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Best CRM Consulting Companies in New York

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

Updated: 25 January 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
DataArt logo
$50 - $99 / hr
500+
1997
United Kingdom

DataArt

DataArt is a global software engineering firm that takes a uniquely human approach to solving problems.

With over 20 years of experience, teams of highly-trained engineers around the world, deep industry sector knowledge, and ongoing technology research, we help clients create custom software that improves their operations and opens new markets. Powered by our People First principle, we work with clients at any scale and on any platform, and adapt alongside them as they evolve.

We integrate our engineering excellence with deeply human values that drive our business and our approach to relationships: curiosity, empathy, trust, honesty, and intuition. These qualities help us deliver high-value, high-quality solutions that our clients depend on, and lifetime partnerships they believe in.

Service Focus
  • Consulting
  • Web Development
  • Software Development
3rd
Vention logo
$50 - $99 / hr
500+
2002
United States

Vention

Vention is the premier global leader in software engineering, synonymous with technology designed for scale and the common denominator behind the world’s most successful tech-empowered enterprises, industry innovators, and startups. Headquartered in New York with 20+ offices, Vention provides access to 3,000+ engineers worldwide and equips technology leaders with the top engineering talent from the world’s most respected tech hubs. Our teams sync with clients’ in-house engineers to advise and execute their product vision to accelerate their roadmap, innovate faster and more efficiently, and ultimately scale their operations to new heights.

Service Focus
  • Consulting
  • Web Development
  • Mobile App Development
  • Software Development
4th
Ergonized logo
$50 - $99 / hr
10-49
2007
Ukraine

Ergonized

We create personalized solutions by customizing tools to meet your needs. Delivering personalized all-in-one CRM/ERP/Customer Portal solutions to SMBs in Automotive, Insurance, Fin-Tech, HR/Recruitment, and Data segments using Ergonized Platform and pre-built solutions that decrease delivery time, reduce risks, and cut development and support expenses. Our vision is to design sophisticated all-in-one automation tools that offer you the functionality you require while still being simple to use.

Service Focus
  • Consulting
  • Software Development

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.

CRM consulting company services in New York 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.

New York 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 New York?

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 New York.

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 New York 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.