Efficy CRM consultants and implementation specialists

Digiventi provides Efficy CRM consultants who join implementation teams to turn business requirements into configuration and testable acceptance criteria. Bring in an implementation specialist for a new rollout or to review an implementation that has stalled.

Work can cover process assessment, configuration planning, access design and user acceptance testing. For multi-entity deployments, specialists identify shared requirements and local exceptions before configuration expands. Scope depends on the Efficy product and edition in use.

Efficy functional consultants configure CRM processes around the responsibilities of sales teams and customer service staff. They translate process decisions into configuration that users can validate against actual customer records.

• Sales process configuration: Configure account ownership and opportunity stages. Align activity tracking and pipeline reports with agreed sales definitions.
• Customer service configuration: Configure request assignment and escalation workflows where supported. Define access permissions and data retention requirements with the relevant business owners.

Efficy integration specialists connect CRM records with existing applications and prepare data for migration. They check available interfaces against the installed product and edition before defining the technical approach.

• Application integration: Map customer identifiers and field ownership between Efficy and ERP or other business systems. Implement supported API connections with error handling and reconciliation checks.
• Data migration: Profile source records and resolve duplicates. Build import mappings and validate trial loads before the agreed cutover.

Efficy application support specialists investigate configuration faults and integration failures within existing environments. They reproduce reported issues and identify whether resolution requires a configuration change or escalation to the software vendor.

For upgrades, specialists assess compatibility with existing customizations and interfaces. They prepare regression tests around agreed business workflows and support release validation. Ongoing work can include report corrections and controlled configuration changes, with documented dependencies so internal teams can maintain the application after handover.