Top 10 CRM Consulting/Services Companies - 2019

Today, CRM has emerged as one of the key elements of an organization’s success. A CRM system streamlines customer data collection, management, and tracking in real-time. The system can be integrated with other business applications to improve customer experience across channels in a seamless manner. Marketing, sales, and support teams can now collaborate and turn every customer interaction into a success story. The data-driven automated marketing campaigns lead to better conversion rates and improved bottom line.

But every organization is unique, with its own target audience, market, and line of business. Merely defining a CRM strategy isn’t enough. They need a proficient CRM consulting or services partner who can provide them the heads up to avoid the major pitfalls associated with choosing a CRM solution. From implementation to customization to automation to training, the CRM consulting/services partners can turn the corner for a company in engaging its prospective and existing customers. With a hands-free strategy to CRM implementation, sales, marketing, and services teams can better focus on their core operations. With access to the rich toolset, these teams can accelerate their performance and improve overall productivity.

The consulting/service providers allow a company to deliver digitally enhanced customer experiences, across all touchpoints, in an omnichannel manner. Teams using the CRM system can use the advanced reporting and filtering features to access up-to-date information from various channels in real-time. The customized dashboards help teams make informed and accurate decisions. Through effective and automated monitoring of all the data in the CRM system, a business can simply automate their business execution.

Modern CRM services providers enable their clients with advanced capabilities like predictive modeling using machine learning and artificial intelligence (AI). With AI-built into the CRM, teams can take a proactive approach to customer interactions and win their trust, which leads to increased sales, enhanced productivity, and supercharged customer service. Besides, CRM process automation helps companies improve their time to market and reduce the operational cost. With seamless access to rich data, the stakeholders—a company’s teams and its partners—can collaborate efficiently and build synergy.

A company has to align its people and processes with its CRM goals to have access to the intelligence necessary to make decisions. CRM experts not only help organizations identify the right CRM platform that meets their business goals but also enable them with the best practices and tools to build the most cost-effective customized CRM applications based on their unique needs. These experts bring quality insights through their rich tribal knowledge in the areas of process re-engineering, development, customization and configuration, CRM data migration, workflow automation and implementation across technology stacks for various industry verticals globally. What’s more, they ensure the CRM system has tight integration with both legacy and modern technology systems, both in the backend and frontend. This agility helps companies improve their CRM system ROI.

    Top CRM Consulting Companies

  • 1

    AlphaBOLD, a Microsoft Dynamics partner consultant, connects the business with customers efficiently with next generation digital transformation and consulting. Leveraging Microsoft platforms like Dynamics 365, Dynamics CRM, SharePoint, Office 365, and Azure, the firm streamlines the business procedures. The personalized customer relationship management solutions created with Microsoft Business Cloud empowers the business with agile digital at scale implementations that deliver high performance levels and customer satisfactions. AlphaBOLD brings in the benefits of cost and lesser delivery time, while serving industries like legal, field service, property management, financial services, and energy

  • 2

    Built for Google G Suite, Copper is a company that offer customer relationship management solutions for companies that use Google applications. The CRM platform integrates into the system to organize contact details, emails, and files. The automatic data capture capability of the software ensures that the client has zero data entry, meaning the data is already uploaded through the platform from the inbox. Copper’s products allow a financial institution to streamline the sales pipeline and automate workflows by generating real-time analytics and business insights. Catering to the needs of small business, mid-market and enterprises the firm serves multiple industries like financial, consulting, technology, real estate etc

  • 3

    Founded by former Googlers, Infoglen is a registered Salesforce implementation partner specializing in delivering high quality CRM and custom solutions. With a strong team of Salesforce experts consisting of architects, developers, and admins, the company offer technology that transforms customer experience and business. The focused services of Infoglen include Salesforce CRM implementation, Force.com app development, integration & data management, on-demand services, and solution architecture consulting among others. Working with industry verticals like network security, healthcare, staffing, and high tech & communications, Infoglen have completed more than 30 Salesforce implementation projects with high efficiency

