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Comprehensive CRM Solution Architecture
Crafting a Robust CRM Architecture
Strategically Designing and Tailoring CRM Systems for Business Excellence:
CRM Architecture Design
Tailored for seamless inter-departmental collaboration, we create a solution architecture with all stakeholders' buy-in.
CUSTOM DATA MODELS
Customize your CRM data model to align with your industry and or go-to-market needs, improving data accuracy and management.
Scalability Engineering
Implement with a long-term roadmap to ensure your CRM grows with your business and number of users.
Integration Ecosystem Setup
Integrate your CRM with key business platforms for unified customer views and data synchronization across departments.
WORKFLOWS & ANALYTICS
Convert your requirements into automated flows, UI components, and analytics dashboards to operationalize your teams and processes.
SECURITY & COMPLIANCE
Implement a CRM system with robust security controls and compliance checks to meet industry regulations and data protection standards.
CRM Architecture Design
CUSTOM DATA MODELS
Scalability Engineering
Integration Ecosystem Setup
WORKFLOWS & ANALYTICS
SECURITY & COMPLIANCE
CRM Implementation Development Lifecycle
Customized Implementation Process:
Planning:
Identifying implem-entation goals and strategies.
Design:
Crafting tailored CRM solutions.
Development:
Building the solution to specification.
Maintenance:
Providing continuous support and updates.
Deployment:
Integrating the CRM into your business environment.
Testing:
Ensuring functionality and system compatibility.
- 1 Planning
- 2 Design
- 3 Development
- 6 Maintenance
- 5 Deployment
- 4 Testing
Planning:
Identifying implem-entation goals and strategies.
What our Customers Say
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Brett Oliveira
ShipHero Sales
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
Chris G.
Forum Financial Management, LP
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Jamal M
Main Street Financial Solutions
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Cynthia LaRue
Forum Financial Management, LP
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
Ashley Camire
Owner and Relationship Specialist
Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!
Brandon Palmer
Digital Marketing Manager
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Phil Desrosiers
Corporate Director
I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.
