Author: congruentX

What is CRM?

A customer relationship management application can be used as a baseline by companies to interact and engage with their prospects and existing customers. It facilitates sales growth by empowering sales teams to analyze customer data obtained through various channels such as phone, live chat, email, websites, social media, and marketing drives. Enterprises can use a good CRM system to:


  • Automate their marketing and sales processes
  • Integrate their marketing and sales systems
  • Implement cloud-based solutions with advanced security


Why Businesses Need a CRM Application

With a quality CRM solution, companies can use an integrated system to easily manage and track their customers across multiple channels. All customer-related data is stored in a single place that can be accessed by sales teams to identify contacts and leads, and engage, manage, and track them efficiently.


CRM programs help organizations to get valuable insights into consumer preferences and needs. They can personalize communications to provide consistent user experiences to boost customer satisfaction and loyalty.


Helpful CRM Consulting Services

A reliable CRM consulting firm can deliver dynamic solutions for B2C and B2B companies and its sales intelligence expertise can help clients boost their conversion and retention rates, as well as sales and revenue. These solutions and services typically include:


Selection and implementation of suitable CRM solutions for a company’s requirements:

With a wide array of CRM software options available in the market, choosing the right one can be overwhelming. CRM consulting firms have in-depth knowledge of various CRM platforms and can guide businesses in selecting the most suitable solution based on their requirements, budget, and scalability. They evaluate different CRM vendors, compare features, and provide objective insights to help clients make informed decisions. Moreover, these firms also offer CRM customization services to tailor the software to the organization’s unique processes and workflows, ensuring seamless integration with existing systems.


Extensive consulting assistance after evaluating business processes:

Effective CRM implementation begins with a well-defined strategy and careful planning. A CRM consulting firm can assist businesses in developing a comprehensive CRM strategy aligned with their specific goals and objectives. They conduct a thorough analysis of the organization’s current processes, customer interactions, and data management practices. Based on this assessment, they provide recommendations on the CRM software that best suits the business’s needs. The consulting firm also helps in defining the CRM implementation roadmap, including the identification of key milestones and timelines.


CRM setup and optimization, migration of corporate data, and training of internal teams:

To maximize the benefits of a CRM system, employees need to be properly trained on its features and functionalities. CRM consulting firms offer comprehensive training programs tailored to the specific needs of organizations. They conduct workshops and hands-on sessions to educate users on how to effectively utilize the CRM software to streamline their workflows, improve collaboration, and enhance customer interactions. Furthermore, CRM consulting firms provide ongoing support and maintenance services, ensuring that the CRM system remains optimized and aligned with evolving business requirements.


CRM configuration, integration, upgradation, and audits:

Once the CRM software has been selected, the implementation phase begins. CRM consulting firms possess the expertise to efficiently implement the chosen CRM solution within an organization. They have a team of experienced professionals who follow industry best practices and proven methodologies to ensure a smooth and successful implementation process. They configure the CRM software, migrate data from legacy systems, and train employees on how to effectively use the new CRM system. Additionally, CRM consulting firms provide integration services to connect the CRM software with other business-critical systems like ERP, marketing automation, and customer support tools, enabling seamless data flow and improved operational efficiency.


Assistance in selecting a suitable CRM platform and in developing custom CRM features:

CRM consulting firms possess extensive knowledge of CRM platforms and assist businesses in selecting the ideal software. They evaluate vendors, compare features, and provide objective insights for informed decision-making. These firms also offer CRM customization services to align the software with the organization’s unique processes, ensuring seamless integration with existing systems.


Crafting of CRM apps and systems to optimize currently used CRM tools to boost productivity:

CRM consulting firms specialize in crafting CRM apps and systems, optimizing existing CRM tools to enhance productivity and efficiency within organizations. Their expertise lies in creating tailored solutions that maximize the potential of CRM technology.



Benefits of CRM Consulting Services

  • Enhanced customer retention
  • Improved data security
  • Effective lead management
  • Enhanced data analytics and reporting
  • Better efficiency for sales teams
  • Automation of daily tasks
  • Positive interaction experiences


Specialization Areas

A good CRM consulting firm has specialization in the following areas:


Gap Analysis

Identifies and evaluates gaps between existing current systems and future growth needs to prioritize activities. The consultancy can perform a detailed assessment of the client’s existing processes, business goals, and running apps, and create a report that can be used to craft growth-oriented app installation and development, and business processes.


Application Design

The consultancy can help clients find tools that fit with their organization’s decision-making procedures. They can save money and time with functional solutions. The consulting firm can collaborate with internal teams to create suitable design solutions. Its design team typically starts with multiple solutions and assists clients in picking the most appropriate tools according to their business prospects and requirements.


Process Transformation

Clients can modernize their current business workflows to attract new revenue streams. The consultancy’s CRM experts can identify gaps in clients’ business processes and help them improve legacy workflows by providing new perspectives to drive their goals. In short, the consultancy can deliver a full range of transformation and support services to help clients make the shift to improve efficiency and productivity.


New Services

While the need to drive customer experience has helped make CRM a fast growing technology, the results using dated implementation methods could use improvements. In fact about 50% of the time – companies are not satisfied with their CRM implementation.


At the end of the day – people don’t want to “Do CRM”. They want to prospect, get ready for meetings, work on their pipelines, and take care of their clients.


CongruentX is a different kind of consulting firm – built to help companies to align their people and technologies using Data, AI, and a New Approach to consulting so that they can drive better customer experience and ultimate business outcomes. Our clients get value from their CRM investments – often leveraging what they already own. We do this by focusing on


  • Clients not Projects
  • People not Resources
  • Outcomes not Just Hours


CX drives client success with a subscription model called a CX Success Subscription vs just project based. This model drives adoption, and ultimately outcomes.



Customer expectations have changed. Digital sales and service tools like CRM can help clients meet those new expectations with a variety of services. A reliable CRM consulting firm with the right mix of traditional and new outcome focused services can help clients drive amazing business results.


Ready to get started? Contact congruentX Today.