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Customer Relationship Manager (CRM)

Our CRM development services focus on creating and optimizing systems that manage a company's interactions with current and potential customers. This improves customer satisfaction, retention, and overall business performance.

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How we make it happen

Step 1

Understanding Your Customer Management Needs

A CRM should align with your business goals. We start by assessing:

  • Your customer journey

  • Sales & marketing workflows 

  • Customer service processes

  • Existing tools & integrations

Step 2

Selecting & Customizing the Right CRM

We help you choose the CRM that best fits your business. Whether it’s HubSpot, Salesforce, or Zoho CRM, we configure:

  • Lead & Contact Management

  • Sales Pipeline Tracking

  • Marketing Automation 

  • Customer Support Ticketing 

  • Integration with Existing Tools 

Step 3

Training Teams & Automating Workflows

A CRM is only as good as the team using it. We provide hands-on training and automation setup to boost efficiency:

  • Automated email & SMS reminders

  • Task management & reminders

  • Custom reports & analytics

Ready to take your business to new cealings? We are!

Request a Quote.

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Empower. Enhance. Excel.

Contact

San Juan, PR 00918

Information:
dpereira@bapartnerspr.com

Tel:
787-696-2868

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