Top 50+ CRM agencies

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QUANTUM SERVICES PRIVATE LIMITED Avatar

QUANTUM SERVICES PRIVATE LIMITED

Noida, India

Have a deep insight at the impeccable services of Quantum Services for mobile application development, website design & development services and eCommerce website development. Our portfolio features a wide range of projects, we have worked upon, thus converting the client‘s passion into a brand. Cutting-Edge Technology | Focus on Innovation | On Time Delivery Our expertise are in both Native and Hybrid Technologies on various platforms like Node.js, Android, iOS, PHP, Magento, Java, React Native, Graphic Designer, Python, MIcrosoft.Net, Shopify, Joomla, Open Cart, WordPress, IoT and many more. # Services Offered by Quantum: 1. Website Development 2. Enterprise Application 3. Mobile App Development 4. Design Services 5. Engineering & Analytic Services 6. Resource allocation Onsite and Offsite 7. Open for Telephonic and Skype Call 8. Digital Marketing

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Python
SEO Keyword Research
ASP.NET
Customer Relationship Management
PHP
Shopify
Node.js
Hourly rate $20.00 - $20.00
Member since Jun 14, 2019
Empirical Data Avatar

Empirical Data

Birmingham, United States

Highly skilled strategy technology professional with over a decade of experience leading complex strategic analysis and financial modeling using some of the most in-demand software tools in business. Expert-level developer skills in Salesforce, Tableau and data science techniques. I love solving complex problems and telling stories with data Key Skills Include: • Agile and Waterfall Project Management • Lean/Lean Startup Facilitation • Six Sigma Black Belt • Software Development Life Cycle (ITIL v3) • Marketing Technology • Data Science • Strategic Planning • Financial Modeling • Executive Facilitation, Agile Sprints, and User Story Development Key Software Proficiencies: • Microsoft Office Suite, Including Project,Visio, Sharepoint, Excel • Jira • Smartsheet • Tableau • Qlik • Apache • Salesforce • Hubspot • Amazon Web Services • Minitab • SPSS Key Programming/Software Languages • HTML • JavaScript/jQuery/JSON • SQL • DAX APEX • R • Python • CSS 3

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Artificial Intelligence
Waterfall
Python
Data Science
HubSpot
Sentiment Analysis
Customer Relationship Management
Hourly rate $100.00 - $100.00
Agency size 2-10 workers
Member since Jun 4, 2019

Product Development
Microsoft SharePoint
Microsoft Dynamics CRM
Microsoft Dynamics 365
Microsoft Active Directory
Customer Relationship Management
Microsoft Dynamics Development
Hourly rate
Member since May 21, 2019
The Patrick Michaels Group Avatar

The Patrick Michaels Group

Seattle, United States

The Patrick Michael's Group is a sales and client acquisition agency based in Seattle, WA. USA. We are a boutique team of professionals that are passionate about helping businesses grow through targeted market commanding & client acquisition campaigns. We are invested in growing each individual client by tailoring our service to your unique needs. There is no carbon copy! Some of our specialities are: Lead generation - sales, telemarketing, cold calling, inbound/outbound Sales - inside sales, consultative selling, web based presentations, pipeline growth, negotiation Sales Management - coaching, training, leading a team to reach their top potential Executive coaching - helping executives build a revenue generation strategy to scale Virtual assistance - working as an administrator or sales support staff Our People: All of our team members are USA based professionals with over 10 years experience in their individual specialties. We have team members available to act as: Sales staff - appointment setters, sales, sales coaches Administrative staff - build lead lists, CRM work, and other virtual assistance Social Media - we can build and run a social media client acquisition strategy that helps you grow Customer Experience Coaching Working with us: Each client is unique that we work with. Therefore each strategy and approach is different. First we will meet with you, understand your needs, and then we can design a strategy/proposal that will obtain your specific goals and on terms you are comfortable with.

