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CRM Consulting Companies in Miami

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

Updated: 20 November 2023
The Hackett Group logo
$150 - $199 / hr
United States

The Hackett Group

The Hackett Group (NASDAQ: HCKT), a global strategic business advisory and operations improvement consulting firm, is a leader in best practice advisory, business benchmarking, and transformation consulting services including strategy and operations, working capital management, and globalization advice. 

Using best practices and implementation insights from more than 5,000 benchmarking engagements, executives use The Hackett Group's empirically-based approach to quickly define and implement initiatives to enable world-class performance. 

Through its REL division, the company has helped release billions in cash through sustainable working capital improvements across a company's operations. Through its Archstone Consulting division, the company offers strategy and operations consulting services in the consumer packaged goods, life sciences and manufacturing industries. 

Service Focus
  • Consulting
Certa Consulting logo
United States

Certa Consulting

Certa Consulting is a Professional Service firm specialized in providing value to the entire Digital or Analog Customer Life Cycle of our clients. The successful partnership we hold with Salesforce allows us to offer a vehicle for such value.

Service Focus
  • Consulting
SkyPlanner logo
United States


We're an experienced, 5-Star rated, full service Salesforce Consulting & AppExchange Partner specialized in helping businesses just like yours, get the most out of their Salesforce experience.

Founded in 2011 as a joint venture between three friends--Rene Raul Garcia, Jorge Fernandez and Rene Rodriguez-- we set out to help entrepreneurs streamline their business operations. Fast forward ten years later, and we've grown into a multilingual, multi-disciplinary team of system architects, business analysts and South Florida's largest group of Salesforce certified developers. Today, we specialize in helping companies of all shapes and sizes, across the Americas leverage the power of Salesforce to do more with their business -- whether that means scaling globally, optimizing operations, implementing a new Salesforce solution, training employees or simply put, getting organized. Wherever you are in your Salesforce journey, we can help.

Service Focus
  • Consulting
CloudMasters logo
United States


CloudMasters provides expertise across Salesforce Sales, Service, Community, and Financial Services Clouds focusing on Enterprise Architecture, Custom Development, Integration, CoE Strategy and Support. We help you quickly maximize your investment in the Salesforce platform whether you are looking for help with a current project or to add additional Salesforce Technical Expertise for your current team.  

Service Focus
  • Consulting
Tengo logo
United States


Tengo is a Salesforce partner, passionate about delivering innovative solutions for our clients that drive business value, helping to improve customer experiences, drive more sales, increase customer retention and improve operational efficiency.

Service Focus
  • 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.

Miami 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.

Miami 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 Miami?

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 Miami.

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 Miami 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.