CRM Services

Unify Customer Data, Accelerate Revenue

Forsys CRM service helps companies unify customer information, enhance customer experience, and grow revenue. As Lead-to-Revenue specialists, we have executed complex CRM/ERP integrations to generate new contacts, grow accounts, create opportunities, close deals faster, and win businesses for our clients. We are a full-solution systems integration partner for Salesforce and improve your decision-making capabilities to increase sales productivity, sales forecast accuracy, and revenue with an AI-enabled CRM solution.

Our CRM Expertise

  • Marketing
    Cloud
  • Sales
    Cloud
  • Service
    Cloud
  • Revenue
    Cloud
  • Customer
    360
  • Community
    Cloud
  • Analytics
    (Einstein, Tableau)
  • MuleSoft
    Integrations

Why Forsys for CRM

Lead-to-Revenue Focus

Expertise in how to best implement and optimize CRM keeping entire Lead-to-Revenue data and system landscape in mind

Data Integration & Migration Expertise

Executed Salesforce Org Mergers & other complex CRM/CPQ/ERP integrations leveraging accelerators and our FloData solution

Assessment & Advisory

In-depth expertise in streamlining and optimizing complex and highly-customized CRM implementations, including advising on best practices and developing transformation roadmaps

World-class Team

Leverage global team of certified resources in Sales, Marketing, and Service Cloud that have knowledge in the entire customer and revenue lifecycles

Our Customer Stories

Large-scale Salesforce M&A Integration

Integrated multiple instances of Sales Cloud, Service Cloud, Marketing Cloud, Customer and Partner Portals for two leaders in the CLM software space

Implemented Salesforce CRM for Seamless Operations

Implemented Salesforce CRM to automate lead management and integrate with Oracle ERP to reduce organizational silos and enable a seamless lead-to-revenue process for an international university

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Customized SFDC CRM, Reduced Data Silos

Customized Salesforce CRM, integrated the existing applications to reduce data silos, and built a comprehensive partner management solution to support business growth for the leader in solar panels manufacturing

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