CRM Services & Solutions
We provide comprehensive CRM services aimed at enhancing and automating customer relationship management within a company. Our offerings encompass consulting, platform implementation, custom CRM development, integration with business software, migration to improved environments, and targeted optimizations.
At Webnoria, we specialize in delivering robust CRM solutions and optimizing existing systems through configuration, customization, migration, integration, and ongoing maintenance
- Services
- Platforms
- Industry expertise
- CRM options
- Roadmap
- Benefits
- FAQs
Full range of our CRM services
We can provide advisory assistance for your CRM journey, guiding you through software implementation and adoption and helping you resolve emerging business challenges and technical issues.
- Solution selection
- Custom CRM development advisory
- Implementation consulting
Our team can perform the end-to-end implementation of the CRM platform of your choice and make sure it seamlessly integrates into your business infrastructure and brings the expected value.
- Deployment to the selected environment
- CRM configuration and customization
- Data migration
When none of the ready-made solutions fit you, Itransition can build custom CRM software with features, modules, and workflows fully tailored to your unique business needs and company processes.
- Requirements gathering and analysis
- Project’s tech stack and timeline definition
- Solution design and architecture creation
- Database design and development
We connect your CRM with essential business software from your IT infrastructure, like ERP, marketing automation and accounting management tools, and social media platforms, and ensure seamless data exchange between them. This way, CRM integration will help you get a 360-degree view of your customers’ activity, improve data accuracy, and streamline manual workflows.
- Integration planning and strategy creation
- API configuration or custom development
- Workflow and process integration
If you’re looking to switch CRMs, we help you transfer the data from the legacy software to a new solution, making sure no information is lost or damaged, and no business processes are interrupted.
- Data assessment, selection, and cleansing
- Data mapping
- Target CRM preparation
Our testing team will check whether your CRM solution is fully functional and operates as intended and detect all sorts of bugs, issues, security vulnerabilities, data duplicates, or workflow bottlenecks.
- Testing planning
- Testing environment setup
- Data validation
- Security testing
- Integration testing
You can hire Itransition’s support team to keep your customer relationship management system fully functional and up-to-date in the long run, quickly solve emerging issues, or modify it in line with your evolving business needs.
- CRM monitoring and administration
- Regular health checks
- Incident management and troubleshooting
PRICINGCRM Development Packages
- Initial consultation to understand client requirements and objectives.
- Basic CRM system setup and configuration.
- Development of essential CRM modules such as contact management, lead tracking, and basic reporting.
- Customization of standard CRM features to align with client needs.
- Testing and quality assurance.
- 1-week post-development support for minor adjustments and issue resolution.
- Comprehensive consultation to define CRM goals and requirements.
- Development of a fully customized CRM solution tailored to the client's business processes.
- Integration with other systems such as ERP, marketing automation, or e-commerce platforms.
- Advanced features development, including workflow automation, advanced reporting, and dashboards.
- User acceptance testing and refinement.
- Training sessions for end-users and administrators.
- 1-month post-development support for bug fixes, adjustments, and user training assistance.
- Strategic planning session to align CRM development with long-term business strategy.
- In-depth analysis and optimization of existing business processes for CRM integration.
- Development of a highly customized CRM solution with advanced functionalities tailored to unique business needs.
- Integration with AI-driven tools for predictive analytics, personalized marketing, and customer segmentation.
- Comprehensive testing and quality assurance.
- Extensive training programs for all user levels, including documentation and ongoing support resources.
- 3-month post-development support with priority response times, continuous improvements, and proactive maintenance.
CRM platforms we work with
Webnoria is well-versed in the best CRM platforms and qualified to help companies with their implementation and support.
- Salesforce
- Odoo
Salesforce is a robust CRM platform consisting of products for B2B and B2C sales, marketing, and customer support, as well as AI tools for in-depth insights generation and workflow automation.
Key features
- Account and contact management
- Opportunity management
- Lead management
- Sales collaboration
- Omnichannel customer support
- Mobile application
- Customizable analytics dashboards
- Sales forecasting
Best for
Large enterprises or scaling companies
Odoo provides a suite of open source business apps for all essential business operations, including a comprehensive module for customer relationship management and sales activities organization.
Key features
- User-friendly interface
- Automatic leads creation
- Leads nurturing and scoring
- Opportunity pipeline management and customization
- Data deduplication
- Email templates and getaways
- Opportunities, leads, and cohort analysis
- CRM dashboard
Best for
Small and mid-size companies that already use Odoo
Key CRM features
Regardless of your industry or business scope, the following features form the backbone of an efficient CRM system, allowing you to manage customer relationships effectively and drive business growth.
This feature helps store all kinds of customer and lead data, including contact information, activities, and preferences, in an organized and searchable database for easy access and sharing across marketing or sales teams.
Using this functionality, sales and customer support agents can log all sorts of interactions, like emails, calls, chatbot messages, or support tickets, track interaction history, and get insights about customer engagement patterns.
