How to Use CRM Modernly


How can we help you to take advantage of your CRM today?

In today’s digital era, it goes without saying that effective Customer Relationship Management (CRM) has become a crucial element for the success of any company.

At Scalever, we are well aware of the importance of modern CRM implementation. This solution not only offers the ability to collect and store customer data but also includes a range of advanced features that can significantly impact organizational efficiency. Most importantly our knowledge also helps to make marketing systems work together.

But what does the selection, implementation, and integration process look like for a successful CRM system? And what support and service can be offered once CRM has been set up?

If you are not already familiar with CRM, Scalever aims to share its benefits and the best practices for its utilization in the following ways:


Obviously the first important step in implementing effective CRM is selecting the right system. Each company has its unique needs and requirements, so it is essential to choose a CRM that best fits the business’s specifics. As we all know, there are many different CRM systems on the market, such as Salesforce, Bitrix24, and many others. When selecting the appropriate platform, we will help you consider factors like company size, industry, budget, and necessary features which should probably all be taken into account to ensure efficient customer service. At Scalever, we excel at this, assisting our clients in making the right choice and ensuring optimal CRM system alignment with their needs.


After choosing the right CRM system, the next step is its implementation. Why? Because implementation can not surprisingly be a complex process. This is where we can help you with the services of specialists from Scalever. Any system’s implementation must consider a company’s unique needs as well as an industry’s best practices. CRM implementation requires the involvement of a significant part of the entire team. At Scalever, we have come to understand this well and aim to successfully manage this stage thanks to our extensive and diverse industry experience.


The key to maximizing the benefits of any CRM system is its integration with other tools and systems within a company. Integrating with the website, online store, or marketing systems allows for better customer data analysis and more efficient customer service. Our team can help your company with its considerable experience in CRM integration with various platforms, the goal of which is to increase marketing efficiency and improve customer interactions.


Regular CRM system audits are crucial for maintaining optimal performance and effectiveness. Of course audits allow for checking the system’s compliance with the company’s needs and identifying any potential issues. Thanks to an audit, the system can be adjusted to meet changing market requirements and help ensure its optimal performance for your company. Based on our extensive experience, we have learnt time and time again that audits, not surprisingly, help prevent errors.


After a CRM system is implemented and operational, providing the necessary support, maintenance, and service is essential. At Scalever, we offer such professional services. We can quickly and professionally help you respond to any issues, ensuring continuous availability and performance for your company.

How to Choose a CRM Tool?

On the list of the best CRM tools are Salesforce, HubSpot CRM, Zoho CRM, Microsoft Dynamics 365, Pipedrive, Freshsales, Insightly, Agile CRM, Copper (formerly ProsperWorks), and CRM. Choosing the best CRM system for your business may be challenging, but a few key steps will help you make the right decision, and we will certainly assist you with that! Try these 10 tips to avoid initial mistakes when selecting your CRM system:

  1. Define your business goals and needs: Understand which features are most crucial for you and in which areas you want to improve customer relationship management.
  2. Conduct market research: Familiarize yourself with available options and their reviews. Check if the CRM system offers solutions tailored to your industry and company size.
  3. Consult with the team: Introducing a new CRM will impact your whole company, so it’s essential to consider the opinions and needs of the employees who will be using it.
  4. Test demos or trial versions: Before making a decision, test the selected CRM systems to assess their intuitiveness, features, and integration possibilities.
  5. Consider scalability: Choose a CRM that can grow with your company to avoid the need for system replacement in the future.
  6. Check technical support and training: Ensure that the chosen CRM provider offers adequate support and training for your team.
  7. Consider integration requirements: Make sure that the CRM integrates with existing tools and systems in your company to ensure smooth data flows.
  8. Ask for references: Request references from the CRM provider’s other customers to learn about the benefits they gained from implementing the system.
  9. Opt for flexibility: Choose a CRM that can be customized to your company’s individual needs to fully leverage its potential.

At Scalever, we have experience in each of these areas. We will do our very best to work with you and help you make the right choices!

Additional Triggering Factors

In addition to basic implementation, CRM may require additional actions such as data migration, consolidation of various systems, or automation of sales, marketing, and customer service processes. Our team possesses the necessary skills and knowledge to effectively manage these additional factors, contributing to help you with CRM system optimization.

Modern CRM offers numerous benefits for companies, but its proper utilization is the key element. With our considerable experience, we can help clients with the selection, implementation, integration, and maintenance of a CRM system. Thanks to this, your company can manage customer relationships more effectively, improve customer service, and achieve success in the competitive market. Contact us today for more information!

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