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CRM Consulting Companies in Atlanta

CRM consulting services in Atlanta will assist you in addressing scattered customer data, weak lead conversion, and low selling levels. We created a list of the top CRM consulting companies in Atlanta that can take your company to the next level. By the end, you can get the answers to the most common questions related to CRM, like what the top CRM consultants choose? Is CRM worth it? What are the main advantages of using CRM? Do you need services from Atlanta CRM consulting companies? What are the services that CRM consulting companies in Atlanta are providing? Hope our list of the best CRM consulting companies in Atlanta with real research so you don’t waste your time with companies that are not worth it. 

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List of the top CRM Consulting Companies in Atlanta

Updated: 27 September 2023
CRMIT Solutions logo

CRMIT Solutions

CRMIT Solutions is a pioneer in digital transformation solutions to deliver Customer360. As a Salesforce Crest Consulting & AppExchange partner, CRMIT Solutions specializes in CRM, business insights, field transformations, human services, and patient experience solutions. With over 200+ certified CRM & business intelligence consultants and over 1000+ successful deployments globally, CRMIT has successfully acquired 200+ customers spreading across various domains including financial services, manufacturing, healthcare, and human services (governments).

The Customer 360++ is a CRMIT Solutions initiative to:

  • Master the last mile adoption with holistic customer profile;
  • Extend a connected and unified Customer Experience;
  • Deliver Customer Success.
Service Focus
  • Consulting
Bolt Today logo
United States

Bolt Today

Bolt Today, an Innovative Salesforce partner headquartered in the USA with a presence in India, the UK, and Australia believes customer experience is an open secret for gaining a competitive edge in the digital era. and operates with one fundamental principle- “User-First”, things that matter to derive maximum ROI of your Salesforce investment.

It is a preferred Salesforce development company where our domain experts and technology experts work together, in fully integrated teams, to transform your business to increase the top line, and optimize the bottom line.

Services we offer:

  • Salesforce Consulting
  • Salesforce Integration
  • Salesforce Lightning
  • Salesforce Outsourcing
  • Salesforce Optimization
  • Salesforce AppExchange App Development
  • Salesforce Sales, Service, Marketing, Health, Finance, NPSP, and Community Cloud Implementation

Our AppExchange Applications:

Bolt Kanban: Salesforce Kanban on Steroids

Bolt Connections: Sales Intelligence Tool

Service Focus
  • Consulting
Configero logo
$150 - $199 / hr
United States


Based in Atlanta, GA with headquarters at the Salesforce Tower, Configero is a top-ranked certified Salesforce Cloud Alliance Partner with over 10 years of experience delivering strategic consulting, innovative solutions and expert support to help companies get the most out of their cloud investments. Configero has consistently been ranked as a top Salesforce Consulting Provider and CRM Developer by Clutch.

Configero leverages its expertise to deliver a better experience and a path to better business performance on the Salesforce platfom. With a full range of implementation, integration, training, and support services, Configero’s distinct style of passion, thoughtfulness, and delivery excellence helps forward-thinking organizations build what's next.

Services: Full-cycle implementations of all products including: Sales Cloud, Service Cloud, Community Cloud, Pardot, Marketing Cloud, and Consulting offerings include: Business Process Consulting, Data Quality and Migration, Integration and Application Development, Native Applications Designed to Further Extend the Salesforce Platform Admin, and End User Training Remote and Onsite Support.

Service Focus
  • Software Development
  • Consulting
$100 - $149 / hr
United States


Since our inception, SOLTECH has experienced success in building a solid base of business across diverse industries, including eCommerce, telecommunications, automotive, technology products and services, manufacturing and distribution, retail, financial services, and healthcare. As a leader in Custom Web & Mobile App, Software Development, IT Staffing, and Technology Consulting our broad industry experience allows us to bring fresh ideas to executives on better ways to achieve operational efficiencies through technology. Our clients rely on us to both design, develop and support their custom applications, and to help them hire the best talent so they can tackle their projects in-house. We have a U.S. based team of engineers who are innovative and stay at the forefront of technology. Our headquarters is located in Atlanta, in the Buckhead area by Lenox.
Service Focus
  • Software Development
  • Consulting
  • Services
  • Mobile App Development
Ad Victoriam Solutions logo
$150 - $199 / hr
United States

