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Your trusted partner for a successful CRM transformation

Your trusted partner for a successful CRM transformation

At Overto, we guide businesses through the structural transformation of their commercial organizations, leveraging CRM to enhance performance, team alignment, and decision-making quality.

Your trusted partner for a successful CRM transformation

At Overto, we guide businesses through the structural transformation of their commercial organizations, leveraging CRM to enhance performance, team alignment, and decision-making quality.

Integration & Project Management: A Tailored, Efficient, and Scalable CRM

At Overto, we collaborate with ambitious companies seeking more from their CRM systems: reliable data, clear visibility into operations, and streamlined, automated processes. 

As independent consultants, we support you at every stage—from strategic planning to integration and management—designing and deploying solutions that align with your specific business challenges. 

Our commitment: transforming your CRM into a powerful tool for management, productivity, and sustainable growth. 

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CRM Consulting: align strategy, processes, and tools

We assist you through each phase of your project:

Audit: Evaluate your existing processes and technological stack.

Strategy: Develop a CRM strategy aligned with your business objectives.

Technology Selection: Identify the most suitable solution

(Salesforce CRM, Microsoft Dynamics CRM, or Zoho CRM)

Training and Change Management: Provide training and support to ensure smooth adoption.

Performance Monitoring and Continuous Improvement: Track CRM performance and implement ongoing enhancements.

Intégration & gestion de projet : un CRM sur mesure, fluide et évolutif

We identify the CRM solution best suited to your strategic and operational needs, ensuring a custom-fit system that evolves with your business.

Tailored CRM Developments and Automations

Seamless Integration with Your Current Systems

(ERP, BI, Marketing Automation, etc.)

Reliable Support and Continuous Improvement

Reliable Support and Continuous Improvement

Tailored CRM Developments and Automations

Seamless Integration with Your Current Systems

(ERP, BI, Marketing Automation, etc.)

Secure and Seamless Data Migration

Reliable Support and Continuous Improvement

We offer a range of support options tailored to your needs, from initial implementation to long-term optimization. 

Three Top Technologies, One Focus: Driving Your Success

We guide you in choosing the most effective solution for your organization from the industry’s leading platforms. la solution la plus adaptée à votre organisation parmi les meilleures du marché : 

Salesforce CRM

Enterprise-Grade Performance, Scalability, and Extensive Ecosystem 

Microsoft Dynamics CRM

Native Integration with the Microsoft Ecosystem 

Zoho CRM

Flexible, User-Friendly, and High ROI

A CRM Built for Your Industry’s Challenges

Industry, services, tech, finance—each sector has its own priorities. Overto takes them into account.

Our recommendations reflect the complexity of your operations: 

  • High-value, business-critical features 
  • ROI, total cost of ownership, and speed of adoption 
  • Seamless integration with your existing environment 



Whether you're in industry, services, tech, banking, or insurance, Overto helps you lead a CRM transformation focused on measurable results.
une transformation CRM orientée résultats. 

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Overto aligne votre CRM sur les enjeux stratégiques de votre secteur

Vos enjeux métier varient selon votre secteur. Notre rôle : aligner votre CRM sur vos priorités stratégiques pour mieux piloter la performance.

Industrie

Synchronisez production, supply chain et commerce.

Services

Améliorez l’expérience client et la productivité des équipes.

Tech

Accélérez vos cycles de vente et soutenez l’innovation.

Banque, finance, assurance

Renforcez la conformité, la performance commerciale et la fidélisation.

A Proven Methodology Designed for Efficiency

Our approach is structured around four key stages: 

Preparation

Clarifying objectives, prioritizing use cases, and defining budget parameters.

MVP Development

Building a high-impact, usable first version of the CRM.

MVP Deployment

Data migration, user training, and go-live.

Continuous improvement

Iterative enhancements based on user feedback and performance metrics.

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Why Choose Overto?

Expertise in Change Management

Align your teams around a shared operational vision.

Full Independence from Software Vendors

We represent your interests—not a software editor’s.

Combined Business and Tech Insight

We deliver solutions that serve your strategy, not the other way around.

End-to-End Support

From advisory to integration, training, and continuous improvement.

Tailored, Scalable Approach

A CRM that evolves with your priorities—not a static off-the-shelf product.

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