Customer Relationship Management (CRM)

MetaOption offers Customer Relationship Management (CRM) solutions on Microsoft Dynamics CRM, Salesforce and Opensource CRMs.

  • Any company reaching out to market or dealing with customers has a need of CRM system
  • They can maintain their leads, accounts, opportunities and track support cases through this.
  • This can also be extended to full fledge system for their business in case of Microsoft Dynamics CRM.
  • They can even manage all their customers, contracts, pricing, billing, commissions, sales people, reports etc.

MetaOption is helping customers:

  • Identifying best CRM for their need
  • Identifying customer needs / Need Assessment which includes:
    • Entities
    • Relationships
    • Forms
    • Views
    • Security
    • Permissions
    • Data Migration fields mapping between legacy system and CRM
  • Implementing Proof of Concept
  • Implementing CRM Solution
  • Implementing xRM Solutions using Microsoft Dynamics CRM
  • Data Migration using SQL Server Integration Services (SSIS)
  • Quality Testing
  • Deployment
  • Customer Adotption
  • Maintenance