CRM Outsourcing Services

Is your CRM plagued with data quality, integration complexities, and user adoption hurdles? Is managing vast datasets, ensuring accurate information, and aligning CRM systems with diverse business processes a relentless struggle for you? Don't look any further! Our dedicated team of experts is ready to streamline and enhance relationships with your customers with highly professional CRM outsourcing services.

22+

Years of Experience

10+

Industry Verticals

5000+

Experienced Professionals

StripCRM Outsourcing Services

CRM Outsourcing Services

Is your CRM plagued with data quality, integration complexities, and user adoption hurdles? Is managing vast datasets, ensuring accurate information, and aligning CRM systems with diverse business processes a relentless struggle for you? Don't look any further! Our dedicated team of experts is ready to streamline and enhance relationships with your customers with highly professional CRM outsourcing services.

Get a Quote

22+

Years of
Experience

10+

Industry
Verticals

5000+

Experienced
Professionals

CRM Outsourcing Services

Outsource CRM Services to the Expert

For over two decades, Invensis has been at the forefront of delivering exceptional customer relationship management outsourcing services. We have handled diverse CRM needs such as data entry, lead generation, customer support, system maintenance, etc., with great efficiency and served businesses across diverse industries such as retail, service manufacturing firms, finance, healthcare, IT, etc. 

We have a well-developed process to help companies manage their CRM needs. It begins by understanding a client's CRM goals and objectives, data collection and organization, integration with existing systems, and proper resource allocation to optimize CRM functionality. Integral to our service are updating and maintaining the CRM database, effective communication and collaboration across departments, regular analysis of customer interactions, and continuous evaluation and adaptation of CRM strategies for alignment with evolving business needs.

We are driven by a team of experts who ensure smooth operations with the help of effective utilization of CRM tools. Some CRM software we specialize in include  Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics, etc. This comprehensive approach empowers your team to focus on the core business process without having to worry about customer satisfaction. 

How We Help Improve ROI with CRM

CRM Outsourcing Services Process

  • Strategic Needs Assessment

    We comprehensively analyze client needs and business requirements to align our services with client requirements.
  • Choose CRM Tool

    Next, we choose the right CRM tool and customize it to align it with organizational goals.
  • Data Migration

    After the integration, we migrate the customer database from the clients systems to the CRM tool.
  • Train Agents

    We conduct comprehensive training sessions to acquaint our professionals with client’s goals and the best ways to leverage the CRM tool for effective support services.
  • Iterative Enhancements

    Lastly, we collaborate closely with clients, gathering feedback and implementing iterative enhancements for continuous CRM improvement.

Our Comprehensive CRM Outsourcing Services

CRM Data Entry Services
Reporting and Analysis
CRM Database Management
Customer Support
Sales and Marketing
Customization and Configuration Services
Integration Services
Appointment Setting Services
Customer Segmentation Services
Customer Retention Services
CRM Consulting Services
CRM Implementation Services
CRM Migration Services
CRM Testing Services
CRM Support and Evolution Services

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The Invensis Advantage for CRM Outsourcing

Customization and Configuration

We identify specific requirements through in-depth consultations and implement custom fields, workflows, and user interfaces to build bespoke features in CRM tools.

Integration with Other Systems

We employ industry-standard integration protocols like RESTful APIs and SOAP to connect the CRM system with third-party applications, ERP systems, and databases.

Data Migration and Management

We employ industry-standard ETL (Extract, Transform, Load) processes to extract and clean data and migrate the data into the CRM tool.

Automation of Processes

We leverage workflow automation tools like Salesforce Process Builder or Dynamics 365 Power Automate to map out and automate complex business processes.

Real-time Monitoring and Reporting

We deliver quality CRM support services at a highly competitive price, thus helping our clients realize profits through savings.
Step-by-step process for CRM Outsourcing Services
Step-by-step process for CRM Outsourcing Services

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Invensis - The Most Trusted CRM Outsourcing Company

With over two decades of experience, we excel in delivering top-tier CRM outsourcing services. Our profound understanding of customer relationship management equips us to deliver a comprehensive suite of solutions, from 24/7 customer support to appointment setting, escalation support, cross-functional coordination, and technical assistance. Our skilled team handles various CRM inquiries, ensuring customers receive expert guidance and personalized care. Our expertise covers the entire CRM lifecycle, including strategic planning, system integration, user training, and ongoing support. Over the years, we have ensured every client experiences a transformative CRM journey with us.

22+

Years of
Experience

10+

Industry
Verticals

5000+

Experienced
Professionals

ISO: 9001:2015 Certified Company
ISO  27001:2013 Certified Company
HIPPA-Complience

1M

Customer Served
Annually

95%

Customer Satisfaction
Rate

98%

CRM Implementation
Rate

99%

Data Security
Compliance

80%

Multichannel
Engagement

Finance and Accounting Tools We Specialize In

Xero
NETSUITES
Microsoft Dynamics GP
Quckbooks
Peachtree
ZOHO
Appfolio
Wave

We Provide
Services

We provide Reboost
We are Waiting! Outsource to Us Now.
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What Our Customers Say

We were struggling with product data entry for our e-commerce business until we leveraged back office BPO services from Invensis. From data entry to catalog management, Invensis is taking care of all the back-end operations to keep our site running optimally with great results.

Hope Campbell
Leading eCommerce Company in Canada

As an insurance provider, we deal with a lot of claims. Having 24x7 support from back office outsourcing services like Invensis helped us process all those claims and reduce a lot of burden on our staff. It has also made the review process much more efficient, faster, and error-free.

Farrah Baker
Leading Insurance Company in US

Partnering with Invensis has been central to our success. With their data management outsourcing services, we have all the business insights we need for our business to function smoothly at the fraction of the cost of setting up an in-house data center.

Heather Green
Leading Logistics and Supply Chain Company in UK

What Our Customers Say

We are thrilled with the impeccable chiropractic billing services offered by Invensis. Their comprehensive knowledge of the industry, prompt claims processing, and meticulous attention to detail have immensely benefited our healthcare reimbursements. Highly commendable!

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John Davis
Leading Healthcare Company in the UK.

We are extremely pleased with the exceptional hospital billing services provided by Invensis. Their expertise and attention to detail in Medicare billing and compliance in medical billing have streamlined our revenue cycle and improved financial performance.

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Emily Johnson
Leading Hospital in the US.

Invensis has been an invaluable partner for our organization, providing exceptional ASC billing services. Their expertise and dedication have significantly improved our revenue cycle management. Highly recommended!

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Sarah Smith
Leading Healthcare Provider in Italy.

Our eCommerce Store Management Services Cover Leading Platforms

Shopify
Woo
YahooShopping
WixeCommerce
BigCommerce
Ebay
Ecwid
Shopwired
Netsuite
Shift4shop
Magento
Opencart
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Contact Information

You can reach us at:

Call us
+1 (302)-261-9036
sales@invensis.net
Locate Us
Invensis Inc. 2785 Rockbrook Dr STE 204 Lewisville, TX 75067

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