CRM Consulting

Our team is amongst the top players in the CRM space, specialized in configuring, customizing and integrating CRM solutions to support the growing demands of your organization.

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Our Services

Complete range of CRM consulting services for Microsoft Dynamics CRM and Zoho CRM for small to medium business in a variety of industries.

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CONSULTING

Investing in CRM? We’ll give you an actionable plan and guide you finding answers to your questions such as –

  • “What problems are we trying to solve?”
  • “Which CRM is suitable?”
  • “What business outcomes should you expect?”
  • “What is the overall cost of maintaining CRM?”
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IMPLEMENTATION

ICRM implementation for across all industries for-

  • Sales lifecycle automation
  • Marketing automation
  • Customer service management
  • Field Service mgmt.
  • Project Service Automation
  • Customer Insights-Use relevant insights to best serve your customers
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INTEGRATIONS

Integrating CRM for automation needs. We help you to choose the correct configuration for your Integration. Our integration solutions generally include:

  • Source-to-target mapping
  • Data transformation
  • Scheduling (for batch-based processing)
  • Error handling
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CRM DATA MIGRATION

Get your CRM data migration right the first time — no system downtime, and no data fixes.

  • Save Time: Get the work done efficiently
  • Save Money: Avoid paying a consultant to learn on the job
  • Get a Faster ROI: Avoid disruptive CRM deployment delays
  • Maximize CRM Value: Get the most benefits from your CRM system
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CRM SUPPORT

Our support offerings range anywhere from basic to premium tiers depending on your needs.

  • Configuration tweaks
  • Administration of CRM implementation
  • Advice on how to align CRM to fit your business processes
  • Enhancement and change request management
  • Proactive advice to support greater ROI and user adoption
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CRM UPGRADE

CRM upgrade services using proven set of tools and techniques with as little risk, as little downtime.

  • Due diligence to thoroughly understand impact and benefit of upgrade
  • Design safest migration path so that upgrade is seamless
  • We train your team before the cut-over so everyone can be productive from day one

CRM EXPERTISE

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how can we help you?

Contact us at the River Intellect office nearest to you or submit a business inquiry online.

Looking for a CRM Consultant?