CRM Services
Our CRM Services
Unlock Your Business Potential with Our Range of Solutions
Strategy
CRM Strategy Consultation
At iVidya, we provide consultancy services for CRM tailored to every phase of your undertaking. Whether it’s selecting the appropriate tech stack, CRM engineering, enhancing performance, personalisation, or upkeep, our approaches stem from meticulous business analysis, system audits, and project budget considerations
Transition
CRM Transition/Migration
Transitioning from your outdated system, expanding your existing CRM, or transferring to cloud-based solutions, we have the expertise to assist. We carefully select a CRM resolution that aligns with your workflows, ready your data for seamless migration, and enhances the new platform with functionalities absent in your previous setup
Customisation
CRM Customisation
The iVidya team is skilled in the art of configuring and customising your CRM system. Our expertise lies in automating processes to free up your employees’ time for more crucial responsibilities. Additionally, we excel at optimising dashboards, workflows, and the user interface. Moreover, we design and create tailored plug-ins and applications to address specific challenges that your business may face
Integration
CRM Integration and Orientation
Enhancing the uptake of CRM, we implement a personalised onboarding approach tailored to individual departments. This strategy encompasses initial project phases as well as the subsequent post-implementation duration. Moreover, we are adept at designing orientation programs specifically catering to new CRM users
Maintenance
CRM Maintenance
Our commitment extends beyond the launch of your new CRM. We remain by your side to verify the system’s alignment with your needs and to respond to user input. We offer periodic system audits and bolster your administrative team with proficient technical support specialists to resolve any persistent issues effectively
Bespoke
Bespoke CRM Offerings
If a tailored CRM solution is what you require, the iVidya team possesses extensive expertise in crafting custom CRM systems. We construct customer relationship management applications from scratch, both for cloud-based and on-premises setups. Our process involves meticulous customisation to align with your requirements. This encompasses the seamless integration of essential data sources, the incorporation of AI-driven automation, and the provision of a responsive CRM encounter on mobile platforms