Structure your company’s growth with Customer Relationship Management (CRM) Solutions. Whether you are a business owner or a business director, you have a vision to build a customer-centric organisation.

CRMs are strategic enabling companies to become more efficient, accurate and customer-centric. Thus, optimizing all processes related to customer interactions & insights bring a true competitive advantage.

A customer-centric company places the customer at the heart of everything throughout his journey. All teams, activities, processes & tools are aligned to provide the best ever experience to the Customer.

To take advantage of your CRM, it needs to fit organizations’ objectives and ways of working.

With a vast expertise and experience in both IT and Business, UpCRM delivers optimized solutions fitting your operations.

Structure your company’s growth with Customer Relationship Management (CRM) Solutions. Whether you are a business owner or a business director, you have a vision to build a customer-centric organisation.

CRMs are strategic enabling companies to become more efficient, accurate and customer-centric. Thus, optimizing all processes related to customer interactions & insights bring a true competitive advantage.

A customer-centric company places the customer at the heart of everything throughout his journey. All teams, activities, processes & tools are aligned to provide the best ever experience to the Customer.

To take advantage of your CRM, it needs to fit organizations’ objectives and ways of working.

With a vast expertise and experience in both IT and Business, UpCRM delivers optimized solutions fitting your operations.

Increase Team Efficiency

+35%

MORE EFFECTIVENESS

Keep customers happier

+26%

HAPPIER CUSTOMERS

Win more customers

+26%

MORE WON DEALS

Connect everything

+36%

FASTER APP INTEGRATION

They trust us

Create your own
Customer Experience Platform

The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.

While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.

In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.

Create your own
Customer Experience Platform

The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.

While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.

In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.

What Makes Up the Employee Experience?

Management Teams expect a real-time Cockpit

UpCRM - CRM for Business Management

Availability & mobility of information

Become an agile, mobile, collaborative and customer-centric organization in which all team members can access accurate information anytime, anywhere, on any device.

Intuitive

Ensure user adoption thanks to Salesforce intuitive user interface, UpCRM also provides change management support as part of our ‘Drive’ dedicated methodology.

Pilot your organization

Make faster and well-informed decisions, to support your organization in achieving strategic goals, through automated customizable reports and dashboards to quickly access real-time KPIs.

Share Information

Empower your organization through a unique 360° vision of each customer across all departments thanks to CRM Solutions.

Level Up your new CRM with a maturity level assessment

Sales Teams are looking for:

UpCRM - CRM for Business Sales

Collaboration

Improve teamwork & efficiency with social collaboration tools embedded within Salesforce CRM.

Information Sharing

Expand your customers & prospects knowledge, improve data accuracy by sharing one unique 360° view database. Grant your Sales team access to real-time information about contacts and opportunities.

Performance Driven Solutions

Enhance your sales team’s performance with CRM in-built individual and group objectives. Team is connected through mobile access with instant availability of data and collaborative tools through a Cloud-based system.

Mobile Solutions

Sales team can access their contact database, information, reports & dashboards anytime, anywhere, on any device.

Optimized Processes

Structure your sales process to improve your operations’ maturity. Keep better track of leads, contacts and opportunities on your shared CRM system. Improve team efficiency with integration of calendar, email & tasks.

Live reports

Allow sales team and management to follow up on the overall pipeline and forecast, as well as individual leads in real time, through automated reporting & dashboards.

Level Up your CRM deployment with training and methodology for Sales Team

Marketers can…

UpCRM - CRM for Business Marketing

Personalize Relationship

Get a better knowledge of your customers to personalize interactions, select the appropriate channel of communication, anticipate their needs and engage more with your audience.

Acquire and win customers’ loyalty

Acquire the right kind of leads and customers for your sales team. Knowing customers helps to target communication and improve loyalty.

Share Information

Turn your marketing Strategy into a customer-centric approach by combining customer profiles, segmentation and business forecast data.

Automate Marketing Campaigns

Optimize your resources and enable your marketing team to run effective multi-channel, personalized campaigns & tasks though daily tools, to increase team efficiency

Go for Multi Channel

Engage smarter conversations with customer across their devices and become more relevant to their needs and habits.

