Typical Client Challenges

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Adopting a CRM

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Customer Retention

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Lead Generation

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Data Silos

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Balancing Between Administrative Tasks and Core Business

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Real-time Capturing of Data via Multiple Channels

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Automation of Redundant and Rudimentary Tasks

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Integration of Business Operations with a CRM

How we help?

Whether you are a SMB or SME trying to tackle your CRM challenges, Edify’s accomplished and certified professionals provide you with strategies and technology that help you meet your business goals in a cost-effective way.

By helping you understand in optimizing your processes, our team of experts are there to help you all the way from set-up to end-user adoption.

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Our offerings in Salesforce or in
Microsoft Dynamics involve

  • Configuring CRM
  • Development of applications
  • Implementation
  • Integration services

Best practices we bring to the table

  • Assessment through certified professionals
  • Educating customers in adopting to a CRM
  • Project Management based approach
  • Transparency of processes
  • Cost effectiveness
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Outcomes we have delivered

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Increase in productivity and cost savings up to 30%

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Enhanced business operations

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Enable to have CRM solution that aligns with the current market trends

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