Configured sales process
Pipeline stages and tracked information reflect the team’s real workflow.
CRM IMPLEMENTATION
On-premise CRM configured for your sales team
We implement CRM for businesses that need a clear sales process, locally stored data and configuration adapted to the way they sell.
Overview
Business benefits
This service complements CZR CRM when data migration, network deployment, special configuration or integration with other business applications is required.
Controlled migration
We prepare and import useful data from files or existing systems.
Team access
The network edition enables simultaneous access to the same local database.
Integration
We connect relevant company systems when the project requires it.
What is included
- Sales-process analysis
- Pipeline and role configuration
- Data cleanup and migration
- Local-network installation
- Access rights
- Import and export
- User training
- Post-implementation support
Who it is for
B2B teams
Opportunities with several stages, stakeholders and follow-up activities.
Scattered data
Customers and activities stored across spreadsheets, email and separate files.
On-premise requirements
Companies that require the database to remain in their own infrastructure.
Frequently asked questions
What is the difference between the product and implementation?
The standard product can be installed directly. Implementation covers analysis, migration, configuration, network deployment and custom integration.
Can you import customers from Excel?
Yes, after checking the structure and cleaning the data to avoid duplicates and inconsistent fields.
Can the CRM run on our server?
Yes. A network edition can be scoped around your infrastructure and number of users.
Do you provide training?
Yes. Training and documentation for the configured workflow can be included.
On-premise CRM configured for your sales team
We implement CRM for businesses that need a clear sales process, locally stored data and configuration adapted to the way they sell.
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