CRM Consulting Services:
Get the Solution That Fits Like a Glove

We maintain partnerships with all major platforms, but our consultants' compensation is never tied to a specific vendor selection. This critical internal policy guarantees our recommendations are solely based on which platform's features, TCO (Total Cost of Ownership), and ecosystem best align with your unique business requirements.

We operate as an extension of your internal team, not a replacement. Our model is highly collaborative. For example, our project managers will integrate with your existing governance structure, and our functional consultants will work directly with your IT and business analysts to transfer knowledge and ensure your team is fully equipped for ongoing administration.

Beyond role-based training, our most effective tool is involving key end-users in the requirements blueprinting and optimized business process design. When the people who will actually use the system have a voice in designing the workflows, they are more likely to use it as compared to a top-down mandate.

Upon go-live, we establish a maintenance roadmap and a measurement framework that uses your defined KPIs (from the Maximize ROI benefit) to track performance. We then offer ongoing CRM managed services for proactive system health checks.

Yes, defining industry-specific KPIs is a core part of our roadmap consulting. Our consultants bring benchmarks from your industry to set realistic and impactful targets.

In the requirements blueprint, we specifically document all necessary integrations. Our integration specialists then design and build robust, often middleware-based, connections during the implementation phase to ensure a seamless flow of data, helping you achieve enterprise-wide alignment.

While we focus on hard ROI, we track soft benefits by defining specific proxy metrics during the initial Business Needs Assessment. For customer satisfaction, we look at post-launch metrics like Net Promoter Score (NPS) or Customer Effort Score (CES). For team collaboration, we track internal KPIs like the reduction in cross-departmental escalations or the reduction in time-to-close for service tickets, proving the qualitative impact with quantitative data.

Yes, our consulting framework is designed to handle global complexity. During the Discovery and Requirements Blueprinting phases, we specifically scope for requirements like multi-currency setup and localization needs, including language packs and regional process variations, ensuring the final CRM solution is scalable and compliant across all your operating regions.