WE
Scope
Prototype
Deliver
Tailored CRM solutions designed to meet your unique requirements with precision.
Our CRM offers flexibility:
It’s ready to use out of the box, or we can customize it to fit your specific needs. By understanding your business and objectives, we tailor the CRM to suit you. Partnering with our CRM experts ensures swift and efficient implementation. Your dedicated T3 CRM Project Manager will establish a transparent project timeline, ensuring commitments are met.
Our CRM adapts to your needs: out-of-the-box functionality or customized to your business, facilitated by our expert team for swift implementation.
Business Analysis
Tailoring your CRM to your unique needs starts with thorough Business Analysis, engaging with your team to understand departmental requirements, ensuring a quicker ROI and stronger user adoption.
During the Discovery phase, our delivery engineers meticulously map your processes and project goals, ensuring seamless configuration of the CRM to meet your exact needs. Prototype approval guarantees that your CRM instance aligns with your requirements, guaranteeing ease of use and goal attainment. T3 CRM conducts thorough business analysis for every project, irrespective of business size, empowering your digital transformation journey for enhanced productivity.
Configuration
Our CRM Solutions offer infinite configurability, allowing precise tailoring to your business requirements. During the discovery stage, we meticulously scope your project to ensure comprehensive accounting of all configuration changes needed.
- Remove unnecessary fields.
- Relocate essential fields according to preference.
- Integrate custom drop-down options.
- Add any additional required fields.
- Incorporate agreed workflows and automated processes.
- Generate reports and dashboards as per specifications.
- Create and organize document templates efficiently.
Over time things will need to change, new processes will need to be added to your CRM Solution and old ones removed. These changes can be done by ourselves or your local administrator.
Over time things will need to change, new processes will need to be added to your CRM Solution and old ones removed. These changes can be done by ourselves or your local administrator.
Report Building
Offer your management teams deeper insights through interactive, real-time reports. T3 CRM delivers visually compelling reports that transform your data into dynamic and interactive insights, shareable across the organization. Automatically retrieve real-time data from the system, including company, contact, and product pricing, to generate valuable and engaging reports. Explore further T3 CRM’s Business Intelligence capabilities.
30%
Time saved reporting
per month
Integration
Discover how T3 CRM seamlessly integrates with a wide array of applications, ranging from major business software to specialized products and custom configurations. Explore further details about CRM Integration.
Training
At T3 CRM, we prioritize user adoption as the cornerstone of CRM success. We guarantee comprehensive training and active engagement for all users with your tailored CRM system, ensuring optimal utilization and effectiveness.
Our training forms an important part of our drive to ensure your CRM Project is successful and return on investment is quick
Choose between classroom or remote online training options.
Advanced training available for Administration Console and tailored to specific business needs.
Flexible scheduling to minimize disruption to business operations.
Personalized approach for each participant's learning objectives.
Ongoing support provided for continuous learning and assistance.
Our training forms an important part of our drive to ensure your CRM Project is successful and return on investment is quick
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