CRM solutions

Talk to our experts We implement CRM solutions that deliver measurable success in the commercial management processes of your organization.

Customer Relationship Management

CRM as a solution, not just as a software package

In the software market, there are hundreds of CRM solution providers, offering the most sophisticated and elaborate off-the-shelf software. Their services are based on implementing these solutions for your staff to use. What's most interesting is that these "projects" rely on implementing and customizing a very famous CRM software to make it work for your organization.

 

At Unidata Systems, we believe that a CRM solution is not just a software package to be implemented; rather, it's the adoption of a methodology that enhances efficiency in the commercial management processes, including pre-sales, sales, and after-sales. To achieve the adoption of this methodology, an organization seeking to implement a CRM solution must first reach a necessary level of maturity to standardize and make commercial management processes predictable. Subsequently, they can adopt a CRM software that allows adaptation to these optimized processes and maintain a process of monitoring and continuous improvement to increase efficiency gradually and predictably. All of these activities together constitute our CRM solution service at Unidata Systems.

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service

What is our CRM implementation process?

  • Conocimiento de la visión a corto, mediano y largo plazo de la gerencia comercial.
  • Identification of sales management processes, evaluation, and optimization of these.
  • Identification of software tools that favor optimization, which could be a complete CRM software, part of it, or the use of a digital tool that can replace software that already meets most of the needs of sales management.
  • Continuous monitoring of sales management in line with the previously outlined vision and plans.
Solutions

What information can I digitize or automate by adopting a CRM solution?

One of the main problems in commercial management organization is that most of it is based on scattered emails and documents, coupled with the sales team’s reluctance to share such information. Therefore, a CRM solution should provide an organized container of information regarding comprehensive customer interaction, such as, but not limited to.

  • Database of customers and contacts.
    Issuance and analysis of quotations.
  • Tracking and monitoring of meetings, calls, and sales team activities.
  • Application of access restriction levels to information, for example, a specific sales group has limited access for security reasons to certain information groups.
  • Single container for managing documents such as contracts, technical documentation of products and services, and emails.
  • Support ticket management, analysis of service quality, and tracking of customer satisfaction.
  • Access to digital tools to facilitate interaction with customers, such as: downloading account statements, tracking incidents, online support, etc.
  • Among others.
OUR DEVELOPMENT PROCESS

Our process is simple: we listen, propose, and develop.

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    STEP 1

    Analysis

    We understand your needs, their origin, and your vision.
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    STEP 2

    Development

    We design and build the solution that meets your requirements.
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    STEP 3

    Innovation

    We monitor and provide continuous support and improvement.

Do you think you need a CRM solution?

Request a meeting with our consultants, with no obligation. They will help you determine if your organization really needs a CRM solution and what type of commercial management solution or tool you need.

Let's build the future

Job Opportunities Join our team and be a part of the change.

BEYOND CUSTOM DEVELOPMENT

What other types of solutions can we implement?

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Integraciones con sistemas ERP

Desarrollamos aplicaciones móviles, de escritorio o web que interactúan con la base de datos de tu ERP actual u otro sistema legacy que suplan la necesidad inmediata de tecnología que necesitan sin efectuar cambios en los sistemas actuales

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Mobile Applications

From concept to implementation, we create intuitive and feature-rich mobile applications for iOS and Android platforms.

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Operational Web Portals

If you require any technical feature on your web portal, such as customer access to place orders online or a supplier portal, we develop and tailor it to your website, extranet, or intranet, while respecting your company's corporate identity.

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Web Applications

Our team of talented developers will create a robust and scalable web application that meets your specific requirements.

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Artificial Intelligence Solutions

If you have a repetitive process or customer service task that can be automated, we can create software engines that interact with an artificial intelligence platform such as OpenAI (ChatGPT), for example.

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Process Optimization

We analyze your workflows, identify bottlenecks, and implement optimized processes that increase productivity and reduce costs.

Insights/Resources

Expert insight and analysis on the latest trends.

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We are always on the lookout for talented folk to join our team. Follow us on LinkedIn!

Industries we serve

Linethemes’s fintech industry clients represent:

Automotive & Mobility

Media & Entertainment

Energy & Natural Resources

Social & Public Sector

Healthcare & Life Sciences

Aerospace & Defense

Infrastructure & Construction

Retail & Corporate Banking

We are always on the lookout for talented folk to join our team. Follow us on LinkedIn!

INDUSTRIES WE SERVE

The clients of the Unidata industry represent:

Telecommunications

Mining

Maritime

Manufacturing

Logistics

Real Estate

Technology

Financial

We’re always looking for talented people to join our team.

    Thanks for your interest in LineThemes Fintech Consulting! Antes de comenzar, nos gustaría hacer algunas preguntas para comprender mejor las necesidades de su negocio.

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