CRM Consulting Services

CRM Consulting Services

Integrate marketing automation, cut down your costs, and maximize business productivity by availing CRM consulting services starting at just $20/hour

Customer relationship management (CRM) helps organizations to optimize processes, enhance profitability, and improve customer service. CRM consulting includes consultation services for custom development, application management, and process automation. Outsource2india has over 24 years of experience in assisting our clients to identify the best CRM platforms and get expert professional assistance in implementing them.

Our experts specialize in tailoring CRM systems to bring objectivity, technical mastery, strategic planning, for effective use of CRM technology. As a CRM consulting service provider, we build the right deployment roadmap and guide the best industry practices for successful deployment and user adoption. Our clients, which include mortgage businesses, credit unions, and community banks, healthcare providers; automobile companies; energy firms, etc. have banked on our services to streamline important front office and operational activities.

CRM Consulting Services

As a CRM consulting service providing company, we provide a range of CRM consulting services. These include CRM project consulting services and CRM automation consulting services -

  1. CRM Implementation Consulting

    CRM Implementation Consulting

    Our CRM implementation consulting services help you optimize the use of technology with proven practices. We assist our clients to implement and configure the solution in a professional manner and fine-tune it for best outcomes. We believe in multi-phase implementation, which ensures our clients build on the success of the initial deployment. We collaborate with our clients with a long-term strategy to build and innovate their service and sales.

  2. CRM Migration Consulting

    CRM Migration Consulting

    CRM migration is challenging because of inconsistent data storage in various CRM databases. Our CRM consulting helps you make your databases consistent before the migration. We have wide experience in assisting our clients to sort their legacy data to match with the new system. Our clients also make use of our services to transform “flat” data into a more structured format so that it is easier to maintain and report.

  3. CRM Customization Services

    CRM Customization Services

    We have assisted a number of our clients with CRM Customization and CRM consolidation projects. This has helped our clients either build a CRM specific to their needs or build on the benefits they've accomplished with their previous systems. The biggest benefit of our CRM consulting is to train you on the best ways to draw customer information together and provide suggestions for continuous improvements in a single enterprise system. We deliver consolidation services in stages so that we can replace and improve each system at a time.

  4. Sales Automation Consulting

    Sales Automation Consulting

    Our sales automation service is primarily designed to automate the sales process. Our clients consult us to understand how to automate their sales process to optimize costs. ROI and NPV. We assist in the selection of the right CRM platform for your business or customizing a solution to specific business needs and facilitate the integration of the solution. Once your sales team migrates to the automated system, we train them to get the hang of it and offer all CRM consulting support for executing sales processes. Our service has assisted our clients to improve sales productivity and sales revenue.

  5. Customer Service Automation Consulting

    Customer Service Automation Consulting

    Our customer service automation consulting service is tailored to help our clients automate their customer service process. We assist our clients to pick the right service platform from the market, customize and integrate it with their existing systems, train the team for getting used to the automated platform and support till there is an improvement in case resolution time, customer retention, and agent productivity.

  6. Marketing Automation Consulting

    Marketing Automation Consulting

    This service is designed to automate the marketing process of our clients. We help them choose the right marketing automation platform, build customized platforms as per business requirements, and integrate it into current systems. Besides, we train clients' marketing team to get used to the automation platform, and providing consulting support to marketing objectives of lead acquisition is met.

Our CRM Consultation Process

Our CRM consultation services are designed to help you achieve optimum results from CRM implementation. The following are the steps we follow -


01. Requirements Gathering and Software Selection

Our consultants sit with you to understand your business process. Based on our understanding we provide unbiased CRM system comparisons and recommendations.


02. Design & Planning

In this stage, we draw your project design that serves as a roadmap to implementation. During the process, we document and incorporate your business support processes into your CRM system.


03. Development

In the development stage, our experts program your system for integration. We create custom programs and apps to extend the functionality & integrate the CRM tool.


04. Installation & Configuration

During this stage, we guide you to install and configure the software. With our service, you can avoid mistakes and save time while carrying out data conversions and importing.


05. Testing

Once the integration with the CRM is done we will test the whole set up and liaise with you to ensure everything is working smoothly.


06. Training

After the completion of the testing, we train your team to ensure they acquire good a understanding of how the CRM works.


07. Support

Our experts are available 24/7 to make sure that in the face of any unforeseen error we can resolve issues without any downtime. Our experts share tips and provided recorded training materials.

