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Custom CRM

Custom CRM Development Services

Do you want to streamline business processes, improve customer relationships and increase productivity? Your solution is here! At Tactics Digital YYC, we offer CRM services in Calgary meticulously crafted to empower your business. We specialize in seamlessly integrating your Customer Relationship Management system with the tools and processes you already have.

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Our Custom CRM Development Stages

01Discovery Phase

We analyze your business requirements, challenges, and objectives. Our team assesses your current processes and systems, pinpointing areas for improvement and customization.

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02Strategy and Planning

We craft a detailed CRM strategy and roadmap. This includes setting project milestones and timelines and outlining the needed resources, ensuring clarity and a path toward successful implementation.

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03Configuration and Customization

We tailor the CRM platform to meet your specific needs. This involves custom CRM development, aligning the system with your business processes, data requirements, workflows, and reporting needs.

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04Migration and Integration

We skillfully manage the migration of your existing customer data to the new CRM system and integrate the CRM with other relevant tools and systems for seamless data synchronization and automation.

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05Training and Adoption

We train your team to ensure you get the most out of your investment in our CRM services. We ensure everyone is proficient in using the effectively system. Our ongoing support tackles any queries or challenges that arise.

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06Improvement and Optimization

We believe in the power of continuous enhancement. By regularly monitoring the CRM system's performance, collecting user feedback, and identifying optimization opportunities, we ensure the solution keeps pace with your evolving business needs.

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Our CRM Service Packages

package imgBasic
  • list markerCRM Software Setup & Configuration
  • list markerContact Management & Segmentation
  • list markerLead & Opportunity Tracking
  • list markerEmail Integration & Automation
  • list markerBasic Reporting & Analytics
Get Started
Advanced
  • list markerCustomized CRM Workflow & Automation
  • list markerSales Pipeline Management
  • list markerCustomer Support & Ticketing System Integration
  • list markerAdvanced Reporting & Dashboards
  • list markerEmail Marketing Integration
package imgGet Started
package imgPremium
  • list markerAdvanced CRM Customization & Development
  • list markerMulti-channel Integration (Phone, Email, Chat)
  • list markerAdvanced Analytics & Business Intelligence
  • list markerIntegration with Third-party Systems
  • list markerDedicated Account Manager & Training
Get Started

Our Most Recent Portfolio

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#Web#Wordpress#Website#QA#UI/UX design
Our Recruitment CRM System Case Study | Tactics Digital
WordPress Web Design and Development
#Web#Wordpress#Website#QA#UI/UX design
industry iconAutomotive
duration iconJanuary 2024 - April 2024
View the Project
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#QA#Mobile#UI/UX design#Website#E-commerce#CRM development#ERP
Our Recruitment CRM System Case Study | Tactics Digital
Our Recruitment CRM System Case Study
#QA#Mobile#UI/UX design#Website#E-commerce#CRM development#ERP
industry iconHuman Resources
duration iconJanuary 2023 - July 2023
View the Project

Frequently Asked Questions (FAQ)

  • 1.Why is CRM important for sales and marketing?

    CRM services are vital for organizing sales and marketing efforts. They allow businesses to better understand and manage leads while improving customer interactions.

  • 2.How does CRM help keep customers coming back?

    With CRM Services in Calgary, we help businesses provide personalized attention, timely responses, and excellent service.

  • 3.Can CRM work with other tools?

    Absolutely. Our CRM integration services ensure your system can connect with various digital tools like email, automation platforms, social media tools, and analytics.

  • 4.How does Tactics Digital YYC keep CRM data safe?

    Tactics Digital YYC prioritizes the security of client data. Our CRM development company employs robust security measures such as encryption, controlled access, regular data backups, and secure hosting to safeguard sensitive information.

  • 5.Which industries can use CRM?

    Our CRM services can benefit many industries, including e-commerce, retail, healthcare, real estate, finance, and various professional services.

  • 6.When can you expect results from using CRM?

    The timeline for seeing results from our CRM development services varies depending on project complexity and business size.

Tools Used by Our CRM Development Company

SalesforceSalesforce
Zoho CRMZoho CRM
Microsoft Dynamics 365Microsoft Dynamics 365
Oracle CX SalesOracle CX Sales
PipedrivePipedrive
SAP Customer ExperienceSAP Customer Experience
SugarCRMSugarCRM
Freshworks CRMFreshworks CRM

Let's Work Together! Get In Touch

Are you ready to boost your online presence with our world-class web development services? Contact Tactics Digital YYC today, and let us help you achieve your digital goals.

Step 1 - Select type of service
Web Development

Create your website/software or access technical support

Digital Marketing

Extend your reach through social media and marketing channels

Software Engineering

Get help with website updates, security, and optimization

IT Consulting

Make your brand identity genuinely different from the competition

SEO

Increase your website's visibility in search engines

QA Service

Increase your website's visibility in search engines

Step 2 - Complete form
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