Customer Relationship Management

CRM

Our team of product-certified marketing, sales, and service experts understands how to maximize results from industry-leading CRM platforms like Salesforce, Microsoft Dynamics, and HubSpot. We are ready to help at any stage of your CRM journey – supplementing the skills of your existing teams – not replacing them. This includes:

AI Blueprint for CRM

Epik has an AI Blueprint for a CRM system that can be launched quickly with Lovable and configured around the way your organization actually sells, serves and reports. Start with the contact, company, pipeline, activity and reporting features you need, then extend the system as your business grows.

Why rent when you can own? Build a focused CRM around your organization instead of getting stuck with bloated features, inflated per-seat costs and rigid processes common to large SaaS platforms such as HubSpot and Salesforce. You own the resulting application and your data.

Our AI App Engineering team can finish, secure, scale and operate the system with you.

Discuss your CRM Blueprint

System Selection

Epik will work closely with you to understand your unique business requirements and implement a tailored CRM solution that aligns with your processes and goals across Marketing, Sales, and Service.

Deployment, Data Migration, and Integration

Epik can seamlessly migrate your existing customer data, contacts, and historical interactions into the new CRM system, ensuring a smooth transition and data integrity. Next would be the API integration of your CRM with other essential business applications, yours and your partners, for a unified view of your customer’s journey.

On-boarding and Training

Epik coordinates and enhances comprehensive vendor-provided training programs to ensure your team understands and effectively utilizes the CRM system, maximizing user adoption and return on investment. We can provide ongoing support and refresher training sessions to address any challenges or new requirements if required.

Marketing Automation

Epik is proficient in all the tasks required to attract attention and efficiently convert more leads, and can work closely with your existing marketing team to enhance and streamline their marketing automation efforts around:

• Campaign Management
• Forms Creation
• Email Creation, Template Design, Send Management, and A/B Testing
• Contact/List Management
• Blog Creation
• Social Media Posting
• Web/Landing Page Creation, Template management, and SEO Optimization
• Content Audit and Library Management
• Property Management (including Custom Fields)
• Workflow Management
• Data Import
• Reporting and Analytics
• Customer Behavior Profiling
• Partner Program Support

Sales Enablement

Epik works with the sales team to utilize the CRM to start conversations, gain deeper insights into prospects, deepen relationships, automate busy work to close more deals faster, and effectively manage the pipeline. We can even build the resources, training, and content needed to present the product or service effectively, understand customer needs, and close deals more efficiently if required. Tasks we can help with:

• Contact and Lead Management
• Email Templates and Sequences
• Prospecting Tools
• Task Automation
• Document Management
• Meeting Scheduling
• Lead Scoring and Qualification
• Live Chat and Chatbots
• Reporting and Analytics
• Sales Forecasting
• Sales Pipeline Management

Customer Service

Epik can help unite teams and channels, scale support, and power proactive service to focus on providing excellent support to customers throughout their interaction with your organization, including pre-sale inquiries, post-sale assistance, and ongoing relationship management. Core areas include:

• Ticketing Management
• Customer Portal
• Live Chat and Chatbots
• Knowledge Base management
• Process Management
• Conversation Inbox
• Customer Feedback
• Reporting and Analytics

Although we work with clients in multiple industries, Epik has specialist knowledge in HIPAA compliance related to pharmaceutical manufacturers' use of CRM.  Read more about our success story with Currax Pharmaceuticals, whom we have worked with since April 2022.