CRM, Omnichannel and Data Management Solutions

At Solvis Consulting, we specialize in providing CRM and omnichannel solutions with a data management foundation for companies in USA, Mexico, Colombia, Puerto Rico, Chile, Costa Rica, Panama, and other countries in the region. From implementing CRM ecosystems that optimize every stage of the customer relationship cycle to efficiently managing omnichannel interactions, our services are designed to boost sales, reduce costs, and deliver an exceptional customer experience.

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CRM Solutions Implementation

We specialize in the implementation of integrated CRM ecosystems that encompass Marketing Automation, Sales, and Service for both B2B and B2C. This service focuses on optimizing the customer relationship cycle, from acquisition to loyalty. The goal is to improve sales, reduce costs, and deliver an exceptional customer experience through effective management of customer journeys.

Omnichannel Solutions Implementation

We offer omnichannel solutions that enable companies to efficiently manage customer interactions across multiple digital channels, including social media, WhatsApp, email, telephony, and more. Our approach ensures consistent and personalized communication, regardless of the channel the customer prefers to use.

Data Management as a Service

This service is designed to help companies implement data quality processes, customer profiling, customer metrics, and the integration of marketing databases, data clouds, and customer data platforms. Through data management, we aim to empower companies with the information needed to make strategic decisions, personalize communication, and optimize their marketing and sales operations.

Playbooks for Implementation

We develop customized playbooks that enable companies to quickly implement customer acquisition and customer service processes. These turnkey solutions are designed to be scalable, allowing companies to evolve toward more robust implementations according to their needs.

Support and Managed Services

Support: We provide ongoing assistance to ensure the optimal performance of implemented solutions.

Managed Services: We manage CRM and Data Management operations, allowing companies to focus on their core business.

Digital Transformation in the Value Chain

We expand the scope of CRM beyond marketing and sales, integrating it across the entire value chain of the company. This includes order management, deliveries, billing, inventory, warehousing, eCommerce, and ERP functions, among others. Our focus on digital transformation aims to optimize processes, reduce costs, and improve operational efficiency.

Proofs of Concept and AI Pilots

We incorporate Artifical Intelligence solutions customized according to the options offered by CRM providers to enhance the analytical and predictive capabilities of the implemented solutions.

CRM Audit

Audit: We assess the current CRM and omnichannel needs and processes of companies.

Optimization: We recommend improvements based on our 5 Customer Engagement Key Areas.

Mentorship Services with Jesus Hoyos

Personalized mentorship with Jesús Hoyos, one of the most recognized experts in CRMin Latin America.

With over 20 years of industry experience, Jesús Hoyos has assisted countless companies in optimizing their customer management processes and implementing effective CRM strategies.

Industries

We implemented CRM ecosystems in a wide range of industries. We tailor our methodology and experience to the specific needs of each sector, implementing CRM ecosystems, omnichannel, and data management solutions for enhanced Customer Engagement. Our services include improving offer personalization, customer satisfaction, automating marketing campaigns, loyalty programs, and communication across various contact channels, as well as developing new services based on data analysis.

In the educational sector, we enhance admission processes and school communication with CRM and omnichannel solutions. Each strategy is designed to maximize operational efficiency, reduce costs, and deliver an exceptional customer experience.

Tourism and Hotels

Implement CRM solutions to personalize and elevate the customer experience through omnichannel communications, optimizing services and offers. We manage data to identify and adapt to travel trends, ensuring that services and offers are tailored to meet evolving customer preferences.

Retail Banking

Implement CRM to create personalized financial product campaigns, integrating communication channels for customer service. Utilize Data Management to analyze transactions and detect fraud, ensuring robust protection and targeted marketing strategies.

Restaurants

Develop loyalty programs based on purchase behavior and preferences, offering personalized promotions. We implement unified systems for managing orders across multiple channels, enhancing customer experience and operational efficiency.

Food & Beverage

Utilize CRM to segment and personalize new product campaigns based on customer preferences and past purchases with an omnichannel communication strategy. We collect and analyze data to identify trends and anticipate market needs.

CPG

Implement CRM to automate sales tracking and manage relationships with retailers and distributors, optimizing the supply chain. Through Data Management, we segment the market to develop products that meet specific customer preferences.

K-12 Schools and Education

We optimize the admissions process by automating communications through the preferred channel, improving engagement and satisfaction with prospects and their families. We personalize follow-ups based on their interests and needs for a more effective experience.

Telecom

We implement CRM strategies to identify at-risk customers and offer personalized promotions to enhance retention. We create an integrated customer service center that allows users to resolve inquiries or issues through any channel, reducing wait times and improving satisfaction.

Manufacturing

We integrate CRM to efficiently manage relationships with distributors and end customers, improving order tracking and customer satisfaction. We establish multiple technical support channels, allowing customers to access post-sales service through their preferred method.

Technology Partners

CRM ecosystems are constantly evolving. Part of our strategy and philosophy is to provide key technologies through our global partners. We have trained and certified consultants for each technology.

According to each vendor partnership, we have agreements for training, sales, and integration services in the region.

GetResponse

GetResponse is an all-in-one marketing platform that simplifies automation, email campaign management, landing page creation, audience segmentation, performance analysis, and webinar management.

Twilio

Twilio is a cloud communications platform that enables businesses to integrate voice, SMS, video, and messaging capabilities into their applications. With Twilio, companies can create omnichannel experiences and enhance customer interactions.

FormAssembly

FormAssembly is a powerful online form management and data collection platform. It allows users to create, manage, and analyze custom forms without coding. With robust integrations, particularly with Salesforce, it streamlines data collection and management processes.

Salesforce

Salesforce Clouds: Marketing Cloud Account Engagement, Marketing Cloud Engagement, Sales Cloud and Service Cloud

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Zoho

Implementation and integration of Zoho CRM and all products from the Zoho One suite.

HubSpot

Marketing platform for acquisition processes through Inbound Marketing.

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Tibco

TIBCO Cloud™ is an iPaaS platform designed to accelerate integration processes between systems.

Emplifi

Emplifi is a comprehensive customer experience platform offering advanced solutions for social media management, data analytics, and omnichannel support, centralizing all engagement functions into a single platform.

Informatica

Master Data Management, Data Quality and Integration.

Ortto

Advanced marketing automation platform that enables businesses to personalize and optimize their marketing campaigns across multiple channels, featuring robust data analysis and segmentation capabilities.

Wise CX

Wise CX is a customer experience platform designed to optimize customer interactions and satisfaction.

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