Looking for ways to facilitate your business, improve client relationships, and increase productivity? Your solution is right here! At Tactics Digital YYC in Calgary, we offer CRM integration services carefully crafted to strengthen your business. We specialize in seamlessly integrating your CRM system with your current software and processes.
We dive deep into your business requirements, challenges and goals. Our team assesses your current processes and systems and identifies areas for improvement and customization.
We dive deep into your business requirements, challenges and goals. Our team assesses your current processes and systems and identifies areas for improvement and customization.
We create a detailed CRM strategy and roadmap based on our findings. This includes setting project milestones and timelines and outlining the resources required to ensure clarity and a path to successful implementation.
We create a detailed CRM strategy and roadmap based on our findings. This includes setting project milestones and timelines and outlining the resources required to ensure clarity and a path to successful implementation.
We tailore the CRM platform to your specific needs. This includes customizing the system to suit your business processes, data requirements, workflows and reporting needs.
We tailore the CRM platform to your specific needs. This includes customizing the system to suit your business processes, data requirements, workflows and reporting needs.
We skillfully migrate your existing customer data to the new CRM system. We also integrate the CRM with other relevant tools and systems for seamless data synchronization and automation.
We skillfully migrate your existing customer data to the new CRM system. We also integrate the CRM with other relevant tools and systems for seamless data synchronization and automation.
We provide a detailed comprehensive training to your team ensures you get the most out of your CRM investment. Our ongoing support addresses any issues or challenges that arise.
We provide a detailed comprehensive training to your team ensures you get the most out of your CRM investment. Our ongoing support addresses any issues or challenges that arise.
We believe in the power of continuous improvement. By regularly monitoring the CRM system's performance, gathering user feedback, and identifying opportunities for optimization, we ensure that the solution keeps pace with your evolving business needs.
We believe in the power of continuous improvement. By regularly monitoring the CRM system's performance, gathering user feedback, and identifying opportunities for optimization, we ensure that the solution keeps pace with your evolving business needs.
Basic
CRM Software Setup & ConfigurationContact Management & SegmentationLead & Opportunity TrackingEmail Integration & AutomationBasic Reporting & AnalyticsCustomized CRM Workflow & AutomationSales Pipeline ManagementCustomer Support & Ticketing System IntegrationAdvanced Reporting & DashboardsEmail Marketing Integration
Get Started
PremiumAdvanced CRM Customization & DevelopmentMulti-channel Integration (Phone, Email, Chat)Advanced Analytics & Business IntelligenceIntegration with Third-party SystemsDedicated Account Manager & Training
Automotive
January 2024 - April 2024
Human ResourcesJanuary 2023 - July 2023
Salesforce
HubSpot CRM
Zoho CRM
Microsoft Dynamics 365
Pipedrive
SAP Customer Experience
SugarCRM
Freshworks CRMAre 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.
Create your website/software or access technical support
Extend your reach through social media and marketing channels
Get help with website updates, security, and optimization
Make your brand identity genuinely different from the competition
Increase your website's visibility in search engines
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