MetaOption

Customer Relationship Management (CRM) solutions help businesses to get a better understanding of their customers and improve on their service levels. These solutions are aimed at managing existing customers, tracking and acquiring potential leads, and also lure back rebel customers who may have switched loyalties.

Why CRM?

• Companies need a CRM in order to reach out, connect to, and manage their customers, and still stay in the game.
• CRM allows a Company to maintain customer information in a secure common location, and standard format, making details readily accessible when required. Customer specific accounts, services, problems, opportunities can be tracked and addressed in an optimal way.
• In addition to managing clients, the company will also be able manage contracts, commissions, pricing, billing, monitor performance of sales, purchase, and marketing teams, contact details, expense and forecast revenues.
• Using the reporting features of the CRM, all historical and current data can be accessed to aid the decision management process of the company.

Why MetaOption?

MetaOption offers you effective CRM solutions on Salesforce, Opensource, and Microsoft Dynamics. Our team at MetaOption will be able to guide you in your CRM implementation. We will help you to:

• Identify the CRM best suited to your line of business
• Represent customer needs, and carry out a Need Assessment by defining

  ⇒ Entities

  ⇒ Relationships

  ⇒ Security

  ⇒ Permissions

  ⇒ Forms

  ⇒ Views

  ⇒ Data migration field maps to transfer data from legacy systems into the CRM

• Implement a CRM Proof-of-Concept
• Implement a CRM solution
• Implement xRM Solutions using Microsoft Dynamics CRM
• Migrate Data from legacy systems to CRM using SQL Server Integration Services (SSIS)
• Quality Test and Deploy solutions
• Adopt Customer(s)
• Maintain CRM solutions