This feature helps sales team members identify and manage viable leads across the company’s sales and communication channels and then engage with them through relevant offers and personalized communication.
Due to this feature, companies can get an overview of their entire sales pipeline as well as the stages and statuses of each separate deal. Sales pipeline tracking is also a valuable source of sales performance analytics.
CRMs should also allow companies to gather, efficiently organize, and store documents related to customer interactions and sales processes, like proposals, contracts, invoices, or presentations, and enable easy access and sharing across the organization.
The reporting feature is essential for processing customer, sales, and interaction data to get insights into the company’s operation, detect trends, and make data-driven decisions. Companies can also integrate artificial intelligence into their CRM to explore more complex patterns, detect hidden correlations, and get real-time insights.
CRM Options to Choose From
When planning CRM implementation, companies should decide between these key options for their future solutions.
Off-the-shelf CRM tools are licensed by a vendor and contain a set number of pre-built features.
Fast and easy to implement
High-quality support
Scalable and flexible
Software updates delivered by the vendor
Paid additional features
Limited industry-specific functionality
Mounting licensing costs in the long run
A custom CRM solution is built from scratch by in-house developers or an outsourced team.
Alignment with all specific needs and requirements
Easy adjustment to emerging needs
Bespoke customer experience
Full ownership of the platform
Expensive
Longer development timeframe
Reliance on a development team
Potential compatibility issues
CRM project roadmap
Kick-off meetings
Business needs analysis
Project planning
Tool and platform selection
Requirements selection
Current processes documentation
Data assessment
Project goals definition
Prototype creation
Data model design
Custom workflows creation
User experience design
Out-of-the-box features setup
Platform configuration
Custom development
Integrations setup
System testing
Data validation testing
User acceptance testing
Delivery to the target environment
Data migration
User training
Key CRM benefits
Companies can expect the following improvements and pay-offs from implementing a suitable CRM system.
Integrated with business software from across departments, CRM can become a single hub for all the data related to existing and potential customers and break down information silos, providing sales, marketing and customer service teams easy access to all the necessary data.
CRM can digitize and streamline time-consuming administrative tasks with a high risk of human error, like data entry, sales quotes and report generation, as well as initial and follow-up communication. Thanks to a CRM handling repetitive mundane activities, employees can dedicate more time to high-impact tasks.
The introduction of a powerful and feature-rich customer relationship management software increases lead conversions from sales, marketing, ecommerce, and customer service activities, which translates into considerable improvements to the company’s bottom line.
CRM allows companies to tap into disparate customer data and closely keep track of customer journeys and interactions. Based on these insights, businesses can personalize interactions and tailor their products or services to existing needs, fostering longer-lasting customer relationships.
Serving as a single source of truth for customer-facing departments, CRM simplifies data sharing and coordinating tasks between separate teams, contributing to better teamwork and increased efficiency.
The availability of comprehensive and up-to-date customer-related data enables CRM-owning companies to make consistent operational and strategic decisions in order to meet their established business goals.
FAQs about CRM services
Ready-made CRM solutions are typically provided on a monthly per-user fee basis and have tiered pricing plans, with each offer including different features and capabilities. The average cost of CRM plans ranges from $9-300 per user; this includes both entry-level pricing plans for small businesses and startups and more advanced feature-rich options that large-scale businesses would go for.
But in addition to recurring fees, companies considering CRM adoption should factor in the cost of the implementation itself. An average budget for outsourcing CRM implementation starts from $20,000 and depends on the scope and complexity of work, the expertise required, and the location of the hired team.
If you’re considering custom CRM development, the cost will vary greatly depending on the functional scope, integrations, and hosting environment and start from $50,000.
Basic end-to-end CRM implementation can take from 6 weeks to 4 months, while more sophisticated projects with complex requirements can take even more than that. The project’s length depends on a variety of factors, such as:
- The size of the company
- Customization and integration needs
- The number of users and departments to use CRM
- The scope of migrated data
- Implementation approach (big bang or phased)
- User adoption and training needs
- The company’s readiness for CRM adoption
- The scope of organizational change management
- Requirements for the initial CRM version
Whether you’re a large enterprise or a startup, a CRM solution is indispensable for selling products, providing services, or communicating with customers. Storing customer profiles in one place and keeping them easily accessible, CRM helps you make data-driven decisions, optimize sales and marketing workflows, and ensure customer satisfaction.
It’s clear that smaller companies can view CRM as unnecessary spending, but with the current abundance of affordable CRM offers with per-user fees, startups and small businesses don’t have to spend a fortune to ensure customer success.
By outsourcing CRM services from an experienced service provider, companies can tap into the expertise and competencies their internal IT teams don’t always have and get a smoother implementation and a more efficient solution. An outsourced CRM team can also complete your CRM project faster, expertly mitigating potential risks and emerging problems, and thus save you some implementation expenses. Finally, a third-party IT team is also easily scalable on demand, especially when the provider has many CRM specialists on board, so if your project changes in scope or you want to get CRM support post-implementation, you can quickly renegotiate the team composition.