Client Relationship Management (CRM) combines business processes, people, and technology to more effectively win and keep clients. Navitas provides overall strategy, as well as specifications and implementation of multiple CRM applications that help clients learn more about customer behavior and develop stronger, lasting relationships Navitas also advises on adding elements of social media and making the transition to a social enterprise to connect with customers in new ways. Customers expect a lot these days. They expect you to respond quickly, to know who they are and to serve their needs uniquely. If you can’t, your competitors will. For customer sales and marketing personnel to respond quickly, they need to use technology that is familiar and easy to use. At Navitas, we work extensively with Microsoft technology solutions because we think the full integration between Outlook and solutions like Microsoft Dynamics CRM and SharePoint makes it much easier for people to adopt and use.

Here are just a few of the ways we can lead and support your Sales force implementation

CRM strategy development :
We serve as your trusted advisor to develop your strategy for effectively managing the full constituent life cycle.

Enterprise architecture planning :
We help you develop a system architecture that works with the rest of your enterprise technical architecture.

Configuration and customization :
We customize to meet your needs including custom objects and fields, work flow rules, approval processes, web-to-lead, email-to-case and self-service portals.

App recommendation and implementation :
We are familiar with the wide variety of complementary solutions from the enterprise implementation standpoint and we know which products work best and those that offer discounts. We can recommend applications that support your needs and implement them to work seamlessly in your overall solution.

Reporting and analytics :
We assess your reporting needs, and design reports and dashboards to address them. We can also implement custom integrations to third-party business intelligence tools for on-demand analytics.

User training and adoption :
Every implementation includes user training customized to your application configuration and processes, including “train-the-trainer” options for larger implementations. When needed, we also work with our clients to deliver more complex user adoption strategies including communications and marketing, and post-launch support, monitoring and re-training.

Administration and support :
we can provide ongoing Salesforce administration, performing ongoing system support and one-on-one user assistance.

Data migration and remediation :
We migrate data from your legacy systems using a conversion methodology designed for data quality assurance and data cleanliness. If needed, we also provide data clean-up and de-duplication services. Then we implement strategies to ensure your data stays clean going forward.

Our flexible delivery models leverage on state-of-art infrastructure and functional capabilities of our development centers in the US, and India.