Consulting
CRM

What is a CRM?

Customer Relationship Manager

CRM is a term that means Customer Relationship Management.

It's a business management model that encompasses clients, sales, and marketing which is supported by a computer system where all the data is stored. This system can be created by a number of companies like Salesforce, Microsoft, Oracle, etc.

If you read this definition, you might think it's enough to just choose one system and manage your company from that software. However, choosing the CRM is just the first step.

Work with a team of professionals specialized in Salesforce's CRM
CRM CONSULTING FROM
Leadclic

At Leadclic, we offer CRM consulting with the Salesforce CRM, which we've successfully implemented in more than 300 projects over more than 15 years. Each time a potential client call us, the process is the same: we sit down with them to discover their project needs and define the steps to successfully implementing Salesforce. This initial discussion must be the base of any CRM consulting.

Once the goals are defined, it's important to put them into action and the entire organization must now revolve around this new "manger": the CRM. It will greatly facilitate the daily tasks of everyone in the company. In order to achieve this, once the implantation has occurred, what sets us apart is ensuring that the entire company completely adopts the Salesforce CRM tool and it's as easy as possible for people to control the tool so that they can get the most out of Salesforce.

Once Salesforce is fully implemented and is functioning at 100% capacity with all the necessary resources, Leadclic will designate people to help within your project. However, it's not just that; the person in charge of assisting you with your CRM project will be an expert on your project, which reduces response times when dealing with possible incidents that could arise.

Phases of
Leadclic CRM Consulting
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Salesforce
Consulting
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Salesforce
Optimization
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Salesforce Coaching and
Adoption Plans
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Salesforce
Support
CRM CONSULTING PHASE 1: Salesforce CRM Consulting Salesforce CRM Consulting

Today, the strongest marketing tool is definitely Salesforce Marketing Cloud, which offers a unique vision of the client and their participation in different campaigns: email marketing, journey builder, predictive intelligence, etc. The possibilities are endless.

CRM CONSULTING
CRM CONSULTING PHASE 2: Salesforce Optimization

Once the Salesforce platform is ready, it's time to ensure that the entire organization makes the most of it. This is achieved through the perfect alignment of people, processes, and technology.

SALESFORCE OPTIMIZATION
CRM CONSULTING PHASE 3: Salesforce Coaching and Adoption Plans

Once the Salesforce platform is ready, it's time to ensure that the entire organization makes the most of it. This is achieved through the perfect alignment of people, processes, and technology.

SALESFORCE COACHING AND ADOPTION
CRM CONSULTING PHASE 4: Salesforce Support

The culmination of the CRM consulting that we offer is our Salesforce support. For all projects, this consists of working together with a certified Salesforce team that will be your voice and expert for the project.

SALESFORCE SUPPORT
OUR CRM CONSULTING TOGETHER WITH SALESFORCE
The base of Salesforce: Clients

In just 3 minutes, watch this video presentation to discover the basics of the Salesforce platform

Download now our CRM guide