Support program for choosing
and using your CRM solution
Leverage 100% of your CRM solution's capabilities with our CRM experts
1
Choosing Your CRM Solution
In just 4 clicks and with our online comparison tool, we help you choose transparently from 30 solutions on the market.
2
Installation and configuration
Based on a scan of your needs, you interact online in a shared screen with your expert to configure and personalize your CRM: data import, field creation, workflow, etc.
3
User training and coaching
4
Weekly optimization and management
Your KESTIO CRM manager takes care of data quality, updates your reports, and evolves your CRM.
Are you familiar with the Playstation syndrome?
You plug it in and you can play!
Well, that's not really the case with CRM software...
Only 14% of SME managers* are satisfied with their CRM project
and believe that the CRM tool has been successfully adopted.
You have already implemented a CRM, or you want to implement one, and these points are critical for you:
– Sales results that match your investment
-100% of sales data in the CRM, eliminating the need for separate Excel files
– Increased productivity for sales and marketing teams
Or perhaps you haven't even launched the project and you have questions?
If you recognize yourself in these examples, then you are in the same situation as most of our clients when they call on us.
That's why we've put our CRM support in place.
Thanks to our CRM support, benefit from a CRM expert by your side who will help you fully utilize your CRM's capabilities.
They will collaborate with you to guarantee:
– Choosing a CRM – if you don't already have one – that aligns with your needs and constraints
– Its deployment and configuration
– team buy-in, and proper understanding and use of the CRM
– the quality and relevance of the data, and duplicate management
– the optimization and automation of processes through the CRM
– the implementation of dashboards and relevant reports for monitoring activity
* Webinar organized by KESTIO and BPI – 400 respondents – June 2020
A CRM expert by your side to manage the various aspects of your project.
Data integrity and quality in the 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, and reminders for users
– Pipeline management and sales cycle stage management
– 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 regarding solution updates
– Skills development of an internal CRM referent
The CRM support program
An initial phase of sales and marketing scanning of your company
We believe that CRM is an integral part of your strategy and processes.
Understanding these aspects of your company allows us to define your support needs and
A definition of needs expressed with you to optimize the existing
CRM should be an asset, not a constraint.
Whether a CRM is already in place or we are helping you choose one, this phase allows us to quickly configure settings that facilitate adoption and use of the solution.
A definition of needs expressed with you to optimize the existing
Monitoring and management
Optimize conversion rates
Coaching on the entire process
More than 300 clients trust us
Companies of all sizes, including many SMEs.
You'll 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 event agency, a property developer, and many others!