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​CRM
Selection & Implementation

At , BixBe Tech, we help organisations design and implement CRM strategies that are human-centred, data-enabled, and business-aligned, from platform selection to post-go-live adoption.

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Customer Relationship Management (CRM) isn’t just software, it’s a strategic capability. When implemented thoughtfully, CRM connects your sales, marketing, service, and operations around a single view of the customer, driving growth and lifetime value. When done poorly, it becomes just another underutilised system.

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Today's buyers expect seamless, personalised experiences across every touchpoint. Yet many CRM projects fall short due to fragmented data, user resistance, and misaligned expectations.

“CRM is only successful when it’s embraced, integrated, and measured.”

Why , BixBe Tech?

  • Strategy-First, Not Software-First – We align CRM with outcomes, not features

  • Vendor-Agnostic Objectivity – No commission. Just the best-fit tools for you

  • CRM & Data Experts – From pipeline visibility to customer lifetime value

  • Integrated Transformation Approach – CRM, AI, ERP, data, change, connected

  • We Don’t Stop at Go-Live – Real adoption, not shelfware
     

​​​Industries We Serve with CRM Expertise

  • Manufacturing & Distribution – Dealer portals, pipeline visibility, post-sale service

  • Professional Services – Account management, client lifecycle automation

  • Retail & E-commerce – Omnichannel journeys, loyalty, and personalisation

  • Financial Services – Compliance-driven client onboarding and relationship tracking

  • Healthcare & Life Sciences – Patient engagement, referral flows, and field support
     

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Your CRM Journey Starts with Clarity

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Schedule a CRM Discovery Session
Let’s turn your CRM into your competitive advantage.

Our CRM Services

 

Whether you're launching your first CRM, upgrading to an enterprise solution, or integrating across global teams, we offer full-lifecycle support tailored to your business needs.

 

1.  CRM Strategy & Road mapping

We help you define a long-term vision and build a realistic CRM roadmap that aligns with sales, marketing, service, and data goals.

  • CRM vision, scope, and KPIs

  • Customer journey and persona mapping

  • Capability and gap analysis

  • Cloud, on-prem, or hybrid architecture planning

  • Phased rollout strategy and resourcing plan

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2. CRM Software Selection

The CRM market is crowded, Salesforce, Microsoft Dynamics, HubSpot, soho, Oracle, and others. We help you choose the platform that fits your goals, not just your industry trends.

  • Requirements workshops with cross-functional teams

  • Use case documentation and vendor evaluation

  • RFP development and vendor scorecards

  • Demos, reference checks, and proof-of-concept pilots

  • TCO, scalability, and integration considerations
     

3. CRM Implementation Roadmap & Planning

We ensure CRM implementation isn’t rushed or reactive. Our planning approach de-risks deployment and accelerates time-to-value.

  • Milestone-based implementation planning

  • Data migration and cleansing strategy

  • API and systems integration roadmap

  • Customisation vs. configuration guidance

  • User enablement and adoption milestones
     

4. CRM Project Management & Execution

CRM projects span departments, systems, and teams. We provide governance and oversight that keeps projects aligned and on track.

  • PMO setup and stakeholder alignment

  • Agile or waterfall-based delivery models

  • Project risk and change control management

  • Vendor coordination and system integrator management

  • Post-launch stabilisation and user support
     

5. CRM Data Integration & Customisation

Great CRM systems are powered by great data, and tailored for your business logic. We ensure the backend supports what the front end promises.

  • Data migration strategy (from spreadsheets, legacy systems, ERPs)

  • API architecture for real-time data syncing

  • Custom fields, objects, and workflows

  • Automated lead routing, scoring, and segmentation

  • Integration with ERP, ecommerce, marketing automation, and more

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6. CRM Change Management & Adoption

CRM adoption is won or lost in the field, not the boardroom. We help your people embrace CRM as a tool for performance, not as a burden.

  • Change readiness assessments and impact analysis

  • Training programs (role-based and process-based)

  • Communication campaigns and user engagement

  • Feedback loops and continuous improvement cycles

  • CRM champions and super-user development
     

​7. Business Process Management for CRM

CRM should align with the way your business wins, serves, and retains customers, not force artificial workflows. We align CRM with your actual operating model.

  • Lead-to-close and quote-to-cash optimisation

  • Marketing-to-sales handoff refinement

  • Case and support management flows

  • Cross-functional process reengineering

  • Governance for scalable, consistent customer experiences
     

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Get in Touch

Fill out the form here and we'll get back to you soon. Alternatively, feel free to reach out to us directly via email at info@bixbetech.com

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