Structure your company’s growth with Customer Relationship Management (CRM) Solutions. Whether you are a business owner or a business director, you have a vision to build a customer-centric organisation.
CRMs are strategic enabling companies to become more efficient, accurate and customer-centric. Thus, optimizing all processes related to customer interactions & insights bring a true competitive advantage.
A customer-centric company places the customer at the heart of everything throughout his journey. All teams, activities, processes & tools are aligned to provide the best ever experience to the Customer.
To take advantage of your CRM, it needs to fit organizations’ objectives and ways of working.
With a vast expertise and experience in both IT and Business, UpCRM delivers optimized solutions fitting your operations.
Structure your company’s growth with Customer Relationship Management (CRM) Solutions. Whether you are a business owner or a business director, you have a vision to build a customer-centric organisation.
CRMs are strategic enabling companies to become more efficient, accurate and customer-centric. Thus, optimizing all processes related to customer interactions & insights bring a true competitive advantage.
A customer-centric company places the customer at the heart of everything throughout his journey. All teams, activities, processes & tools are aligned to provide the best ever experience to the Customer.
To take advantage of your CRM, it needs to fit organizations’ objectives and ways of working.
With a vast expertise and experience in both IT and Business, UpCRM delivers optimized solutions fitting your operations.
Increase Team Efficiency
+35%
MORE EFFECTIVENESS
Keep customers happier
+26%
HAPPIER CUSTOMERS
Win more customers
+26%
MORE
WON DEALS
Connect everything
+36%
FASTER APP INTEGRATION
They trust us
Create your own
Customer Experience Platform
The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.
While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.
In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.
Create your own
Customer Experience Platform
The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.
While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.
In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.
What Makes Up the Employee Experience?
Management Teams expect a real-time Cockpit
Availability & mobility of information
Become an agile, mobile, collaborative and customer-centric organization in which all team members can access accurate information anytime, anywhere, on any device.
Intuitive
Ensure user adoption thanks to Salesforce intuitive user interface, UpCRM also provides change management support as part of our ‘Drive’ dedicated methodology.
Pilot your organization
Make faster and well-informed decisions, to support your organization in achieving strategic goals, through automated customizable reports and dashboards to quickly access real-time KPIs.
Share Information
Empower your organization through a unique 360° vision of each customer across all departments thanks to CRM Solutions.
Level Up: your new CRM with a maturity level assessment
Sales Teams are looking for:
Collaboration
Improve teamwork & efficiency with social collaboration tools embedded within Salesforce CRM.
Information Sharing
Expand your customers & prospects knowledge, improve data accuracy by sharing one unique 360° view database. Grant your Sales team access to real-time information about contacts and opportunities.
Performance Driven Solutions
Enhance your sales team’s performance with CRM in-built individual and group objectives. Team is connected through mobile access with instant availability of data and collaborative tools through a Cloud-based system.
Mobile Solutions
Sales team can access their contact database, information, reports & dashboards anytime, anywhere, on any device.
Optimized Processes
Structure your sales process to improve your operations’ maturity. Keep better track of leads, contacts and opportunities on your shared CRM system. Improve team efficiency with integration of calendar, email & tasks.
Live reports
Allow sales team and management to follow up on the overall pipeline and forecast, as well as individual leads in real time, through automated reporting & dashboards.
Level Up: your CRM deployment with training and methodology for Sales Team
Marketers can…
Personalize Relationship
Get a better knowledge of your customers to personalize interactions, select the appropriate channel of communication, anticipate their needs and engage more with your audience.
Acquire and win customers’ loyalty
Acquire the right kind of leads and customers for your sales team. Knowing customers helps to target communication and improve loyalty.
Share Information
Turn your marketing Strategy into a customer-centric approach by combining customer profiles, segmentation and business forecast data.
Automate Marketing Campaigns
Optimize your resources and enable your marketing team to run effective multi-channel, personalized campaigns & tasks though daily tools, to increase team efficiency
Go for Multi Channel
Engage smarter conversations with customer across their devices and become more relevant to their needs and habits.
Analyse Data
Track the impact of personalized marketing communication, plan and evaluate campaigns’ ROI as well as overall performance.
Level Up: reshape your digital marketing strategy
Empower your Customer Service Department
Improve Customer Satisfaction
Build loyalty with improved customer data and product information quality by providing a personalized customer journey.
Share Information
Make all the information available to the service team, and when appropriate, directly to the customer through the Customer Portal.
Service team works with customer community to solve problems and enrich knowledge data in real time. Every piece of information is instantly made available to everyone with the right roles and privileges.
Process Automation
Manage cases effectively, provide faster solutions to customers, flag immediately potential issues or epidemic problems through automation of support and Service processes.
Multi Channel Integration
Enable customers to interact with your service team using their preferred channel (chat, phone, email or social networks) and answer quickly with relevant support, based on each customer profile.
Level Up: your support processes with new AI potential
A strong ally for IT teams
Customize
Customize processes, workflows, data fields and more without resorting to development resources. You can manage users, roles and data access privileges directly from the interface.
Easy to maintain
Maintenance is taken care of on Cloud-based solutions, you can then focus resources on supporting business success with strategy. You can easily manage and customize system as the business develops, ensuring it’s always fit for purpose.
Secure
All data is safely stored and backed up in real time. Changes to important information in the database are traceable, with versioning. You can also export any data you want for offline backup if required.
Scale
Support your business with an agile, reliable, robust, secure and scalable CRM solution that integratesfully with your existing systems, both in the cloud and on-premises. Salesforce Cloud-based CRM is kept up to date and on the forefront of the ever-evolving standards of the web.
