Customer Relationship Management (CRM)
A truly well designed CRM is the difference between seeing your customer and knowing your customers. CRM is no longer just a tool for tracking leads and opportunities, it is the source of truth when it comes all things customer.
Digital Squared’s team of experts know how the importance of sharing the 360 degree view to the entire organization. Our team will guide you every step of the way to ensure you get the most out of your CRM.
Tracking marketing activities such as email campaign and the customer’s response provides insight into performance of budget expenditure.
Aggregate the results of paid / organic search from your online presence to create a measurable feedback loop.
Allow the CRM to manage your pipeline and reporting so you can spend more time helping your customers.
Automate where it makes sense to and keep a personal touch where it matters.
Use workflows and permissions to increase reliability in your process and protect against human errors.
Monitor and track interactions with your customers within every channel of the organization.
Chat, email, phone calls, or in person meetings are all valuable touch points. Keeping this data within the CRM and sharing it with the team keeps everyone in the loop.
Every business is unique. Not just in what they do but how they do it. Digital Squared’s team understands this leverages our team of technologists and business leaders to ensure the best of breed really is best for your business.
Don't be a statistic
In a recent survey as many as 75% of CRM implementation projects were considered failed on launch. These projects failed not because of technology but because of adoption internally.
The Digital Squared team will take you step by step through successfully implementing the best CRM platform for your organization. Then, help you onboard your organization to ensure you achieve ROI and adoption as quickly as possible.
Delivery and Beyond
Once your project has been delivered we’re here for you too. Your Digital Squared team will continue to provide ongoing support and development for your application. We can also help you identify and commit to a road map for continuous improvement.
Integrations that work for your business
We understand that your CRM will not stand on its own. We have real world experience integrating your technology stack to ensure your data flows cleanly and easily.
- Product Information Management (PIM)
- Enterprise Resource Planning (ERP)
- Warehouse Management System (WMS)
- Order Management Systems (OMS)
- Invoicing and Accounting Systems
- Email Marketing Platforms
- Content Management System (CMS)
- Live Customer Engagement Tools
- Social Network Integrations
- Analytics and reporting tools