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Data Migration and Management

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Migrations and Integrations

CRM Info Techs offers seamless CRM migrations and integrations, including custom integrations. Our experts ensure a smooth transition when moving your data between platforms or integrating your CRM with other business applications, minimizing disruption and maintaining data integrity.

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Data Management

Effective data management is critical for CRM success. Our services include data deduplication, automations, and other data management best practices, ensuring that your CRM system contains accurate, up-to-date information for better decision-making and improved customer experiences.

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Deduplication
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Validation Rules
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Automated Fields using Formulas and Workflows

CRM Integrations

Legacy and Cutting-Edge Integrations for Comprehensive CRM Solutions
 
At CRM Info Techs, we specialize in seamlessly integrating your CRM with both legacy systems and widely-used modern tools, ensuring a smooth transition and enhanced operational efficiency. Our expert team works diligently to bridge the gap between your existing infrastructure and the latest CRM technology, maximizing the potential of your business processes.  Plus with App Store add ons available, the sky is the limit with your CRM functionality.
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User-Centric Integration

At CRM Info Techs, we prioritize integrating your CRM with your users and aligning it with your business processes, policies, and procedures to create a more efficient and cohesive work environment. We collaborate closely with your team to understand their unique needs, providing customized training and support to ensure seamless adoption of the CRM system. By harmonizing your CRM with your organization's existing structure, we empower your team to work smarter and drive your business towards greater success.
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Julie True

www.LivingTrueHolistic.com

-Folsom, California

“CRM Info Techs set up for me a website and intake forms for my massage therapy private practice, and at no monthly cost!  The website is free, the forms are free, and I'm making more profit!“

Arthur King

Arthur King

www.thebestcstorebroker.com

-Atlanta, Georgia

"My company, Ultimate Sales, has Sales Reps across the USA.  We had used Salesforce for 1 year before Roque at CRM Info Techs came on board. We now know that we hadn't really been using Salesforce. CRM Info Techs is not only incredibly professional and knowledgeable, they have the ability to make our not very technically savvy team, proficient. With a dedicated Salesforce Administrator, CRM Info Techs continuously customizes our CRM to our evolving needs. They don't just maintain; they enhance and grow with us. Highly recommended!"

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CRM Analytics

Leveraging CRM Analytics for Data-Driven Success

At CRM Info Techs, we recognize the value of data in driving informed decision-making and business growth. Our CRM analytics services empower your organization to harness the wealth of information stored within your CRM system. We help you set up customized reporting, dashboards, and data visualization tools, enabling you to monitor key performance indicators (KPIs), identify trends, and uncover hidden opportunities. With our CRM analytics solutions, your business can make data-driven decisions, optimize processes, and continually enhance customer relationships.

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CRM Security

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Org Wide Security
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Record Level Security
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Field Level Security
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Page Level Security

Sales Strategy and Customer Lifecycle

Our team helps you optimize your sales process and funnel, using CRM tools to improve lead management, nurturing, and conversion. We work with you to create a streamlined sales process that enables your team to close deals more efficiently and build lasting customer relationships.

Customer Stages

We help you define and manage customer stages within your CRM system, ensuring that you can effectively track and engage with customers throughout their lifecycle. By understanding and segmenting your customers based on their needs and behaviors, you can deliver targeted, personalized experiences that foster loyalty and drive growth.

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