Level Up: your Information System with the salesforce platform capabilities
Ensure Compliance
Traceability & Audit Trail
Maintain security and recover lost transactions via audit trails.
Keep track of ‘who did what and when’ so you can track back the reason for changes, to any critical data or approval flows.
Segregation of Duties
Role-based data access ensure the relevant data is not tampered with for malicious purposes. Controls against unauthorized access and use of relevant data is designed independently of the technical platform.
Access and Security
Critical workflows operations are fraud-proof, even for system administrator;
- Monitor information about system usage, which is critical in diagnosing potential security issues,
- Perform regular audits to detect potential abuse of information.
Data Protection
Storage of sensitive data is fully compliant with industry standard regulations, and with GDPR new requirements.
Level Up: advise for PSF organizations in risk assessment
Create your own
Customer Experience Platform
The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.
While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.
In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.
What Makes Up the Employee Experience?
Management Teams expect a real-time Cockpit
Availability & mobility of information
Become an agile, mobile, collaborative and customer-centric organization in which all team members can access accurate information anytime, anywhere, on any device.
Intuitive
Ensure user adoption thanks to Salesforce intuitive user interface, UpCRM also provides change management support as part of our ‘Drive’ dedicated methodology.
Pilot your organization
Make faster and well-informed decisions, to support your organization in achieving strategic goals, through automated customizable reports and dashboards to quickly access real-time KPIs.
Share Information
Empower your organization through a unique 360° vision of each customer across all departments thanks to CRM Solutions.
Level Up: your new CRM with a maturity level assessment
Sales Teams are looking for:
Collaboration
Improve teamwork & efficiency with social collaboration tools embedded within Salesforce CRM.
Information Sharing
Expand your customers & prospects knowledge, improve data accuracy by sharing one unique 360° view database. Grant your Sales team access to real-time information about contacts and opportunities.
Performance Driven Solutions
Enhance your sales team’s performance with CRM in-built individual and group objectives. Team is connected through mobile access with instant availability of data and collaborative tools through a Cloud-based system.
Mobile Solutions
Sales team can access their contact database, information, reports & dashboards anytime, anywhere, on any device.
Optimized Processes
Structure your sales process to improve your operations’ maturity. Keep better track of leads, contacts and opportunities on your shared CRM system. Improve team efficiency with integration of calendar, email & tasks.
Live reports
Allow sales team and management to follow up on the overall pipeline and forecast, as well as individual leads in real time, through automated reporting & dashboards.
Level Up: your CRM deployment with training and methodology for Sales Team
Marketers can…
Personalize Relationship
Get a better knowledge of your customers to personalize interactions, select the appropriate channel of communication, anticipate their needs and engage more with your audience.
Acquire and win customers’ loyalty
Acquire the right kind of leads and customers for your sales team. Knowing customers helps to target communication and improve loyalty.
Share Information
Turn your marketing Strategy into a customer-centric approach by combining customer profiles, segmentation and business forecast data.
Automate Marketing Campaigns
Optimize your resources and enable your marketing team to run effective multi-channel, personalized campaigns & tasks though daily tools, to increase team efficiency
Go for Multi Channel
Engage smarter conversations with customer across their devices and become more relevant to their needs and habits.
Analyse Data
Track the impact of personalized marketing communication, plan and evaluate campaigns’ ROI as well as overall performance.
Level Up: reshape your digital marketing strategy
Empower your Customer Service Department
Improve Customer Satisfaction
Build loyalty with improved customer data and product information quality by providing a personalized customer journey.
Share Information
Make all the information available to the service team, and when appropriate, directly to the customer through the Customer Portal.
Service team works with customer community to solve problems and enrich knowledge data in real time. Every piece of information is instantly made available to everyone with the right roles and privileges.
Process Automation
Manage cases effectively, provide faster solutions to customers, flag immediately potential issues or epidemic problems through automation of support and Service processes.
Multi Channel Integration
Enable customers to interact with your service team using their preferred channel (chat, phone, email or social networks) and answer quickly with relevant support, based on each customer profile.
Level Up: your support processes with new AI potential
A strong ally for IT teams
Customize
Customize processes, workflows, data fields and more without resorting to development resources. You can manage users, roles and data access privileges directly from the interface.
Easy to maintain
Maintenance is taken care of on Cloud-based solutions, you can then focus resources on supporting business success with strategy. You can easily manage and customize system as the business develops, ensuring it’s always fit for purpose.
Secure
All data is safely stored and backed up in real time. Changes to important information in the database are traceable, with versioning. You can also export any data you want for offline backup if required.
Scale
Support your business with an agile, reliable, robust, secure and scalable CRM solution that integratesfully with your existing systems, both in the cloud and on-premises. Salesforce Cloud-based CRM is kept up to date and on the forefront of the ever-evolving standards of the web.
Level Up your Information System with the salesforce platform capabilities
Ensure Compliance
Traceability & Audit Trail
Maintain security and recover lost transactions via audit trails.
Keep track of ‘who did what and when’ so you can track back the reason for changes, to any critical data or approval flows.
Segregation of Duties
Role-based data access ensure the relevant data is not tampered with for malicious purposes. Controls against unauthorized access and use of relevant data is designed independently of the technical platform.
Data Encryption
Secure your critical data with the implementation of the latest state of art encryption and key management solutions.
Access and Security
Critical workflows operations are fraud-proof, even for system administrator;
- Monitor information about system usage, which is critical in diagnosing potential security issues,
- Perform regular audits to detect potential abuse of information.
Data Protection
Storage of sensitive data is fully compliant with industry standard regulations, and with GDPR new requirements.