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Service 14 of 20

Customer Relationship Management

Know your customer at every touchpoint — not just the last one.

We implement and integrate CRM platforms — Salesforce, Oracle Siebel, Pega, HubSpot, Odoo and Microsoft Dynamics 365 — built around how sales and service teams actually work. We unify sales, marketing, and service around a single customer view, automate the busywork, and give you the analytics to act on what you learn.

CRM implementation and customer analytics reporting by Aiprus Software
Salesforce · DynamicsPlatforms
OmnichannelCustomer Engagement
Sales & MarketingAutomation
3Countries

What We Offer

CRM services from strategy through daily customer engagement

From platform selection to the automation that runs your sales and service teams day to day, we cover the full CRM lifecycle. Platforms: Salesforce, Oracle Siebel, Pega, HubSpot, Odoo and Microsoft Dynamics 365.

01

CRM Strategy & Implementation

We define the right CRM strategy for your sales, marketing, and service model, then implement and configure the platform around your actual customer journey rather than a generic template.

02

Sales & Marketing Automation

We build automated lead scoring, campaign management, and sales-pipeline workflows that free your teams from manual data entry and keep every opportunity moving through a consistent process.

03

Customer Service & Case Management

We implement case management, service workflows, and customer portals that give your support teams full context on every customer interaction and keep response times consistent.

04

CRM Integration, Migration & Analytics

We integrate your CRM with ERP, finance, and support systems, migrate historical customer data cleanly, and build customer analytics and reporting that turn CRM data into decisions.

Core Capabilities

Platform depth across the leading CRM ecosystems

Our CRM consultants combine platform certification with sales, marketing, and service process expertise, so configuration decisions reflect how your revenue teams actually operate.

CRM strategy and implementation
Sales and marketing automation
Customer-service and case management
Customer portals and omnichannel engagement
CRM integration and data migration
Customer analytics and reporting

Business Value

What changes after engagement

A well-implemented CRM changes how consistently your teams sell, serve, and retain customers.

01

One View of Every Customer

Sales, marketing, and service teams work from the same customer record, eliminating the disconnect where a customer repeats their history to every new person they talk to.

02

More Time Selling, Less Time Entering Data

Automated pipeline and marketing workflows remove manual administrative work from your revenue teams, so time goes toward customer conversations instead of data entry.

03

Decisions Backed by Customer Data

Customer analytics and reporting reveal which campaigns, products, and service patterns actually drive retention and revenue — replacing guesswork with evidence in planning conversations.

Our Approach

How we deliver CRM platforms your teams actually use

A four-phase methodology that keeps sales, marketing, and service users involved from design through go-live.

01

Define

We map your current sales, marketing, and service processes and customer journeys, and define the CRM strategy and platform configuration needed to support them.

02

Configure & Integrate

We configure the CRM platform, build automation workflows, and integrate it with your ERP, finance, and support systems so customer data flows without manual re-entry.

03

Migrate & Test

We migrate and cleanse historical customer data, validate it against source systems, and run user testing with your sales, marketing, and service teams before go-live.

04

Launch & Optimise

We train your teams, monitor adoption and data quality after go-live, and refine workflows and analytics as your customer base and processes evolve.

Why Aiprus Software

CRM consultants who understand sales and service, not just configuration

We staff CRM engagements with consultants who understand sales, marketing, and service operations, not just the underlying platform. That means the CRM we configure matches how your revenue teams actually sell and support customers, which is what determines whether a CRM gets adopted or ignored.

Industries We Serve

Sector experience that matters

Retail and e-commerce, healthcare and life sciences, financial services and banking, manufacturing and supply chain, logistics and distribution, pharmaceutical, education and higher learning, and enterprise IT organisations navigating complex transformation programmes.

FAQs

Common questions, straight answers

Which CRM platforms do you implement?

We implement Salesforce, Oracle Siebel, Pega, HubSpot, Odoo, and Microsoft Dynamics 365. We will help you choose the right platform based on your team size, budget, sales complexity, and existing technology investments.

Can you migrate our data from a legacy or spreadsheet-based CRM?

Yes. We regularly migrate customer data from legacy CRM systems, spreadsheets, and disconnected tools — cleansing and deduplicating records as part of the migration so you start on the new platform with trustworthy data.

How do you improve CRM adoption among sales teams?

Adoption improves when the CRM removes work rather than adding it. We design workflows around how your sales team already operates, automate data entry wherever possible, and involve sales reps in configuration decisions before go-live rather than presenting a finished system they had no input into.

Can you integrate CRM with our ERP or finance systems?

Yes. We regularly integrate CRM platforms with ERP, billing, and finance systems, so quotes, orders, and invoices stay synchronised with customer records without manual reconciliation between systems.

Do you build customer analytics and reporting as part of implementation?

Yes. We design dashboards and reports covering pipeline health, campaign performance, service metrics, and customer analytics as a standard part of implementation, so leadership has visibility from day one rather than needing a separate reporting project later.

Ready to Begin?

Bring us your customer experience challenge, and we will design a considered path forward.

Schedule a consultation