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Cynoteck

CRM Consulting Services

Make your every customer interaction count. We, at Cynoteck, can help you implement industry best practices to get the most out of your CRM platforms - Salesforce or Dynamics 365.
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I found most impressive the professional manner in which all members handled themselves.- Alexander Chase Castillo

crm consulting company

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What makes us your best CRM Consulting partner?

Cynoteck has worked with both B2B and B2C businesses for over a decade, resolving all of the possible CRM challenges that they faced. Our CRM consultants help businesses choose and implement an ideal CRM solution for their industry and needs. A properly set up CRM system provides you with comprehensive customer analytics, keeping the communication history always up-to-date, and enterprise-wide process automation. This transforms the way businesses work and how they interact with customers, uncovering valuable insights into customer requirements and preferences.

Whether you need a new CRM or want to improve your existing one, we can help. We help you map out CRM implementation as per your customer management strategy, developing custom CRM systems and functionalities for the optimization of your existing CRM solutions. Our CRM experts understand CRM processes for different industries like healthcare, retail, real estate, and others where you have important customer data.

Our consultants are always up to date with the latest technologies and can help you deal with any complex tasks like CRM audit and optimization, CRM upgrade, configuration, and integration. We are a long-term Microsoft Solutions Partner and a Salesforce Ridge Partner, that focuses on your business needs primarily, and only suggests the best CRM solutions that work for your business practice!

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CRM Video

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20 most promising crm companies
Awards and Recognition

Best in Class Services

Cynoteck has been recognized as one of the top 20 most promising CRM Consulting Companies by ERP ERP Insights and Top Salesforce Consultant & Top Dynamics CRM Company by Clutch.co.

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CRM SERVICES

What is a CRM?

A CRM manages a company's interaction with current and potential customers. CRM drives sales growth using Data Analysis from different communication channels, - websites, phone calls, email, live chat, marketing materials, social media, etc.

  • Sales and Marketing Process Automation
  • Integration with Sales and Marketing Systems
  • Cloud-Based System with Higher Security

Why do you need one?

Research shows that using a properly set up CRM system can increase revenue by 41% per sales rep and improve customer retention by 27%. Customers need to be approached properly - and companies that realize this get better results and ROI with maximized efficiency.

  • Secure future growth
  • Integrate web and mobile solutions for maximum sales
  • Improve customer Engagement and Service
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Areas where our CRM consultants Engage

Gap Analysis

Cynoteck helps businesses quantify and prioritize gaps between the current and future states of their system. We collaborate with business teams to understand their business goals, existing processes, and applications and provide them with a summarized analysis report. This report can then be used for subsequent application development, marketplace application installation, or even process improvements.

Solution selection

Our expert Consultants will help you find CRM solutions that fit your organization and decision-making process. Out of all the application types we suggest only the ones that will work for your specific business. This helps save time and money and makes sure you are provided with working solutions.

Solution Design

We look forward to your business challenges because we love seeing our clients grow. Our consultants will work with your team to understand the challenge and offer appropriate solution design. We always start with multiple options and help you choose the most optimum CRM solution by understanding all aspects of your business model.

Business Process Transformation

You can't expect new levels of revenue with old strategies for your business operations. Our CRM consultants will help you transform legacy business processes with a new perspective according to your business objectives.

App Modernization

Outdated CRM systems pose security and privacy risks. Moreover, your sales potential remains undiscovered if you use legacy apps. We help businesses upgrade their tools and apps to better face the challenges of business growth.

Post-Implementation Support

We provide proper user training for your team, evaluating the adoption of CRM by your team and the progress that your business has made in its operations. Our consultants plan a roadmap for CRM growth and expansion as per your business plans and goals that we set up in the beginning.

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Our CRM Success Stories

DataproTools

An app for Data Privacy management in accordance with GDPR, CCPA, and HIPAA. Configure your channels (email, phone, etc.) and reason for processing, set lawful basis (Consent & more), and other details including the date range of validity.

Features:

1

No Limits

2

Professional & Up

3

Lightning Ready

Salesforce dataprotools
Dynamics CRM Sales process

Dynamics CRM Sales Process Customization

The client was looking for a modern CRM that would streamline their processes and improve sales efficiency with a comprehensive view of performance and sales pipeline.

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Features:

1

Streamlined sales process

2

Reporting

3

Analytics

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Know Your CRM

Why Choose us as your CRM Consulting partner?

We, at Cynoteck, work beyond process automation to provide you with a CRM solution that helps you acquire, convert, and retain clients. Our goal is to provide you with the right CRM tool to create long-lasting and trust-based customer relationships for desired business outcomes.

01Experienced CRM Consultants

Our CRM consultants have vast experience and domain expertise in industry-specific CRM projects and work on a well-defined hierarchy for all the operations to ensure everything is handled efficiently.

02Strategic Approach

We have a team of certified CRM experts with a combined experience of 1 Lakh work hours. Serving customers in every CRM phase, whether developing a strategic CRM plan, implementing, or customizing a CRM while maintaining data security and compliance.

03 Expertise in CRM

With a decade-long of expertise and experience in cloud-based CRM services and solutions. We have completed more than 300 successful custom CRM development projects delivered with 15+ active clients around the world.

04 Support and Assistance

You can contact us through different communication channels if you have any questions or issues regarding our CRM services. Our support team gets back to you quickly with a resolution and delivers the information you need.

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Appreciation From Clients
Cindy Wyly

Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player.

Cindy Wyly
Marketing Manager – MGO, LLP
Daniel Binder

Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player.

Daniel Binder
Founder – Superlative Foods
Alexander Castillo

Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player

Alexander Castillo
Founder – Requestky, LLC
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