Why TargetCRM
Software is the easy part. Getting a team to use it is the work.
TargetCRM is built by Excellence Consultancy Services for growing businesses that need practical customer operations—not another system that becomes shelfware.
Bring one real workflow. We will show how it could work in TargetCRM.
What we believe
CRM should improve how work gets done every day
A CRM succeeds when users trust the process, managers use the information and leadership sees better control. That requires more than licences. It requires workflow understanding, configuration, training and continued involvement.
Implementation approach
Why teams choose TargetCRM
Business-first implementation
We begin with how enquiries, quotations, projects and support requests move through your business.
Focused configuration
The system is shaped around useful process discipline—not unnecessary complexity.
Connected customer operations
Sales, marketing, projects and support can work around a shared customer record.
Support after go-live
Support is available through online meetings, telephone, chat and the customer portal.
Integration capability
TargetCRM can connect with relevant business and communication tools, subject to APIs and agreed scope.
Practical AI
Lead scoring, lead research and business-card scanning address specific workflow needs. We do not present AI as magic.
OUR FOCUS
A focused CRM and implementation partner
- 1 One CRM.
- 2 Practical implementation.
- 3 Support beyond go-live.
Customer Support
TargetCRM in practice
From equipment sales and after-sales service to fintech ticket operations, see how TargetCRM is configured around real business workflows.
Machinery
Galaxy Sivtek
01Enquiry
02Trial
03Quotation
Machinery
Keeping technical enquiries, trials and service connected.
Enquiries, trial records, quotation revisions and customer complaints in a connected customer workflow.
Parker Plant India
01Dealer sales
02Service claims
03SAP handover
Machinery
Connecting dealer sales, service claims and SAP handovers.
A customer-specific implementation spanning dealer sales and service processes.
Apollo Inffratech
01Service request
02Entitlement
03Approval
Machinery
Bringing equipment service and approvals into view.
Service requests, entitlement checks and approval steps configured around equipment support.
Fintech
SabPaisa
01Ticket received
02Rule-based routing
03Team ownership
FINTECH / CUSTOMER SUPPORT
Rules that move tickets to the right team.
SabPaisa’s implementation connects rule-driven ticket routing with cross-team ownership.
Each story describes an individual implementation. New scope, integrations and delivery requirements are agreed separately.
A CRM configured for how your team works
Standard implementations take 2–3 weeks when scope, users and data are ready. Complex migration, integrations or customisation can take longer.
01. Understand
Discuss the workflow and hand-offs.
02. Agree scope
Confirm priorities, users and data.
03. Configure
Prepare the system and supported data.
04.Train & launch
Help teams adopt the new process.
05. Improve
Support the team and refine.
Support is available through online meetings, telephone, chat and the customer portal. Discuss implementation →
Start with one real example
Show us where customer work gets stuck.
A missed follow-up. A sales-to-delivery handover. A service escalation. Bring the process you want to improve.
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