Integrate every part of your company that interacts with customers including marketing, sales, service, and more.
First, we get to know you and take a close look at your company. It shows what is important to you. And together we work out the first draft of your CRM system in a detailed workshop.
Setting up your CRM system
Then your personal CRM system will be put together. Kapsys Salesforce experts configure the user interface according to your requirements, migrate existing customer data and integrate your email system.
Finally, we will hand over a fully functional CRM system to you. Including comprehensive training in which we explain the basic functions and discuss specific case studies.
Value You’ll Get With Kapsys Salesforce Integration
Together with Salesforce experts, you will analyze your current situation. Based on this knowledge, we will adapt your individual CRM system later.
We configure the user interface for you and adapt it to your needs. Our professionals install all the necessary applications for you.
We create the areas of leads, accounts, contacts, opportunities and activities according to your specifications: from the layout to the automated output of evaluations.
At Kapsys Salesforce Integration we migrate your already collected customer data directly into your CRM system. For this we only need the data as an Excel or CSV file.
Microsoft outlook / Gmail connect
Of course, we also integrate your e-mail software into the CRM system and configure the connection so that the usual functionality is retained.
Salesforce and Marketing training
In a workshop we explain the functions of your new CRM system. We discuss examples that are suitable for your company and cater to your special requirements.