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Top CRM Consulting Companies in Montreal

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

Updated: 25 January 2024
1st
Alithya Microsoft Practice logo
Undisclosed
500+
1992
Canada

Alithya Microsoft Practice

Alithya’s Microsoft practice covers a wide array of capabilities, including Dynamics, Azure, business analytics, digital solutions, advanced analytics, application development and architecture. Focused on business outcomes, our combined companies have delivered Microsoft solutions to over 1,200 clients. Alithya’s global offering is to deliver strategy and digital technology services in addition to implementing ERP and integrated solutions. Our clients, covering a large spectrum of sectors, entrust Alithya with their strategic projects across Banking, Investment and Insurance, Energy, Manufacturing, Retail and Distribution, Telecommunications, Transportation, Professional services, Healthcare and Government sectors.

Service Focus
  • Consulting
2nd
Solutions Metrix logo
$100 - $149 / hr
50-199
2001
Canada

Solutions Metrix

Since 2001, Solutions Metrix has implemented internationally recognized CRM solutions such as Creatio, Microsoft Dynamics CRM, SugarCRM, Hubspot & Salesforce.

Every implementation is tailored to be conveniently adapted to the needs of each business. Over time, Solutions Metrix has developed a step-by-step implementation process that assures success by taking into account the essential needs of each individual business with which we work. This process not only allows us to provide tailored services, it also allows us to provide our clients with a very flexible pricing structure.

The experts at Solutions Metrix implement CRMs as work tools, not databases. Hundreds of implementations gave us a unique ability to provide CRM solutions that are used optimally by our clients. The secret to our success is simple: We adapt our solutions to your business types, models, markets, and industries. Not the other way around.

We are not a simple ERP firm, nor are we software resellers. We’re CRM specialists. We make sure that our clients have the best CRM platform for their business and that it’s implemented the right way. We work with industry leaders in Marketing, Sales, Human Resources, Business Management, and many more, and it’s this multi-disciplinary association between sales/marketing/management and IT that gives us a detailed understanding of our client’s needs and business realities.

Service Focus
  • Consulting
3rd
SOLJIT logo
Undisclosed
10-49
2009
Canada

SOLJIT

SOLJIT is your strategic Partner for everything Salesforce and digital acceleration. From strategic vision and planning, to implementation and adoption, we accompany your teams every step of the way.

Since 2009, SOLJIT has been helping businesses, institutions and nonprofits implement, integrate and continuously improve with the Salesforce platform.

The expertise, culture and human approach of SOLJIT will enable you to accelerate your organization’s growth and scalability so you can achieve your strategic objectives.

Throughout the years, SOLJIT has helped businesses and institutions in a wide variety of sectors, including:

  • Banking and finance;
  • Consulting;
  • Culture and entertainment;
  • Education;
  • Government;
  • IT and technology;
  • Manufacturing;
  • Marketing and communications;
  • Nonprofit organizations;
  • Real estate;
  • Retail.

We have been helping businesses and institutions with their digital transformations since 2009. As a partner and consultant, we’ve been recommending, implementing and customizing best-in-class cloud solutions for organizations in search of growth, efficiency and scalability. Today, our expertise with Salesforce covers sales, customer service, communities and engagement, marketing, e-commerce, and nonprofits. We also use OneSpan Sign for electronic signatures, for which we are the exclusive reseller for SMBs in North America.

Service Focus
  • Consulting
4th
Pstox logo
Undisclosed
1-9
2015
Canada

Pstox

Working with Pstox means working with highly skilled integration architects and solutions developers. Services include: Architecture and design, development of APIs, #Mulesoft integration, quality assurance in progressive modular deployments. Understanding their needs, and supporting them through the integration of the most advanced solutions, taking their client experience to the next level. You know your business and we know Mulesoft. We are ready to help you achieve tomorrow’s goals.

Service Focus
  • Consulting
5th
Cyper logo
Undisclosed
10-49
Cyper
Canada

Cyper

At Cyper, we enable efficient digital transformation for organizations that realize the importance of technologies for their undeniable success.

The philosophy of Cyper is to see the business behind the digital, which allows reaching outstanding results.

That’s why we became one of the most fast-growing software and business consulting services firms in Canada. We are insights-driven and outcomes-based to help accelerate returns on your investments.

We are dedicated to converting our clients’ digital ecosystems into efficient elements of their business processes.

Service Focus
  • Web 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.

Montreal 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.

Montreal 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 Montreal?

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 Montreal.

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 Montreal 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.