CRM Admin.

Fastly maximize your user adoption rate and team productivity. We make sure your CRM is actually being used by your team in accordance with your business goals.

Engagement model: Fixed monthly fee. 6-month renewable contract.

Our Service.

Here's what we offer:

Optimize your CRM licensing

Identify unused or underutilized platform features

Keep an updated backlog with prioritized business needs

Showcase new functionalities to CRM stakeholders

Keep technical and functional documentation up to date

Manage data, build reports and dashboards

Create Process Builders, Flows, Workflow Rules, and much more

Set up security and user access

Train your team to optimize software usage

Why Tero by Nearsure.

We have a unique approach, always looking for optimizing your CRM's ROI. This means user adoption, evolution and scalability. We offer proactive services, not reactive.

Our team of 90+ members, is highly trained with top technical expertise, backed up by official certificates.

Our Experience

9+

Years of experience working with CRM platforms including Dynamics 365 and Salesforce.

150+

CRM projects from simple customizations to complex strategies that require several integrations.

Technologies

Dynamics 365

Organize and automate your customer-centric processes to increase productivity and add value to your leads and clients.

Learn more

Power Apps

We help build custom low-code apps for your specific business' needs by connecting to your key data sources.

Learn more

Salesforce

Our experts help you optimize your Salesforce implementation to create engaging experiences for your customers and employees.

Learn more

Power BI

Discover powerful insights easily with a Power BI implementation that supports your goals. Build automatic reports connected to your data sources and share them in with anyone.

Learn more