As Microsoft and Salesforce Certified Partners, our CRM support services guarantee improvement in your digital transformation processes.
We offer two options to meet your support needs: our on-demand support service to attend to your monthly requests, and our evolving CRM support service for the never-ending enhancement of your processes.
Our on-demand CRM support service includes monthly working hours for a fixed price for you to use as needed. Our ticketing system connects you to a CRM admin backed by our entire multi-profile team each time you require our specialized services to solve problems, queries, or modifications.
Manages the system, optimizes business processes, increases user adoption, and provides qualified opinions on change requests and overall improvements. This role is always backed by the Tero by Nearsure consultants and developers team.
Activation and deactivation of users
Permissions and security settings
Forms customization
Fields creation
New reports generation
Support for user queries
Troubleshooting & bug fixing
Your platform’s processes are defined and stable, but occasionally problems arise that require immediate attention and support.
New resignations or additions to your team appear that require support for the onboarding and offboarding processes.
You do not have a CRM manager on your team to deal with incidents or daily maintenance.
We offer a CRM Evolving Team (CET), with a fixed monthly allocation of end-to-end delivery capacity, that conducts the continuous development and proactive support of your CRM platform.
In addition to providing on-demand support for daily issues, we proactively assume the responsibility of updating the backlog of initiatives to enrich your digitalization process with new opportunities for optimization.
Technical and functional experts that analyze, design, and develop solutions and carry out support when needed.
Centralizes communication with clients, acts as an Agile Product Owner Proxy, prioritizes activities within the backlog.
Supervises the CET to guarantee contract services fulfillment.
Activation and deactivation of users
Permissions and security settings
Forms customization
Fields creation
New reports generation
Support for user queries
Troubleshooting & bug fixing
Personalized proposals of new projects
Licensing optimization
User adoption improvement support
Training and mentoring
New user onboarding
Processes are not yet fully established, and initiatives require a specialized team to take full advantage of CRM capabilities.
You suspect that your CRM is underutilized and could benefit other parts of the company.
Key initiatives that could improve your business are not executed due to a lack of technical knowledge of CRM or resources.
You need to integrate your CRM with other sources that the company still uses to store data, execute tasks, measure performance, and more.
If you're interested in discovering how we can help you unlock your CRM's full potential and drive your business to success, we'd love to hear from you. Get in touch and let us know which support service would be the perfect fit for your needs.