Techmatica
Professional CRM Consulting Services
Techmatica is one of the leading CRM consulting firms from Dallas, Texas. Our team of skilled Salesforce CRM and Microsoft Dynamics CRM consultants can help you find a prefect CRM automation solutions to suits your needs. We offer CRM consulting for any company, no matter how big or small.
Techmatica’s end-to-end expertise around Salesforce and Microsoft Dynamics CRM has earned us a reputation as one of the best Salesforce consulting services and Microsoft Dynamics CRM consulting companies. We help you address scattered customer data, weak lead conversion, and low selling levels. Build and grow your Salesforce and Dynamics CRM platform with a team of world-class solution architects, consultants, developers, business analysts, and project managers.
What we do
Our CRM Consulting Services
Salesforce Consulting
Simplify & Automate Your Salesforce with our service offerings :
- System upgrades, troubleshooting & maintenance.
- Salesforce implementation, re-implementation, and migration from other CRM software to Salesforce
- Data migration
- CRM optimization, configuration, integration, and Salesforce customization.
- Salesforce administration, maintenance, and support
Microsoft Dynamics 365 Consulting
We provide following Microsoft Dynamics 365 CRM consultancy services..
- Platform assessment and evaluation
- Microsoft Dynamics CRM configuration and customization
- Custom modules development
- CRM integration with other systems, CRM tools, and platforms
- Dynamics 365 upgrades, updates, and administration Switching from Dynamics to Salesforce
Custom CRM Development Consulting
As we continue to grow, we build custom in-house CRM systems & software.
As CRM specialists for over a decade, our team have provided a lot of successful and creative solutions to their clients. One of these is the use of CRM software tailored to client needs & requirements. This process starts with in-depth market research and analysis, proceeding through road mapping & implementation, finishing with testing and debugging the UI/UX design, deployment to your production.
We also offer custom web, mobile, and desktop application development. This will enable CRM integration with your organization’s specifications.
How we can help
Our Approach
Select a New CRM?
We can help you access your business needs for CRM, and then recommend the best platform to use. We’ll also discuss the advantages and disadvantages of different platforms and whether a custom solution might be more appropriate for you.
Improve Your Current CRM?
Our CRM consulting company helps with tasks of any complexity and can assist with CRM diagnostics, gap analyses, and upgrades. We also offer help with system integration, data transformation/migration, and configuration.
Idea of a Custom CRM Solution?
If you’re looking for a custom CRM that doesn’t currently exist on the market, we can develop it for you. We will take the best practices of existing CRMs as well as our experience with designing and promoting systems to get your system up & running.
CRM Services
Our CRM Services Include
CRM Strategizing & Roadmapping
Our consultants will work with you to identify CRM objectives and devise a plan to effectively start on the right track. We’ll recommend suitable solutions, do assessments and make recommendations based on your company’s needs. And once the necessary changes have been made, we’ll oversee their implementation until we’re sure they are working successfully.
CRM Implementation Services
Our CRM consultants will help you get the CRM of your choice up and running quickly. They’ll work any potential kinks out of the system so that it fits your particular needs and inputs all required data.Our admins will also be conducting training sessions for your team to get them up-to-date on the new systems and make sure they’re using everything correctly
CRM Customization and Configuration
Your business is unique and we’ll work with you to customize the Salesforce or Dynamics 365 to fully capitalize on your specific needs. While these may have robust functionality, they can’t account for the needs of your specific business model. We offer custom object, interface & plugin development; form scripts, workflow definitions and business process design; dashboards and reports.
CRM Migration and Transformation
Clean and up-to-date data will help boost your business performance. We’ll clean and transform your data, import it to your system and help you track important information better.
CRM Integration Services
Integrated tools can eliminate excess work, inaccurate or outdated data. Our CRM technical consultants will help you integrate with other systems and software that you currently have to allow for easier use.
Sales,Marketing & Customer Support Automation Services
We’ll work with you to reduce any inefficiencies in your sales, marketing, customer support, and other teams. We can also automate their day-to-day activities. In addition, we can help you track all the data you need.
Custom CRM Development
Do you want to avoid licensing costs and focus on the functionality of your CRM? We develop custom CRMs, cloud applications, cloud services, web apps, windows apps and mobile applications. CRM Support & Administration, Upgrading, fixing and maintaining computer systems