Customer Resource Management
Lakefront Data Solutions knows CRM. We audit, administer, and operationalize CRM platforms for our clients every day. Collectively, our engineers hold dozens of certifications in Salesforce, Hubspot, and other CRM platforms, ensuring that we stay on top of all the new product releases for these major platforms. Check out our areas of service for CRM below.
Implementation
CRM Platform Setup & Configuration
Custom module and field creation tailored to business processes.
Data model design and entity relationships.
Initial deployment of platforms like Salesforce, Microsoft Dynamics 365, or HubSpot.
Data Migration
Extraction and transformation of customer data from legacy systems.
Deduplication and data quality enhancement.
Secure transfer to the new CRM environment.
Integration Services
Integrate CRM with marketing automation tools.
Connect with ERP, e-commerce, or customer support platforms.
Build APIs or middleware for real-time data sync.
Data Engineering & Analytics
CRM Data Warehousing
Design data pipelines to extract CRM data into cloud storage or data lakes.
Enable analytical workloads on platforms like Snowflake, BigQuery, or Databricks.
Reporting and Dashboards
Build executive-level CRM dashboards (e.g., lead funnel, customer lifetime value).
Develop custom Power BI, Tableau, or Looker reports.
Predictive Analytics
Leverage historical CRM data to forecast revenue, churn risk, or upsell potential.
Implement machine learning models that integrate into CRM workflows.
Process Automation
Workflow Automation
Automate lead routing, follow-ups, or support ticket creation.
Create business rules for sales pipeline transitions or SLA alerts.
Marketing & Sales Automation
Automate personalized email campaigns based on CRM segmentation.
Set up lead scoring and automated sales cadence tools.
Customization & Development
Custom App Development
Build CRM plugins or apps for industry-specific needs (e.g., field services, partner portals).
Extend functionality with custom UI components.
Mobile CRM Solutions
Design and deploy mobile-first CRM interfaces for sales or support teams in the field.
Enable AI capabilities for on-the-go sales assistance, leveraging full unified company data models.
Governance & Support
CRM Health Audits
Analyze CRM performance, data quality, and user adoption.
Recommend improvements for performance, security, or UX.
User Training and Adoption
Conduct training workshops for admins and end users.
Develop onboarding materials and CRM documentation.
Ongoing Managed Services
Provide tiered support plans, system monitoring, and enhancement cycles.
Act as a long-term CRM system administrator or strategic advisor.
