CRM.

We create transparency by implementing a central source of data across all business functions because data-driven decision-making enables you to identify and implement actionable steps to improve your business processes and increase profitability. Our experts will help you develop strategies that fit your business goals and implement customized CRM solutions to solve your pain points.

Select.

We will work with you to select the best CRM that fits your business through our needs and requirements discovery. After discussing all of the must-haves for your business, we will then develop user stories to select the right system to support the functionalities you need.

Replace and migrate.

OBO can support all aspects of a CRM migration from start to finish, along with platform training and ongoing support. Our services include assessing your existing tech stack, data models, processes, and strategic goals to develop a plan to replace and migrate your current CRM and its data with a new CRM seamlessly.

Optimization.

We optimized your CRM, so your teams’ projects and tasks are aligned with your business’s goals; we break down internal silos that improve communication and enable your team to do more in less time. In addition, we streamline data and tools, map out workflows, create templates, and build automations and create integrations so you can focus on delivering exceptional service to your customers.

Sales Automation.

We help increase sales revenue by improving your CRM with sales automation and engagement tools. We boost your sales team’s productivity by automating redundant tasks and let you focus on the things that matter most, like closing deals and keeping a steady flow of contacts on a central platform. Add sales automation to your CRM so you can automatically generate leads and close sales instantly.

Managed Services.

We will support you and your team to adopt new processes, system features, functionalities, and capabilities. We are there to guide you through every step of the way and ensure that your people understand the new technologies and changes being implemented in your organization. As new developments happen and unforeseen needs arise, we will continue to provide you services and solutions that will help your business continue to scale.

Technologies We Work with.

We want to provide world-class services to our clients, so we’ve partnered with globally acclaimed software companies, all of which are tried, tested, and true.