Orbit · Software Engineering · Service 3 of 6 · Kinetic layer

Customer relationship platforms configured, extended or built around how your organisation actually sells and serves.

orbit / crm-systemsready
CRM Systems

CRM Systems

Because the CRM shares the Operational Model with marketing, product and operations systems, sales and service teams see the full context of a customer, and the Growth division's remarketing and lifecycle programmes can act on the same records.

Capabilities

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  1. 01platform_implementation:Configuration, data migration and extension of leading CRM platforms.
  2. 02custom_customer_systems:Purpose-built CRM for organisations with unusual sales or service models.
  3. 03integration:Connections to ERP, billing, support, marketing automation and product usage data.
  4. 04adoption:Role-based interfaces, reporting and training so the system is used as designed.

In the Operational Model

The CRM is a kinetic-layer system built around semantic-layer customer objects. Every interaction it records enriches those objects and becomes available to analysis and automation.

Read the approach

Where this service sits in the model

Adaptive layerKinetic layerSemantic layerFoundation layer

What you receive

crm-systems.deliverables+5
  1. 01+Customer object model and data migration plan
  2. 02+Configured or built CRM with integrations
  3. 03+Reporting and pipeline dashboards
  4. 04+Role documentation and training materials
  5. 05+Ongoing support arrangement if required

Related services

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B2B Platforms

Orbit

B2B Platforms

Ordering, partner and marketplace platforms for organisations that trade with other organisations.

Contact

Talk to a practice lead about Orbit.

info@metateam.devReply within two working days.