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CRM Consulting Companies

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

Updated: 22 September 2023
1st
ScienceSoft logo
$50 - $99 / hr
200-499
1989
United States, United Arab Emirates, Finland

ScienceSoft

A CRM consulting company with 14-year experience, ScienceSoft will help you increase the return from your customer relations. We create CRM solutions that support winning customer experience strategies and automate your workflows for marketing execution, lead generation, sales enablement, customer loyalty building, and customer contact center. ScienceSoft works expertly with CRM platforms from our partners: Microsoft Dynamics 365 and Salesforce. Also, we provide platform-agnostic CRM consulting services to guide you to the best-suited CRM solution, whether it’s market-available or a custom one.

Our portfolio of 40+ CRM projects includes the migration from disparate data stores to an enterprise-wide CRM, customization of CRM platforms, custom CRM development, and CRM integration with distributed multi-channel data sources. Our solid background in data analytics helps us effectively organize and securely store abundant CRM data – our team took part in the development of CRM systems for a bank with 7+ mln clients and a media company with 5+ mln readers.

Service Focus
  • Consulting
2nd
Eide Bailly logo
$150 - $199 / hr
500+
1917
United States

Eide Bailly

At Eide Bailly, we’re not scared of change. In fact, we embrace it. If your company is growing, we think that’s great news! But we also know there are certain inevitable pains that come along with that growth. And that’s where Eide Bailly comes in.

When your business is ready to move to that next level of Enterprise Resource Planning (ERP), Customer Relationship Management (CRM) or accounting software solutions we are here to make sure your new system is strategically optimized to meet the complex needs of your business. If you’ve outgrown your current systems and are looking for a partner to take the next step with you, Eide Bailly has the experience, knowledge and ability to walk you through your business transition.

When you partner with a value-added reseller for your software assessment, selection and implementation you want one with a solid reputation for providing reliable accounting, ERP and CRM solutions. When you experience the growing pains of a software implementation you need clear communication and support, and our local presence in 13 states allows us to provide you with both. Take comfort in the fact that Eide Bailly is comprised of a strong leadership team, a staff of more than 120 talented technology professionals, and core values that emphasize community involvement, superior customer service, and industry-leading expertise.

Service Focus
  • Consulting
3rd
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
4th
Ledgeview Partners logo
Undisclosed
50-199
2007
United States

Ledgeview Partners

Ledgeview Partners is a business and technology consulting company who partners with organizations to transform sales, marketing, and customer service operations & processes that are supported by core technologies including Customer Relationship Management (CRM) and Marketing Automation.

Ledgeview Partners’ consultants combine savvy business intellect with the strong technical aptitude to provide solutions that extend well beyond software implementations. It’s about building relationships, transforming business, and delivering phenomenal customer experiences.

Ledgeview Partners is a Microsoft Dynamics Gold Partner and a Salesforce Silver Consulting Partner.

Service Focus
  • Consulting
  • Marketing
5th
Eventige Media Group logo
$50 - $99 / hr
10-49
2009
United States

Eventige Media Group

What Makes Us Different

Eventige is a full-service marketing and advertising agency with an extensive partner roster—we take a holistic perspective on brand building and acceleration at every touchpoint. We employ the latest in media placement, use innovative content and creative strategies, as well as deliver all of our campaigns based on research and data-science; allowing us to grow brands faster, and with more precision.

As our name might allude to, Eventige was born of the words Event and Prestige. We focus on the brand development of all transactional events that take place throughout the marketing mix. We are a team of passionate brand strategists who always stay personally connected to everything we create, the clients we work with, and the campaigns we bring into this world.

Our agency model is designed specifically for organizations that require a combination of Research & Strategy, Creative & Production, as well as Media & Promotion. Our marketing teams assist with everything from one-off brand development projects, to completely turnkey full-service agency service and support.

We focus on deployment of products based on data-science, with an ‘end-customer-first’ approach. We also provide the supportive services that are necessary to accelerate demand generation across Digital as well as Traditional Channels; innovate on Brand Identity and Visual Communications, and provide exceptionally powerful Media Buying Strategies.

Service Focus
  • Software Development
  • Consulting
  • Seo
  • Design
  • Marketing
  • Web Development
6th
BroadPoint Technologies logo
$150 - $199 / hr
50-199
2001
United States

BroadPoint Technologies

BroadPoint is an award-winning business and technology consulting firm that implements Microsoft ERP, CRM, membership, business intelligence, and staff productivity solutions.

