Top 10 CRM Consulting/Services Companies - 2020

Just delivering the best products and services to the customers is no longer sufficient; building a relationship with them to improve loyalty and retention is the key to thriving in today’s competitive business landscape and escalating the bottom line. Especially during these times of global crisis, it is essential to show empathy towards customers than ever before. Mass messaging might not the best way; businesses should instead create personal connections, not because it will benefit the business but because it is what customers need.

Customer experience (CX) is still king. To that end, companies are adopting more modern, innovative customer relationship management (CRM) technology in order to deliver experiences that keep customers coming back for more. Companies are increasing their investment in self-service technologies such as marketing resource management solutions to track marketing outcomes, commerce solutions, and customer-facing configure price quote (CPQ) solutions, chatbots, knowledge management, and more. Alongside, businesses are utilizing innovations such as AI-fueled CRM to identify the right insights and optimize campaigns, product configurations, and pricing.

At a time when remote working is at its peak, collaboration tools embedded in CRM are enabling centralizing streams of discussions in a way that makes people more productive and efficient. Furthermore, a single-channel approach to CRM is becoming mainstream. The sole idea of moving from multichannel to a single channel is that people no longer have to switch between multiple channels to communicate with the customer. The centralized interaction will help companies in the extraction of valuable information and streamline internal operations. Besides, as more companies shift to subscription models, renewals and expansions will become more critical to their success. New CRM licensing models that focus on business value and outcomes, rather than software consumption, will emerge.

Against this changing backdrop, to assist companies in finding accomplished CRM solution providers companies and consulting/ services companies, CIOReview has compiled a list of leading customer relationship management firms that are at the top of their game. The enlisted organizations are addressing CRM challenges and transforming the associated operations and processes at the convergence of several disruptive technologies. Besides, the magazine also comprises insights from thought leaders in the sector on the industry trends, best practices, recent innovations, and their advice for the aspiring CIOs.

We present to you CIOReview’s “10 Most Promising CRM Consulting/Services Companies – 2020.”

Top CRM Consulting/Services Companies

Discovery Data is a New Jersey-based company that offers data, analytics, and services, enabling organizations to improve their data management and more effectively target opportunities in the financial services and insurance industries. The company has a proprietary supply chain ecosystemwhere it derives data from multiple sources, including regulatory, third party systems, and public domain. Discovery Data offers thousands of data fields, sophisticated segmentation tools, and powerful solutions, allowing businesses to intuitively connect with their target audience. Once clients subscribe to the market they are looking to reach, the company’s MarketLink API and Cleansing products provide real-time automated record updates

Highbridge is a Salesforce Partner who advises and deploys compliant strategies and integrations for enterprise customers to exceed their return on technology investment. With cross-cloud expertise in all Salesforce products and solutions, the company assists organizations in understanding and implementing Salesforce stack to achieve success. Highbridge also helps partner companies implement solutions for their customer’s digital transformation vision, acquiring a leadership approach during the engagement. Instead of growing billable hours, the company focuses on exceeding the expectations of the implementation

Touchpoint Solutions, comprising a highly focused team of experts who love CRM, helps clients get the most from their CRM investment through consulting, best-in-class solution design, and custom application development. The company provides ongoing support through two main products: AdminBASIC and AdminPLUS. Functioning on a reactive model, AdminBASIC primarily caters to companies that have an established solution and require additional capability or man hours. With AdminPLUS, Touchpoint Solutions takes on a broader role and provides clients access to their full team of CRM experts, enabling them to realize their vision of unlocking their CRM solution’s potential. On the development front, Touchpoint Solutions’ core focus is designing CRM applications for complex business requirements. One example is the Union Toolbox: a solution specific for labor unions that enables them to collectively manage membership. Touchpoint Solutions is focused on providing business solutions that improve employee productivity and provide a measurable return from their CRM investment

West Coast Consulting Group (WCG) leverages its in-depth business experience and technical knowledge to provide cloud solutions that improve and transform the business processes of its customers. WCG helps businesses expand their CRM footprint into other teams that depend on or provide services to customer-facing teams: Finance, accounting, supply chain management, and beyond. On the Salesforce side, WCG’s Accelerators package discrete business processes with the associated data and workflow configuration, APIs, and dashboards to illustrate focussed functions that they can deploy to increase the value of their Salesforce platform. Some of the company’s most widely deployed Accelerators include CloudCollect, Commercial Approvals, Mapping Data Visualization, and ERP Integration Accelerator

AlphaBOLD

AlphaBOLD

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

goVirtualOffice

goVirtualOffice

goVirtualOffice is an award-winning NetSuite provider helping companies enhance productivity, improve efficiency and grow profits by unifying, simplifying and automating business processes. The company offers the most comprehensive business management software designed to unify the clients' team, projects, sales, accounting, HR, ERP and reporting so they can modernize their business and breakthrough the barriers to growth

Infoglen

Infoglen

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

Omniscient

Omniscient

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

Perkuto

Perkuto

Perkuto helps marketing leaders who are frustrated with not having a bigger impact on revenue. As a Marketo Platinum Partner, Perkuto's team of experienced consultants create impactful strategies, optimize marketing operations, simplify MarTech, and execute on day-to-day campaigns. The company assists marketing leaders in exceeding their goals and rise to the top

Stonehill Innovation

Stonehill Innovation

Stonehill is a strategy and innovation consultancy that helps businesses to identify opportunities, create change, and accelerate growth. The company’s teams consist of an innovative blend of creative, strategy, technology, and change management experts that allows it to unite the functional silos of business in the common objective of creating differentiated customer experiences. Stonehill uses the design thinking approach to define brands, design services, and deliver experiences