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Flexible, customizable and high-performance, the solutions we’ve selected can be adapted to your needs to support your digitalization strategy.
There are dozens of CRM solutions today and, for each one, dozens of potential partners. That adds up to thousands of possible combinations for implementing your CRM. So how do you identify the winning combination, the one that will help you reach your goals?
With nearly 20 years of experience in auditing, consulting on and implementing CRM projects, we bring solid expertise that drives the success of the CRM projects of the organizations and companies we support.
We work with large groups with several hundred users as well as with smaller organizations with a more modest number of users. There are no limits to the CRM projects we can manage. We take them on regardless of:
As a result, every one of our projects has ended in a successful rollout. Here is a testimonial from one of our customers:
“Throughout this support engagement, Synolia showed a very good understanding of our challenges and was able to propose the right solutions.”
The specifications phase is the first major milestone of a CRM project (before development, configuration, testing, go-live and training). In short, the specifications describe all of the project’s requirements, on which every stakeholder must be aligned. To gather information and lead our discussions, we use proven, winning methods: specification workshops where we challenge your teams to capture your real needs. The overall goal of the specifications is to gather and formalize:
We care deeply about producing high-quality specifications. They must be clear both to your project group (including sales reps, marketing managers and/or members of your customer service team) and to our developers, who will address your specific needs. That is why each requirement must be expressed both as a use case and as a business rule.
All CRM project information (data and business rules under discussion or validated in workshops) and all project components (schedule, action plan, use cases, acceptance test plan…) are shared. This transparency is a major asset to:
We encourage you to release your requirements to production in several phases. This avoids the tunnel effect (long stretches with nothing delivered) and builds a CRM culture faster within your user community.
We help you define a reasonable data scope. The data model should not be cluttered with data that will be rarely or never used (and therefore of no use for marketing actions, for example) or that will not be kept up to date.
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An intelligent, AI-powered CRM, HubSpot helps millions of businesses accelerate their growth.
Sales tools, marketing automation, customer service, operations management and web content management: this all-in-one platform keeps all your customer-facing teams perfectly aligned.
Synolia is a Diamond partner, and our multi-certified experts maintain a close relationship with the vendor.
SugarAI adapts to the needs of sales, marketing and customer service teams to deliver a personalized customer experience.
With its Sell (sales automation), Market (marketing automation) and Serve (premium customer service) modules, it covers every aspect of customer relationship management throughout the buying journey.
As SugarCRM’s first and longest-standing partner, Synolia earns Elite Partner certification every year.
CRM audit
Consulting & Strategy
