
- Launch Once your CRM system is set up and tested, we will launch your new system.
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