CRM Implementation Services

A professionally configured, implemented, and fine-tuned solution

Salesforce Cloud Services

Who We Are

Your CRM Partners

With a collective exerience of over 15 years delivering technology services, Getafix provides CRM implementation services that include consulting, configuration, customization (custom development specific to your org), migration, and integration. We have successfully delivered CRM solutions to various industries like IT, fintech, manufacturing, retail, real estate, healthcare, BFSI, public sector, telecoms and more, helping them streamline processes across departments like sales, support, and marketing. We have a tried and tested CRM implementation process in place that will ensure you get the best solution for your needs.

CRM Consultancy

The first step in implementing a CRM solution is analyzing existing processes & architecture. We call this the discovery session. We understand your business model, the departments, operations & existing tech, & this helps us suggest the best solution – right from selecting the software and tech to planning the on-boarding of different teams.

CRM Development Strategy

Once the design and development strategy is selected, we move ahead and develop the CRM or parts of the CRM that need to be custom-built. There are out-of-the-box solutions like Salesforce which have 3rd party part plugins, or you can opt to get a custom solution built or combine the two. Either way, we cover development right from scratch.

Implementation & Integration

Finally, we implement the solution into your organization. This involves setting up the architecture stack, installing the ready-to-use and custom-built tech, on-boarding all departments and synching processes, and also training key members in your org so they can begin using the CRM seamlessly. We are also provide support.

Salesforce Case Studies & Blogs

Get In Touch

Customized CRM Solutions for all Your Business Needs

A CRM can completely transform your organizational operations. The sales, marketing, and support teams can all leverage technology that streamlines customer acquisition, onboarding, retention, and service processes while keeping all data on one central platform. Drop us a message and let’s start a conversation on how we can help you get started.

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