Customer Relationship Management (CRM)

Build Stronger Customer Connections

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Enhance Engagement and Boost Sales with CRM

As customer expectations evolve, businesses face growing challenges in attracting new customers and retaining existing ones. Qualifying opportunities, tracking progress, and gaining a comprehensive view of all customer interactions can be complex and time-consuming.

To stay ahead, leveraging modern CRM solutions like Dynamics 365 Sales or Salesforce is essential. These cloud-based platforms, powered by advanced AI and Copilot capabilities, provide the tools to streamline sales processes, enhance customer insights, and ultimately drive smarter, more efficient selling.

CRM Services: Designed for You

Synoptek offers an array of CRM consulting and implementation services that help you easily track and manage customers across channels. With our guidance, you can get end-to-end visibility into customers, effectively identify leads, and contact and engage with them.

Our rich experience and expertise in popular CRM platforms like Dynamics 365 Customer Engagement and Salesforce allow us to build solutions that improve customer satisfaction, loyalty, and retention. With our CRM consulting and implementation services, your sales teams can have access to all the data they need to generate leads and close deals while getting full visibility into the sales pipeline.

  1. CRM Assessment

    Leverage Synoptek’s certified CRM resource pool with in-depth domain knowledge and proven project management skills to help assess your current IT environment, identify gaps and opportunities, and plan and implement a world-class CRM solution.

  2. Full-cycle Implementation

    Embrace full-cycle CRM implementation services to drive seamless integration, optimize customer relationships, and ensure sustained business growth.

  3. Customization and Application Integration

    Integrate a modern cloud-based CRM with existing ERP and LOB applications and get a complete picture of your customers and sales organization.

  4. CRM Migration, Upgrade, and Optimization

    Leverage a single partner for the complete suite of services, including system upgrades, custom enhancements, migration, and optimization.

  5. CRM Support and Maintenance

    Maximize the value of your CRM with ongoing support and maintenance services, including system updates, custom enhancements, and upgrades.

  6. License Optimization and Negotiation

    Strategically adjust existing licenses and plans while fostering positive negotiations to maximize value and ensure optimal outcomes.

Our CRM Competencies

Synoptek

Microsoft Dynamics 365 Customer Experience

Empower your sales teams to automate interactions, drive customer engagement, and close more deals with Synoptek’s Dynamics 365 CRM services.

Synoptek

Salesforce

Transform into innovative, customer-centric organizations with Synoptek’s Salesforce CRM capabilities and meet the evolving needs of your customers with greater ease and efficiency.

Synoptek

Unlock your sales potential and transform customer relationships with Synoptek’s CRM services.

Get your personalized consultation today!

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From a customer service perspective, we have gained the insight and ability to understand what our agents say to customers. This ability to investigate the case and see what transpired also allows our Customer Relationship Coordinator to tailor short training seminars with some of the customer service agents.”

- Chief Business Operations Executive of a manufacturing company

Delivering Excellence for Every Customer

https://synoptekmark.b-cdn.net/wp-content/uploads/2023/09/synoptek-dynamics-crm-implementation-helps-a-machinery-company-streamline-the-sales-process.webp
Case Study

Dynamics CRM Implementation Helps an Agricultural Machinery Company Streamline the Sales Process and Boost Customer Satisfaction

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Case Study

Dynamics CRM and Power BI Integration Helps a Medical Device Company Reduce TCO by 70%

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https://synoptekmark.b-cdn.net/wp-content/uploads/2024/06/dynamics-crm-drives-26-percentage-increase-in-sales.webp
Case Study

Dynamics CRM Implementation Helps a Home Remodeling Company Achieve a 26% Increase in Sales

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Our ERP Expert

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Akhilesh “AK” Nandwana is the Vice President of Business Applications at Synoptek. For over two decades, AK has worked with leading business application platforms like SAP, Oracle, JDE, JDA, Ramco, and Microsoft Dynamics. He has helped over 500 clients deploy business applications in various industry segments, including Manufacturing, Retail and Distribution, and Professional Services.

AK Nandwana

Vice President
Business Applications

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