Business Process Mapping
We specialize in guiding organizations through a seamless CRM implementation process by ensuring they leverage the full potential of their customer relationship system. Through Business process mapping, we use data-driven insights, performance metrics, and qualitative assessments to identify challenges and solutions. Our process is Agile with Sprint methodology and divided into deliverables depending on the organization's priority and preference. Pre-deployment, we schedule a demo to ensure that the solution functions without failures.
Find what works best.
- Ensure the preferred CRM system accommodates the organization’s workflows and industry-specific needs.
- Customization to accommodate unique business needs, workflows, and approved requirements.
- Ensure scalability to accommodate evolving needs of business growth.
- API access and third-party integrations to expand functionality and connectivity.
- Seamless integration with other business systems and applications (ERP, marketing automation, etc.)
- Visualization of key performance indicators (KPIs) for approving deliverables.
Add-on:
Integration with Existing Systems: Integrate with other essential tools, such as marketing automation, ERP, or accounting software, for a unified and streamlined data flow.
Data Migration and Cleansing: Migrate existing data from current data sources into the new CRM system.
Post-Implementation Support: Offer ongoing support and assistance to address queries, troubleshoot issues etc.
TESTIMONIALS
Success Stories
Discover the impact of our work through our clients' stories.
Upwise Pro has exceeded our expectations in every way possible. Not only did they design and develop an amazing website for us, but they also executed an effective marketing strategy that has helped us increase brand awareness and sales.
Doch.ai
UPWISE has turned out for us as an excellent service provider when trying to solve our clients IT implementation projects. They understand very quickly the challenges, and deliver the solutions on a promptly manner. They have become our first to call, on IT requirement for our clients.
Bridge Business Consultants, LLC
Upwise and team are very professional. Small business friendly. True to their name! They are Authorized Zoho Partners and implemented Zoho One business apps for me. Developed a quick custom solution as well, without breaking the bank.
Aviva Spectrum
I highly recommend Upwise and their team. They do what they say and in the time as well. Vidya is really responsive with the big and small things too. When I first got ZOHO I hired a different group. Thanks Vidya.
Florida Insurance Advocates, LLC
Vidya did an amazing job updating my Zoho account to automate the things I needed, even when I didn’t really know how to explain to her what I actually needed. I would definitely hire again if I needed more custom Zoho work.