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Lead Generation
Customer Relationship Management
Cold Calling
Sales Management
List Building
Customer Experience
Virtual Assistant
Hourly rate $25.00 - $45.00
Member since May 21, 2019
Assisttree Avatar

Assisttree

Dover, United States

BACKGROUND: Assisttree Inc. is an emerging Virtual Assistant and Outsourcing company. Crafted and Nurtured by young and dynamic business leaders, Assisttree has a rebellious spirit and a lofty objective: to Empower Start ups, Single Entrepreneurs, Small Medium Businesses and provide ultimate cost efficient and budget-friendly solutions. We have dedicated a lot of knowledge, time, and perseverance to create this unique model. DESCRIPTION OF SERVICES: The success of any organization is measured on how well it delivers value to its customers. The value equation is owned and calculated by the customer and contains his/her viewpoints on benefits of the service, consistency, ease of use as well as cost. We at Assisttree ensure we understand our client’s product and its value proposition well enough to convey to its customers further ensuring that not only their queries or problems are answered but are answered to their satisfaction. We would provide you with a dedicated Virtual Assistant who would work dedicatedly for you and be a single point of contact. We start working on your project immediately the moment you sign up with us. Our VA’s are trained to handle needs of the global clients worldwide. We can surely add value and help you grow your business and elevate success. We provide wide array of services under one roof and serve various industries as mentioned below: * Virtual Employee * Customer Service & Operations Support (Voice/Web) * IT & Networking Support * Administrative Assistance * Executive Assistance * Social Media Marketing & Management * Travel Management * Calendar & Email Management * Content Writing * Bookkeeping * Medical Transcription Services. SCHEDULE AND DAYS OFF: Our Assistance is generally available during normal business hours. Monday – Friday 9 Am – 6 Pm EST, excluding national/public holidays. We usually respond within 10 minutes.

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Real Estate
iOS Development
Lead Generation
Bookkeeping
PPC Campaign Setup & Management
Customer Relationship Management
Website
Hourly rate $12.50 - $12.50
Agency size 11-50 workers
Member since Apr 22, 2019

Parin IT Consulting

Pune, India

"We serve your business that meets your budget but exceeds your expectations" Parin IT consulting delivers expert IT consulting by providing enterprise solutions and infrastructure services for your business. Our hand-picked IT consultants align services and support to meet your business objectives and requirements. Our consultants advise businesses the correct methods to maximise their data and network infrastructure to meet their business needs. Our expert IT consulting services provides assistance for small to large businesses. Parin IT consulting provide the supportive IT services and support framework that will allow you to focus on your core business. Parin IT consulting supports your business needs to minimise risk and maximise IT performance. Our IT consultants provide turnkey solutions for your business. We expertise in: Customer Success Management Customer Support Business Analysis Data Analysis Service Delivery Process & Metric definition

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Technical Support
Communication Skills
Customer Relationship Management
Business Analysis
Customer Support
Salesforce Lightning
Microsoft SharePoint Administration
Hourly rate $15.00 - $15.00
Member since Apr 6, 2019
Elev9600 Creative Avatar

