01CRM & Content PlatformsService 07 / 09

CRM & Content Platforms

Customer records, documents and approvals in one place instead of ten.

NebelTech implements and customises CRM and enterprise content management (ECM) solutions, giving teams one reliable place for customer data, documents and the workflows around them.

What’s included

Fig. 01 · CRM & Content Platforms

We implement and customise enterprise content management (ECM) and customer relationship management (CRM) solutions, so your teams have one reliable place for customers, documents and the workflows around them.

Covers · CRM and content platforms, set up and connected

02Problems

Sound familiar?

What usually brings teams to us for this.
  • 01

    Customer information scattered everywhere

    Sales and service teams can't see the full picture. A CRM puts every interaction in one place.

  • 02

    Documents lost in folders and inboxes

    Unmanaged content creates risk and wastes time. ECM organises, secures and automates it.

  • 03

    Approvals stuck in email

    Manual handoffs slow everything down. Digital workflows move work between teams automatically.

03Included4 parts

What’s included.

For CRM and content platforms we map your processes and data first, configure and customise the platform around them, then integrate it with your other systems and train your teams.
  1. 01CRM solutionsCustomer relationship management tailored to your sales, service and marketing processes.
  2. 02Enterprise content managementOrganise, secure and automate documents and content across the organisation.
  3. 03Workflow automationDigitise approvals and handoffs between teams and systems.
  4. 04IntegrationsConnect CRM and ECM with ERP, finance and line of business applications.
04Stack

Technologies & tools

  • Java
  • .NET
  • React

Industries we apply it in

05Approach4 steps

How we deliver it.

  1. 01

    Discover

    We dig into your business, users and systems to understand the real problem behind the request.

    • Business analysis
    • Technical audit
    • Scope & roadmap
  2. 02

    Design

    We map journeys and architecture, then prototype the experience so you can see it before we build it.

    • UX flows & prototypes
    • Solution architecture
    • Delivery plan
  3. 03

    Build

    Agile sprints with regular demos. Engineering and QA work side by side so quality is built in.

    • Sprint demos
    • Automated testing
    • Transparent reporting
  4. 04

    Launch & evolve

    We release with confidence, then monitor, support and keep improving the product with you.

    • Go live & migration
    • Support & maintenance
    • Continuous improvement
06FAQ4 questions

Common questions.

What is enterprise content management (ECM)?

ECM is the set of tools and processes for capturing, organising, securing and automating an organisation's documents and content.

Can you customise a CRM to our sales process?

Yes. We tailor CRM solutions to your sales, service and marketing processes rather than forcing you into a generic setup.

Can CRM and ECM be connected to our ERP and finance systems?

Yes. We integrate CRM and ECM with ERP, finance and other line of business applications.

Do you help migrate existing customer data?

Yes. Data migration and cleanup are part of implementing a new CRM or content platform.

07ContactReply within one business day

Ready to start with CRM & Content Platforms?

We’ll come back within one business day with how it could work, who would build it and what it would take.

contact@nebeltech.us · +1 (469) 927 8718

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