USER-FRIENDLY CRM DEVELOPMENT & CONSULTING SERVICES

Building a rich featured & suitable CRM software platform for small & large businesses,  and aligning the people and processes with customer relationship management goals is critical to any business success. It helps business to centralize all internal and external customer records and draw insights to decide actionable business intelligence and have a competitive advantage. Taction’s CRM development and consulting experts assist businesses in identifying the right client management platform using best practices and tools to build most cost-effective customized CRM applications as per the business process automation & customer relationship management strategy. We have extensive experience in Process Re-engineeringDevelopmentCustomization & configuration, CRM data Migration, Workflow Automation and Implementation across technology stack to different industry verticals around the world. Our key strength lies in building an end-to-end customer management ecosystem with tight integration with legacy and frontend systems.

Our CRM experts help you in building an integrated CRM platform to automate your Sales processes, Marketing processes, Customer Service processes, Financial Management processes, Inventory Management processes, Order and Invoice Management processes, Project Management processes and all other workflow management processes for better resource utilization, productivity, and improved ROI.

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TACTION’S CUSTOMIZABLE CRM SOLUTIONS

SugarCRM Solutions and Services

  • SugarCRM Customization
  • SugarCRM Development
  • SugarCRM Implementation
  • SugarCRM Mobile Implementation
  • SugarCRM Integration
  • SugarCRM Migration
  • SugarCRM Consulting
  • SugarCRM Custom Module Development
  • SugarCRM Telephony Integration
  • SugarCRM CE Implementation
  • SugarCRM Free Edition Implementation

SuiteCRM Solutions and Services

  • SuiteCRM Customization
  • SuiteCRM Development
  • SuiteCRM Implementation
  • SuiteCRM Integration
  • SuiteCRM Migration
  • SuiteCRM Consulting
  • SuiteCRM Training
  • SuiteCRM Custom Module Development
  • SuiteCRM Telephony Integration
  • SuiteCRM Workflow Automation
  • Open Source CRM Implementation

Custom CRM Solutions

  • Process Re-engineering
  • Technology Consulting
  • Custom Customer Relationship Management Design
  • custom development
  • Custom CRM  Implementation
  • PHP based Customer Relationship Management Software System
  • .Net based Customer Relationship Management Software System
  • Open Source CRM Development
  • CRM using Open Source Technology
  • CRM using PHP/MySQL
  • CRM using.Net/MSSQL

MAXIMIZE VALUE ON YOUR CRM INVESTMENT

41%
INCREASED REVENUE BY PER EACH INDIVIDUAL SALES REPRESENTATIVE
300%
LEAD TO SALES CONVERSION RATE IMPROVEMENTS OF OVER
27%
LEAD TO AN INCREASED CUSTOMER RETENTION RATE OF
23%
HAVE SLASHED MARKETING COSTS BY

ENTERPRISE CUSTOMIZED CRM FOR EVERY ORGANIZATION FUNCTION

Accounting Integration

  • SugarCRM and QuickBook Integration
  • SuiteCRM and QuickBook Integration
  • CRM and Accounting Package bidirectional integration
  • CRM and Tally integration
  • Customers/ Invoices Information Synchronization

Sales Automation

  • Lead Management
  • Opportunity Management
  • Account Management
  • Sales Collaboration
  • Pipeline Management
  • Sales Analytics and Dashboards
  • Mobile Apps for Sales Reps
  • SugarCRM Sales Automation
  • SuiteCRM Sales Automation

Service Desk Automation

  • Case / Ticket / Bugs management
  • Knowledge management
  • Dynamic FAQ management
  • Customer Web Portal
  • Effective Internal Coordination
  • Customer Support Analytics
  • SugarCRM Customer Service Automation
  • SuiteCRM Customer Service Automation

Marketing Automation

  • Lead Generation and Management
  • Target List Management
  • Campaign Management
  • Marketing Analytics
  • SugarCRM Marketing Automation
  • SuiteCRM Marketing Automation

ERP Integration

  • SugarCRM and SAP Integration
  • SugarCRM and custom ERP integration
  • SuiteCRM and SAP Integration
  • SuiteCRM and custom ERP integration
  • Custom CRM and ERP integration

Workflow Automation

  • Notifications and alerts
  • Automated SLA management
  • Escalation management
  • Review and approval process automation
  • SugarCRM Workflow management
  • SuiteCRM Workflow management

Telephony Integration

  • Improved call handling, response times, and agent performance
  • Improved call center productivity
  • Inbound and Outbound Call handling
  • Call details logging
  • Inbound Call Pop-ups and Click-to- Dial
  • Automatic Lead Creation in CRM
  • SugarCRM Telephony Integration
  • SuiteCRM Telephony Integration

Data Migration

  • Siebel CRM to SugarCRM migration
  • Salesforce to SugarCRM migration
  • ACT to SugarCRM / SuiteCRM migration
  • Joho CRM to SugarCRM / SuiteCRM migration
  • Salesforce to SugarCRM /SuiteCRM migration
  • Goldmine to SugarCRM / SuiteCRM migration
  • SugarCRM to SuiteCRM migration

Order & Invoicing Management

  • Products and Services management
  • Quote and order management
  • Invoicing Management
  • Pricing rule setting
  • Multi-template Order and Invoice
  • Price negotiation management
  • Integration with Accounting Packages
  • SugarCRM Quote/Order/ Invoice management
  • SuiteCRM Quote/Order/Invoice Management