CRM

We install CRMs that help you convert sales and increase business productivity.

Stratton Blue shall conduct an in-depth analysis of your organization's requirements and processes to identify the ideal CRM solution for your specific needs
Seamless Implementation

Our Approach

We are a CRM agnostic consultant that believes in a collaborative and customer-centric approach to CRM implementation

1: Assessment and Planning:
Identify business objectives, analyze current processes, and create a list of features and functionalities for the CRM system

2: Vendor Selection:
Select the CRM that best serves the client’sneeds with budget, features, pros and cons

4: Tailor the CRM system
Customize the CRM to match your organization’s specific processes and workflows

3: Testing
Deploy the CRM system to a smaller group or department within the organization to test its effectiveness in a real-world setting

4: Data Migration:
Collect Data and transfer the data to the new CRM system

5: Set up security and access control:
Configure user roles and permissions to ensure data security

6: Integration:
Integrate with other systems

7: Training:
Offer CRM training to management to measure KPI and KRA

8: CRM Execution
Roll out the CRM system across the entire organization

9: Monitoring and Evaluation:
Monitor the performance and usage of the CRM system if client request for maintenance of CRM service

Get in touch with our experts Get in touch with our experts

Unlock tomorrow’s success with today’s CRM

Seamless Integration

Smooth Transition

Our team will customize and configure the CRM system that best suits your workflows and ensure seamless integration with existing software applications that you use.
CRM Implementation

Our step-by-step process

Stratton Blue has tie-ups with several CRM vendors to get the best service deals. We define objectives by analyzing needs, budgets, and resources. Followed by vendor selection, overseeing data migration, testing, execution, monitoring and review and offering support

Operational CRM systems

  • Stratton Blue implements CRM to aid in streamlining and managing all the interactions through ‘Marketing, CS, & Sales Automations’
  • Targeting customer elements with emails, texts, and digital advertisements to advance as a sales lead. Adopt behavioral triggers to handle leads and forecast and self-service segments like AI-powered chatbots, automated emails, and live chat

Analytical CRM systems

  • Analytical CRM systems assist you to understand how leads move by capturing, storing, and analyzing lead data to furnish insights into the customers
  • This enables you to assess all the marketing, sales, and customer service measures that you take to identify your current process and help adjust your strategy to stay ahead of your competitors

Collaborative CRM systems

  • Depending on the outcome of the detailed study and report, we carry out your current process
  • A sales & marketing and customer support team needs to collaborate with client accounts. The collaborative CRM enables multiple people to service individual client accounts while keeping detailed shared interactions between the customer and the company

Strategic CRM systems

  • We shall enable a strategic CRM if the objective is to focus on immediate advancements for long-term customer engagement
  • CRM supports loyalty, and customer retention by observing customers’ behaviors, and choices to provide exceptional value and stay ahead of your competitors by exceeding expectations

ZOHO CRM Implementation

  • Stratton Blue assist businesses in seamlessly adopting and optimizing Zoho CRM to enhance their sales, marketing, and customer service processes
  • We have extensive knowledge and expertise in Zoho CRM including understanding its features, capabilities, and integrations. We stay updated with the latest Zoho CRM updates and developments to provide the most relevant and accurate software to our clients. We provide successful implementation services with unique needs, providing tailored solutions, and ensuring a seamless transition to Zoho CRM for your business

Sales Force CRM Implementation

  • Using sales force as a strategic integration we will attempt to revolutionize your sales, marketing, and customer service processes, leading to improved efficiency and increased revenue
  • Sales Force CRM can enhance your lead management through automation freeing up valuable time for your sales representatives to focus on closing deals. The CRM’s advanced reporting and analytics capabilities offer insights into your sales performance, forecasting while also allowing scalability for your business to expand and optimize on strategies

MS Dynamics CRM Implementation

  • Stratton Blue will configure Microsoft Dynamics CRM system to match your business processes accurately. We will also customize the solution to ensure it addresses your specific needs
  • We offer Microsoft Dynamics CRM to clients who want their team to have a 360-degree view of their customers and timely interactions. This CRM will help you streamline your sales process, automate workflow process, and manage leads while also tracking and designing marketing campaigns to improve sales conversions and efficiency

Hubspot CRM Implementation

  • Stratton Blue recommends implementing HubSpot CRM if you want to enhance your sales and marketing efforts, improve customer relationships, and streamline your business processes
  • Hubspot can offer user-friendly interface with minimized learning saving you resources and time effectively. This CRM allows you to store all customer data, interactions, and communications in one centralized location for seamless collaboration between departments. We recommend this CRM for business that need automation, sales Mgmt., reports, mobile accessibility and scalability

Freshwork CRM Implementation

  • Stratton Blue recommends implementing Freshworks CRM to offer sales automation, contact management, and other sales-related features
  • Freshworks CRM has navigation ease with automation to streamline sales processes. Freshworks CRM enables contact Mgmt., lead Mgmt., Email tracking, templates and handling deals in terms of your sales. This CRM also can integrate well with 3rd party software and is mobile friendly

Monday.com CRM Implementation

  • Monday.com can be customized to manage internal affairs, customer relationships, tracking sales leads, manage customer support tickets, or handling client projects
  • Monday.com can help in effective team collaboration where tasks can be assigned, Intel shared, and communicated between departments. This CRM software is user-friendly and can be well integrated with apps, emails, calendars, file storages etc to help you streamline your process while also preparing dashboards, reports, and analysiswhile offering scalability

Benefits using CRM

  • Automates and reduces human interaction
  • Enables and leads management and retention
  • Help with mobile support, handle meetings, data management, marketing & campaigning
  • Easy operation provides shared internal data between departments
  • Helps analyze data and forecast future progress to help companies calculate trajectory in advance