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Project analysis and management
Your CRM project is unique, and so are our focus and planning.

Each CRM project is unique

Either your company´s business activity or the products and services it offers, as well as the commercial strategy in its own, make your company unique. As a matter of fact, INES offers a personalized service that is suited to each and every client.

We devote all the necessary time to listen to you, and therefore be able to truly understand how your organization currently operates, what your expectations are, which the areas your wish to improve are and which barriers you want to overcome. Before offering our solutions, we take into account the importance of defining your CRM project´s scope, its suitable functional coverage and the environment in which it will be implemented.

Our reps count on several years of experience in the client relationship field and in management and administration advisory. They know each and every company´s issues. They know how to join flexibility and agility to fully meet your expectations.

When you choose INES, you have access to the best advice, benefiting from know how that has been acquired throughout 15 years of experience implementing CRM and ERP projects.

Your CRM project is unique and so are our focus and planning

This idea has always been our starting point when managing a project. Besides the product itself, the success of an IT project depends mainly on its implementation and the fact that your company´s processes are reflected in the tool you select. 

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Our client relationship and commercial management expert team, is always by your side, walking hand in hand every step of the way of your CRM project. Our advice ranges from putting together your project to training users, all these based on your wishes and needs. The chief appointed to your project provides personalized follow-up that is suited to your expectations. 

Our agile methodology (adapted to each project´s scope) offers a high level of certainty and allows to guide the implementation process appropriately.

  • Project launch
  • Set up - Solution prototyping/li>
  • Integration - connecting with your data systems or external solutions
  • Data compilation and migration
  • Administrator and user training
    INES is officially registered as a training institution (register number 8269 0744169).
  • Kick-off assistance
  • Post-project follow-up
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