Analyse Data

Track the impact of personalized marketing communication, plan and evaluate campaigns’ ROI as well as overall performance.

Level Up: reshape your digital marketing strategy

Empower your Customer Service Department

UpCRM - CRM for Business Customer Service

Improve Customer Satisfaction

Build loyalty with improved customer data and product information quality by providing a personalized customer journey.

Share Information

Make all the information available to the service team, and when appropriate, directly to the customer through the Customer Portal.
Service team works with customer community to solve problems and enrich knowledge data in real time. Every piece of information is instantly made available to everyone with the right roles and privileges.

Process Automation

Manage cases effectively, provide faster solutions to customers, flag immediately potential issues or epidemic problems through automation of support and Service processes.

Multi Channel Integration

Enable customers to interact with your service team using their preferred channel (chat, phone, email or social networks) and answer quickly with relevant support, based on each customer profile.

Level Up your support processes with new AI potential

A strong ally for IT teams

UpCRM - CRM for Business IT

Customize

Customize processes, workflows, data fields and more without resorting to development resources. You can manage users, roles and data access privileges directly from the interface.

Easy to maintain

Maintenance is taken care of on Cloud-based solutions, you can then focus resources on supporting business success with strategy. You can easily manage and customize system as the business develops, ensuring it’s always fit for purpose.

Secure

All data is safely stored and backed up in real time. Changes to important information in the database are traceable, with versioning. You can also export any data you want for offline backup if required.

Scale

Support your business with an agile, reliable, robust, secure and scalable CRM solution that integratesfully with your existing systems, both in the cloud and on-premises. Salesforce Cloud-based CRM is kept up to date and on the forefront of the ever-evolving standards of the web.

Level Up your Information System with the salesforce platform capabilities

Ensure Compliance

UpCRM - CRM for Business Compliance

Traceability & Audit Trail

Maintain security and recover lost transactions via audit trails.
Keep track of ‘who did what and when’ so you can track back the reason for changes, to any critical data or approval flows.

Segregation of Duties

Role-based data access ensure the relevant data is not tampered with for malicious purposes. Controls against unauthorized access and use of  relevant  data is  designed independently of the technical platform.

Access and Security

Critical workflows operations are fraud-proof, even for system administrator;

  • Monitor information about system usage, which is critical in diagnosing potential security issues,
  • Perform regular audits to detect potential abuse of information.

Data Protection

Storage of sensitive data is fully compliant with industry standard regulations, and with GDPR new requirements.

Level Up: advise for PSF organizations in risk assessment

Create your own
Customer Experience Platform

The renewed focus on customer experience is leading companies to create redesigned organizations, far beyond simple automation or incremental improvement of current processes.

While the new organisational model will take advantage of the most advanced CRM platform ; Salesforce CRM, it can only reach its full potential if employee experience is redesigned accordingly.

In this new leading edge organisation, all value chain actors contribute in a fluid and agile way in satisfying customer needs, all along customer lifecycle, increasing significantly customer-life-time-value for an organization.

What Makes Up the Employee Experience?

Management Teams expect a real-time Cockpit

UpCRM - CRM for Business Management

Availability & mobility of information

Become an agile, mobile, collaborative and customer-centric organization in which all team members can access accurate information anytime, anywhere, on any device.

-

Intuitive

Ensure user adoption thanks to Salesforce intuitive user interface, UpCRM also provides change management support as part of our ‘Drive’ dedicated methodology.

Pilot your organization

Make faster and well-informed decisions, to support your organization in achieving strategic goals, through automated customizable reports and dashboards to quickly access real-time KPIs.

-

Share Information

Empower your organization through a unique 360° vision of each customer across all departments thanks to CRM Solutions.

Level Up your new CRM with a maturity level assessment

Sales Teams are looking for:

UpCRM - CRM for Business Sales

Collaboration

Improve teamwork & efficiency with social collaboration tools embedded within Salesforce CRM.

Information Sharing

Expand your customers & prospects knowledge, improve data accuracy by sharing one unique 360° view database. Grant your Sales team access to real-time information about contacts and opportunities.

