ERP and CRM systems are crucial tools for successful sales-driven businesses. Knowing exactly the right implementation strategy for your business is vital to ensuring your software solutions meet all your company’s particular needs. Whether you’re looking to implement Salesforce, Microsoft Dynamics 365, or deploy your own custom ERP/CRM solution, working with the right partner will help ensure that your demands are met.
Business First, Technology Follows
At 7T, we prioritize your business goals over implementing technology. By collaborating with stakeholders to identify pain points and desired outcomes, we create solutions that deliver tangible results and align with your strategic objectives. If you’re not looking for a ground-up bespoke software solution, our consultants can use the same levels of in-depth research and experience with your company or industry to configure and add custom modules like client portals, AI engines, or mobile applications to popular out-of-the-box solutions like Salesforce and MS Dynamics 365 for specific use cases.
Whether we partner with your business as consultants or custom developers, we offer the following options for ERP/CRM development:
- Custom CRM and ERP solutions
- Salesforce implementation consulting
- MS Dynamics 365 consulting
Regardless of your preferred software strategy, 7T offers industry-leading expertise and dedication to learning the ins and outs of your business so we can find the perfect ERP/CRM solution. With 7+ years of focused Salesforce and Dynamics 365 experience, we’ve partnered with Fortune 500 companies and high-growth SMBs to implement CRM solutions that enhance business processes and efficiency. Our diverse portfolio demonstrates our ability to manage complex CRM transformations and seamlessly integrate core business functions.
step 1 →
We’ll get to know your company, your business objectives and the challenges / pain points that can be addressed with AI.
step 2 →
We’ll paint a picture of what an AI deployment might look like for your organization.
step 3
We’ll discuss the development process and next steps for moving toward an AI implementation for your business.
Custom CRM and ERP Solutions
A purpose-built CRM platform will keep pace with the speed of business, with a user-friendly interface, useful engagement and marketing tools, and innovative technologies that empower companies to meet (and even anticipate) their customers’ needs. Well-architected ERP software systems centralize operations in a single secure, user-friendly interface. 7T’s developers can integrate a variety of powerful technologies such as machine learning, artificial intelligence, and analytics engines, among others.
By leveraging our custom software services, businesses retain full control over the features offered by their ERP or CRM solution, and their business value can be increased by adding a bespoke IP to their list of assets.
Salesforce Implementation
For businesses that are looking to leverage Salesforce to meet their needs, 7T’s Salesforce-certified software consultants are fully prepared to configure Salesforce exactly to your business needs and integrate it with compatible tools in your existing software stack. Based on our extensive experience implementing Salesforce for other businesses across various industries, we can also make recommendations for additional tools, including AI and ML-powered tools that can add some of the functionality available from a custom solution built by 7T.
Microsoft Dynamics 365 Implementation
Our Microsoft-certified experts have experience implementing MS Dynamics for businesses across several industries. Similar to our Salesforce implementation, we can offer configuration consultation for MX Dynamics, and integrations with other innovative tools to add functionalities that you may not have known were available in the platform.
A Proven Implementation Framework
7T’s systematic process transcends platforms
When consulting for Salesforce and MS Dynamics and/or creating our own bespoke solutions, we follow a structured, phased approach to ensure successful implementation.
| 1 | Planning and Preparation | Align objectives, define roles, and validate requirements with stakeholders. Based on these, we create detailed workflows for improved efficiency. |
| 2 | System Design and Configuration | Develop tailored architecture, configure workflows, and integrate with systems like HR Bamboo, DocuSign, and SharePoint. |
| 3 | Data Migration | Cleanse and migrate existing data using ETL processes. |
| 4 | Testing and Quality Assurance | Conduct workflow and integration testing, and ensure user acceptance and functionality meet requirements. |
| 5 | Deployment and Go-Live | Seamlessly launch the system with minimal disruption, and provide post-go-live support for smooth adoption. |
| 6 | Continuous Improvement | Gather feedback for ongoing system enhancements and monitor performance to optimize for long-term efficiency. |
Custom vs. Off-the-Shelf Solutions
Which is right for your business?
Our consultation process helps identify the best ERP or CRM solution for your business by comparing custom builds with off-the-shelf options like Salesforce and Dynamics 365.
Throughout these activities, we evaluate the following:
This analysis empowers your organization to make informed decisions aligning with short-term needs and long-term goals. We don’t ask clients to fill out a simple questionnaire – we do a deep dive into your business’s operations and workflows to determine the precise solution for your use case.
Business Objectives:
Map goals and processes to potential solutions.
Technical Gaps:
Identify areas where existing systems fall short.
Total Cost of Ownership:
Compare long-term costs, customization, scalability, and support.
Compliance and Security:
Ensure solutions meet regulatory and performance requirements.
The 7T Advantage: ERP/CRM Consulting
Choosing 7T as your ERP or CRM consultant means partnering with a trusted leader in CRM/ERP implementations and custom software solutions. Our proven methodologies, deep expertise, and commitment to client success set us apart, making us the ideal partner for your digital transformation journey.
Ready to elevate your business processes? Contact us today to schedule a consultation and discover how 7T can empower your growth!
let's begin your digital transformation
7T (also known as SevenTablets) is a Dallas Digital Transformation company, specializing in AI, machine learning and the development of cutting-edge business solutions. Beyond multimodal machine learning and artificial intelligence (AI) development, we also specialize in enterprise software development, mobile app development, web app platforms, process automation, cloud solutions and DevOps, amongst others. We go beyond the role of a typical third-party service provider, taking on the role of a true business partner. 7T takes a "business first" approach to Digital Transformation, with business strategy guiding the development process. ROI is our currency as we solve hard problems with innovative Digital Transformations like machine learning-driven AI development solutions that propel clients to the next level.