Since 2001, BroadPoint has worked with clients in a variety of industries, with a focus on manufacturing companies, not-for-profits, technology companies, associations, and professional services companies. We implement software applications and provide ongoing application support, training, status reporting, technology assessments and cloud application management.

As one of the top Microsoft Gold-Certified Dynamics partners in the U.S., we have hundreds of clients across the country that trust our team of experienced CPAs, MBAs, PMI-certified project managers, technology experts and service professionals. Learn more at www.broadpoint.net.

Service Focus
  • Software Development
  • Consulting
7th
Signity Solutions logo
$25 - $49 / hr
50-199
2009
India, United States

Signity Solutions

Since the company's establishment in 2009, Signity Solutions has successfully implemented over 1000 projects across a wide range of interests and industries worldwide. That's why, and beyond it, Signity Solutions is recognized as the leading software development company.
Using technical knowledge and experience of all processes and operations, the team of dedicated experts develops solutions to optimize workflow and increase the overall return on investment.
Signity provides the most comprehensive range of services, from developing a mobile app for startups to social media marketing. They are open for collaboration with startups, medium-sized companies, and enterprises, with concept validation, design development, release, etc., Signity Solutions helps turn ideas into a reliable business.

Service Focus
  • Software Development
  • Consulting
  • Mobile App Development
8th
Affirma Consulting logo
$100 - $149 / hr
200-499
2001
United States, India, Ireland

Affirma Consulting

Affirma is an award-winning full service technology consultancy based out of Bellevue, WA. We specialize in Mobile, Cloud, Business Intelligence, SharePoint, Technology Infrastructure, Custom Development, Visual Design, and Staffing Services. We focus on delivering true, measurable business value to our clients. We have a passion for customer satisfaction and are dedicated to delivering dependable and reliable solutions that exceed client expectations.

Our clients include Microsoft, the Seattle Art Museum, Children's Hospital, Starbucks, Blue Nile, TreeTop, MoneyTree, and many more. We have been ranked one of Puget Sound Business Journals “Best Workplaces” and “Fastest Growing Companies” for four years in a row.

Service Focus
  • Software Development
  • Consulting
  • Web Development
9th
Algoworks logo
$25 - $49 / hr
200-499
2006
United States, India

Algoworks

company based out of Sunnyvale, USA & Noida, India

Since 2006 our team has won various awards and has developed 500+ apps for startups & Fortune 500 companies. We have a team of passionate techies, designers & Business Analyst who take pride in delivering quality products. We follow agile methodology with regular app demos, we can ship your product quickly taking care of everything - design, development, deployment and marketing.

Feel free to have a quick discussion with our architects to find out best app development strategy and tools for your app development and marketing needs before you sign with us. Contact Us Now.

We also offer a discovery phase in case your app idea is still at a very basic stage.

Our mobile development service offerings include:-

Service Focus
  • Mobile App Development
  • Software Development
  • Consulting
10th
Mobilunity logo
< $25 / hr
50-199
2010
Ukraine

Mobilunity

Mobilunity is not just an IT company, it is a dynamic team of like-minded people. We offer modern IT solutions and products for the business and your ideas. Are you a startup, medium business or even a whole factory? We are sure that you have already encountered the need to search for developers and programmers and got acquainted with their price list. Outstaffing company is a good solution that allows you to save part of the budget and not focus on the issues of providing and hiring employees. Mobilunity selects specialists directly for your project, based on all your wishes and the most relevant requirements. The ability to stay in touch and control the work on your project 24/7 is a great advantage that you can appreciate when you first meet with us. Outstaffing is an excellent modern solution that allows you to get a high-class result without labor and extra costs.

Service Focus
  • Services
  • Software Development
  • Consulting
11th
Itransition logo
$25 - $49 / hr
500+
1998
United States, United Kingdom

Itransition

Itransition is a trusted global software development company with more than 16 years of professional experience. We deliver a full spectrum of software consulting and development services to clients from more than 30 countries. Over 2000 + diverse IT professionals with strong technology skills and business knowledge and mature methodologies enable us to effectively handle software projects of any scale and complexity.

