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The Best CRM Consulting Companies in Chicago

Chicago CRM consulting services 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 Chicago 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 Chicago CRM consulting companies? What are the services that CRM consulting companies in Chicago are providing? Hope our list of the best CRM consulting companies in Chicago with real research so you don’t waste your time with companies that are not worth it. 

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The Best CRM Consulting Companies in Chicago badge

List of the top CRM Consulting Companies in Chicago

Updated: 05 April 2024
1st
Crowe LLP logo
$150 - $199 / hr
500+
2005
United States

Crowe LLP

Crowe Horwath is one of the largest public accounting, consulting, and technology firms in the United States. Our dedicated professionals create value for our clients by connecting deep industry knowledge with innovative technology, while maintaining a commitment to independence, integrity, and objectivity.

By listening to our clients, we learn about their businesses and the unique challenges they face. We forge each relationship with the intention of delivering exceptional client service while upholding our core values and strong professional standards. We invest in tomorrow because we know smart decisions build lasting value for our clients, people, and profession.

Service Focus
  • Consulting
  • Services
  • Software Development
2nd
CloudMasonry logo
$150 - $199 / hr
10-49
2018
United States

CloudMasonry

CloudMasonry is a Salesforce consulting partner, delivering success with transformative cloud-based business services and partner solutions.

Registered Salesforce Consulting Partner

Consulting Resources with +10 years of Salesforce Experience

We offer a tailor-made approach for enterprise organizations, guiding each through the challenges of working with and harnessing the potential of cloud-based tools such as Salesforce. With over a decade’s dedicated experience in the field, CloudMasonry’s business-to-business consulting services are built on a foundation of experience across a range of industries.

CloudMasonry was built on the knowledge that many existing Salesforce customers often struggle to utilize Salesforce to its fullest. With Salesforce pushing out three technical releases a year, we looked around and saw that Salesforce customers too often felt like they couldn’t keep up. At the same time, we knew all about the powerful features of Salesforce like Field Service Lightning and know just how powerful they can be.

The aim of CloudMasonry is to partner with Salesforce clients to maintain their current CRM while incorporating its very best features, leading to a robust, up-to-date Salesforce-powered solution.

Service Focus
  • Consulting
3rd
Highland logo
$150 - $199 / hr
10-49
1999
United States

Highland

At Highland, we research, design, and build digital products and experiences for customer-centric companies and mission-driven organizations. For over 20 years, our team of designers, developers, and strategists have helped organizations turn their biggest uncertainties into opportunities for growth. We've built and launched over 268 digital products, and we'd love to help you take your idea from dream to delivered. Ready to get started? Get in touch.
Service Focus
  • Software Development
  • Consulting
  • Design
4th
Liventus logo
Undisclosed
50-199
2002
United States

Liventus

Liventus specializes in enterprise software and application development, eCommerce, and IT automation to help clients streamline their business processes. Our extensive experience in data and application security and high-tech security toolbox will give you peace of mind that your systems, and your customers are safe. We work side by side with you, frequently checking in, and stay closely connected throughout the project. Liventus seeks to maximize client potential utilizing the newest technologies, security and frameworks available. We are a top FinTech firm with experience in security protocols and delivering innovative solutions. We develop fully integrated, high impact eCommerce solutions to take your conversion rates to the next level. We treat your business like our business and don't succeed until you do.
Service Focus
  • Software Development
  • Consulting
  • Web Development
5th
NextME logo
$50 - $99 / hr
1-9
2013
United States

NextME

NextME is a mobile app for businesses helping their staff manage their waitlist of customers.

NextME leverages proprietary historical data to help businesses quote more accurate wait times during peak hours. We believe in superior customer service and that waiting in line can be done virtually, not physically.

Our mission is to help businesses keep customers happy, improve operations, and retain more business during wait times.

As seen on the EATER, FOOD & WINE, Food & Drink International Magazine, NextME's digital waitlist for business operators is available to download in the App Store today: http://apple.co/1IUTQWw

Need an extra hand with a product demo? Email us at hello@nextmeapp.com

Service Focus
  • Consulting
  • Advertising
  • Marketing

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.

Chicago CRM consulting company services 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.

Chicago consulting services 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. 

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 Chicago?

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 Chicago.

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 Chicago 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.