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Sales & CRM
Increase revenues and sales performance with CRM maintenance
Regular, controlled CRM maintenance ensures the creation of business value. It contributes to the proper alignment of marketing, sales and customer support departments. At the same time, it ensures the enrichment and usability of your data assets. Make the Grade supports you in the governance of your data.
OUR APPROACH
CRM software maintenance as a growth and sovereignty driver
Improving operational efficiency
A well-maintained CRM ensures that your sales and marketing teams have accurate, up-to-date information. This facilitates customer management and rapid decision-making.
Personalization and customer commitment
Regular CRM project governance ensures that customer data is correct and usable for targeted marketing campaigns. Providing more personalized interactions and boosting customer engagement.
Maintaining compliant data assets
Beyond processes and tools, good CRM maintenance induces compliance with European RGPD obligations. The challenge is to work with verified and legal data, to support your development challenges.
PROCESS
Make the most of your investments through software and CRM governance
How to manage a CRM maintenance project and ensure that the information system supports the company's overall strategy? How can risks and resources be anticipated? What success indicators should be tracked, and how can we measure the added value of our actions? Our job is to activate solutions to these challenges.
01.
CRM audit and specifications
Our customer relationship management experts study the use of your tools and the coherence of your current business processes. We identify silos and hidden costs, then propose a tailor-made process design. To align your teams, optimize tool usage and ensure efficient completion of data flows.
02.
CRM software integration and maintenance
We help you interconnect your CRM with your payment and invoicing software, your ERP, your marketing and prospecting tools. We deliver data that can be used by your sales, marketing and customer support teams.
03.
CRM project implementation and governance
Every company is unique. To generate results quickly with your teams, we configure CRM tools to meet your business challenges. Then we set up the right rituals to support your actions along the way. Our mission is to make your teams' lives easier by taking care of the ultra-operational, so that they can concentrate on strategy.
04.
Training, coaching and change management
Excellent CRM maintenance isn't enough to make your investments pay off. It's critical that your teams adopt the right practices on a daily basis. This is achieved through our adoption monitoring method, which runs in parallel with governance. With it, every talent knows what to do, what to say and what to use, according to his or her job description.
Let's work on the performance, availability, security and quality of your CRM system
No more obsolescence in your software and CRM governance. Calling Make the Grade guarantees you'll be on the right side of innovation and software updates. We ensure data optimization, both in terms of completion rates and cascading enrichment. Not to mention our experienced experts, able to train your new talents, as well as lead the transition of your outgoing employees.
Contact a CRM maintenance expertDEFINITION
What is CRM maintenance?
CRM (Customer Relationship Management) software maintenance encompasses all the actions required to ensure a personalized, efficient and profitable customer experience.
The importance of CRM software maintenance
This has a direct impact on the quality of your segmentations and the resulting personalized marketing messages. It also makes it easier to identify business opportunities in real time, while measuring potential future predictive revenue. In short, thanks to CRM project governance, say goodbye to navigation by sight, and hello to readable data.
A good data-driven CRM maintenance strategy means
Sourcing reliable and available data, automating the right formatting and corrections, de-duplicating the data that needs to be de-duplicated. All the while adopting the perfect tool to monitor user understanding and usage. Never forget: effective CRM project governance puts tools and processes at the service of people. Never the other way around!
Our mission
Turn your CRM into a profit center
Our CRM support projects exist to help your business teams focus on core issues, less on operational actions. Systematically, we deliver the personalized customer experience your prospects expect and deserve.
Challenge your CRM maintenance