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Customer Relationship Management

Implementing effective customer relationship management (CRM) strategies can improve Customer Experience at all levels.


Customer expectations have never been higher.

What is Customer Relationship Management CRM

Customer Relationship Management is a strategy for managing an organization’s relationships and interactions with customers, partners and employees. CRM is an enabler of customer strategy, helping companies stay connected to customers, streamline processes, improve profitability and create new customer experiences.

Our Strategy

        • CRM Strategy: We define the CRM strategy and objectives with the business strategy, creating measurable objectives.
        • CRM Platforms: Best CRM platforms in the market.
          • Business rules and Business Processes: Automate an integrated process, not clutter. Before each implementation we define the process and business rules before implementing a CRM.
          • Executive Committee: CRM projects are digital transformation efforts and need to be led through business sponsorship, close collaboration between business and IT, and deep involvement of business users.
          • Sales Methodology: CRM alone does not sell, you need a sales methodology to support all of your CRM efforts.

Predictive Lead Scoring

Prioritize your outreach based on a prospect’s likelihood to become a customer so you don’t waste time trying to qualify poor-fit leads.

Marketing Automation

Let your leads find their own path to purchase to close more deals. With marketing automation, you can use each lead's behavior to tailor emails, content, offers, and outreach at scale.

Sales Automation

Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more.

CRM 1-1


Your customers are very important to your business, in fact, no matter what your industry is, what your approach, what kind of products or services you offer, your customers are the most valuable asset of your organization. Learn some of the main benefits of having a CRM:

  • Customer Data
  • Better customer relationships
  • Improved cross-selling capacity
  • Increased team collaboration
  • Improvement in customer service efficiency
  • Greater staff satisfaction
  • Increase of income and profitability
  • Cost savings

Close Deals Faster

Use predictive lead scoring to prioritize your outreach based on a contact’s likelihood to convert into a customer.

Uncover New Leads

See who visits your website in real time, how often they visit, and which pages they're most interested in. To keep these prospects from slipping through the cracks, draft a sequence of personalized emails and reminders, set a delivery schedule, and then each follow-up will hit their inbox automatically.

Lead Management

Access each contact's information and see every interaction you've already had. Use this data to create hyper-targeted campaigns that close more deals.

Conversational Chat Bot

Use bots to improve live chat efficiencies and scale 1-to-1 communications by routing customers to relevant help documentation, the appropriate chat agent, and more.


Inbound Marketing

There are many advantages to adopting an inbound marketing strategy. If you implement it correctly, some of the top reasons why you should opt for inbound marketing are:

  • It optimizes brand awareness and visibility
  • It makes sales and marketing efforts simpler
  • It's immediate and improves ROI
  • It triggers traffic and creates quality leads
  • It strengthens trust and enhances credibility


You don’t want just anyone coming to your website. You want people who are most likely to become leads and, ultimately, happy customers. How do you get them there? You attract more of the right customers with relevant content at the right time.


Create lasting relationships with prospects on the channels they prefer — through email, bots, live chat, or messaging apps. Use the conversion tools — CTAs, forms, and lead flows — to capture the information of prospects visiting your site. 

Use all the prospect and customer information in the CRM to personalize the website experience using smart content, and the entire buyer’s journey using email and workflows.


Loyalty inbound strategies ensure customers are happy, satisfied, and supported long after they make a purchase. These strategies involve your team members becoming advisors and experts who assist customers at any point in time.

Incorporating thoughtful, well-timed chatbots and surveys to assist, support, and request feedback from customers is a great way to loyalty these clients. 

Inbound 2-1

Close and Manage Leads

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Sales Automation

Improve your efficiency, eliminate manual tasks, streamline recurring activities, and ensure nothing falls through the cracks with sales automation.

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Lead Management

Complete sales activities, see detailed company and contact records, and view communication history in one place.

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Sales Management

Add deals with a single click, assign tasks, and track progress in your dashboards.


They trusted us!


Every company needs a Customer Experience Strategy!

Start with Customer Experience Design as a methodology to improve your processes, business models and value proposition. Once the CX process is defined, automate the process through a Customer Experience Architecture.