Performance Driven Solutions

Enhance your sales team’s performance with CRM in-built individual and group objectives. Team is connected through mobile access with instant availability of data and collaborative tools through a Cloud-based system.

Mobile Solutions

Sales team can access their contact database, information, reports & dashboards anytime, anywhere, on any device.

Optimized Processes

Structure your sales process to improve your operations’ maturity. Keep better track of leads, contacts and opportunities on your shared CRM system. Improve team efficiency with integration of calendar, email & tasks.

Live reports

Allow sales team and management to follow up on the overall pipeline and forecast, as well as individual leads in real time, through automated reporting & dashboards.

Level Up your CRM deployment with training and methodology for Sales Team

Marketers can…

UpCRM - CRM for Business Marketing

Personalize Relationship

Get a better knowledge of your customers to personalize interactions, select the appropriate channel of communication, anticipate their needs and engage more with your audience.

Acquire and win customers’ loyalty

Acquire the right kind of leads and customers for your sales team. Knowing customers helps to target communication and improve loyalty.

Share Information

Turn your marketing Strategy into a customer-centric approach by combining customer profiles, segmentation and business forecast data.

Automate Marketing Campaigns

Optimize your resources and enable your marketing team to run effective multi-channel, personalized campaigns & tasks though daily tools, to increase team efficiency

Go for Multi Channel

Engage smarter conversations with customer across their devices and become more relevant to their needs and habits.

Analyse Data

Track the impact of personalized marketing communication, plan and evaluate campaigns’ ROI as well as overall performance.

Level Up: reshape your digital marketing strategy

Empower your Customer Service Department

UpCRM - CRM for Business Customer Service

Improve Customer Satisfaction

Build loyalty with improved customer data and product information quality by providing a personalized customer journey.

-

Share Information

Make all the information available to the service team, and when appropriate, directly to the customer through the Customer Portal.
Service team works with customer community to solve problems and enrich knowledge data in real time. Every piece of information is instantly made available to everyone with the right roles and privileges.

Process Automation

Manage cases effectively, provide faster solutions to customers, flag immediately potential issues or epidemic problems through automation of support and Service processes.

-

Multi Channel Integration

Enable customers to interact with your service team using their preferred channel (chat, phone, email or social networks) and answer quickly with relevant support, based on each customer profile.

Level Up your support processes with new AI potential

A strong ally for IT teams

UpCRM - CRM for Business IT

Customize

Customize processes, workflows, data fields and more without resorting to development resources. You can manage users, roles and data access privileges directly from the interface.

-

Easy to maintain

Maintenance is taken care of on Cloud-based solutions, you can then focus resources on supporting business success with strategy. You can easily manage and customize system as the business develops, ensuring it’s always fit for purpose.

Secure

All data is safely stored and backed up in real time. Changes to important information in the database are traceable, with versioning. You can also export any data you want for offline backup if required.

-

Scale

Support your business with an agile, reliable, robust, secure and scalable CRM solution that integratesfully with your existing systems, both in the cloud and on-premises. Salesforce Cloud-based CRM is kept up to date and on the forefront of the ever-evolving standards of the web.

Level Up your Information System with the salesforce platform capabilities

Ensure Compliance

UpCRM - CRM for Business Compliance

Traceability & Audit Trail

Maintain security and recover lost transactions via audit trails.
Keep track of ‘who did what and when’ so you can track back the reason for changes, to any critical data or approval flows.

Segregation of Duties

Role-based data access ensure the relevant data is not tampered with for malicious purposes. Controls against unauthorized access and use of  relevant  data is  designed independently of the technical platform.

Data Encryption

Secure your critical data with the implementation of the latest state of art encryption and key management solutions.

Access and Security

Critical workflows operations are fraud-proof, even for system administrator;

  • Monitor information about system usage, which is critical in diagnosing potential security issues,
  • Perform regular audits to detect potential abuse of information.
-

Data Protection

Storage of sensitive data is fully compliant with industry standard regulations, and with GDPR new requirements.

Level Up: advise for PSF organizations in risk assessment

Let’s engage

Let’s engage