Elev9600 Creative

Visalia, United States

Our mission is to provide professional and highly creative result oriented advertising services and consulting services that will assist businesses, individuals and non-profit organizations in promoting their brands and reaching out to a wide range of potential customers all over the world. Our core services revolve around providing our clients with related services to successfully grow their business. Who we are! Tracey White / Founder, Creative Director Tracey was raised in Central New York, and a graduate of the SUNY College at Buffalo where she studied Art Education and Graphic Design. She began her career as an Art Educator instructing advertising and graphic design courses. Completed two Masters Degrees in Technology Education and Technology Administration. After a decade in the classroom Tracey and her husband moved to the Colorado to be closer to the great outdoors. The big move lead to a career change which evolved from Sales Executive to Director of Sales and Marketing. 2017 delivered unplanned changes, Tracey’s husband was given a career opportunity that he could not pass up. The opportunity didn’t just move them from Colorado to the Central Valley of California, it forced Tracey to leave her position as Director of Sales and Marketing. Welcoming the new chapter in their lives she decided to focus on freelance projects for flexibility that would allow for family adventures. Today, freelance projects have evolved into longterm clients and allowed for the creation of Elev9600 Creative an Agency offering Creative Consulting & Management Services. Tiffiney Silvesri/ Business Development Specialist, Coach Tiffiney Silvestri, a wife and stay at home mom to two boys. Has always taken an interest in how business is run and how to become your own boss. She started her own business in 2017, after feeling as though she was spinning her wheels trying to figure out the how, what and when to do things. She decided to work with a business coach herself to help her stay accountable go in the right direction. Tiffiney's business coach has inspired her to do the same for others, being able to help others with their business has become a passion of hers. Motivating her to become a certified business & life coach, specializing with small businesses. Tiffiney also holds additional certifications in social media for business and time management. Tiffiney loves to help others learn how to connect and network in a more effective way to help your business grow. She's in the early training process Website Development & SEO optimization, and continues her education whenever possible. "It intrigues me to continue on the path to help other small business owners get on their path to achieve their dreams as well."

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Digital Marketing
Web Design
Graphic Design
Ecommerce Website Development
Customer Relationship Management
Pay Per Click Advertising
Print Advertising
Hourly rate $95.00 - $95.00
Member since Mar 26, 2019
Solstice solution Avatar

Solstice solution

Lahore, Pakistan

Solstice Solution is a digital agency that delivers the best IT services in order to ensure client satisfaction. In a very short time span, we have emerged as a leading digital agency that renders services is different domains. We at present are dealing with industry leaders. Our clients from across the globe have put faith in us and have made them proud. We have expertise in web development and mobile application development. Our services in terms of SEO and Social Media Marketing have no comparison. Our proficiency lies in end to end guidance and innovative product campaigning. Hence we come as a complete package that has no match.

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Ionic Framework
CodeIgniter
Customer Relationship Management
Mobile App Development
Agile Software Development
Desktop Application
Laravel
Hourly rate $12.00 - $12.00
Member since Mar 4, 2019
Build Up HQ Avatar

Build Up HQ

Chicago, United States

We are a full-service operations agency with an economic development mission. We specialize in CX strategy, workflow automation, and reporting. Hubspot & ActiveCampaign experts.

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Technical Support
Integration Testing
Customer Relationship Management
Technical Advisor
Zoho CRM
Information Technology Operations
Project Management
Hourly rate $120.00 - $160.00
Agency size 2-10 workers
Member since Feb 27, 2019
 Cr8tive Services. - We do things better!! Avatar

Cr8tive Services. - We do things better!!

Tacloban City, Philippines

We are a team of professional and highly skilled virtual assistants based in Philippines. We specialize in Virtual Assistance, Data Entry and Research, Social Media Management, QA and Software Testing, Customer and Technical Support, Video Editing and Graphics.

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Lead Generation
Customer Relationship Management
Researcher
Data Entry
Zendesk
Zoho CRM
Freshdesk
Hourly rate $9.00 - $16.00
Minimum project size None
Agency size 2-10 workers
Member since Feb 27, 2019

Paratus Media

Edwardsville, United States

Paratus Media is a full service marketing technology company who specializes in integration, web development, marketing automation, and process automation. We are disciplined in and have over 20 years of experience in CRM, Marketing Automation, Case Management, CMS, eCommerce, Enterprise Content Management, and other enterprise systems. We are HubSpot certified, and have run digital strategy / marketing efforts for both small/medium and fortune 10 companies. Our customer-centric methodology will ensure we hit the mark for both you and your customers.

