Ensure the success of your VTiger CRM right from the start

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Successful VTiger CRM implementation requires strategic preparation

A high-performance CRM can't be improvised: it has to be tailored to your company's specific needs.

Yet 69% of CRM projects fail due to poor planning, and 85% of sales staff report errors due to poor data integration.

With our Vtiger CRM pre-project expertise, we help you to structure and anticipate every stage of your implementation, to guarantee a smooth and efficient roll-out.

In 3 to 6 weeks, we lay the foundations for a CRM system aligned with your business processes, promoting rapid adoption and optimal performance.

Why choose our VTiger CRM pre-project expertise?

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Reducing the risk of failure

Rigorous preparation to avoid the classic mistakes of CRM projects.

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Easy adoption

A CRM co-constructed with your teams to maximize engagement and productivity.

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Optimized automation

A precise framework to avoid silos and streamline your business processes.

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Time-saving and efficient

Anticipation of needs to limit post-deployment adjustments.

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Better use of data

Structured access to information for informed decision-making.

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Safety and compliance

Definition of access management rules and data protection protocols.

Vtiger CRM Pre-Project Expertise

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A Personalized, Collaborative Approach

  • In-depth analysis of your business processes to identify areas for optimization.

  • Detailed study of your internal documentation (operational flows, data structure, specific requirements).

  • Interactive meetings with your teams to fine-tune every aspect of the project.

  • Drawing up structured specifications to ensure smooth implementation.

Mission progress

Our Deliverables: A Turnkey Action Plan

  • Detailed report of meetings and recommendations.

  • Optimized business process diagrams for seamless integration.

  • Complete specifications: automation, access rights, data strategy.

  • Customized budget and training plan for efficient implementation.

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Do you have a CRM project? Talk to an expert!

Schedule an appointment to discuss your needs and discover our customized solutions.

Our other VTiger CRM services

VTiger CRM customization

Transform your CRM into a 100% customized tool.

VTiger CRM configuration

A CRM that meets your specifications.

Creating integrations

 Custom integrations for VTiger and Mautic.