CRM and ERP Solutions

At SB Websolutions, we understand that CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) systems are the backbone of efficient business operations and customer relations. By customizing and personalizing these systems, we help businesses streamline workflows, improve data accessibility, and enhance user experiences. Our tailored CRM & ERP personalization services are designed to meet the specific needs of your business, optimizing your processes and empowering your team to make data-driven decisions.

Our CRM & ERP Personalization Services

Custom CRM Development and Personalization
We customize your CRM according to your business-specific customer interactions and data. This includes custom reports and dashboards, lead management and segregation systems, and all other features that you may require, ensuring that the software is in accordance with all the business goals and objectives and provides the analytics that is needed.

ERP Customization and Workflow Optimization
We modify the ERP system in such a way that it facilitates the various operations while carrying out the respective processes. Such as by skinning and personalizing the modules of finance, inventory management, human resources and supply chain, we implement an integrated ERP system which facilitates storage of information, cuts down wastage of resources and streamlines the daily operations.

User Interface and Dashboard Personalization

Designing appealing and efficient interfaces that provide the necessary information on time is what we do best. We design customized dashboards containing Kips, Up to date information, & Intelligence so that team members don’t waste time on irrelevant things but responsible decision making.

Data Integration Across Platforms

We integrate your CRM and ERP with other systems like accounting, marketing automation, and e-commerce platforms, enabling seamless data flow and real-time updates. This ensures that all departments have synchronized information, enhancing collaboration and data accuracy across the organization.

Advanced Analytics and Reporting

Through custom reporting and analytics, we give you the tools that will help you understand much better how your business activities and customers’ activity are performed. We generate and provide custom reports based on your defined metrics/key performance indicators (KPI) that assess progress and assist develop evidence-based tactics.

Automated Workflows and Notifications

Cut down on resources and time by utilizing automated workflows and triggers for certain activities, such as follow-up emails, processing orders, or nurturing leads. In case a certain event triggering the response of other team members might occur, we provide for a notification system.

Role-Based Access and Security Customization

Keeping information secure is of paramount importance given the fact that there is sensitive information about the customers and the business itself. We manage the role-based access in your CRM and ERP system to ensure that every stratum of the employees has a different level of access to the data and tools, which allows easier security and compliance.

Customer Journey Mapping and Personalization

To further enhance and shift the focus towards the customer, the entire process of a customer journey in the CRM system is mapped and personalized for the client, which helps to design and plan the communication and engagement at any given point in time. Round the generation of leads and until the post-sale support, we provide an encased journey which is integrated in nature aimed at fostering stickiness.

Training and Support for Customized CRM/ERP

We add personalized web experience as well as email and retargeting campaigns to capture as many visitors as possible who may have exited the site without making a purchase. By employing strategies of adaptable messages and offers, we manage to coax users back and thus boost chances of conversion while at the same time reminding them about the existence of however inactive their brand has been.

Scalability and Future-Proofing

With regard to your CRM and ERP systems, we also focus on their design to accommodate changes and growth in the future because we understand that change and growth in business are inevitable. When you enter new territories, add new products or require advanced functionalities, that system will be able to adjust to the requirements of your business.

Why Choose SB Websolutions for CRM & ERP Personalization?

• Customized Solutions: We focus on your unique business requirements, ensuring that the CRM and ERP solutions we deliver are tailored for maximum relevance and efficiency.
• Enhanced Productivity: By optimizing workflows and data access, our personalized systems allow your teams to work more efficiently and focus on high-impact tasks.
• Data-Driven Insights: Our custom analytics and reporting help you monitor key metrics, improve decision-making, and enhance operational visibility.
• Experienced Team: With deep expertise in CRM and ERP solutions, we bring the latest best practices and technologies to support your business’s specific needs.

Transform Your Operations with Tailored CRM & ERP Solutions by SB Websolutions

Our personalized CRM and ERP services are designed to streamline your operations, enhance customer experiences, and give you the insights needed to grow. Connect with SB Websolutions today and let us help you build systems that align perfectly with your business goals, empowering you to drive efficiency, productivity, and success.