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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. 

Top CRM Consulting Companies in 2021

List of the top crm consulting companies

ScienceSoft is a software testing company headquartered in the USA, was established in 1989 as a computer-aided innovation software company. Since then, it has significantly expanded and now employs over 700 IT professionals. 

In the worldwide market for 30 years, the company has established itself as leading software development and IT consulting company. Such world-known companies as IBM, eBay, Robert Half, Viber, PerkinElmer, and others were ordered their services. ScienceSoft also helped to create Viber. Only for 2019, the company has served 192 customers. 

The company specializes in providing services to banking, retail, healthcare, manufacturing, telecommunications, entertainment, and other industries.

Rates
$25 - $49 / hr
Employees
250 - 999
Founded
1989
Country
USA

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.

Rates
$100 - $149 / hr
Employees
50 - 249
Founded
1996
Country
United States; Ukraine

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.

Rates
Undisclosed
Employees
50 - 249
Founded
2007
Country
United States

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.

Rates
$150 - $199 / hr
Employees
10 - 49
Founded
2009
Country
United States

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.

Rates
$150 - $199 / hr
Employees
50 - 249
Founded
2001
Country
United States

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.

Rates
$25 - $49 / hr
Employees
50 - 249
Founded
2009
Country
India; United States

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.

Rates
$100 - $149 / hr
Employees
250 - 999
Founded
2001
Country
United States; India; Ireland

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:-

Rates
$25 - $49 / hr
Employees
250 - 999
Founded
2006
Country
United States; India

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.

Rates
< $25 / hr
Employees
50 - 199
Founded
2010
Country
Ukraine

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:

Rates
Undisclosed
Employees
250 - 999
Founded
2004
Country
United States; Ukraine

We are a team of Certified Software Engineers. We provide customized web and mobile solutions.

We help businesses in their bottom line, by delivering quality technology services. We are a Magento Professional Solution Partner, Microsoft Silver Partner, Salesforce Partner, Dotmailer Partner, and Google Partner. We primarily offer end-to-end e-commerce solutions to companies for launching and maintaining a professional online presence.

Our strong domain experience, technical expertise & quality-driven delivery model enables us to offer effective B2B & B2C e-commerce solutions, as well as CRM implementations to streamline your marketing efforts, giving a clearer view of your sales funnel and allowing you to provide effective post-sales support.

We cater to SMBs by signing up as their technology providers or vendors for their software needs. We do this by putting competent people to work and by leveraging our market experience.

Our five service areas of focus:

  • Ecommerce (Magento, Shopify, NetSuite SuiteCommerce, Zen Cart, WooCommerce, BigCommerce)
  • CMS (WordPress, Drupal, Joomla)
  • CRM (Salesforce, SugarCRM, NetSuite CRM, ZohoCRM, Microsoft Dynamic CRM)
  • Mobile Application (iOS, Android, Hybrid)
  • Digital Marketing (SEO, PPC, ORM, Mobile App Marketing)
  • Smart solutions and flawless execution on any platform are what we do.
Rates
$50 - $99 / hr
Employees
200 - 499
Founded
2007
Country
United States

Vertiba: Creating Cool Stuff with Salesforce.com

A consulting company is only as good as the individual people on its team. The Vertiba team is what sets us apart. Our Salesforce.com certified consultants have the right balance of business acumen and technical know-how. We aren’t striving to create the biggest Salesforce.com implementation company, but we do want the reputation for being the best! We also think success derives from the approach you take to solving problems.

You can put Vertiba in the camp that believes streamlining a process and taking action to drive end user adoption are absolutely paramount. We can go deep technically like any consulting firm, but we think the key to making CRM projects successful is on the human side.

Rates
$150 - $199 / hr
Employees
50 - 249
Founded
2010
Country
United States

Cynoteck is a Microsoft Gold Partner, Microsoft Preferred Vendor and AWS Consulting Partner company.

A team of 80+ employees providing CRM (MS Dynamics 365+ Salesforce CRM), MS Dynamics ERP System Development, Web and Mobile application development services.

Our employees have achieved certifications in their respective technologies of specialization like Microsoft, Salesforce and Google etc. Some of our projects have been recognized and awarded for quality and excellent service.

