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CRM Integration

A methodical and structured deployment, aligned with your objectives

CRM Integration

A methodical and structured deployment, aligned with your objectives

CRM integration and project management

The success of a CRM project depends on much more than technology. It relies on the quality of integration, data structuring, interoperability with your digital ecosystem, and, most importantly, the CRM’s ability to become a reliable and scalable operational management tool.
Overto supports leadership teams in deploying robust, scalable CRMs aligned with the company’s strategic priorities.

Designing CRM data architecture

A clear and well-managed data architecture is the sine qua non of a high-performing CRM. It ensures quality, accessibility, and security of information—key levers for reliable and fast decision-making.

Overto designs data models tailored to your business challenges, ensuring consistency, governance, and scalability.

Business team analyzing charts and data on laptops in office meeting
Business Data Protection and Privacy Online: Cybersecurity Strategies for Safeguarding Information

Data security and GDPR compliance

In a demanding regulatory context and facing increasing cyber threats, GDPR compliance and data security are strategic imperatives.

Overto helps you mitigate risks, strengthen the resilience of your systems, and build trust with your stakeholders.

Custom setup and development

A standard CRM is not enough. To generate value, it must align with your business processes and adapt to your unique requirements.

Overto designs customized configurations and develops key features to streamline internal workflows, automate critical tasks, and enhance user experience.

Programmers developing software in team
Multiracial business team having a meeting in the office

Integration with third-party solutions

A standalone CRM loses its value. Its integration with your other systems (ERP, marketing tools, customer support, etc.) is essential to eliminate silos, centralize data, and streamline operations.

Overto designs robust, scalable, and secure interconnections for unified performance.

Data migration

A poorly planned migration can compromise the reliability of your CRM and disrupt business operations.

Overto takes a rigorous and structured approach to ensure a smooth transition without data loss, while guaranteeing the integrity, traceability, and quality of information.

Programmers cooperating at Developing programming and website working in a software develop company
Analyzing Business Reports in a Meeting Room

Integration of analysis and reporting tools

CRM must become a real-time management tool.

Overto helps you integrate advanced analytics tools (Zoho Analytics, Salesforce Tableau, etc.) to transform your data into clear, actionable indicators directly linked to your business objectives.

CRM training

User adoption is a critical success factor. Overto delivers tailored training adapted to your teams to ensure rapid skill development, reduce errors, and maximize CRM usage.

Head of Business Training Sales and Marketing Teams
Team of business people working together in the meeting room office, teamwork background charts and

Continuous improvement

A CRM is never “finished”: it must evolve with your challenges, your customers, and your teams.
Overto offers ongoing support with regular adjustments, the integration of innovations, and continuous optimization to keep your CRM a strategic asset.

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