CRM Project Deployment: a successful integration thanks to our proven methodologies
Deploying a CRM is not just a simple technical implementation: it is a real transformation project that must adapt to your business processes and strategic goals. As expert integrators of CRM Dynamics 365 and Salesforce solutions, our consultants support you in deploying a high-performance CRM perfectly aligned with your business challenges. Our commitment is clear: 100% success in your CRM projects. We ensure a successful deployment through an iterative methodology that allows for real-time solution adjustments throughout the project. Our in-depth expertise enables us to offer a tailored approach for your more complex or specific projects. With TVH Consulting, you benefit from a needs-centered approach, making your CRM a sustainable performance lever and accelerating the digitalization of your customer relations.
A customized methodology tailored to your needs and challenges
Our experts support you from A to Z, from defining your needs to the deployment and complete adoption of your CRM Dynamics 365 or Salesforce solution.
Our iterative methodology allows for progressive prototyping, tested and adjusted at each stage of the project, to ensure ergonomics and features perfectly suited to your needs. Your teams are involved from the start, which accelerates their skill development.
1. Definition and initiation of the project • Analysis of strategic and operational challenges to define the functional scope. • Identification of project teams and key stakeholders. • Development of a structured schedule based on priorities.
2. Immersion and design • Study of existing practices and identification of areas for improvement. • User workshops to model processes and validate needs. • Definition of interfaces for seamless integration with your business tools.
3. Execution and production deployment • Configuration of the CRM according to identified needs. • Data migration and synchronization. • Functional and technical tests before deployment.
4. Solution deployment • Application testing to validate the solution. • User training to ensure adoption. • Production launch with close monitoring.
5. Follow-up and skills transfer • Support during the launch to optimize adoption. • Continuous technical and functional support. • Follow-up meeting to adjust and plan developments.
OptiSales for Rapid Deployment of Dynamics 365 CRM: A Turnkey Solution
OptiSales is a packaged solution dedicated to SMEs designed to accelerate and secure the deployment of Dynamics 365 Sales. This turnkey functional CRM allows you to get started quickly with essential features, while ensuring a smooth and optimized integration.
Thanks to a pre-configured environment, OptiSales includes the main features necessary for sales forces: lead, account, and contact management, opportunity tracking, sales process automation, and integration with Copilot for Sales, Microsoft’s AI assistant.
This approach ensures rapid production deployment, with a controlled budget and personalized support to ensure your teams’ adoption of the solution.
Discover our Microsoft Dynamics 365 and Salesforce CRM solutions
CRM
Microsoft Dynamics 365
Choose a Cloud CRM offering a suite of intelligent business applications to optimize sales, marketing, and customer service management.
CRM
Salesforce by Isochronix
Choose Salesforce, the all-in-one Cloud CRM platform that centralizes customer interactions and automates business processes.
Benefit from successful experiences through our clients' testimonials
Need advice and personalized support for deploying your CRM projects?
As a leading integrator partner for Microsoft Dynamics 365 and Salesforce CRM solutions, we have carried out numerous deployment projects and can provide you with extensive feedback.
- Audit & Consulting: evaluation of your CRM and AI needs
- Deployment & Integration: swift and environment-adapted configuration
- Training and Support: AI adoption by your teams through customized training
Don’t wait any longer, contact us!