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Amazon S3
.NET Framework
HubSpot
Ecommerce Website Development
Customer Relationship Management
Shopify
Enterprise Architecture
Hourly rate $150.00 - $150.00
Member since Feb 21, 2019
EC Infosolutions Avatar

EC Infosolutions

Pune, India

My upwork profile is new, however my experience as a Founder of a Full Stack Software Development firm is of more than a decade. I head a 30 engineer - software company which is specialised in Outsourced Product Development with offices in India, USA & Singapore. My team includes User Interface designers, Frontend engineers (ReactJS, VueJS), Backend engineers (Firebase, ExpressJS, NodeJS, .NET, PHP), server & devops specialists for AWS & Google Cloud Platform. Over the last decade I have worked with hundreds of startups & enterprises to make their digital strategy a success. Some of my recent work includes - 1. Building blockchain apps for the sustainability & trade finance industries. 2. Building mobile & cloud apps - Built hundreds of MVPs for startups & enterprises across the entire digital spectrum including cloud, mobile, devices, IoT, data analytics, etc 3. Freedom CRM - a customised CRM framework for sales, service & marketing automation. 4. Freedom eCommerce - a customised ecommerce framework for B2C, B2B, direct & social commerce companies. 5. freevocal - a mobile app framework for media monetization & distribution. 6. Soil Diagnostics LabCore - a cloud based business operation management system for agri companies. 7. Events 2.0 - A complete enterprise event management mobile app. We offer these solutions On Cloud as well as On Premise. Additionally I am an implementation partner for Google Cloud & Amazon Web Services. I routinely work with several clients across Europe & the USA and would be happy to connect with you.

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.NET Framework
Vue.js
Customer Relationship Management
User Interface Design
PHP
Firebase
Google Cloud Platform
Hourly rate $15.00 - $15.00
Member since Feb 15, 2019
IncBrain Avatar

IncBrain

Abilene, United States

IncBrain is a business solutions agency located in the United States, Texas. Our focus is on small, medium, and enterprise companies that are looking for business solutions that move their company forward. Our agency focuses on keeping your company compliant with the industry standard all while working on solutions that fit your business need. We built our agency on a simple modo: Start, Run, Grow. Or job is to know what is happening with innovation and still pay attention to how things were done before. Our team is comprised of skilled freelancers and employees that are the best in their field. We are able to utilize our teams skills to build and manage business solutions that are custom, innovative, and solid to your business platform. We want to build strong relationships with our clients because we have a passion to see companies grow. Part of our mission is to insure that our clients understand what they are buying and exactly what or how it ultimately helps their bottom line. If you have an idea, or need help with a particular solution, we can help. Thanks In Advance, The Incbrain Team.

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Customer Relationship Management
Digital Marketing Strategy
Zoho CRM
Agile Software Development
Email Marketing
Hourly rate $65.00 - $65.00
Member since Feb 7, 2019
ERipples Infomatics Pvt Ltd. Avatar

ERipples Infomatics Pvt Ltd.

