Redefining CRM Implementation - Save Weeks, Not Hours, on CRM Implementations!
Build, Integrate & Evolve Your CRM & Business Processes with AI
Subheadline
What if we told you that every CRM implementation could be a triumph? That every project could not only meet but exceed expectations? This is not just a dream – with Flowsiti, it's your new reality.
The Problem - Businesses struggle significantly with CRM implementation and maintenance due to:
1. Manual Requirements & Process Discovery
Most companies still rely on manual meetings, endless documentation, and scattered communication channels for CRM requirements gathering. This outdated approach often results in errors, missed details, and substantial project delays.
"Poor requirements elicitation contributes to 70% of failed or underperforming software projects." (PMI.org)
2. Complex CRM Integrations & High Costs
CRM implementation projects often underestimate integration complexity, causing budget overruns and delays.
Integration Challenges: "58% of CRM implementation projects exceed planned budgets and timelines due to unforeseen integration complexity." (CIO Insight)
Cost Overruns: "CRM implementations typically run over budget by 40–70%, largely due to underestimated complexity and integration issues." (Gartner)
3. Poor Collaboration & Visibility
CRM implementations commonly suffer from poor internal alignment and unclear business objectives, impacting adoption and success.
"Up to 50% of CRM implementations fail due to poor internal communication and unclear business objectives across teams." (SalesforceBen.com)
4. Rigid & Expensive Metadata Management
Maintaining CRM metadata—custom fields, layouts, and configurations—is frequently expensive, rigid, and limiting for business agility.
"Over 60% of CRM implementations report significant recurring costs related to metadata maintenance post-deployment." (Forrester)
Our Solution
Automated Process Discovery
Automatically convert meeting notes, audio transcripts, documents, and diagrams into clear, accurate CRM workflow visualizations, streamlining the requirements process.
Flexible Package & Version Management
Precisely manage CRM workflows and metadata versions, enabling selective reuse of processes, configurations, and best practices.
AI-Powered CRM Recommendations
Intelligently map business processes directly to CRM objects, fields, and optimal configurations, dramatically simplifying setup and accelerating deployment.
Reusable Workflow Templates
Easily create, share, and deploy workflow automation templates, ensuring consistent implementation quality and reducing setup time.
Real-Time Collaboration & Transparency
Collaborate seamlessly with stakeholders in real-time, improving visibility, alignment, and CRM system adoption through continuous refinement.
Decoupled Business & Technical Layers
Maintain a stable digital representation of business processes independently from CRM vendor specifics, enabling easy system adaptations or migrations.
How It Works
1. Capture & Ingest CRM Requirements
Upload or link business files, diagrams, notes, and recordings. Automatically structure these into actionable CRM workflows.
2. AI-Generate Workflow Automation
Instantly visualize workflows using AI-powered analysis tailored specifically to your CRM and business needs.
3. Seamlessly Integrate & Map to CRM Systems
Easily map workflows to CRM platforms like Salesforce, simplifying integration and eliminating manual guesswork.
4. Rapidly Deploy & Continuously Refine
Deploy CRM workflows quickly, refine processes in real-time, and stay responsive to evolving business requirements.
5. Decouple & Future-Proof Your CRM
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