CRM Implementation Services.

With our CRM implementation services, we help our clients digitalize and standardize all of their customer-centric business processes.

We are Microsoft and Salesforce Certified Partners, with extensive experience optimizing and customizing world-class CRMs.

What is Customer Relationship Management?

Customer Relationship Management (CRM) is a business strategy that focuses on managing and optimizing interactions and relationships with customers and potential customers. It has been a vital aspect of business for many years, but with the advent of digital technologies, CRM has undergone significant evolution.

It has evolved from traditional pre-sales, sales, and post-sales processes to a broader concept incorporating marketing automation, sales, omnichannel customer service, and field service support, thus enabling the complete digitalization of customer relationship processes.

At Tero by Nearsure, we offer top-notch CRM implementation services, utilizing the latest technology and best practices of the industry to obtain great results and a real digital transformation to our clients.

Our CRM Implementation Service.

We specialize in tailoring CRM integration and implementation services to meet your unique needs. Whether you're looking for a basic implementation using native CRM functions, or a more complex, customized solution, we have you covered.

With our expertise, you can achieve your business goals with ease. Whether you need help with a project in progress or are starting from scratch, we're your ideal CRM implementation partner.

Our service covers

The implementation of your company's customer engagement strategy through all stages of the customer journey.

  • Demand Generation

    Marketing Automation

    • Generate Interest
    • Monitor Trends and Reputation
    • Customer Profiles Generation
  • Enhanced Sales Experience

    Salesforce Automation

    • Personalized Offers
    • Unified Omnichannel Experience
    • Guided Sales Processes
    • UpSell / Cross Sell Portfolio Sales
    • Best Time to Value and Satisfaction
    • Custom Personalized Services
  • Smart Services

    Omnichannel Customer Service

    • Loyalty Incentives
  • Brand Loyalty

    Survey Management

    • Customer Feedback
  • Continuous Business

    Customer Data Platform

    • Next Best Action
    • Future Sales Predictions

We’re experts in:

Success Strategy
  • Envisioning workshops
  • Change management assessments
  • Roadmap and strategy discussion
Configurations and Developments
  • Workflow automation
  • UX / UI
  • Dashboards and reports
Complementary Technologies
  • Native solutions
  • Integrations
Upgrades and Migrations
  • Packages
  • New features
  • Release management

Our team handles:

Implementing diverse customer service processes

Contract and entitlement management

Case management with a wide variety of topics

Applying SLA service levels internally, interdepartmentally, and with customers

Creating auto-service client portals

Customer voice and surveys management

Modeling rules of escalation, routing and prioritization of cases

Integrating CRMs with call center systems, WhatsApp, SMS platforms (Twilio), Facebook Messenger, and others

Establishing omnichannel modules and 24/7 customer service

Diagramming knowledge bases

At Tero by Nearsure, we help businesses take their CRM use to the next level, leveraging platforms like Salesforce and Dynamics 365 to digitally transform beyond sales and service modules. Our team has expertly mastered modeling customer-centric processes, providing top-notch CRM implementation services to support your business objectives.

Unleash the Power of Customer-Centric Processes With Our CRM Implementation Services.

What do we mean by customer-centric processes?

Traditionally, CRM was all about managing the relationships between sales, marketing, and customer service. But with the advancements in technology, CRM has evolved into a powerful platform for the complete digitalization of customer relationship processes and information.

At Tero by Nearsure, we understand the importance of a customer-centric approach to CRM implementation. Our CRM implementation services are designed to help you achieve a seamless and efficient customer relationship management system that prioritizes the needs of your customers.

With our expertise in top technologies like Microsoft and Salesforce, we bring your platform to the next level. Our CRM integration and implementation services cover a range of customer-focused processes, including:

Customer Retention.

Ensure your SaaS or subscription-based business retains customers with standardized protocols.

Customer Recovery.

Automate processes aimed at engaging and recovering lost customer relationships.

Customer Loyalty.

Boost customer loyalty synchronizing activities across departments, with complete visibility into its outcomes.

Account Activation.

Effortlessly manage the activation of new customer accounts and all triggered processes with centralized workflows.

Onboarding and Offboarding.

Smoothly welcome and farewell customers with coordinated and automated activities across departments.

We believe in a personalized approach to CRM implementation and will work with you to ensure that your processes are optimized to meet your specific business needs. Whether it's automating the beginning and end of the customer experience cycle or standardizing protocols for customer retention, we’ve got your back.

Why Work With Us?

Tero by Nearsure offers technology and practical improvements to all areas of your business, helping you professionalize everything related to your customers.


10+ years implementing CRM customer-centric processes and using agile methodologies based on Scrum.

Certified Partners

We partner with Microsoft, Salesforce, Kingswaysoft, Clickdimensions, dotDigital, and others.

Proficient English

We have a bilingual, multi-disciplinary team of officially certified developers, functional consultants, BAs and scrum masters at a convenient time zone.

Agile Methodology

We have the tools and methodology needed to overcome any obstacle: Check our Rescue Team services.

Online Experience

Experience in online and on-premise environments.

Industry Experience

Deep knowledge in various industries such as Financial Services, B2B Services, Healthcare, and Nonprofit.

Invest in your future with Tero by Nearsure's CRM implementation services and experience the benefits of a comprehensive and efficient customer relationship management system. Our services will yield you a positive return on your investment and enhance your customer relationships.

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