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CRM Consulting Companies in Philadelphia

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

Updated: 25 January 2024
1st
Merkle logo
$150 - $199 / hr
500+
1971
United States

Merkle

Merkle is a leading data-driven, technology-enabled performance marketing agency. We specialise in the creation and delivery of unique, personalised customer experiences that drive performance across all platforms and devices. We call this ‘people-based marketing’ and, with over 25 years’ experience, we are proud to be recognised as a global leader.

Performance marketing focuses on creating testable campaigns with measurable outcomes. Results are judged on how well a campaign has performed, the value of your customer relationships and the loyalty earned against your marketing investment. But what sets us apart is our truly customer-focused approach. We employ individualised targeting and personalised messaging that works as a key driver of performance. It takes personalisation to another level, delivering unique and tailored customer experiences in real time.

Service Focus
  • Pr
  • Consulting
2nd
Jade Global logo
$100 - $149 / hr
500+
2003
United States

Jade Global

Jade is well-positioned to be your strategic IT services partner. The team creates value through its vast portfolio of IT services delivered by highly skilled and experienced consultants. Our services include business application implementations, integrations, software product engineering, cloud services, technology advisory, testing, and managed services. We have domain expertise in a variety of industries including manufacturing, high-tech, energy, pharmaceuticals and warehouse distribution.

Service Focus
  • Testing
  • Consulting
3rd
Veelead Solutions logo
$25 - $49 / hr
50-199
2012
United States

Veelead Solutions

Veelead Solutions established itself as a multinational technology development company in 2012 that specializes in services, products and sales. We provide end-to-end development of cloud solutions using SharePoint, Microsoft Dynamics CRM, Microsoft Dynamics AX, Microsoft Dynamics 365, PowerApps, Power BI, Microsoft Azure, Net Applications, mobile apps, RPA and several other development services. Our team of process-oriented experts provides carefully structured services including strategic consultation, design, development, implementation, customization and optimization of Microsoft’s suite of products.
Service Focus
  • Consulting
4th
CRM Science logo
Undisclosed
10-49
2011
United States

CRM Science

At CRM Science, we use our Salesforce expertise to transform your enterprise. Partnering with our clients throughout the Salesforce journey, we work with leaders to strategize and optimize business processes, and design and develop solutions across every Salesforce cloud. We empower companies to innovate faster, better engage with customers, and improve bottom lines.

CRM Science is a Salesforce Gold Consulting Partner and a Salesforce.org Registered Partner. Our strategic consulting services were recognized by Salesforce in four consecutive Salesforce Partner Innovation Awards, an annual recognition for partners that deliver outstanding client success.

Service Focus
  • Consulting
5th
AllianceTek logo
$50 - $99 / hr
50-199
2004
United States, India

AllianceTek

AllianceTek – is a company that is providing mobile, cloud & web solutions since 2004. AllianceTek provides onshore client service and project management team of developers and designers already delivered the maximum benefit to clients from 12 global locations. AllianceTek model can offer clients the best in customer service while also providing cutting-edge, customized solutions at extremely competitive prices. To date, AllianceTek continues to grow both its onshore and offshore teams. They are experts in enterprise-class business applications and solutions, mobile and web applications, collaborative portals, custom CRM solutions, business intelligence solutions, and business process automation. Among 14 years in the Market, they implemented more than 480 successful projects. 

Service Focus
  • Software Development
  • Consulting
  • Testing
  • Mobile App Development
  • Web 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.

Philadelphia 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.

Philadelphia 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 Philadelphia?

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 Philadelphia.

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 Philadelphia 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.