CRM Consulting and Implementation

Services

Facts about Iflexion

10+ years in CRM software development
Delivering enterprise software since 1999
In-house Salesforce Center of Excellence
30+ certified Salesforce specialists
Hands-on expertise in 20+ industries

CRM services we provide

Consulting

Our experts provide advisory services to ensure a smooth adoption of the CRM software.

Analysis of business needs and requirements definition
Implementation strategy elaboration
Project planning
Guidance through CRM implementation or modernization

Implementation

We perform end-to-end implementation to deliver scalable and secure CRM solutions aligned with your business goals.

CRM tech stack selection
Platform-based CRM implementation or custom development
QA and testing
Deployment to the production environment
User onboarding

Modernization

Our software engineers modernize your outdated CRM to make your solution more efficient and aligned with your evolving needs.

CRM architecture rework
Legacy code improvement
New functionality addition
CRM migration to an on-premise or cloud infrastructure
Data migration to a new CRM platform

Integration

Iflexion integrates your CRM solution with other business systems in your digital ecosystem to eliminate data silos between departments and create a centralized customer data hub.

Selecting the optimal integration approach and tech stack
Conducting data audit and data mapping
Connecting CRM to target systems
Integration testing

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Maintenance & support

Iflexion delivers maintenance and support services of all levels to ensure CRM stability and good performance.

Regular or on-demand CRM software health checks
CRM software performance monitoring
Solving unexpected technical issues
Software update installation
Refining CRM functionality

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Looking for a reliable CRM implementation partner?

CRM capabilities we implement

We put together functional modules to accommodate all aspects of your customer relationship management.

Customer data management

Sales automation

Marketing

Customer service

Team collaboration

Reporting & analytics

Customer data management

Automatic new contact creation
Centralized collection of all customer-related data
Creation of detailed customer profiles
Dynamic customer segmentation

Customer data management

Lead capture, scoring, and nurturing
Sales pipeline management
Automated quote and invoice generation

Customer data management

Automated marketing campaigns
High-value customer identification and targeting
Personalized offers, promotions, and discounts
Email, texting apps, and social media integrations
Campaign performance analysis

Customer data management

Сommunication with customers via integrated live chats, phones, emails, and messengers
Customer feedback management
Automatic case creation, ticket routing, and escalation
Customer support personalization

Customer data management

Document sharing
Task management tools
Activity feeds and timelines
Shared calendars

Customer data management

Customizable reports on sales and team performance
Comparative metrics report
Analytical dashboards
AI-powered sales forecasts

Automatic new contact creation
Centralized collection of all customer-related data
Creation of detailed customer profiles
Dynamic customer segmentation

Lead capture, scoring, and nurturing
Sales pipeline management
Automated quote and invoice generation

Automated marketing campaigns
High-value customer identification and targeting
Personalized offers, promotions, and discounts
Email, texting apps, and social media integrations
Campaign performance analysis

Сommunication with customers via integrated live chats, phones, emails, and messengers
Customer feedback management
Automatic case creation, ticket routing, and escalation
Customer support personalization

Document sharing
Task management tools
Activity feeds and timelines
Shared calendars

Customizable reports on sales and team performance
Comparative metrics report
Analytical dashboards
AI-powered sales forecasts

Choose a CRM option that fits your needs

Platform-based CRM

Best for businesses with standard processes looking for lower upfront investments.

Essential modules and features available out-of-the-box
Fast implementation compared to custom CRM
Maintenance and updates are included in the subscription
Prebuilt integrations with popular third-party apps

Custom CRM

Best for businesses with unique, complex business models and non-trivial workflows.

Unique features for your business needs
The solution is fully tailored to your existing workflows
Wider customization, integration, and scalability potential
Ownership of the source code and associated intellectual property rights

CRM platforms we work with

A robust SaaS solution for large and fast-growing companies seeking an easily scalable and expandable solution and AI-powered analytics capabilities.

An open-source ERP platform with a robust CRM module fit for small and mid-sized businesses looking for a flexible, cost-effective, and highly customizable solution.

Streamline sales and customer service with a CRM by Iflexion

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Our success stories

Salesforce manufacturing CRM

We implemented a customized Salesforce CRM for manufacturing to enhance the customer’s sales processes and speed up quote management.

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Salesforce retail solution

We delivered a Salesforce-based CRM for the organic product retailer to help them streamline supplier management and customer experience.

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Salesforce CRM implementation for real estate

We set up a Salesforce-based CRM system to automate sales processes and streamline tenant management for a property management company.

Odoo-based solution for a healthcare service provider

We delivered a comprehensive solution that encompasses CRM and ERP capabilities to help our client synchronize data across departments and streamline business process management.