CRM Module Setup

Customized CRM Module Setup for Your Business Needs
Optimize your CRM system with our tailored module setup services. From creating custom objects like Leads, Contacts, Accounts, and Opportunities to configuring fields, relationships, permissions, layouts, and workflows, we ensure your CRM is finely tuned to your unique business requirements.

What We Offer:

  1. Custom Object Creation: We design and implement custom objects such as Leads, Contacts, Accounts, and Opportunities tailored to your business processes.
  2. Field & Relationship Configuration: Every detail matters. We configure specific fields and establish relationships to streamline data management and reporting.
  3. Permissions & Security: Protect your data with precision. We set up permissions and security protocols to control access and ensure data integrity.
  4. Workflow Optimization: Automate processes for efficiency. Our team creates workflows that align with your business logic, saving time and reducing manual tasks.

Our Process:

  1. Analysis & Planning: We start by understanding your business needs and CRM objectives.
  2. Configuration & Setup: Custom objects, fields, relationships, permissions, layouts, and workflows are meticulously configured.
  3. Testing & Deployment: Rigorous testing ensures everything works seamlessly before deployment to production.
  4. Ongoing Maintenance: We provide continuous support and maintenance to keep your CRM running smoothly.
Why Choose Our CRM Module Setup Services?
  1. Tailored to Your Needs: We don't believe in one-size-fits-all. Our setups are customized to match your unique business processes.
  2. Expertise & Experience: With a team of CRM specialists, we bring years of experience in module setup and customization.
  3. Efficiency & Accuracy: Our goal is to optimize your CRM for maximum efficiency and accuracy in data management.

eady to unlock the full potential of your CRM?

Explore our module setup services to tailor your CRM system precisely to your business needs.

Speak with our expert CRM team today
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Companies We've Helped With Operations

Infront Finance
Infront Finance creates a seamless lead management process and boosts sales and marketing efficiency with Marketo and CRM integration
This case study explores the implementation of Marketo, a leading marketing automation platform, and a bi-directional integration across three systems, Marketo, Freshsales CRM and Salesloft using Exelement SyncCloud.

What our clients are saying.

“Our experience with Exelement has been very positive. We have partnered with them for years on issues related to Marketo and Salesforce. In addition to living up to "Bridging the gap between brand & CRM", they offer expertise and professionalism in Marketing Automation.
I recommend Exelement to anyone who needs help with Marketo and Salesforce.”
Nikola Djurickovic
Marketing Automation Specialist, Dun & Bradstreet
“Exelement always have great solutions and quick help when it comes to  HubSpot sales processes and automation!
The service is on top!”
Nathalie Lundberg
Inside Sales Representative, Aspia
“Exelement has provided Marketo support for my team for several years now, from day to day campaign rollout to program buildout to brand work, and I've found them to be consistently knowledgeable and responsive, as well as delivering on requests in a timely manner. They are also good at adding value, often suggesting different ways of doing things which we may not have considered. Fully recommended.”
Andrew Rackstraw
Senior Global Marketing Automation Manager, Snow Software
“Exelement have been a constant support for the work we have done across Pardot + Salesforce. They not only helped upskill our team but also gave us guidance on setting up a solid foundation for success across our marketing automation, reporting, and attribution. Truly a pleasure to work with!”
Anatoliy Hoff
Demand Generation Manager, Kognity
“The Exelement team is super knowledgeable, and resourceful, and has a war chest full of additional items to help any organization meet its HubSpot needs. As an executive leader within the org, I've experienced multiple HubSpot and Salesforce buildouts; however, I've never worked with such as helpful/responsive partner as Exelement.”
Christopher L. Hackney
Director of Operations, It’s A Secret Med Spa
“I wholeheartedly endorse Exelement SyncCloud for fruitful HubSpot integrations and eagerly anticipate future collaborations.”
Zoran Mitrovic
CDO, Euro Finans
“Our experience with Exelement.co has been consistently outstanding. As a company heavily reliant on Marketo and Salesforce for our marketing and sales operations, we've turned to Exelement.co multiple times over the years for their expertise in these areas.”
Alexander Emtemark
Head of Marketing Nordics, Worldline
“I would really recommend cooperation with Exelement.co as they always have a desire to help/serve/improve in the best possible way and respond in a very professional manner.”
Anna Malmberg
Marketing Automation Specialist, Roxtec
“Working with Exelement was the right decision. They instinctively knew what we wanted to do and how to configure FreshSales, Marketo, and the synchronisation to make that happen.”
Mark Baker
CMO, Infront Finance

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