Process Mapping
Current sales and customer service flows are documented. Data fields, stages, and automation rules are defined.
02 — Operations
CRM setup and integration
Corporate CRM solutions: customer records, quote tracking, sales funnel, and automatic reminders in one panel. Inquiries from forms and channels are logged automatically.
What is CRM?
Corporate CRM solutions: customer records, quote tracking, sales funnel, and automatic reminders in one panel. Inquiries from forms and channels are logged automatically. NYKSORA delivers this service remotely from Aydın, across Aydın, İzmir, Ankara, Manisa and other regions, plus Germany and Romania.
Service scope
Scattered customer data slows sales and causes missed opportunities. With HubSpot, Pipedrive, or industry-specific CRM builds, relationships are managed centrally. Team performance, pipeline visibility, and reporting live on one platform.
- Lead and customer record management
- Sales funnel and stage tracking
- Tasks, reminders, and activity logs
- Email and SMS automation triggers
- Role-based access and team management
- Customizable reporting and dashboards
- Webhook and API integration with external systems
Typical deliverables
Bu hizmet kapsamında tipik olarak sunulan bileşenler:
01
HubSpot / Pipedrive customization and integration
02
Industry-specific CRM built from scratch
03
Web form and landing page lead capture
04
Accounting and ERP CRM synchronization
05
Customer segmentation and tagging
06
Sales forecasting and pipeline analysis
07
Mobile-friendly field sales interface
Project process
Platform Choice or Design
Off-the-shelf CRM vs. custom build is decided. Data model, screen flows, and integration points are planned.
Setup & Integration
CRM configuration, form connections, email templates, and API integrations are completed. Flows are validated with test data.
Training & Go-Live
Team training, user guide, and data migration (if needed). Early support and fine-tuning follow launch.
Tools we use
CRMSatış HunisiLead YönetimiHubSpotOtomasyon
Related services
Automation
Corporate workflow automation: order–accounting–shipping chains, form–CRM–email flows, and stock alert systems. Eliminate manual data transfer.
DetailsAPI Integration
API-based data bridges between e-commerce, accounting, CRM, and shipping platforms. Remove manual transfers and keep operations consistent.
DetailsCustom Software
Custom development for operational needs that off-the-shelf packages cannot cover: inventory, appointments, field tracking, and reporting panels.
DetailsFrequently asked questions
Should we use a packaged CRM or a custom build?
For standard sales processes, HubSpot or Pipedrive may be enough. For industry-specific fields, approval flows, or ERP integration, a custom CRM is evaluated.
Can you migrate our existing customer data?
Yes. Migration from Excel or existing software is handled. Duplicates are cleaned and data integrity is preserved.
Can it integrate with accounting software?
If platforms like Logo, Mikro, or Paraşüt expose APIs, synchronization can be set up. Integration scope is clarified in the project plan.
CRM — request a quote
After a discovery call, scope, timeline and price are shared as a written proposal.