With our CRM implementation services, we help our clients digitalize and standardize all of their customer-centric business processes.
We are Microsoft and Salesforce Certified Partners, with extensive experience optimizing and customizing world-class CRMs.
Customer Relationship Management (CRM) is a business strategy that focuses on managing and optimizing interactions and relationships with customers and potential customers. It has been a vital aspect of business for many years, but with the advent of digital technologies, CRM has undergone significant evolution.
It has evolved from traditional pre-sales, sales, and post-sales processes to a broader concept incorporating marketing automation, sales, omnichannel customer service, and field service support, thus enabling the complete digitalization of customer relationship processes.
At Tero by Nearsure, we offer top-notch CRM implementation services, utilizing the latest technology and best practices of the industry to obtain great results and a real digital transformation to our clients.
We specialize in tailoring CRM integration and implementation services to meet your unique needs. Whether you're looking for a basic implementation using native CRM functions, or a more complex, customized solution, we have you covered.
With our expertise, you can achieve your business goals with ease. Whether you need help with a project in progress or are starting from scratch, we're your ideal CRM implementation partner.
The implementation of your company's customer engagement strategy through all stages of the customer journey.
Marketing Automation
Salesforce Automation
Omnichannel Customer Service
Survey Management
Customer Data Platform
Implementing diverse customer service processes
Contract and entitlement management
Case management with a wide variety of topics
Applying SLA service levels internally, interdepartmentally, and with customers
Creating auto-service client portals
Customer voice and surveys management
Modeling rules of escalation, routing and prioritization of cases
Integrating CRMs with call center systems, WhatsApp, SMS platforms (Twilio), Facebook Messenger, and others
Establishing omnichannel modules and 24/7 customer service
Diagramming knowledge bases
At Tero by Nearsure, we help businesses take their CRM use to the next level, leveraging platforms like Salesforce and Dynamics 365 to digitally transform beyond sales and service modules. Our team has expertly mastered modeling customer-centric processes, providing top-notch CRM implementation services to support your business objectives.
What do we mean by customer-centric processes?
Traditionally, CRM was all about managing the relationships between sales, marketing, and customer service. But with the advancements in technology, CRM has evolved into a powerful platform for the complete digitalization of customer relationship processes and information.
At Tero by Nearsure, we understand the importance of a customer-centric approach to CRM implementation. Our CRM implementation services are designed to help you achieve a seamless and efficient customer relationship management system that prioritizes the needs of your customers.
With our expertise in top technologies like Microsoft and Salesforce, we bring your platform to the next level. Our CRM integration and implementation services cover a range of customer-focused processes, including:
Ensure your SaaS or subscription-based business retains customers with standardized protocols.
Automate processes aimed at engaging and recovering lost customer relationships.
Boost customer loyalty synchronizing activities across departments, with complete visibility into its outcomes.
Effortlessly manage the activation of new customer accounts and all triggered processes with centralized workflows.
Smoothly welcome and farewell customers with coordinated and automated activities across departments.
We believe in a personalized approach to CRM implementation and will work with you to ensure that your processes are optimized to meet your specific business needs. Whether it's automating the beginning and end of the customer experience cycle or standardizing protocols for customer retention, we’ve got your back.
Tero by Nearsure offers technology and practical improvements to all areas of your business, helping you professionalize everything related to your customers.
10+ years implementing CRM customer-centric processes and using agile methodologies based on Scrum.
We partner with Microsoft, Salesforce, Kingswaysoft, Clickdimensions, dotDigital, and others.
We have a bilingual, multi-disciplinary team of officially certified developers, functional consultants, BAs and scrum masters at a convenient time zone.
We have the tools and methodology needed to overcome any obstacle: Check our Rescue Team services.
Experience in online and on-premise environments.
Deep knowledge in various industries such as Financial Services, B2B Services, Healthcare, and Nonprofit.
Invest in your future with Tero by Nearsure's CRM implementation services and experience the benefits of a comprehensive and efficient customer relationship management system. Our services will yield you a positive return on your investment and enhance your customer relationships.
