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CRM Agency and CRM Integrator to manage your customer relationships

Your CRM should help your teams get to know customers better, track opportunities, automate tasks, and personalize interactions.

DATASOLUTION acts as a CRM agency and CRM integrator to design, deploy, connect, and optimize your customer relationship management solutions.

What does the market say about CRM systems?

CRM has become the cornerstone of modern customer relations, but its value depends on the quality of the data, how it is used, and its integration with the rest of the IT system.

85%

Customers expect consistent interactions across departments, which underscores the importance of shared customer data.

78%

According to HubSpot's 2024 State of Service report, customers expect more personalization in their interactions.

81%

Sales teams report using AI today, according to Salesforce’s State of Sales.

When should you consider implementing a CRM?

A CRM can be a powerful driver of sales performance. It can also end up being nothing more than an address book if the project lacks proper scope definition, governance, or adoption.

Companies often face the same challenges: leads aren’t properly qualified, sales reps track their opportunities in personal files, the marketing team doesn’t know which campaigns are actually generating pipeline, customer service doesn’t have access to sales history, and dashboards don’t reflect reality.

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The main issues are as follows:

  • #01

    Customer data scattered across forms, e-commerce platforms, support systems, ERP systems, email marketing, Excel files, and sales tools.

  • #02

    Lost opportunities due to a lack of follow-ups, lead scoring, or clear tracking.

  • #03

    A lack of alignment between marketing and sales, with differing definitions of a qualified lead.

  • #04

    Incomplete view of the customer, particularly regarding purchase history, support requests, quotes, tickets, or preferences.

  • #05

    CRM systems rarely adopted because they are too complex, poorly configured, or out of step with business practices.  

  • #06

    Unreliable reporting, with incomplete pipelines and questionable sales forecasts.

A successful CRM project doesn't start with choosing the right tool. It starts with clarifying the processes, objectives, and responsibilities.

The CRM solutions and services offered by the agency

  • We accompanyin selecting the right CRM solution based on your business challenges, company size, budget, processes, and integration needs. The agency specializes in needs analysis, selection support, IT integration, configuration, training, and ongoing optimization.

Why choose us as your CRM agency?

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A HubSpot-Certified CRM Agency

DATASOLUTION is a HubSpot Certified Partner CRM agency that combines expertise in data, AI, centralization, compliance, and process automation to enhance customer interactions.

Expertise tailored to the challenges of e-commerce and B2B

Our experts help you organize your customer data, improve your sales performance, and build customer loyalty with a CRM tailored to your needs.

A CRM Approach Integrated with the Business

A CRM system should deliver tangible results: better lead tracking, a more reliable sales pipeline, automated follow-ups, more granular segmentation, useful reporting, and more responsive customer service.

What is our methodology for CRM integration?

#01

Diagnosis: Understanding Your Usage Patterns

We analyze your business processes, marketing campaigns, lead sources, current tools, and performance metrics.

#02

Design: Building the CRM Model

We define objects, properties, pipelines, statuses, stages, and scoring rules, segments, and dashboards.

#03

Build: Configure and Integrate

We configure the solution, set up the necessary connections, prepare the imports, and test the workflows.

#04

Deployment: Supporting Teams

We train users based on their roles: sales, marketing, customer service, managers, or administrators.

#05

Optimization: Advancing CRM

After launch, we improve automations, data quality, reporting, and relationship scenarios.

Our CRM Partners

Our selection of partner solutions is based on our experience in the digital sector. Our vendor-neutral approach allows us to identify and recommend the best solutions on the market.

FAQ: your questions about CRM

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