Support program of your choice
and the use of your CRM solution
Exploit 100% of the capabilities of your CRM solution thanks to our CRM experts
1
Choosing your CRM solution
In 4 clicks and our online comparison, we help you choose transparently from 30 solutions on the market
2
Installation and configuration
From a scan of your needs, you interact online in a shared screen with your expert to configure and personalize your CRM: import data, create fields, workflow, etc.
3
User training and coaching
4
Weekly optimization and management
Your KESTIO CRM manager takes care of data quality, updating your reports and upgrading your CRM.
Ever heard of the Playstation syndrome?
Plug in and play!
Well, not really for CRM software ....
Only 14% of SME managers* are satisfied with their CRM project
and consider that the appropriation of the CRM tool was successful
You have already implemented a CRM or you want to implement it and these points are critical for you:
– Business results that match your investment
-100% business data in CRM without parallel excel files
– Productivity gains for sales and marketing teams
Or maybe you haven't launched the project yet and you have questions?
If you find yourself in these examples, then you are in the case of most of our clients when they call on us.
This is why we have set up our CRM support.
Thanks to our CRM support , benefit from a CRM expert at your side who helps you fully exploit the possibilities of your CRM.
He works with you to ensure:
– The choice of a CRM – if you don’t have one – consistent with your needs and constraints
– Its deployment and configuration
– team buy-in , good understanding and use of CRM
– the quality and relevance of the data , management of duplicates
– optimization and automation of processes through CRM
– the implementation of relevant dashboards and reports for monitoring activity
* Webinar organized by Kestio and BPI - 400 respondents - June 2020
A CRM expert at your side to manage the different aspects of your project
Data integrity and quality in CRM
– Management of your data imports/exports
– Data cleaning / deduplication
– Creation of new fields
– User profile management
– Development of dashboards and indicators
Process performance and CRM optimization
– Supervision and development of rules and automation
– Creation of alerts, notifications, reminders for users
– Management of the pipeline and stages of the sales cycle
– Deployment and configuration of new features
Change management and user support
– Team training
– Individualized user coaching
– Support and assistance in using the CRM solution
– Communication on developments in the solution
– Skills development of an internal CRM referent
The CRM support program
An initial phase of commercial and marketing scanning of your company
Our belief: CRM is an integral part of your strategy and processes.
Understanding these dimensions of your business allows us to define your support needs and
An expression of needs defined with you to optimize what already exists
CRM should be an asset, not a constraint.
Whether a CRM is already in place or we are helping you make a choice, this phase allows us to quickly launch settings facilitating the appropriation of the solution and its use.
An expression of needs defined with you to optimize what already exists
Monitoring and steering
Conversion Rate Optimization
Support throughout the process
More than 300 customers trust us
Companies of all sizes including many SMEs.
You will notice a manufacturer of special machines, communication agencies, a transporter, a bearing manufacturer, software publishers, a cybersecurity company, an export support firm, a newspaper, an events agency, a real estate developer, and many others!
Let's unleash the commercial potential.
Discover our sales support platform and sustainably improve your company's sales and marketing performance. Get unlimited access to resources and tools, and chat with our LIVE experts to help your company, your sales reps, your marketing and CRM managers perform better. More than 10,000 sales reps coached every year with methods and tools proven by over 150 active customers.
Strategy, Marketing, Digital, Prospecting, Sales, CRM and Customer Relations.
Training course - n° 82690922769
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