Consulting and implementation of CRM solutions

How do we implement advanced and customized CRM solutions?

1 – Analysis of your sales and business processes

We can help you answer the essential initial questions, such as:

  • Does your company communicate with your customers well?
  • Do you know which opportunities are currently open in the market?
  • Which sales activities do you run and how could you do this better?
  • How satisfied are your sales people and how to help them?

Once you have the whole picture, it will be much easier to identify the goals you want to achieve with the implementation of a CRM system.

2 – Planning and preparation of a strategy for the implementation of a CRM solution

With our knowledge and experience, we will help you clearly define measurable goals and KPIs, determine the exact procedure for the implementation of a CRM solution and set time frames.

Likewise, we will point out any pitfalls and bottlenecks that may occur, and propose suitable solutions to avoid them.

3 – Implementation and upgrades of the CRM solution

Our experts will guide you through the entire process of implementation. They will make sure the implementation will proceed according to the plan and especially within the set time and financial frameworks. In the case of connection with other systems, they will also communicate with external partners.

4 – Migration of existing data into the CRM solution

The transfer of existing data from other systems or different tables that you use in your company can be a very complicated process. With years of experience, we have developed methods and tools to very quickly migrate your data to a new CRM system – without any loss or duplication of data.

5 – Training of users

Despite the evident benefits CRM brings to an organization, it is not necessary that all employees will accept the changes positively. It is important for the CRM to be presented to them not as a burden, but as a tool which will help them. For your employees, we organize regular online seminars, courses and events where we present examples of good practices in the areas of sales, CRM and marketing. At your request, we can also prepare individual customized training at your headquarters – to present all the opportunities and benefits brought of a modern CRM to your team.


Frequently Asked Questions

How and when can I start using Nextbase?

You can use Nexbase anytime and anywhere. You only need a web browser and an internet connection to access the application. You need no extra devices or programs. Simply fill in the form on the webpage and you will get access to your own application immediately.

What happens after the 30-day free trial?

A few days before your trial expires, you will be contacted by one of our consultants to discuss any questions & suggestions and to help you find the most appropriate package for your needs. All data you have entered will be saved. If you decide to not continue, after the expiry of 30 days from the initial log in, the application will lock and your data will be deleted.

How much do the additional adjustments cost?

Additional adjustments are calculated by the actual time spent. Our consultants consider your wishes in detail, offering an assessment of the required time and after your confirmation the adjustments are made.

We use an ERP system. Is there a way to connect our existing accounting program with Intrix?

Yes, Nextbase CRM can be conneceted to existing systems in your company. Before you decide to connect, you have to precisely define the the contents which you want your synchronization procedure to include. In the majority of cases, we synchronize contact information first then handle the transfer of other data from your ERP system to Nextbase. The clients, financial and content data can automatically transfer between different systems. Users save a lot of energy by not having to enter data several times.

We have no time to introduce changes and a new way of working but we are aware that we need IT tools. How much time do we need for an introduction?

Before your introduction to Nextbase, our experts will want to become familiar with your business processes in detail. They will advise you on how to best improve your work process with Nextbase. In cooperation with you, our advisors optimally adapt the application so it can be seamlessly included into your existing work habits with few fundamental changes to your work methods. Your employees will only spend one to two hours in the Beginners Instruction.

Can the number of active users change monthly?

Yes it can. You can define the number of active users every month, and by that optimise the monthly costs. Inactive users are temporarily blocked. That means they cannot access Nextbase, but their data (information) remains in the database. We can re-active users at anytime.

How can I stop using Nextbase?

You can discontinue using it at any time without any further obligations. In case of termination, you should inform us one month in advance. Upon termination, we export your data into an appropriate format then within one month, your application is deleted. A few days before, you will be contacted by a consultant to discuss any questions and/or suggestions, to agree on any following steps and select the most appropriate package. All data you have already entered will be saved. If you decided to not continue, after 30 days from the initial log on, the application will lock and the data will be deleted.

What happens with the data when the lease of Nextbase is terminated?

Upon termination of Nextbase all data is transferred to the user in standard CSV format. In 30 days the data in the base is deleted.

Who are the Nextbase end users?

Nextbase CRM applications are especially adjusted for small and mid-sized companies but they are also appropriate for big business systems. Considering the different needs of each market, we have prepared many different application models which are adjusted to individual niches (marketing agencies, building and project offices, translation agencies, radio stations, B2B and B2C companies, civil service, etc.)

Our business processes have not been defined yet. Are later adjustments to the application possible?

Of course! That’s what makes Nextbase so special. Our advisors can help you define your business processes. You can also make adjustments later, when the project is finished and you have already started using Nextbase CRM.

How much time does it take for you to adapt Nextbase to our needs?

Relatively simple changes in the application can be made in less than one hour after you send us the order, or even during a telephone conversation. Since this is a web application, visiting subscribers is usually not necessary since we can do all necessary adjustments via remote access.

How can I contact you if I have questions regarding use?

If you have any additional questions, you can always contact our support team. Our e-mail address is [email protected], our telephone number is (352) 306-3382. Support is free of charge.

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