CRM

Description

When Västtek sells CRM (Customer Relationship Management) software to its clients, we aren’t just selling a tool; we are selling a strategy for growth.

In an IT-driven model, the software is typically part of a “Managed Solution” where the IT provider ensures the CRM is perfectly synced with the client’s existing website, email systems, and databases.

1. The Value Proposition to Clients

Västtek’s position CRM software as the “central nervous system” of a business. The primary goal is to help clients stop losing leads and start understanding their customers through data.

• Consolidated Data: Replaces messy spreadsheets with a single, secure dashboard.

• Visibility: Managers can see exactly where a deal is in the sales pipeline in real-time.

• Scalability: As the client grows, the IT company can add new modules (like marketing automation or AI-driven lead scoring) without disrupting the business.

2. Key Services Included in the Sale

When Västtek “sells” a CRM, we usually bundle the license with high-value technical services:

• Custom Configuration: Tailoring data fields to the client’s specific industry (e.g., custom properties for Real Estate vs. a medical clinic).

• API Integrations: Connecting the CRM to the client’s accounting software (QuickBooks/Xero), project management tools, or support desk.

• Data Migration: Safely moving years of legacy customer data from old systems into the new CRM.

• Security & Compliance: Ensuring the software meets local data privacy laws (like GDPR) and setting up user-level permissions so sensitive data stays protected.

Why Clients Buy from an IT Company Instead of “DIY”