Phone : +91 9545310892

Email: contact@dsmatics.com

CRM Solutions

CRM SOLUTIONS

Build Connected, Intelligent Customer Experiences

DSMatic helps enterprises design and implement CRM platforms that connect sales, marketing, service and customer operations. Our CRM services cover consulting, implementation, customization, workflow automation, integrations, data migration, portals, analytics and ongoing support across Salesforce, Microsoft Dynamics 365, Oracle CX and other modern CRM ecosystems.

CRM consulting and implementation services

CRM Transformation Challenges

Organizations often manage customer information across disconnected sales tools, service applications, spreadsheets, portals and marketing systems. This creates duplicate data, inconsistent customer experiences, weak pipeline visibility and manual follow-up processes. DSMatic helps consolidate customer operations around modern CRM platforms with connected workflows, integrations, automation and analytics.

Our CRM Capabilities

End-to-end CRM services covering sales, service, marketing, customer data, portals, automation, integration and support.

Our CRM Delivery Approach

Our CRM engagements begin with customer journey and process discovery, followed by solution design, platform configuration, customization, integrations and data migration. We validate sales and service workflows, support user adoption and go-live, and continuously enhance the CRM platform as business requirements evolve.

Discover & Design

Map customer journeys, sales processes, service workflows, data sources and integration needs to define the right CRM architecture and rollout roadmap.

Configure & Customize

Configure CRM objects, fields, security, workflows, automation, dashboards and custom extensions aligned with business processes and user roles.

Integrate & Migrate

Integrate CRM with enterprise applications, communication channels and digital platforms while migrating accounts, contacts, leads, opportunities and service data.

Adopt & Optimize

Support user adoption, resolve functional and technical issues, enhance automation and continuously optimize CRM processes, dashboards and integrations.

CRM Platforms & Solutions We Work With

Detailed CRM Service Portfolio

Our CRM practice supports complete implementations as well as focused customization, integration, migration, automation, analytics and support assignments.

Salesforce Services

  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Custom Objects & Data Model
  • Flow & Workflow Automation
  • Reports & Dashboards
  • API & Third-Party Integrations
  • Custom Development & Support

Microsoft Dynamics 365

  • Dynamics 365 Sales
  • Customer Service
  • Customer Insights
  • Dataverse Configuration
  • Power Automate Workflows
  • Power Apps Extensions
  • Power BI Integration
  • Integration & Support

Oracle CX & CRM

  • Sales Process Configuration
  • Customer Service Workflows
  • Customer Data Integration
  • Dashboards & Reporting
  • Workflow Automation
  • ERP / Enterprise Integration
  • Enhancements & Support

Sales CRM & Lead Management

  • Lead Capture & Qualification
  • Opportunity Management
  • Account & Contact Management
  • Pipeline & Forecasting
  • Quotation / Proposal Workflows
  • Follow-Up Automation
  • Sales Activity Tracking
  • Management Dashboards

Customer Service CRM

  • Case & Ticket Management
  • Service Request Workflows
  • SLA & Escalation Management
  • Knowledge Management
  • Customer Communication History
  • Agent Dashboards
  • Service Analytics

Marketing & Customer Engagement

  • Campaign & Audience Management
  • Lead Nurturing
  • Email / SMS / WhatsApp Workflows
  • Customer Segmentation
  • Journey Automation
  • Conversion Tracking
  • Engagement Analytics

CRM Integrations

  • ERP Integration
  • Website & Web Form Integration
  • Mobile Application Integration
  • Email & Calendar Integration
  • Telephony / CTI Integration
  • WhatsApp & Messaging Integration
  • Payment Gateway Integration
  • REST / SOAP APIs

Customer Portals & Self-Service

  • Customer Portals
  • Partner / Dealer Portals
  • Self-Service Case Management
  • Knowledge & FAQs
  • Profile & Account Management
  • Document & Request Tracking
  • CRM-Connected Digital Journeys

CRM Data & Analytics

  • Customer 360 Data Model
  • Data Cleansing & Deduplication
  • Data Migration
  • Pipeline Dashboards
  • Service Performance Analytics
  • Customer Segmentation
  • Executive Reporting

CRM Support & Optimization

  • Functional & Technical Support
  • User & Role Management
  • Workflow Enhancements
  • Integration Monitoring
  • Release / Upgrade Support
  • Performance & Adoption Optimization
  • Managed CRM Services