CRM Selection & Strategy
- Assess business needs and recommend the right CRM (Salesforce, HubSpot, Zoho, Microsoft Dynamics, etc.).
- Align CRM strategy with business goals (sales, marketing, customer service).
Customization & Configuration
- Customize CRM workflows, dashboards, and reports to fit business processes.
- Integrate CRM with existing systems (ERP, accounting, marketing automation).
Data Migration & Integration
- Transfer customer data securely from old systems to the new CRM.
- Ensure seamless integration with email, website, and third-party applications.
User Training & Adoption
- Conduct training sessions for employees to ensure effective use.
- Develop user guides and best practices to boost adoption.
Automation & AI Implementation
- Automate repetitive tasks (lead nurturing, follow-ups, reporting).
- Implement AI-driven insights for better customer engagement.
Ongoing Support & Optimization
- Provide post-implementation support and troubleshooting.
- Optimize CRM performance based on user feedback and business growth.
Would you like to position Aviaan as a specialist for a specific industry or CRM platform?