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CRM Consulting Companies in Dallas

Dallas 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 Dallas 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 Dallas CRM consulting companies? What are the services that CRM consulting companies in Dallas are providing? Hope our list of the best CRM consulting companies in Dallas 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 Dallas

Updated: 25 January 2024
1st
Ascendix Technologies logo
$100 - $149 / hr
50-199
1996
United States, Ukraine

Ascendix Technologies

Ascendix Technologies is a CRM consulting and custom software development company from Dallas, Texas with offshore development offices in Ukraine.

The company was founded in 1996 and is still managed by Wes Snow and Todd Terry.

We offer onshore/offshore and mixed models to help you optimize your cost and get quality software and products.

Service Focus
  • Software Development
  • Consulting
2nd
DMC Inc. logo
$150 - $199 / hr
50-199
1996
United States

DMC Inc.

We provide custom software development and engineering for web, desktop, mobile, and more. We are Microsoft Gold Certified Partners.

We work on a wide variety of systems from connectivity (apps that connect, control, program, or collect data from devices, including IoT websites) to complex algorithms and data systems. We are experienced in a variety of platforms including the Microsoft stack, Java, Python, PHP.

Our other services include embedded design, factory floor automation systems, and test & measurement systems.

Service Focus
  • Testing
  • Consulting
3rd
Ventas Consulting logo
Undisclosed
50-199
2007
United States

Ventas Consulting

Ventas is a Salesforce consulting firm based in Dallas with skilled experts in Austin, Houston, San Antonio and across the state. Our focus is to help our clients make the right technology investments for their business and leverage the salesforce platform in a way that drives the best outcomes for their needs and budget. We provide implementation, integration, custom development, and ongoing technical support services to clients throughout Texas and the TOLA region.

What makes Ventas special to our clients is that we only work with Salesforce so we are platform experts. And all of our consultants are full time employees who live and work in Texas.

Our Certified Salesforce Consultants have extensive business experience in marketing, sales, and customer service with the technical expertise to build the best solution for your business. Our experts love a challenge and will go the extra-mile to make sure your project is on time, on budget and exactly what was promised.

Service Focus
  • Consulting
4th
Venn Technology logo
Undisclosed
10-49
2015
United States

Venn Technology

By working with Venn, you’ll eliminate manual processes, make siloed information accessible, and enable organization-wide real-time sharing of information to keep every department and customer in the loop, up to date, and on the same page.

No one digs deeper to fully understand your interdepartmental processes; real-time information, data validation, and reporting needs than Venn. And no one better understands your needs from a business, as well as a technology standpoint, to design solutions that meet or exceed your expectations today while building in maximum flexibility to accommodate your future needs.

Service Focus
  • Consulting
5th
AppShark Software logo
Undisclosed
50-199
2007
United States, India

AppShark Software

AppShark provides Salesforce Implementation, Integration and Development services, along with Technology Services to assist companies in migrating legacy applications to cloud and extending them to mobile devices by developing custom mobile Apps.

We are a Salesforce Gold Consulting Partner, with extensive experience in implementing Salesforce in various industries. We specialize in architecting and delivering complex, multi-cloud and multi-platform solutions.

With offices in Dallas, Iselin, Toronto and Hyderabad (India), we can provide a cost effective mix of resources to complete your projects successfully, on-time and on-budget.

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.

Dallas 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.

Dallas 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 Dallas?

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 Dallas.

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 Dallas 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.