CRM Setup and Customization
Our CRM setup and customization service will cater to the unique needs of your business while making sure seamless b2b CRM solutions and effective management and setting up of the CRM.
CRM Setup and Customization
Our CRM setup and customization service will cater to the unique needs of your business while making sure seamless b2b CRM solutions and effective management and setting up of the CRM.
Let us guide you on your CRM adoption journey.
Our specialists can help with these tasks and much more.
- Implementation and Audits
- Database Integrity Management
- Workflows
- Automations
- Reports & Dashboards
- System Customizations
- Integrations
- Onboarding and Training
- Ongoing Architectural Maintenance
- Day-to-Day Operational Support
Our specialists have experience with Salesforce, HubSpot, Pipedrive & Zoho CRM platforms.
Pipedrive CRM
Zoho CRM
Salesforce CRM
HubSpot CRM
How does CRM Setup and Customization Work?
Infrastructure Setup
- We configure and prepare all resources for smooth CRM integration and then create your workspace with basic settings for the installation of the CRM.
- Then, we insert your website, calendars, DNS, company information, and other details into the CRM portals.
- After that, we review your database and get it ready for further CRM automation.
Data Migration
- We back up all your data before the migration so that it goes smoothly and without any hassle.
- Then, we transfer all the records, be it lead information, company, client, deals, and pipeline status, to the newly configured CRM.
- We double-check everything once the CRM has been customized.
Training and Consulting
- After the CRM has been set up, we will onboard your team to learn how to use our b2b CRM efficiently.
- We also assign a dedicated CRM administrator available to answer all questions you have.
- Additionally, we provide hands-on experience in activities, notes, contacts, documents, meetings, and more.
Automation and Ongoing Reporting
- We configure basic reporting so you can monitor your campaigns effortlessly.
- We set up automated workflows to ensure that your pipeline moves without delays.
- We also provide ongoing consulting to address all your sales team’s questions and elevate their productivity.
How does CRM Setup and Customization Work?
Infrastructure Setup
- We configure and prepare all resources for smooth CRM integration and then create your workspace with basic settings for the installation of the CRM.
- Then, we insert your website, calendars, DNS, company information, and other details into the CRM portals.
- After that, we review your database and get it ready for further CRM automation.
Data Migration
- We back up all your data before the migration so that it goes smoothly and without any hassle.
- Then, we transfer all the records, be it lead information, company, client, deals, and pipeline status, to the newly configured CRM.
- We double-check everything once the CRM has been customized.
Training and Consulting
- After the CRM has been set up, we will onboard your team to learn how to use our b2b CRM efficiently.
- We also assign a dedicated CRM administrator available to answer all questions you have.
- Additionally, we provide hands-on experience in activities, notes, contacts, documents, meetings, and more.
Automation and Ongoing Reporting
- We configure basic reporting so you can monitor your campaigns effortlessly.
- We set up automated workflows to ensure that your pipeline moves without delays.
- We also provide ongoing consulting to address all your sales team’s questions and elevate their productivity.
Want to know more about CRM Setup Process?
Book a Consultation TodayFAQs
A b2b CRM improves your customer relationship management by providing business-to-business solutions. It streamlines various processes and enhances the process of lead tracking, leads nurturing, automated campaigns, social media postings, etc, thereby improving overall efficiency.
The CRM setup process involves configuring your CRM system, integrating it with existing tools, and customizing it to fit your business needs.
An automated CRM eliminates the task of performing routine processes. It not only saves time but also increases precision and enables your team to perform higher-value activities.
CRM customization personalize the CRM solution to your specific needs, aligning it with your business processes. A custom CRM solution fits better, thereby allowing functionality as well as effectiveness.
CRM integration connects your CRM software with other business tools, creating a unified system. This enhances data consistency, improves workflow, and provides valuable insights for decision-making.
What’s it like to work with Exotto?
“The team at EXOTTO is doing really great work daily. Very Serious and Very Consistent! Their knowledge and expertise are quite valuable for us. You feel like they know what they are doing. I highly recommend their services.”
Shannon Etienne
"EXOTTO was able to grow my accounts on all different social media platforms. They know the insights of social media and how to build up your brand on social media. I would recommend Exotto for anyone running a business with Social Media Presence."
Joel Rottenberg
“I have worked with Exotto since Jan 2022 on different campaigns. They have developed a strong and nurturing connection in which they discover and prioritize the factors that will deliver the best results.”
