Which CRM platform is right for us?

Selection depends on sales complexity, marketing sophistication, service model, and existing stack. Salesforce leads on extensibility; Microsoft Dynamics 365 CE integrates deepest into Microsoft estates; HubSpot and Zoho are efficient for mid-market; Oracle CX suits ERP-first environments.

How do you keep CRM and ERP in sync?

iPaaS platforms such as MuleSoft, Boomi, and Azure Integration Services — or native connectors — publish accounts, orders, and invoicing events with idempotent handlers, dead-letter queues, and reconciliation dashboards.

Can you run CRM as a managed service after go-live?

Yes. Application Managed Services covers administration, enhancement backlog, release adoption, data hygiene, and analytics under a monthly service model — see the AMS page for coverage details.

How is CRM data quality kept trustworthy over time?

Duplicate rules, validation rules, address standardisation, and periodic data-hygiene sprints run alongside a data-steward operating model, so pipeline reporting is not distorted by legacy or imported records.

How is sales forecast accuracy improved inside CRM?

Stage entry and exit criteria, weighted pipeline, forecast categories, and manager roll-ups are enforced through the platform, with variance reviews between committed forecast and closed-won each period.

Can service and marketing modules share a single customer view?

Yes. Unified profiles, consent records, marketing engagement, cases, and warranty history are surfaced on the account and contact record, so service, sales, and marketing decisions use the same context.

Enterprise Applications

Customer Relationship Management (CRM)

Know every customer. Win every opportunity. Serve with precision.

CRM engagements consult, design, implement, integrate, migrate and support enterprise customer platforms — Salesforce, Microsoft Dynamics 365 CE, HubSpot, Zoho, and Oracle CX — configured to your sales, marketing, and service motion and integrated with ERP, marketing, and identity systems.

"Configured to your motion. Integrated to your data. Adopted by your teams."

Coverage

Multi-platform

Salesforce, Microsoft Dynamics 365 CE, HubSpot, Zoho, and Oracle CX.

Scope

Sales, service, marketing

Pipeline, campaigns, service, field, portals, and CPQ configured to your motion.

Data Model

Integrated

CRM–ERP–HRMS–marketing stack unified through iPaaS and event bus.

Platform ecosystem

Multi-vendor by design — platforms are matched to industry, integration surface, licensing footprint and operating model.

Salesforce
Microsoft Dynamics 365 CE
HubSpot
Zoho CRM
Oracle CX
SAP Sales Cloud
Pipedrive
Freshsales

Scope in detail

CRM Platform Implementation
Salesforce Sales/Service/Marketing Cloud, Microsoft Dynamics 365 CE, HubSpot, Zoho, and Oracle CX configured to your sales, marketing, and service motion rather than the vendor template.
Sales Force Automation
Lead-to-cash pipelines, opportunity management, configure-price-quote, forecasting, and territory design engineered for coached, measurable sales cycles.
Marketing Automation
Campaign orchestration, lead scoring, journey builders, personalisation, and marketing attribution — MQL-to-SQL conversion becomes measurable and repeatable.
Customer Service & Case Management
Omnichannel case routing, knowledge management, self-service portals, and field-service scheduling that support first-contact resolution and SLA adherence.
CRM ↔ ERP Integration
Bi-directional integration with SAP S/4HANA, Oracle Fusion Cloud, and Microsoft Dynamics 365 F&O so accounts, orders, invoicing, and inventory stay in sync.
Adoption & Enablement
Change management, sales-ops playbooks, in-app guidance, and manager dashboards — CRM becomes an operating platform rather than administrative overhead.

Where application programmes break down

CRM adoption stalls after rollout
Adoption stalls because pipeline stages, records, and reports do not match how the business actually sells and serves customers.
CRM and ERP running two versions of the truth
Accounts, orders, and invoicing drift between systems, reconciliation is manual, and revenue reporting depends on spreadsheets.
Marketing, sales, and service in silos
Lead handoffs are lost, service context is invisible to sales, and campaign attribution cannot be traced back to closed revenue.
Under-adopted platform after go-live
Users bypass CRM for spreadsheets and email, so pipeline hygiene degrades and forecasting loses accuracy quarter over quarter.

Engagement approach

A CRM practice covering platform assessment, sales and service process design, implementation, ERP and marketing integration, and long-term application support.

Consult
Sales, marketing, and service process discovery, platform selection, integration inventory, and adoption baseline.
Design
Data model, pipeline design, campaign architecture, service workflows, integration platform, and role-based UX.
Implement
Configuration, integration to ERP and marketing tools, data migration, UAT, cutover, and enablement rollout.
Manage
Ongoing administration, release adoption, enhancement backlog, and adoption analytics under a managed-services model.

Deliverables & artefacts

Sales, service and marketing process blueprint
CRM data model, lead-to-cash and case-management design
CRM–ERP synchronisation and integration contract
Marketing automation, journey and campaign setup
Sales enablement, dashboard and forecasting pack
Adoption enablement and role-based training programme

End-to-End IT Integration and Support

From assessment and solution design through implementation, remediation, ongoing support, and lifecycle optimization.

Fix What's Broken — Remediation Sprints

ERP running slow, CRM adoption stalled, HRMS/SCM data quality poor, integrations breaking, or a botched implementation left you with an open finding list? We run fixed-scope enterprise-application remediation sprints.

Configuration, data model and business-process cleanup against best practice
Integration, ETL and API remediation with reconciliation and monitoring
Reports, dashboards, workflow and user-adoption fixes

Request a remediation scope

Support & Maintenance — AMC-Backed

Run enterprise applications as a managed service — functional, technical and integration support under a Jiva AMS (Application Managed Services) contract with SLAs.

L1/L2/L3 functional and technical support across ERP, CRM, HRMS, SCM, ECM and BI
Enhancements, patches, upgrades and integration monitoring under a shared backlog
Vendor coordination, licence renewal and quarterly application health reviews

Explore AMC & support contracts

CRM Implementation & Managed Services FAQs

Assessment, design, implementation, integration and lifecycle support across the application estate.

Continue exploring

Modernise customer operations

Assess, implement, or optimise your CRM platform

Review the current CRM estate, sales and service processes, integration surface, and adoption posture. Jiva Technologies can consult, design, implement, integrate, remediate, and support the CRM platform end to end.

Request a CRM Assessment Explore Application Managed Services