CRM consulting

CRM Consulting

A Custom Relationship Management (CRM) system is key for any business that can envision having more than 10 customers. CRM has been one of those solutions that has recently come along in leaps and bounds in terms of price/performance/features.

It stands without reason that you should invest in a professional implementation to ensure that you are set up how you need to be by utilizing good templates and adopting best practices. Our consulting service is designed to help you springboard your productivity through professional assistance with initial set-up, configuration and knowledge transfer. Our consultants will provide your business with the professional assistance to help ensure you hit the ground running.


Our consultants can help you to meet your CRM objectives by:

  • Understand your overall business and CRM objectives
  • Reviewing your current business processes and identifying areas that would benefit through improved system interaction and automation
  • Defining new business processes where applicable based on our industry experience and customer relationship management system’s knowledge
  • Designing a CRM system that will serve as an enabler for an improved customer experience
  • Performing iterative system development and configuration, allowing stakeholders to perform hands–on testing and provide feedback and input at every step along the way
  • Determine basic set-up requirements
  • Our consultants are experts in working with CRM. We possess a deep understanding of CRM’s modules and are adept at configuring and customizing CRM to suit the needs of our clients.

We specialize in the following CRM solutions:

  • Analyzing your business requirements and existing processes
  • Designing cohesive CRM Business and System Processes
  • Development of your CRM solution, performing configuration and customizations to ensure that the CRM solution is best fit for your organization
  • Data migration or any data imports
  • Admin User Training or End User Training
  • Update existing transactions in the production system
  • Supporting your CRM solution and evolving it as your business evolves.

Key benefits:

  • Complete requirement analysis before starting a new project
  • Flexible and hassle-free integration and deployment options
  • Workflows, demo models created to check whether CRM is as per requirements or not
  • Increased functionality through the development and integration of plugins, as needed
  • Excellent maintenance and support system, to immediately respond to the problem
  • CRM Module Customization and Integration to widen the scope of application
  • Professional CRM Development services that are as per your budget.