Service Focus
  • Software Development
  • Consulting
12th
R Systems logo
undisclosed
500+
1993
United States

R Systems

R Systems is a global technology and analytics services company. It helps its clients achieve speed-to-market, overcome digital barriers, and create business value with its specialized service offerings and consultative business approach. It speaks the language of business as fluently as it does the language of technology. In other words, team speaks digital. Its goal: accelerate our clients’ digital leadership.

Service Focus
  • Services
  • Consulting
13th
Rely Services Inc logo
Undisclosed
500+
1997
United States

Rely Services Inc

Rely Services is a renowned Salesforce Consulting service provider dedicated to helping businesses transform their operations and unlock the full potential of the Salesforce platform. With our headquarters based in Hoffman Estates, Illinois, USA, and global facilities strategically located in Pune, India, and Australia, we offer seamless and comprehensive Salesforce implementation and consultation services to clients worldwide.

At Rely Services, we understand that every business has unique needs and goals, and we strive to provide tailored solutions that align with your specific requirements. In addition, our certified Salesforce experts have deep domain knowledge and extensive experience implementing Salesforce solutions across various industries. By leveraging our expertise, your organization can harness the full power of Salesforce to enhance productivity, streamline processes, and drive sustainable growth.

Our Salesforce Consulting services encompass the entire spectrum of implementation and customization, enabling businesses to optimize their Salesforce investment. We collaborate closely with our clients to comprehensively understand their business processes, challenges, and goals. This allows us to design and implement Salesforce solutions that meet their immediate needs and future-proof their operations.

Service Focus
  • Consulting
  • Services
14th
Marlabs Inc logo
Undisclosed
500+
1996
United States, India, Canada, Germany

Marlabs Inc

Marlabs helps companies adopt Digital Transformation using Digital360 - a comprehensive digital framework comprising of Digital Product Engineering, Digital Automation, Enterprise Analytics, Cloud, Digital Security and Digital User Experience; delivering a next-gen Digital Customer Experience.

Marlabs’ digital life-cycle model delivers rapid innovation using prototyping, co-creation, concept-to-completion and rapid deployment.

Marlabs’ innovation labs, “marlabs.next” incubates cutting-edge technologies like Intent-Intelligence, IoT, IoP, Blockchain and Hyper-Personalization.

Marlabs, a Salesforce Platinum Cloud CRM Consulting and Implementation Partner is featured in Gartner’s Market Guide for Salesforce Implementation Partners and was awarded the Best Implementation Partner FY15 by Salesforce.

Service Focus
  • Software Development
  • Consulting
15th
Bluewolf logo
$150 - $199 / hr
500+
2000
United States

Bluewolf

Bluewolf, an IBM Company, is the global Salesforce consulting agency committed to creating customer and employee experiences that drive a return on innovation. We enable companies of any size and industry to deliver deeper, personalized customer moments with Augmented Intelligence (AI) as a competitive advantage–now.

Using our patented project delivery solution, Bluewolf Sightline™, we reduce deployment time and get results faster with less risk for customers worldwide, such as T-Mobile, Mercedes-Benz, and AmerisourceBergen.

Bluewolf CEO, Eric Berridge, wrote the book on customer engagement, Customer Obsessed. The way Bluewolf sees it, when you’re able to be customer-obsessed, you create more than just an impression, you create customers for life.

Service Focus
  • Consulting
  • Services
16th
VRP Consulting logo
$50 - $99 / hr
200-499
1998
United States, United Kingdom, Poland, Netherlands, Belarus, Germany

VRP Consulting

Consultants with a passion for all things Salesforce.

We are VRP Consulting. A global full-service Salesforce consulting, development and outsourcing partner delivering across the entire Salesforce platform. With over 500 people, across 12 offices in 7 countries, we think globally and deliver locally.

Service Focus
  • Consulting
  • Services
17th
Technology Management Concepts logo
$100 - $149 / hr
10-49
1984
United States

Technology Management Concepts

TMC (Technology Management Concepts) was founded in 1984 and has over 300 current Microsoft Dynamics ERP clients. We have completed over 1500 ERP implementations and our team has well over 500 years of combined consulting expertise. TMC has been a Gold Certified Microsoft partner for over 17 years and in 2017, we were nominated for the 2nd time to the famed INC 5000 Fastest Growing Businesses.

In addition, TMC has been a Microsoft President’s Club member and has been included in Bob Scott’s & Accounting Today’s Top 100 VAR Awards for over 10 years running.

