10+ years delivering ERP services
Why choose us?
Throughout our projects, we aim at transforming our strengths into competitive advantages for our customers. By partnering with our custom software development company, you get access to 3,000+ specialists with in-depth knowledge across various domains of information technologies and verticals.
50+ completed projects across various industries
25+ years of experience in enterprise software development
An Odoo Silver Partner
A NetSuite Solution Provider
Client spotlight
As a financial software development company with 20+ years of experience, we have delivered multiple solutions for banking and finance industry players. Hundreds of companies trust us to be their finance software development partner.
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Full range of our CRM services
We provide a full spectrum of application services, including consulting, development, integration, reengineering, support, and maintenance, and more.
Consulting
Implementation
Development
Integration
Migration
Testing
Support
Integrate advanced technologies into your insurance software
CRM platforms we work with
We are well-versed in the best CRM platforms and qualified to help companies with their implementation and support.
Salesforce
Salesforce is a robust CRM platform consisting of products for B2B and B2C sales, marketing, and customer support, as well as AI tools for in-depth insights generation and workflow automation.
Key features
- Account and contact management
- Omnichannel customer support
- Opportunity management
- Mobile application
- Lead management
- Customizable analytics dashboards
- Sales collaboration
- Sales forecasting
Best for
- Large enterprises or scaling companies
Pricing
- Four product tiers - Essentials, Professional, Enterprise, Unlimited
- Per user per month and billed annually
Industry-specific CRM solutions
Our CRM solutions are tailored to meet the unique demands of various industries, ensuring seamless integration and enhanced efficiency regardless of your business sector. Whether you operate in manufacturing, healthcare, retail, finance, or any other industry, our comprehensive ERP systems are designed to streamline your operations, improve data accuracy, and provide real-time insights.
We deliver CRM solutions for online and brick-and-mortar retailers that accumulate sales and customer information across multiple touchpoints, from PoSs to web stores and social media accounts, helping companies build better customer relationships and streamline sales and support operations.
Key CRM features
Regardless of your industry or business scope, the following features form the backbone of an efficient CRM system, allowing you to manage customer relationships effectively and drive business growth.
Contact management
This feature helps store all kinds of customer and lead data, including contact information, activities, and preferences, in an organized and searchable database for easy access and sharing across marketing or sales teams.
Interaction tracking
Using this functionality, sales and customer support agents can log all sorts of interactions, like emails, calls, chatbot messages, or support tickets, track interaction history, and get insights about customer engagement patterns.
Lead and opportunity management
This feature helps sales team members identify and manage viable leads across the company’s sales and communication channels and then engage with them through relevant offers and personalized communication.
Sales pipeline and forecasting
Due to this feature, companies can get an overview of their entire sales pipeline as well as the stages and statuses of each separate deal. Sales pipeline tracking is also a valuable source of sales performance analytics.
Document management
CRMs should also allow companies to gather, efficiently organize, and store documents related to customer interactions and sales processes, like proposals, contracts, invoices, or presentations, and enable easy access and sharing across the organization.
Reporting and analytics
The reporting feature is essential for processing customer, sales, and interaction data to get insights into the company’s operation, detect trends, and make data-driven decisions. Companies can also integrate artificial intelligence into their CRM to explore more complex patterns, detect hidden correlations, and get real-time insights.
CRM options to choose from
When planning CRM implementation, companies should decide between these key options for their future solutions.
Platform-based CRM
Off-the-shelf CRM tools are licensed by a vendor and contain a set number of pre-built features.
Advantages
Fast and easy to implement
High-quality support
Scalable and flexible
Software updates delivered by the vendor
Limitations
Paid additional features
Limited industry-specific functionality
Mounting licensing costs in the long run
Custom CRM
A custom CRM solution is built from scratch by in-house developers or an outsourced team.
Advantages
- Alignment with all specific needs, requirements, and CRM strategy
Easy adjustment to emerging needs
Bespoke customer experience
Full ownership of the platform
Limitations
Expensive
Longer development timeframe
Reliance on a development team
Potential compatibility issues
CRM project roadmap
We understand that implementing an CRM system is a significant undertaking that requires meticulous planning and execution. Our CRM implementation roadmap is designed to ensure a seamless transition and optimal integration of the CRM system into your business processes. Here’s how we guide you through the journey.
1
Planning
- Kick-off meetings
- Business needs analysis
- Project planning
- Tool and platform selection
2
Discovery
- Requirements selection
- Current processes documentation
- Data assessment
- Project goals definition
3
Design
- Prototype creation
- Data model design
- Custom workflows creation
- User experience design
4
Building
- Out-of-the-box features setup
- Platform configuration
- Custom development
- Integrations setup
5
Validation
- System testing
- Data validation testing
- User acceptance testing
6
Rollout
- Delivery to the target environment
- Data migration
- User training
7
Support
- CRM maintenance
- Updates delivery
- Bug fixing
- User assistance
ERP implementation benefits
Organized customer data
Integrated with business software from across departments, CRM can become a single hub for all the data related to existing and potential customers and break down information silos, providing sales, marketing and customer service teams easy access to all the necessary data.
Automated manual tasks
CRM can digitize and streamline time-consuming administrative tasks with a high risk of human error, like data entry, sales quotes and report generation, as well as initial and follow-up communication. Thanks to a CRM handling repetitive mundane activities, employees can dedicate more time to high-impact tasks.
Increased profits
The introduction of a powerful and feature-rich customer relationship management software increases lead conversions from sales, marketing, ecommerce, and customer service activities, which translates into considerable improvements to the company’s bottom line.
Improved customer retention
CRM allows companies to tap into disparate customer data and closely keep track of customer journeys and interactions. Based on these insights, businesses can personalize interactions and tailor their products or services to existing needs, fostering longer-lasting customer relationships.
Facilitated collaboration across teams
Serving as a single source of truth for customer-facing departments, CRM simplifies data sharing and coordinating tasks between separate teams, contributing to better teamwork and increased efficiency.
Accelerate decision-making
The availability of comprehensive and up-to-date customer-related data enables CRM-owning companies to make consistent operational and strategic decisions in order to meet their established business goals.
Looking for a trustworthy ERP technology partner?
FAQs about CRM services
We are ready to handle end-to-end CRM software implementation or help you at any project stage.
How much does CRM cost?
How long does CRM implementation take?
Does every company need CRM?
Why outsource CRM services?
Contact us
Drop us a line about your project at info@adsoft.co.id or via the contact form below, and we will contact you within a business day. All submitted information will be kept confidential.
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