CRM Consulting Services

Drive more revenue and strengthen your client relationships with tailored CRM solutions

Our CRM consulting services can help

Optimize your sales results

As a CRM consulting firm, we assist with raising client loyalty and repeat sales levels, boosting the efficiency of your business cycles, and securing high-potential deals via CRM systems. Automate invoicing, bundling, configs, and renewals.

Keep your target audiences engaged

Our skilled customer relationship management consulting practice helps align marketing and sales to maximize ROI via personalized, data-driven offers built on a stronger tech basis, ensuring deeper customer relationships.

Elevate team effectiveness

Andersen’s CRM consultants help you optimize workflows, eliminate data duplication and manual mistakes, and ensure your information stays current. With smooth integrations and access to data, you’ll save valuable time and gain a complete view of your operations.

Refine client support

Andersen’s CRM software consulting hub will empower you to enhance client support and strengthen your brand reputation. Automate assigning support requests to agents based on their availability, expertise, and location for high-quality service.

CRM platforms we excel at

As a CRM implementation consulting provider, we are a certified partner of Salesforce and Creatio. Andersen’s CRM consultants are also experienced with other CRM systems, e.g. HubSpot and Dynamics365.

SALESFORCE
Creatio
HubSpot
Dynamics 365

Andersen's CRM consulting services

Andersen’s team begin with examining your goals and business flows end-to-end and auditing the current state of your CRM or client database. After the initial audit, we will propose the best-matching СRM system for your niche, size, and corporate objectives.

Our CRM advisory services:

  • Requirements assessment;
  • System audit;
  • CRM matching;
  • Implementation roadmap.

Andersen’s team begin with examining your goals and business flows end-to-end and auditing the current state of your CRM or client database. After the initial audit, we will propose the best-matching СRM system for your niche, size, and corporate objectives.

Our CRM advisory services:

  • Requirements assessment;
  • System audit;
  • CRM matching;
  • Implementation roadmap.

Need a dependable CRM consulting partner? Schedule a call to start.

MIKALAI ZENKO, CRM Development Director
MIKALAI ZENKO

Consulting flow: an outline

CRM review

Andersen’s team delves into CRM environments and the broader business context by reviewing documentation, structures, and key roles to grasp how customer data flows.

01

Vision generation

Based on the insights from the initial assessment, we shape a tailored CRM vision that reflects your company’s structure, goals, and operational specifics.

02

Planning

Andersen outlines a roadmap and defines key CRM workflows, advising on the roles and expertise. We help structure the efficient internal and external team.

03

Implementation

Andersen’s experts implement your CRM environment or enhance it, defining core features, recommending customization approaches, and advising on best practices.

04

CRM software portfolio

Andersen's profound experience with CRM platforms is proven by our versatile portfolio of successful initiatives.

FAQ

If you need a CRM partner, look for proven experience, industry expertise, and relevant certifications. Ensure they are an official partner of the CRM provider to guarantee compliance with best practices and access to the latest technologies.

Book a free CRM consultation

What happens next?

An expert contacts you after having analyzed your requirements;

If needed, we sign an NDA to ensure the highest privacy level;

We submit a comprehensive project proposal with estimates, timelines, CVs, etc.

Customers who trust us

SamsungVerivoxTUI

Book a free CRM consultation