We are known for high-quality implementations and long lasting relationships with both our customers and our employees. Our consultants come from diverse backgrounds as many are CPA’s, MBA’s, Accountants and/or past Controllers and CFO’s. This unique combination of software knowledge and practical business application has proved to be a winning success.

An implementation with TMC is a collaborative partnership.TMC’s goal is to help companies achieve long-term business value from their software investments. For over 30 years, we have been providing personalized services, from the beginning stages of business process review, to implementation, training and ongoing support.

Service Focus
  • Consulting
18th
Turnkey Technologies, Inc. logo
$150 - $199 / hr
50-199
1994
United States

Turnkey Technologies, Inc.

Turnkey Technologies, Inc. is an owner-led business consulting firm and Gold Microsoft Partner with a growing team of subject matter experts representing several enterprise resource planning and customer engagement solutions. Since 1994, our time-tested methodology has provided transformative results as defined by our customers.

Turnkey offers comprehensive project management, implementation, deployment, customization, training and support services for the solutions we provide. We invest time to gain understanding in every relationship, enabling us to become an extension of your team. We also apply best practices to help you push the boundaries while staying within your limits, so you can achieve your goals no matter where you are on your digital transformation journey. Turnkey is fully committed to transparency throughout every project. Before we begin any implementation, we hold important discovery sessions where we establish your short-term and long-term requirements. After understanding what drives your business, our team designs the perfect solution for your goals and technical environment. Once your solution is live, you can count on us for ongoing enhancements and support.

Service Focus
  • Consulting
19th
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
20th
CureMD Healthcare logo
$50 - $99 / hr
500+
1997
United States

CureMD Healthcare

CureMD is a leading provider of innovative health information systems and services that transform the administrative and clinical operations of healthcare RCM organizations of all sizes. Our award winning solutions simplify decision making, streamline operations, and ensure compliance with industry standards and best practices; ultimately saving time and effort to maximize value and returns. Our best solutions are: electronic health record, EHR, EMR, Medical billing software, medical coding services, EHR vendors and Revenue Cycle Management.
Service Focus
  • Services
  • Consulting
  • Software Development
21th
XTIVIA (formerly Strategic Sales Systems) logo
$150 - $199 / hr
10-49
1997
United States

XTIVIA (formerly Strategic Sales Systems)

Strategic Sales Systems is a Salesforce.com, Sage CRM and SugarCRM partner and has been working in the CRM space for almost 16 years. During that time we've engaged in hundreds of projects and won several industry awards due to successful implementations with our clients (Gartner Excellence Award 2005 and Customer Interaction Solution Magazine 2008 CRM Excellence Award).

Strategic Sales has 15 employees that are focused solely on delivering CRM solutions to our loyal customers. Our customer base is quite diverse and includes hospitals, manufacturing, technology/software, roofing/construction, financial services, utility co-ops and government organizations. The user count within this customer base ranges from the 5 user install to the 1,000+ seat install utilizing marketing, sales, service, analytics and other CRM related add-ons to meet the unique needs within each business.

Service Focus
  • Consulting
22th
Outsource Management Inc. (OMI) logo
Undisclosed
50-199
1999
United States

Outsource Management Inc. (OMI)

OMI is your go-to partner in the (SaaS) Software as a Service market that has been delivering powerful solutions for companies of any size and industry for over 20 years. Experts at OMI provide customers with end-to-end CRM, marketing automation, and sales enablement services to drive success and enable business growth.As an authorized Salesforce partner, OMI offers consulting, implementation, integration, and administration services to maximize the company's investment in one of the most popular CRM platforms. OMI specialists apply the latest market trends and best practices to introduce innovation to the existing IT environment and let businesses gain competitive advantage.OMI dedicated teams know how to set up and customize new and existing platforms to let you take the maximum benefit of their functionality. Leverage the following services to let your business grow to a new level.
Service Focus
  • Consulting
23th
EOSGlobe logo
< $25 / hr
500+
2003
India, United States

EOSGlobe

EOSGlobe has revolutionized the way companies do business with its technology-driven solutions. Over the last two decades, it has helped accelerate business growth for Fortune 500 companies and emerging startups in the face of disruption. The company has expertise in providing customized next-gen BPM solutions, strategy consulting, digital solutions, and HRM services. A team of more than 14,000 employees at EOSGlobe is committed to providing world-class services that can enable clients to grow their businesses.
Service Focus
  • Consulting
  • Services
24th
Qualex Consulting Services logo
$100 - $149 / hr
50-199
1995
United States

Qualex Consulting Services

Qualex Consulting Services, Inc. (QLX) has established itself as one of the most sought after consulting organizations in the world, providing staff augmentation and IT implementations with a world-class software and service experience.

