SERVICES

Our CRM services cover the full spectrum of your business needs, offering end-to-end solutions that adapt and respond to each stage of your business’s evolution.

We blend innovative strategies with expert implementation to create a thriving technological ecosystem that keeps pace with your business and drives new opportunities.

OUR APPROACH

A custom-built CRM journey driven by your business goals.

Strategic Planning

It starts with discovery. We go beyond systems and spreadsheets to understand the values, pain points, and hidden strengths within your current operations. By ditching business blueprints, we’re able to identify the perfect blend of software and solutions to deliver CRM tools that align with your goals, ultimately increasing revenue, cutting costs, and improving the customer’s experience.

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Pragmatic Implementation

In this phase, strategy meets execution. Utilizing agile development and a nimble implementation process, we work alongside our clients, giving you actionable insights throughout the deployment of your specific CRM environment ensuring the best possible outcome.
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Ongoing Support

Your dedicated Kaizen support will become integral extensions of your team, ensuring every stakeholder has the tools and training to fully excel within their specific workflow. Our embedded support is ongoing so your CRM continues to evolve with your business.

Services We Offer:

Strategic Planning

Customer Life Cycle Management Transformation

Business Operations Optimization

System Integrations

Technical Experts and Industry Specialists

Lightning Migration – Salesforce Lightning

Development Operations

Data Modeling, Analytics, Reports and Dashboards

Strategic Planning

The path from vision to value starts with a comprehensive strategic plan. We collaborate to conduct an in-depth analysis of your business processes to design highly tailored, transformative CRM solutions and the strategic roadmap toward your long-term goals.

Customer Life Cycle Management Transformation

Create a unified customer experience and enhance business operations by connecting integral tools and data within the customer lifecycle. From lead management to customer support, you’ll gain an in-depth and actionable understanding of the customer experience.

Business Operations Optimization

We pinpoint growth opportunities and streamline your tools and applications to enhance your team’s performance, leading to improved productivity, smart resource management, and an optimized workflow.

System Integration

Maintain an agile and synchronized CRM system with our white-glove approach to system integration. We build integrations that translate data across multiple systems and use modern methods to make them scalable for future applications. 

Technical Experts and Industry Specialists

Kaizen’s industry specialists provide intricate technical expertise to support your team. We approach each project as a joint venture to improve your CRM’s functionality and empower your team with the tools to make a significant impact.

Lightning Migration – Salesforce Lightning

Confidently migrate data and processes with the help of our expert technicians. We find the best solutions to upgrade your CRM tools based on your organizational needs and capitalize on new features that will help realize the full value of your investment.

Development Operations

We ensure high-quality product development and releases by grounding your project with the best Development Operations practices. In doing so, you’re able to shorten software development cycles, standardize processes, and create impactful functionality for both customers and employees.

Data Modeling, Analytics, Reports and Dashboards 

Drive change with your data. Our consultants use custom-built analytics systems to continuously asses your client and user data, so you can make more informed decisions with confidence.

OUR SPECIALTIES

Tools We Use

During the Strategic Planning process, we will work alongside you and your IT teams to determine the optimal technology stack that fits your specific use case. Below are a few industry-leading tools like Salesforce’s expansive software suite we may employ to proactively design creative solutions for complex challenges.

Sales Cloud

Service Cloud

Service Cloud Voice

Experience Cloud

Nonprofit Cloud

Marketing Cloud

Sales Cloud

We help you attract, convert, and manage leads using Salesforce Sales Cloud’s enhanced task automation, real-time data, and productivity-boosting internal processes. Maximize your sales strategy to close deals faster and gain deeper insights into your full revenue lifecycle while scaling your Sales team for unprecedented business growth.

Service Cloud

Connect your cases, calls, chats, and more in one unified hub that equips agents with a 360-degree customer view. With Service Cloud features like case management, integrated telephony and more, your Kaizen experts will drill into your key metrics to deliver a measurable success plan to identify and tackle challenges like agent productivity, resolution times, and customer retention.

Service Cloud Voice

Give a voice to your customers with Service Cloud Voice. We use the advanced telephony integration to strengthen your contact center from within by applying optimizations to improve the quality of every interaction from decreased handle times to better agent dispositions.

Experience Cloud

Shape meaningful customer journeys with Experience Cloud. This technology puts compelling websites, portals, and mobile apps at your fingertips to provide a series of digital touch points for internal and external users. We craft custom solutions to serve your specific business needs and design a cohesive digital environment.

Nonprofit Cloud

Non-profit Cloud puts power behind your purpose so that your organization can accurately measure and expand its efforts. Revitalize fundraising programs, organize donor outreach, and leverage transformative data to achieve your mission.

Marketing Cloud

From strategic roadmaps to multi-cloud integrations and content management, Marketing Cloud transforms data into engaging, value-driven campaigns. Kaizen’s experts ensure professional migrations and quick starts for a rapid setup so that you can make the most of your marketing investments and operational resources.