CRM Implementation

Enhanced Communication. Automation and Team Efficiency. Improved Reporting.

Stay connected to customers, streamline processes, and drive profitability.

A CRM system gives every department, from sales to marketing, a better way to manage client relationships and accelerate sales. It unites your teams around your customers, provides actionable insights from data, attracts prospects, and retains loyal customers. A modern CRM system is the backbone of any customer-centered organization and puts the customer at the center of everything they do.

With visibility and easy access to data, it's easier to collaborate and increase productivity. Everyone in your company can see how customers have been communicated with, what they’ve bought when they last purchased, what they paid, and so much more. CRM can help companies of all sizes drive business growth, and it can be especially beneficial to a small business, where teams often need to find ways to do more with less.

It is not enough to have a CRM software implemented, you have to understand what every projection means and how you can incorporate automation into your marketing plan. The success of a business stands in the strategy as much as in technology. A CRM system is much more than a set of tools for a company. Apart from a customer-facing function for sales, marketing, and service processes, a CRM solution enhances insights into the buyer’s preferences, timely offers, and personalized approach. It helps align clients, the business, and technology into a solid CRM to understand the market, industry, and customer drivers.

Get in touch with us

Discuss your business needs in a free consultation with one of out experts.


Consultancy Process


For a successful implementation, we guide you through the process


using tried and tested principles and CRM best practices


1. Business value consulting 

To help determine how data and analytical solutions will affect your organization, Qualysoft deploys a team of professionals to assist in identifying an efficient plan that enables you to reach your business goals. Equipped with a thorough understanding of organizational needs and limitations, our professionals provide

  • An accurate overview of your business processes;
  • Achievable goals with intermediate benchmarks to help monitor progress;
  • A business strategy and enhanced capabilities to take better actions.

2. Business environment and CRM assessment


Our consultants investigate your business objectives and suggest ways to address them through CRM automation. We make a connection between the business strategy, new technologies, and process improvements.

To make it simple, each evaluation project starts with a workshop to define your CRM strategy. Together, we identify all technical and IT-specific requirements regarding a CRM system for the selection process.

We show you the best options for mapping sales, service, and marketing processes within your solution. 

3. CRM Strategy


Every organization is unique, and so are its needs. We choose only the CRM solution that meets your exact requirements.


We will either recommend an off-the-shelf software equipped with the features you need, or suggest a customized solution capable of improving your workflows. 

4. User training


No CRM app will work magic on its own once it is implemented, so we will train your staff to make the most of it. If your organization does not have enough internal resources to maintain a new CRM system, we ensure it runs smoothly once it goes live.


From controlling the performance of servers, and data integrity, or working out new features, Qualysoft’s team will oversee your CRM platform, guaranteeing its flawless operation.

5. Measuring the results and improving efficiency


Measuring success is crucial to determine the next business steps.


Data and insights let you understand your customers and quickly react to their behavior or market changes. Through AI/ML technology determine the lead scoring and the next best offer for improved sales results.


Now, you have the insight to optimize communication and offer the right product to the right customer at the right time.

"Qualysoft supported us at this year's challenge to the current release of the Aurea CRM in a very professional manner.


Both punctuality and quality of the work emphasize that Qualysoft is a very good choice as a partner for CRM consulting"


Ernst Stadlmayr, Head Of IT - Eternit


Benefits of Business Value Consultancy and CRM Implementation


  • Increase in Marketing ROI

The introduction of the CRM system in your organization can increase marketing ROI up to 30%. CRM implementation helps to boost lead volume, lead conversion rate, and, as the result, their cost.


  • Increase in Sales Revenue

CRM implementation can bring up to a 45% increase in sales revenue and a 38% increase in deal number and size as well as the win rate. Besides that, CRM system rollout helps improve sales team productivity.


  • Increase in Customer Retention

Implementation of a CRM system can result in a higher customer satisfaction rate thanks to increased agent efficiency, 360-degree customer view, and consistent communication.

Qualysoft Competitive Advantages


We are accustomed to all types of CRM software and optimize them according to your unique requirements.


We work rather like architects, but, instead of buildings, we plan, design, and oversee the construction of high ROI CRM systems.



Years In CRM Consulting

We have extensive CRM consultancy expertise and have helped dozens of businesses with their CRM software. Most probably, we’ve worked with your industry and have already solved the same challenges you face.


Certified Team of Consultants

We understand the challenges and needs of various businesses and can offer the best solutions based on the lessons learned from our experience.


CRM Platforms

we have worked with the biggest and most popular CRM systems which help us stay unbiased. Should you select Creatio, Adito, Salesforce, Dynamics 365, or perhaps something else? It all depends on your situation, and we’ll explore all alternatives together.


Wide Industry Expertise

Banking & Finance | Energy | Automotive | Technology | Retail | Telecom

CRM Technologies We Deploy

You are in good hands

Meet just some of our international clients that rely on our experience:

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