CRM Solutions

Leveraging CRM to Manage Interactions with Customers and Prospects

A CRM is a robust transactional data management system for managing relationships with your customers, partners and prospects that will ensure your marketing efforts are in the right place.

Customers interact with your company from multiple sources and often make buying decisions before making any contact. With so many communication channels, it is necessary to provide an omni channel customer experience. Avtex will create a CRM solution that’s just right for you. Solutions are easy-to-use and offers a full range of additional solutions like sales automation, marketing automation, and other customer experience solutions.

A CRM (customer relationship management) provides a central database for account and contact management along with workflow to manage the critical organizational processes. Utilizing a CRM system drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a combination.

Customer Relationship Management (CRM) is a business strategy that will help your organization:

  • Focus marketing efforts to the correct targeted audience with the most effective strategies
  • Share relevant customer information across the organization
  • Personalize customer service and improve customer retention
  • Streamline the sales cycle
  • Provide the information needed to effectively forecast and make smart business decisions
  • Reduction in costs with increased profitability because of the organized and automated business processes
  • Customer satisfaction and loyalty in sales, marketing, and customer service fields
  • Delivered ROI through marketing automation, customer service, and sales force automation

CRM Solutions

Marketing Automation

Make Better Decisions. Get a Clear View of Your Customer.

  • Campaign tracking
  • Reports / Analytics
  • List management


Leveraging the platform to manage relationships beyond your customers such as partners, vendors etc.

  • Custom entities that match your business
  • Partners
  • Vendors

Sales Automation

Improving the efficiency and accuracy of the sales process.

  • Lead management
  • Opportunity management
  • Pipeline reporting
  • Reminders

Customer Service

Providing better service through detailed tracking and management of service items.

  • Case management
  • Workflow routing
  • Automated emails
  • Service scheduling
  • Knowledge base

Why Choose Avtex for Your CRM Solution Provider

The Avtex CRM team is recognized nationally as one of the premier teams that can not only implement a CRM solution but also fully integrate into both an organizations business processes but also other key applications.

Avtex experts are here to help with all of your CRM needs:

  • CRM Business Analysts
  • CRM Implementers
  • CRM Developers
  • CRM Data Engineers
  • CRM IT Professionals

See More Marketing Solutions

Featured Case Study

Modern Woodmen 


Why Choose Avtex for Marketing Solutions?

Today's marketing teams are robust and have many challenges. We help the modern marketer navigate the technology challenges required to keep up with the expectations of your customers. Our team of Customer Experience and UX professionals are ready to help you implement and deliver on your key initiatives.