CRM Consulting Partners Revealed

Jesse Hopps

Many mid-sized organizations are in the process of implementing a CRM system, but few have a really solid understanding of how to best approach the project. Use this research note to understand the benefits that CRM consultants can deliver. Additionally, use our CRM Consulting Services RFP Template to compare vendors in a systematic, business-requirement-driven, fashion.

CRM Consulting Services Benefits:

  • Better Organizational Alignment - consultants are great at focusing the attention of senior executives who can otherwise be difficult to engage. Consider purchasing a 'Business Process Review Workshop' professional service to quickly build organizational alignment on the role & risks of CRM.
  • In-depth Expertise - Not only do consultants know the vendors very well, they have loads of experience with developing and refining business processes, which are the foundation of a successful CRM implementation.
  • Additional Resources - some organizations are so strapped for time, they need an extra pair of hands for the heavy lifting of the CRM project. Help with data manipulation, cleansing, and migration, are key areas of benefit.

Key Hosted CRM Consulting Firms:

Visit Salesforce.com's Channel Partners page for 3 Steps to a Successful Channel Partner Program. A few other firms are:

  • ELEVATE - this firm has a very in-depth knowledge of salesforce.com and other hosted CRM platforms. Their expertise in sales, marketing, and CRM have made them a great partner for many clients in the USA, UK, & Canada.
  • Astadia - following the merger of MW Advisors and GrowthCircle, Astadia has become a powerhouse in the CRM world. Put them on your short-list.
  • Blue Wolf Group - this vendor has consistently met client expectations and can be trusted to provide a quality CRM implementation.

Bottom-Line:

CRM systems are notorious for failure. Strongly consider partnering with a firm that has experience with hosted CRM systems. Use our CRM Consulting Services RFP Template to expedite the evaluation, negotiation, and implementation of your system.