Our Team of CRM Consulting Experts

Our team primarily consists of -

  • CRM Consultants
  • CRM/PM Consultants
  • Strategy/Architecture Consultants
  • System Analysts
  • Developers
  • Quality Analysts
  • CRM Support Professionals
  • Infrastructure Support Experts

All our consultants have a CRM / XRM background and have worked on them extensively. Their knowledge is backed with multiple project implementations. Most of our consultants have Implemented a complete life cycle of least 4 to 5 projects and so can ably assist you in choosing the right methods to collect, extract, and migrate your business data and put it to optimum use.

Other Services You Can Benefit From

Benefits of Outsourcing CRM Consulting Services

We are rated as a leading CRM consulting service providing company because we have designed our services to provide a host of benefits to our clients. These include -

  • Cost-effectiveness

    Our CRM implementation costs are transparent. We do not believe in hidden pricing and so do not surprise our clients with hidden costs for hidden time investments. We are transparent with our time investments on projects irrespective of its size and scale.

  • Complete Team of CRM Experts

    We provide you with a team of certified CRM experts to cope with the task and get all requirements covered. This includes a project manager to lead the implementation, application developers for system customization, application analysts for data migration; and quality analysts for testing.

  • Experience in CRM Consulting

    Our experts have extensive industry expertise in retail, manufacturing, healthcare, professional services, telecom, banking, etc. They leverage their experience to find an apt solution for your business needs.

  • Expertise with Multiple CRM Platforms

    Our experts have deep knowledge of many leading systems including Salesforce Sales Cloud, Infusionsoft, Hatchbuck, NetSuite CRM+, Infor CRM, Click Dimensions, Zoho, Hubspot, Vuture, Dynamics, SAP, Quickbase, etc. This extensive knowledge provides them with a correct understanding of which strategies and technical approaches work the best.

  • CRM Implementation Approach

    We divide the CRM project into small and easily manageable steps and create milestones such as data migration, QA testing, user training go life, etc. This helps us have full control over the project, provide better visibility into each stage of the project, and ensure phased and steady implementation.

  • User Experience

    Our consultation services are designed to keep user experience in mind. This helps us deliver solutions with lower learning curves and fast staff on-boarding. As a result, our solutions guarantee better data input, end-to-end automation, and improved information reporting.

  • Customization and Training

    The objective of our training services is to ensure a high rate of user adoption and we deliver them in different ways. We provide a mix of training approaches such as face-to-face training, group training, online classes, and practice.

Customer Success Stories

Case Study on Augmented Reality App Development

Augmented Reality App Developed for a London-based Client

A leading London-based client outsourced augmented reality app development to us to help clients select the best air conditioner.

Read more
Case Study on Task Management App to Promote Productivity

iOS Task Management App Developed for an Australian Client

Outsource2india developed an iOS-based task management app integrated with CometChat to let users exchange texts, audio, and video files. The app allowed users to obtain real-time updates on profiles and images and where image quality remained the same even at 100% magnification.

Read more


When our own skills did not manage to get where we wanted, Outsource2india took care of the rest. The expertise, customer service and "follow up" we experienced from Outsource2india were simply flawless.

Marketing Coordinator,
Real Estate Builders & Construction Company, Norway
More Testimonials »

Outsource CRM Consultation Services to Outsorce2india

Outsource2india's expertise in CRM consulting comes from 2 decades of experience in serving clients from diverse industries. Our active participation in the end-to-end process will help you in every stage of the implementation process, including planning and strategizing, choosing the right configuration, and preparing system integration strategies. Besides assisting you with optimizing the application, we also help you ensure complete application security. Our consultation services also extend to managing post-implementation environments. We provide the guidance needed to transition from project developers to the project support team so that all concurrent applications work in sync.

If your business is looking for expert CRM consultation services in India, get in touch with our experts now.

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Flatworld Solutions Address


116 Village Blvd, Suite 200,
Princeton, NJ 08540

Our Customers

  • Movement Mortgage
  • Alcon
  • ARI
  • Maximus
  • Redwood E-Learning Systems

CRM Consulting Services FAQs

  • What is CRM consulting?

    CRM consulting refers to the process of providing operation services for clients like custom development, application management, and business process outsourcing.

  • What does a CRM do?

    A CRM helps manage customer data. It delivers actionable insights, supports sales management, integrates with social media channels, and facilitates team communication.