A CRM project's main goal is to improve the relationship with the client and their experience by understanding each person's profile to tailor offers and negotiations. Triscal's CRM lacks DNA. Our work methodology starts with the definition or review of the CRM processes for the sales, marketing, and services/customer service areas as well as an understanding of the commercial culture and client relationship dynamics. To understand that information on customers is available in a way that gives a 360-degree view of the customer, it is necessary to use the analogy to this. These are the fundamental steps for the project's proposed architectural design or solution. The requirements that will support every configuration of the project, whether through configuration or customization, are then raised. Additionally, the integrations with other applications are defined. Because process changes frequently have an influence on the users' culture and way of working, training is essential to the project's success. To ensure project deadlines and costs, a management methodology is necessary. We can assist you. Make contact with us.

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