CRM Integration

One platform, one truth: Break down data silos

Connecting customers to business

CRM implementation is a complex process requiring meticulous planning and a well-thought-out strategy. Partnering with Charter Global can help you save time and avoid pitfalls, allowing you to maximize the many benefits of CRM adoption. Our CRM implementations provide marketing, sales, commerce, and service teams, with a unified view of your customers, allowing for seamless coordination and outstanding customer experiences.

Our Expertise

Our adept team has successfully executed CRM solutions for numerous clients, spanning diverse industries from startups to enterprises. We specialize in seamless platform integrations with Salesforce, Microsoft Dynamics and Pega. We ensure smooth migrations, minimizing third-party tools and optimizing data transfer for maximum efficiency.

The Business Benefits

Our Customer Relationship Management services cater to businesses of all sizes, scales, and industries. Our seasoned experts leverage their extensive knowledge across popular CRM software to strategize, implement, and craft custom CRM solutions tailored specifically to your requirements.

Streamlined Customer Data Management and communication.

Streamlined Customer Data Management and communication.

Unifying your customer data across platforms eliminates silos and errors, which helps foster seamless communication between teams, ensuring everyone has a complete view of each customer.

Marketing Automation for Growth

Marketing Automation for Growth

Automated lead nurturing and targeted campaigns empower you to engage leads more effectively and convert them into loyal customers.

Indepth Analysis and Reporting

Indepth Analysis and Reporting

Creating actionable insights through comprehensive reports give you a clear picture of your sales pipeline. It also helps you make smarter data-driven decisions, identify trends, improve sales forecasting and boost customer satisfaction.

Why Charter Global?

Our adept team stands ready to implement CRM solutions for a wide range of clients, from startups to enterprises, across diverse industries. Since our establishment in 1994, we’ve leveraged our deep expertise in the IT industry to craft customized solutions that seamlessly align with your unique business needs. Our capabilities include: 

  • Data Integrity and Governance
  • Data Structure
  • Validate and enrich customer data.
  • Efficient Workflows
  • Integration Build
  • API Integrations
  • Workflow Integrations
  • Expertise in Multiple Platforms
  • Scalable Solutions
  • Proficient and Certified CRM Developers
Why Charter Global?

Expert CRM Intergrations

Success Stories


Microsoft Dynamics 365 CRM

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