CRM Platform Services

Efficiently manage your client interactions for increased sales.

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Why CRM Platforms?

Your customers are your most important asset. With the proper customer relationship management (CRM) solution, you can more effectively organize and manage your customers by keeping better track of contact information and business relationship data. CRM platforms let you efficiently access customer information, optimizing the work of your sales, marketing, and customer support departments, and reinforcing your relationships through timely and effective communication.
Strategic CRM guidance
CRM integration
CRM enhancements
CRM architecture design
CRM configuration
Data enrichment
CRM implementation
Ongoing process management

Our Expertise

Determining the Right CRM Platform for You: We analyze your specific capabilities and needs to determine your best-fit CRM solution. The scale of your sales team, the degree of external software integration, and the size of your company and budget all factor into finding the CRM platform that can best facilitate your sales growth.

CRM Personalization: Whether you’re using an existing CRM platform or implementing a new CRM solution, we customize it to your specifications and technical requirements. We expertly integrate your CRM solution with your existing software and further enhance its capabilities to suit your organizational and sales purposes.

Ongoing Platform Support: We provide the guidance and process management necessary for the smooth operation of your CRM platform, including product training, staff development, and administrative support. We make sure you have the skills and knowledge to leverage your CRM for an improved customer conversion rate.

Our Toolkit

  • Salesforce CRM
  • CRM configuration
  • Microsoft CRM Dynamics
  • CRM integration
  • Sugar CRM
  • Customer support

Our Work

Discover highlights of our award-winning work:

Salesforce CRM


We configured and enhanced Salesforce CRM for Stanford, integrating Smartly address verification and WealthEngine analysis tools to enable them to more effectively reach out to alumni and constituents.

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Expertly Manage Your Customer Data

Partner with Transiris to optimize your customer data management and increase your sales.

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