Indore, India

ERipples Infomatics Pvt ltd is a leading an IT services company providing solutions across the globe. We work towards providing reliable and relevant IT solutions at most competitive prices to our customers. We ensure 100% customer satisfaction with 24/7 support. # Our Top Business Category / Verticals that we have worked for: - Business Applications & Utility Applications : ERP, CRM, HRMS, Water Can App, Billing Software and many more.. - Fitness Applications - eCommerce Applications - Social Networking Applications - Entertainment Applications - Music Applications - Informative Applications ====== Website Design & Website Development ===== • Open Source Technologies: PHP, Python • Javascript: Node.js, Angular.js, Angular2x, Angular4x, Angular5x, Angular 6, React.js, Vue.js. • Wordpress Website Development • Wordpress Theme customization, and Development, Wordpress plugin development • Landing Page Development =====CMS & eCommerce===== WordPress, Magento, Shopify, OpenCart, WooCommerce, ==== Database ==== MySQL, MS SQL, MongoDB, NoSQL, MS Access, Oracle ====== Mobile app design & development ====== • Mobile App development for iOS -iPhone, Android & Windows Platform. • Native iPhone App Design & Development using Objective C / Swift, Swift2, Swift3 , Swift 4.2 • Build iOS apps for iPhone (IOS 7.x, 8.x, 9.x, 10x, 12.1) macOS is 10.14.3 • Languages for Native App Development: Swift 2 and Swift 3, Swift 4.2 Objective-C, Core- Java, Android, Kotlin • Frameworks: Xcode IDE, Cocoa, and UIKit, Almofire. • Android React Native app Design & Development • React Native iPhone App Design & development • React.js / Redux based Application Development • Hybrid Android & IOS app development using IONIC 1 & IONIC 2, Xamarin React Native, and PhoneGap. • Design UI/UX tools: Sketch, Photoshop, Illustrator, Corel etc. • Wireframing : Balsamiq, Marvel and Invision • Testing and Performance: TestFlight, Diawi, Bugzilla and Testlinks ==== SEO - Search Engine Optimization & SMO, PPC, Google Adwords, FB campaign - Social Media Marketing Search Engine Optimization of Website On Page Optimization Off Page optimization We make website search engine friendly and help them in crawling on top of the search engine and work for increasing website rank. Social Media Marketing - We help our clients to increase their reach through social media, we create and manage facebook, twitter, telegram, linkedin, pintrest, Instagram, and other social media platforms for different businesses and persons. # Our Working Methodology: - - Brainstorming your requirements with experienced Pre-Sales Consultants - Preparing detailed features & technical Work Breakdown Structure. - Creating Wireframes – UX mock-ups for user experience. - Pixel Perfect UI with the latest market trends - Development handled by an experienced Project Manager with minimum 5+ years of experience - Experienced developers using the latest tools and methods in development - Qualified QA / Testing Team to make sure the project we build are bug/issue free - Experienced in using tools like Basecamp, JIRA, Mantis, Slack, Lighthouse, Trello, ZOHO etc.. for project management and communication - Weekly demonstration/reporting of the work - Technical Consultations & Suggestions - Well Defined Escalation hierarchy with a clear structure of communication .We write code with security in mind. -Milestone based development approach -We sign NDA give you the comfort that the work done by us is completely yours and we will protect your business secrets and software with the strictest policy controls. Do you have any Mobile & Web App Development requirements and are you looking for a right agency to create & launch your app in the market? You are at the right place and we would be more than happy to hear your concept for app & web development & present our thoughts with a very detailed consultation. Thus, our services are the backbone of our client's success. We will be a great asset for your company. We look forward to being hired by you

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Digital Marketing
CodeIgniter
iOS Development
Ecommerce Website Development
Customer Relationship Management
PHP
Enterprise Resource Planning
Hourly rate $10.00 - $10.00
Member since Jan 30, 2019
Data Research Technology LTD Avatar

Data Research Technology LTD

Tustin, United States

UK based Research and Consulting Company specializes in Data revolution from entry-

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Data Analysis
Python
Visual Basic for Applications
ETL
Big Data
Visualization
Customer Relationship Management
Hourly rate $55.00 - $55.00
Member since Jan 24, 2019
Realomat Avatar

Realomat

Redwood, United States

Realomat is an automation solution company focusing on sales and marketing growth. Our main goal is a constant improvement of all business, sales and marketing processes. Make them understandable, visual and profitable. As a result, you receive a strong synergy between all branches in your business and use 100% of resource efficiency. Define and CLOSE gaps with Realomat. We provide: ● Sales funnel development and automation ● Marketing map processing and automation ● Integrations between apps like CRM (Pipedrive, Zoho, Salesforce, Hubspot etc.), Slack, TypeForm, Google Analytics, Zoom, Typeform, and a lot other for all sized business. ● Dedicated marketing and sales development team ● Social media management (Facebook, Twitter, LinkedIn, Instagram) Articles and publishing on Medium.com (publishing in other magazines from 100k+ subscribers and readers. ● Email campaigns (creating, running) ● Lead Nurturing ● Lead Scoring system for every CRM ● Customer Journey investigation and improvement ● Consulting Main Website - Realomat.com Services WebCrusher - get the most painful truth about your website and a customized to-do list on how to improve it. SalesCrusher - learn where your sales process sucks (and the action plan)! AI-based lead scoring - is a specific algorithm which helps focus on the client most probable to close. Understand what are your most profitable clients and stop spending time on leads that will never convert. Get your algorithm now> Team that works for you: ✅ Business Analyst ✅ Sales and Marketing Automation Specialist ✅ Marketing and Sales development team ✅ Marketing Writers ✅ Sales Representatives ✅ Social Media Managers ✅ Business Advisors (in different industries) Our Approach - ● Response in 24 hrs ● Discovery session ( our team runs the process design session to identify your current workflow/problems/ and further introduce improve ) ● Improvement plan ● Consideration and final approve ● Implementation ● Support and Evaluation Our Keywords - Marketing, Sales, Automation, BPM, Sales Funnel, CRM, ERP, Integrations.