  • 4

    The Omniscient application operates on a few simple principles: to simplify technology for financial services firms while helping them reduce the use of multiple applications and data bases, thereby allowing business leaders to see all business data at one time and empowering them to use these data driven insights to improve the decision-making process. With CRM as its core functionality, the platform performs a range of interrelated activities involving financial document integration along with managing customer interaction portals, service, and case management processes. The Omniscient database records all information received from banks and other financial institutions seamlessly, thereby accelerating data processing for its users

  • 5

    ANALEC

    ANALEC

    Challenging the world of institutional stock-broking, Analec Infotech Private Limited is a predominant financial technology service provider that serves the investment research and client servicing domains. By combining technology with business process knowledge, it delivers innovative technological solutions on authoring, compliance, workflow, and content distribution for the investment research businesses, as well as client management services. With deep industry experience and domain knowledge, Analec brings forth products like ResearchWise, ClientManager, and Conference Manager, which increase organizational efficiency and productivity. ANALEC also brings forth an insightful understanding to the IT product requirements of individual businesses, aimed for the targeted customer base

  • 6

    Nextiva

    Nextiva

    Business requires significant communication with the clients and customers. Nextiva, a leading business communications company, focuses on the communication part to connect these two segments of people. As a voice-over-internet-protocol (VoIP) company, Nextiva’s cloud-based telephone and technology services offer easy-to-use and reliable platform that suits the global businesses. With a wealth of valuable calling, collaboration, and mobile features and tools, the firm offers call center and virtual services. Serving multiple industries, its NextOS platform can manage calls, view & analyze, manage customers, collect feedback, and automate the processes. It also has Nextiva Analytics that allows businesses to generate customizable reports and insightful data for business

  • 7

    Oracle Netsuite

    Oracle Netsuite

    NetSuite’s Customer Relationship Management (CRM) software delivers a real-time, 360-degree view of cleint’s customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. In addition to offering traditional CRM capabilities such as SFA, customer service management and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated ecommerce capabilities. The platform streamlines lead-to-cash processes, elevates productivity across the organization with a 360-degree view of customers, improves sales performance through forecasting, upsell and commission management and helps in managing global sales and services organizations

  • 8

    ProjectsForce

    ProjectsForce

    ProjectsForce provides a full line of CRM services that can help organizations be more successful in implementing and assessing client behavioral patterns. The service orientation allows enterprises to deliver the best possible customer service experience to your clients and business partners. ProjectForce’s customized business operations and technology implementation consulting services allow for easy integration of CRM solutions at enterprises based on current best-practices and requirements. The company not only provides clients with CRM consulting and software, it helps organizations make informed decisions that differentiate them from the competition

  • 9

    Soffront Software

    Soffront Software

    Soffront offers an award-winning CRM and marketing platform and fully managed marketing services. For over 25 years, Soffront has helped thousands of businesses establish their brand, generate more leads, and close more sales. Soffront gives customers access to an expert marketing team that works as their own extended team. Managed marketing services offered include website design, SEO, digital advertising, and social marketing services. The Soffront platform is entirely web-based, with no need to install anything and includes lead management, email and social marketing, reputation management, sales prospecting and forecasting, customer service, and more. The platform can be configured with drag-and-drop tools, instead of programming or needing external IT knowledge

  • 10

    Velosio

    Velosio

    Small and mid-sized organizations especially from the hospitality and industry spectrums looking to deploy CRM systems often find it hard largely due to cost of implementation and a lack of understanding of technology. Velosio, a dedicated CRM services and solution provider makes it easy for these companies to acquire the required digital prowess by offering clients consulting services in simple natural language terms. The totally transparent approach helps guide clients without any complications and roadblocks along the way. Velosio’s clients are treated to a plethora of ideas to better understand their business vision and the method by which technology can assist them to achieve those goals