Ad Victoriam Solutions

Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We specialize in implementing, integrating and transforming Salesforce to match your business objectives. Our goal is to increase your efficiencies and accelerate your teams' productivity with a scalable solution to empower your business. We are as passionate about serving our clients Salesforce business solutions, as we are about using our talents and resources to serve people and the planet. So, in addition to being a Salesforce Platinum Partner, we are also a Certified B Corporation.
Service Focus
  • Mobile App Development
  • Software Development
  • Consulting

Each business has its own specifics, but no matter how different the business processes are, the beauty sphere or an IT company, a CRM system is needed in both cases. Customer relationship management (CRM) consulting includes not only implementation but also industry expertise, qualified staff, and support and service after deployment.

What are CRM consulting company services in Atlanta include?

  • CRM-Audit - the expertise of business readiness for the effective implementation of CRM-strategy. 
  • Formation of CRM-strategy and metrics to describe goals and monitor progress.
  • Development and improvement of CRM-strategy.
  • CRM Navigator - CRM metrics to identify and support the right business course.
  • Selection, development, and customization of tools to implement a CRM strategy.

Consulting services in Atlanta accompany the implementation of CRM-solution at all stages of the project life cycle:

  • Optimization of business processes.
  • Selection and arrangement of CRM-solutions to the individual needs of the business of your company.
  • Implementation and maintenance of CRM-solutions.
  • Training of CRM-solution users.

Work on the implementation of CRM projects includes approaches to project management at all stages and affects all participants. This structured approach allows business consultants to close the customer's needs with the minimum time and budget for the project. This is expressed in the effective adaptation of the system to the specific tasks of automating business processes, sales, marketing, and service. 

The client base on paper is the past century. Electronic organizers and all-known Excel also couldn't provide an effective relationship between a potential client and the supplier of goods or services. The main reason for incompetence is a trivial - human factor: one of the company's employees could certainly forget to enter information into an Excel file or just make a mistake. The situation becomes more and more problematic when sales increase, which naturally affects the staff's expansion and the number of clients. The solution of the problem - CRM-system, which automates business processes and, as a consequence, eliminates failures caused by the human factor.

Sooner or later, any business owner comes to the fact that everything seems to be working well. Still, there are a huge number of gaps, without which business could get to a completely different level of business and management. To move to a new stage, you need to deal with the pressing problems and routine by implementing CRM.

The implementation of CRM has a huge number of advantages. We have found out the main ones, which allocate more of the number of entrepreneurs. 

What are the benefits of implementing CRM?

  • Maintaining a customer base;
  • Improvement of managers' performances;
  • Control of employees in the workplace;
  • Setting and executing tasks;
  • Automation of business;
  • Reporting on key performance indicators in CRM-system;
  • Increase profits and optimize costs;
  • Case planning and notification;
  • Electronic document management.

Do you need services from CRM consulting companies in Atlanta?

Still do not understand whether it makes sense to purchase CRM or not? Let's deal with it together!

If you want to establish internal business processes of the company, work on customer loyalty, increase profits and reduce costs, improve management, reporting and improve the overall efficiency of the business - certainly, the implementation and configuration of CRM are necessary - hire CRM consulting companies in Atlanta.

Implementation of the CRM is suitable for:

  • E-commerce store;
  • manufacturing;
  • Real estate agencies;
  • Agribusiness;
  • Small business;
  • Large chain stores;
  • Wholesale trade;
  • Retail trade;
  • Recruitment;
  • Beauty shops;
  • Dentists;
  • Realtors;
  • Public catering.

CRM can be adapted to any field of activity. Initially, you will be provided with a set of basic tools, and over time you can refine the functionality you need, depending on your requirements.

The purpose of Atlanta CRM consulting services is to develop a strategy for achieving the company's goals in the system.

Services of the best crm consultants include the following stages:

  • Analysis of the necessity of automation of business processes at the enterprise.
  • Identification of required changes and diagnostics of capabilities.
  • Development of detailed system requirements.
  • Definition of budgets and terms required for project implementation.
  • Development of implementation strategy.