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bpm'online CRM
Sales Optimization
Integrated Marketing
Customer Relationship Management
Business Process Modeling
Marketing Automation
Business Process Model & Notation
Hourly rate $60.00 - $60.00
Member since Jan 23, 2019
Aniart Digital Avatar

Aniart Digital

Warsaw, Poland

ANIART is an IT company located in East Europe. We are a professional in the implementation of large projects for e-commerce! We specialize in the design and development of high-tech online projects in the field of e-commerce and ENTERPRISE solutions. WHY DO PEOPLE CHOOSE US? Large businesses trust us, as we create systems able to reliably process millions of transactions, and provide for the fail-safety of the company, regardless of the scale of its activities and turnover. Banks and large holdings approach us because we are certified under the ENTERPRISE program, and we can be trusted to support important and large-scale projects. Our customers highly value ANIART for its customer focus and professionalism, competence and reliability, which is why we serve the largest e-commerce projects in the CIS. Working with us, you use our knowledge and experience in marketing, e-commerce, service design. 83% of customers continue to work with us due to the high quality and speed of our technical support. We suggest not just technical skills, but a top quality consulting and partnership: - How to minimize the development costs - How to avoid the high uncertainty - Give a conscious decision about having meaning to go on or its time for a pivot We provide a project fulfilment from business analysis to sustainable supported result integrated with contemporary marketing tools. Our technology stack is the following: ESB - Enterprise service bus Experts in: Laravel, ReactJS, VueJS, Yii2, NodeJS, Backbone, Magento ERP: SAP/R3, MS Axapta, Navision CRM: SalesForce, Bitrix24, PipeDrive CMS: Magento, Bitrix, Bagisto Databases: Oracle, Microsoft SQL Server, MySQL Cloud Services: AWS Complex marketing systems: Email marketing Marketing systems based on GA, Enhanced e-commerce analytics, GTM

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Scrum
Graphic Design
Ecommerce Website Development
Customer Relationship Management
PHP
Vuex
Laravel
Hourly rate $25.00 - $30.00
Member since Jan 22, 2019
Professionals Data Entry  Avatar

Professionals Data Entry

Delhi, India

For over the past 5+ years I've been working Data Entry, Product data entry/ Product Listing, Excel data entry, Data Scrapping, Web Research and Admin Task. We will provide you fast and reliable service and our goal is to provide the best services possible to all of our clients. Please check out my expertise below- - Data entry - Lead generation - Data collection - Web research - Database creation - Real estate databases updates - Data conversion from PDF to Excel or Word - Product entries to Shopify, Etsy, Wayfair, Overstock, Ebay, Houzz & Amazon - Wordpress - CRM database - Invoice Processing

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Article Spinning
Online Research
Customer Relationship Management
PDF Conversion
Data Entry
Microsoft Excel
Search Engine Optimization
Hourly rate $5.00 - $5.00
Minimum project size None
Agency size 11-50 workers
Member since Jan 21, 2019
SoftixWeb Technology Avatar

SoftixWeb Technology

Mathura, India

SoftixWeb is a team of 4 Full Stack developer who can handle requirement of the client and complete it within time. Working with us you will feel an experience that is truly unique . We create website responsive,all clean, simple, and beautiful that you never seen before. Our team expert have unique expertise. Our Team Skill: Responsive Website design Error free Website Development Custom WordPress Theme WordPress Plugin Codeigniter Database Management API Integration REST API Integration CRM & CMS e-Commerce Website Blog Website Travel and Tourism Website