Over the years, we have had exposure to multiple diverse industry clients, our client list includes Microsoft and JLL. We have maintained a healthy and successful relationship with our clients. In the past 10 years, we have experience of more than 100,000 man-hours on projects, having completed all our projects with over 90% Client Satisfaction and Approval ratings. Our major clients have been working with us for over 4 years and 3 out of every 5 new clients have worked with us on multiple projects. In fact, 70% of our projects have come as referrals through existing clients.

Rates
$25 - $49 / hr
Employees
50 - 249
Founded
2008
Country
India; United States

Ergonized is a registered Salesforce consulting partner with over 12 years of experience in consulting and development.

We help clients achieve their business objectives and engage with their clients through the Salesforce platform. We are different because we will collaborate with you as partners, not as vendors. We strive to understand your business goals and design a strategy to deliver the best return on your investment. Clients’ success matters to us.

We believe in an innovative approach. Standard solutions can no longer bring enough advantages for companies to become leaders! We discuss, analyze, and focus on clients’ strengths to leverage innovative solutions that will make a difference.

Rates
$25 - $49 / hr
Employees
10 - 49
Founded
2007
Country
Ukraine

Dazeworks is your pure play consultant and partner for all things Salesforce – be it development, implementation or expert architectural guidance.

Rates
$25 - $49 / hr
Employees
50 - 249
Founded
2015
Country
United States; India; United Kingdom; United Arab Emirates; Sri Lanka

SENLA is an experienced software development company specializing in business processes automation. We are experts in the field of building architecture, programming, system integration, testing and maintenance of IT solutions. Our team consists of the most competent technical managers and certified engineers. We are well-versed in the integrated management of processes and resources, along with a wide range of modern technological stack.

This, as well as high quality control is our guarantee of a successful IT project.

Rates
Undisclosed
Employees
250 - 999
Founded
2011
Country
Belarus

Cloudsquare is a Top Rated Salesforce Consultant focused on client satisfaction and doing what is best for your business. With offices in Los Angeles and New York City, we are passionate about providing unique and robust Salesforce solutions on the worlds #1 CRM. Our team strives for helping our customers get the most value from the Salesforce platform, while supporting them every step of the way

Rates
$150 - $199 / hr
Employees
10 - 49
Founded
2017
Country
United States

TkXel is a high-end technology company, known for delivering cutting-edge software solutions.

We work with venture or self-funded start-ups, small to mid-size businesses and enterprises.

Rates
$25 - $49 / hr
Employees
250 - 999
Founded
2008
Country
United States; Pakistan

Onilab is a Magento development company that helps online stores all over the world maximize their selling potential. We offer:

Magento Development

With a dedicated team of 30+ professional developers, Onilab delivers high quality on time, every time. Our team gets certified regularly to comply with the highest Magento development standards.

Magento Rescue Services

We have a proven track record in troubleshooting urgent technical issues. Our 24/7 Magento support service is ready to help you get your store back online. Hire us to supervise upgrades and updates and never lose money to downtime again!

Magento Design

We help businesses redefine their ecommerce strategy by making their Magento stores unique. We follow the latest UI/UX and design trends to max out your conversions and turn your store into a selling machine.

Onilab is trusted by clients from UK, Australia, and USA and we constantly expand our geography and portfolio. We promote clean functional code and strict deadlines because we genuinely care about your projects. Get in touch with Onilab and let us supercharge your Magento store!

Rates
$25 - $49 / hr
Employees
50 - 249
Founded
2011
Country
Belaru; United States; Australia

Based in Atlanta, GA with headquarters at the Salesforce Tower, Configero is a top-ranked certified Salesforce Cloud Alliance Partner with over 10 years of experience delivering strategic consulting, innovative solutions and expert support to help companies get the most out of their cloud investments. Configero has consistently been ranked as a top Salesforce Consulting Provider and CRM Developer by Clutch.

Configero leverages its expertise to deliver a better experience and a path to better business performance on the Salesforce platfom. With a full range of implementation, integration, training, and support services, Configero’s distinct style of passion, thoughtfulness, and delivery excellence helps forward-thinking organizations build what's next.