We have helped hundreds of business in the gaming, hospitality, energy, financial services, insurance, retail, telecommunications, healthcare and government industry succeed in today's globalized world.

Quality is our top priority. All of our senior consultants are Subject Matter Experts (SME) with at least twenty years of experience in multiple solutions.

Service Focus
  • Consulting
  • Services
25th
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
26th
ACE Microtechnology logo
$150 - $199 / hr
10-49
2002
United States

ACE Microtechnology

For over two decades, the executive team at ACE has been providing business management solutions to help small and mid-sized businesses operate more efficiently. ACE does this by offering reliable enterprise software, professional services, and solutions that add real value. By providing an actionable, prioritized rsoadmap designed to guide an organization through the process of understanding how business objectives are translated into technology and process solutions.

In addition to ensuring clients are using tools effectively, ACE continually innovates and brings new ideas that help businesses reduce operating costs and improve productivity. ACE consultants leverage their Microsoft Gold Certified status to further meet the technology needs of our clients. Established in 2002, ACE has offices in Atlanta, GA, Tampa, FL and Ft. Lauderdale, FL.

Service Focus
  • Consulting
27th
Traction Consulting Group - TractionCRM.com logo
$150 - $199 / hr
10-49
1999
United States

Traction Consulting Group - TractionCRM.com

Often, IT providers focus on selling you a "tool" like CRM, ERP, Analytics/BI, and others in order to facilitate sales and service to your clients. However, often companies find that once installed and trained, teams begin to drown in the complexity and data-overload that comes with most IT systems today.

At Traction, instead of selling you on a tool, we help you create and execute a three-year plan to fully utilize your toolset, and help teams achieve your strategic corporate initiatives for many years to come through continual training and mentoring, dead-simple interfaces, and automated actions to drive engagement and productivity.

Service Focus
  • Consulting
28th
Trimtab Consultants logo
$100 - $149 / hr
10-49
2003
United States

Trimtab Consultants

Trimtab Consultants LLC is a NetSuite Solution Provider. NetSuite is the #1 Cloud Business Management Suite. We provide complete NetSuite services including sales, implementation, customization, and training.

NetSuite offers complete ERP, CRM, inventory, ecommerce and more all working from a single database, giving users a single version of the truth.

Service Focus
  • Consulting
29th
LiveSalesman logo
$50 - $99 / hr
50-199
2006
United States

LiveSalesman

With over 18 years of experience, LiveSalesman is a leading provider of Outsourced Multilingual Sales and Customer Contact Solutions for businesses globally. Our journey started with Skype when they were still a startup and we grew as they grew. We are proud to say that since then, our client boasts of some of the most revolutionary businesses that changed the world forever with their disruptive ideas.
Service Focus
  • Consulting
30th
Core Value powered by Avenga logo
Undisclosed
200-499
2004
United States, Ukraine

Core Value powered by Avenga

Since November 2019 CoreValue is a part of Avenga, a global IT company backed by funds managed by Oaktree Capital Management L.P. and Cornerstone Partners

CoreValue is a Global Software and Technology Services company, providing Cloud based implementation services, Salesforce platform development and integration services, Data Services and Machine Learning powered solutions, and Mobile & Web application design and development services to industries such as Finance, Pharmatech, and Healthcare.

Headquartered in New Jersey, USA, CoreValue maintains quality software and consultancy services to funded startups, investors, mid-sized enterprises and Fortune 50 through 500 companies engaging our expert engineering teams in 9 development labs across Eastern Europe and a global network of consulting experts.

As both a Salesforce Global Consulting Partner and a Gold Microsoft Partner, CoreValue is a one-stop solution for products that transform business models.

CoreValue is featured in 2018 Inc. 5000 List of Fastest-Growing Companies in the USA and ranks among Top Mobile App Development Companies in New Jersey in 2018. The company is also recognized by Ukraine’s top IT employer by DOU.ua, the largest Ukrainian developer community and is an official member of the CAI-Global IT Partner Alliance.

CoreValue focuses on customer success through application development and product development outsourcing using complex data integrations and its core expertise areas include:

Service Focus
  • 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.

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.

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?

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 USA.

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 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.