Contacts & companies
Contact persons, conversations and customer data in one place.
CRM · customer management
Customer relationships
Customer relationships
that grow with you.
All information about your customers in one place. Elvadata adapts your CRM to your processes in sales, marketing and service and connects it with your existing systems if required.
Our CRM solutions are based on Salesforce.
Contacts
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CRM explained simply
Your team knows what
Your team knows what
your customers need.
Contacts, conversations and next steps, visible to everyone.
A CRM is your company’s shared customer overview. Here your team records who the customer is, what has been discussed and what needs to be done next.
This way sales, marketing and service can access the same information, with the appropriate permissions.
- Enquiry
- Conversation
- Quote
- Support
Our CRM partner
Salesforce as the foundation.
Salesforce as the foundation.
Your business
as the benchmark.
For our CRM solutions we rely on Salesforce. Elvadata tailors the platform to your processes, from suitable fields and views to automations and interfaces.
Together we clarify which features you need and which extensions make sense. The result is a CRM that suits you today and can be developed further later.
Plan your CRM together with us
Features
Everything that matters about your customers.
We put together the features your team needs every day.
Sales & quotes
Track sales opportunities and plan the next step.
Marketing
Select target groups and manage campaigns with precision.
Customer service
Assign enquiries and keep track of how they are handled.
Tasks & appointments
Clarify responsibilities and get reminded of tasks in good time.
Reports & overviews
See which quotes are open and where action is needed.
Which features are included depends on the selected modules and your configuration.
Your benefits
Less searching.
Less searching.
Better teamwork.
A CRM supports your team wherever time and overview get lost in everyday work.
Understand customers better
Conversations and agreements are documented in a traceable way.
Pursue opportunities in a targeted way
Your sales team sees open quotes and plans when to follow up.
Coordinate service better
Enquiries and responsibilities are visible to the team.
Simplify routine
Reminders and recurring tasks can be automated.
We set up your CRM to fit the way you work.
How we work together
From your processes to the right CRM.
We support you from the first idea to everyday use and beyond.
Understand
We discuss your processes, goals and your team’s tasks.
Plan
We define features, permissions and interfaces together.
Set up
We adapt the CRM, migrate the agreed data and connect your systems.
Get started together
We train your team and support the first steps in daily use.
Develop further
We support you in operation and extend the solution as new requirements arise.
Your processes set the direction.
We agree on scope, priorities and next steps together with you.
CRM · ERP · Business Intelligence
From first contact
From first contact
to invoice.
If required, we connect your CRM with your ERP and other applications. Together we define which information should be exchanged between the systems.
- Synchronise customer data selectively
- Hand over won quotes as orders
- Show invoice and payment status in the CRM
We check which processes are possible based on your systems and interfaces.
Start working together
Frequently asked questions
Questions about the CRM solution
The key answers at a glance. Your question is not here? Talk to us.
Do small teams need a CRM too?
Yes, especially where a few people look after many customers, a CRM provides an overview. The solution can start lean and be expanded later.
How long does the implementation take?
A CRM with the core features is usually ready in six to twelve weeks. You will receive the exact schedule after the analysis.
Can we transfer existing contacts?
Yes. We transfer contacts, companies and histories from your previous lists, mailboxes or systems, cleaned up and without duplicates.
Can the CRM be connected to our ERP?
Yes. Customer data, orders and invoice status are exchanged automatically between CRM and ERP.
Can the CRM be used on the go?
Yes. Your team can access customers, appointments and tasks from anywhere via browser and app.
How is our customer data protected?
With clear roles and permissions. On request, we run the solution in a Swiss data centre.
Work with us
Software and IT,
Software and IT,
tailored to your
business.
Tell us how you work and what you would like to change. Together we will work out which software, devices and IT services you need and how to tailor them to your business.