CRM Implementation

  • Needs Analysis & Software Selection
  • Custom Data Capture Screen Set-Up
  • Critical Data Identification & Import
  • Product Catalogue Set Up
  • Quotation Management
  • Definition of  Opportunity Metrics
  • Security Controls & Custom Views
  • Reports, Dashboards & Analytics
  • Data De-dupe, Clean-Up & Audit

Author: Ravi Lal

I have worked on several CRM projects and have found that keeping technology simple, makes it most effective. It’s easy to get carried away with bells and whistles but if you want good user adoption then just make it easy to use and tackle your main issues. These products get to the heart of the matter, don’t cost the Earth, can be implemented quickly and will achieve most of what you need straight out of the box. I am passionate about disrupting Sales & Marketing with innovative technology….connect with me on Skype (ravilal2005), Whatsapp (+447747599294/+971506449083) or Email