Services: Full-cycle implementations of all Salesforce.com products including: Sales Cloud, Service Cloud, Community Cloud, Pardot, Marketing Cloud, and Force.com. Consulting offerings include: Business Process Consulting, Data Quality and Migration, Integration and Application Development, Native Force.com Applications Designed to Further Extend the Salesforce Platform Admin, and End User Training Remote and Onsite Support.

Rates
$150 - $199 / hr
Employees
10 - 49
Founded
2009
Country
United States

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. 

Rates
$50 - $99 / hr
Employees
50 - 249
Founded
2004
Country
United States; India

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.

Rates
$150 - $199 / hr
Employees
10 - 49
Founded
1997
Country
United States

DynamicsSmartz is a leading Microsoft Dynamics Gold Partner firm in North America that specializes in complete ERP and CRM consulting for the Dynamics Product Line, including Dynamics NAV, Dynamics 365, and Dynamics 365 Business Central.

DynamicsSmartz is a complete solution provider offering a full-service experience for all your software solutions.

The company’s head office is in Rochester, New York with additional offices in Toronto, Boston, and Melbourne. They have highly qualified professionals that specialize in servicing SMB/Mid-Market businesses to Fortune 1000 companies. 

Their team of experts consists of Functional Consultants (CPA, Industry Experts), Technical Consultants, Microsoft Certified Professionals, and Project Managers (PMP, PMI-ACP).

From customization of business solutions to development, implementation, training, and Azure cloud business services, DynamicsSmartz can help you drive business proficiency with highly refined and robust solutions.

Rates
Undisclosed
Employees
1000+
Founded
1999
Country
United States

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.

Rates
$150 - $199 / hr
Employees
10 - 49
Founded
2002
Country
United States
Ad Victoriam Solutions Salesforce Consultants work as a dedicated, innovative team of problem solvers, taking on your technology challenges. We specialize in implementing, integrating and transforming Salesforce to match your business objectives. Our goal is to increase your efficiencies and accelerate your teams' productivity with a scalable solution to empower your business. We are as passionate about serving our clients Salesforce business solutions, as we are about using our talents and resources to serve people and the planet. So, in addition to being a Salesforce Platinum Partner, we are also a Certified B Corporation.
Rates
$150 - $199 / hr
Employees
50 - 249
Founded
2014
Country
United States

Alverden Systems LLC is a software development company located in the center of Europe, providing a full spectrum of .NET development services to clients across the globe. Our primary expertise lies in the development of web applications and analytics solutions for various industries for clients mainly from Western Europe and U.S. Alverden Systems LLC provides solutions built with the most up-to-date technologies and tools.

We build applications from scratch, as well as support and develop existing products.

Rates
$25 - $49 / hr
Employees
10 - 49
Founded
2013
Country
Belarus

AmberLeaf is a sales, marketing, and service solution provider. With our roots in business intelligence and analytics, we help our clients increase acquisition rates, retention rates, annual spend/customer, and the customer experience.

Rates
$100 - $149 / hr
Employees
10 - 49
Founded
2004
Country
United States

AppShark provides Salesforce Implementation, Integration and Development services, along with Technology Services to assist companies in migrating legacy applications to cloud and extending them to mobile devices by developing custom mobile Apps.

We are a Salesforce Gold Consulting Partner, with extensive experience in implementing Salesforce in various industries. We specialize in architecting and delivering complex, multi-cloud and multi-platform solutions.

With offices in Dallas, Iselin, Toronto and Hyderabad (India), we can provide a cost effective mix of resources to complete your projects successfully, on-time and on-budget.

Rates
Undisclosed
Employees
50 - 249
Founded
2007
Country
United States; India

Atwix is a Magento Contributor #1 of 2018, having delivered 364 code contributions into the platform throughout the year.

Founded in 2006, Atwix is a Magento agency, delivering full service solutions to businesses globally. Atwix is a Magento partner with certified developers and deep expertise in ongoing maintenance and support, performance improvements, design and development.

Rates
Undisclosed
Employees
10 - 49
Founded
2006
Country
Slovakia; Ukraine
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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.
Updated: May 17th 2021