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MySQL Programming
CodeIgniter
AngularJS
Customer Relationship Management
PHP
Shopify
PSD to HTML
Hourly rate $15.00 - $15.00
Member since Jan 17, 2019
FLOOPEN CREATIVE STUDIO Avatar

FLOOPEN CREATIVE STUDIO

Yereavn, Armenia

FLOOPEN Creative Studio is a global software company with a mission to empower private and public organizations, NGOs and Individuals with high-end Web and Mobile solutions. Getting FLOOPEN Team on board you are not just hiring an outsourcing company, but you get a whole new team of like-minded folks that will treat your project like their own and provide you the best service delivering the service from the idea phase to fully operational project with guaranteed support. What you can expect from FLOOPEN: - Professional IT team with 15+ years extensive experience - Web and Mobile applications development on various platforms - On-time and within budget delivery - Continues status update and reporting - Product warranty - High Availability - and more Main Technologies: - Web Application Development – NodeJS, ReactJS, AngularJS, PHP and Frameworks (Laravel, Yii2), Java, C++ and more. - Mobile Development – iOS and Android Development and more. - Server and hosting environment configuration and administration

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iOS Development
AngularJS
Vue.js
Customer Relationship Management
PHP
HTML5
Mobile App Development
Hourly rate $10.00 - $40.00
Agency size 2-10 workers
Member since Jan 14, 2019

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Frequently asked questions

What does CRM stand for?

CRM stands for customer relationship management. CRM can be used to refer to the tools, technologies, and approaches used in managing those relationships, but it’s most often used to refer to the technology that helps businesses to acquire, develop, and retain customers.

What are examples of CRM?

While there are many CRM software options available, certain CRM tools have become more popular because of their ease of use and capabilities:
  • Salesforce
  • Apptivo
  • Zendesk
  • Freshsales
  • Microsoft Dynamics 365
  • Insightly
  • Pipedrive
  • Oracle
  • Hubspot CRM

What is a CRM agency?

A CRM agency supports businesses with expert insight into CRM selection, implementation, and management. CRM agencies are staffed by data experts, and they work very closely with businesses to help the business get the most value out of its CRM. These agencies typically sign contacts with businesses for extended periods of time, and they provide support on an ongoing basis, even after a business has implemented its CRM solution.

What CRM companies do?

A CRM company often works in multiple project stages:
  • Selection: A CRM company will interview a business and discuss the challenges that a CRM needs to solve. The company will learn about the business’ structure and how it plans to use the CRM. Then, the company will recommend one or more CRM platforms that are a good fit.
  • Implementation: A CRM company will handle the implementation of the CRM. This process often involves transferring the business’ data over into the CRM, training employees in how to use the platform, and establishing systems to channel new leads into the CRM.
  • Management: CRMs need to be effectively maintained and managed, and a CRM agency may remain available to perform that work. The agency may be available to troubleshoot issues and help ensure the CRM continues to operate well.

What is the best CRM for a marketing agency?

The best CRM for digital marketing agencies depends on the agency’s size, challenges, and budget. Functionality is key, and a CRM will need to be able to manage multiple marketing campaigns. Other features like workflow automation and the available project management tools can help a marketing team save time and be more effective.
It’s also important to consider your business’ marketing strategy and needs when it comes to elements like landing pages, social media management, email marketing, and lead scoring. There’s no CRM that’s the best for a marketing agency; rather, the CRM that fits your agency’s needs best will be the right choice.

What are the benefits of CRM?

A CRM offers businesses many benefits:
  • Centralized database with real-time updates keeps support and sales team members connected
  • Detailed information makes it easier to close deals
  • Dashboard with notifications supports the sales process
  • Email tracking and phone call summaries for detailed recordkeeping and sales pipeline tracking
  • System allows for improved customer support for a better customer experience
  • Marketing automation saves your team time for greater profitability
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