Next-Level CRM Optimization:

Tailored Solutions for Sales, Support & Growth

Unlock the Full Potential of Your CRM with Expert Advisory & Implementation Services

At Bhartitech, we help businesses optimize and unlock the full power of CRM platforms like Salesforce Service Cloud, Sales Cloud, Marketing Cloud, and more. Our expert team partners with you to enhance your CRM strategy and elevate your business processes across Sales, Support, Marketing, and Data Management. Here’s how we can help:

How We Can Help

📈

Optimize Sales with Seamless Integration

Unlock the full potential of your sales pipeline with optimized and automated processes.

  • ✔️ Salesforce Sales Cloud Integration
  • ✔️ Sales Automation & Custom Development
  • ✔️ Lead-to-Conversion Workflow
🎧

Enhance Support with Custom Solutions

Maximize customer satisfaction by customizing and optimizing your support platforms.

  • ✔️ Custom Service Cloud Solutions
  • ✔️ Zendesk & Lithium Optimization
  • ✔️ Support Platform Integration
📣

Supercharge Your Marketing Strategy

Align sales and marketing with integrated CRM-marketing campaigns and insights.

  • ✔️ CRM-Integrated Campaign Management
  • ✔️ Custom Dashboard & Reporting
  • ✔️ Sales-Marketing Alignment
⚙️

Build Custom Solutions with Force.com

Scale your CRM with custom solutions that evolve alongside your business.

  • ✔️ Custom Force.com Object Creation
  • ✔️ Out-of-the-Box Salesforce Solutions
  • ✔️ Maximize CRM Functionality
👥

Build, Migrate & Manage Communities

Enhance engagement by seamlessly integrating community platforms with your CRM.

  • ✔️ Community Building & Migration
  • ✔️ CRM Integration with Communities
  • ✔️ Optimize Community Performance
📊

Harness the Power of Data with Analytics Cloud

Leverage CRM data to gain deep, actionable insights that drive growth.

  • ✔️ Advanced Data Analysis & Reporting
  • ✔️ CRM & Data Integration
  • ✔️ Real-Time Insights & Dashboards

CRM Platforms

Salesforce CRM

  • Optimization: Custom dashboards, enhanced workflows, and automation
  • Integration: Sync with sales tools, ERP, and support platforms
  • Data Reports: Generate advanced reports and analytics for actionable insights

HubSpot CRM

  • Optimization: User interface personalization and automated workflows
  • Integration: Sync with marketing automation tools and analytics platforms
  • Data Reports: Detailed marketing and sales funnel reports

Microsoft Dynamics 365

  • Optimization: Custom solutions for improved CRM performance
  • Integration: Connect with LinkedIn, Office 365, and third-party applications
  • Data Reports: Advanced business intelligence and reporting tools

Zoho CRM

  • Optimization: AI-powered insights, multi-channel integration, and automation
  • Integration: Sync with social media, email marketing, and other tools
  • Data Reports: Real-time analytics and customizable reports

Pipedrive CRM

  • Optimization: Sales pipeline management and custom workflow automation
  • Integration: Sync with email, Google Apps, and other essential tools
  • Data Reports: In-depth sales performance and trend analysis

Freshsales CRM

  • Optimization: Enhanced contact management and lead scoring
  • Integration: Integrate with marketing, customer support, and project management tools
  • Data Reports: Custom performance reports and insights for teams

SugarCRM

  • Optimization: Customization to fit your unique sales processes
  • Integration: Connect with marketing tools, ERP, and other business systems
  • Data Reports: Comprehensive analytics and customer insights

Insightly CRM

  • Optimization: Streamline project management with CRM capabilities
  • Integration: Sync with email, calendars, and social media tools
  • Data Reports: Customizable project and sales tracking reports

Copper CRM

  • Optimization: Tailored pipelines and workflows for specific business needs
  • Integration: Integrate seamlessly with Google Workspace and business tools
  • Data Reports: Detailed analytics and custom reports for decision-making
Ongoing Administration, Support & Training

Ongoing Administration, Support & Training

Once your CRM is up and running, Bhartitech ensures ongoing support, training, and administrative services to maintain optimal performance.

User Management

  • Add/remove users and manage CRM access

Employee Training

  • Onboard new employees with CRM best practices

Data Cleanup

  • Maintain clean and organized CRM data

Custom Reports

  • Create tailored reports for your business

Upgrade Management

  • Stay up-to-date with CRM updates and new features

CRM Support

  • Access first-level user support for troubleshooting