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CRM Consulting Services

  • Dedicated services
  • Why Vertscend
  • Axioms of CRM consulting
  • Hallmark projects
  • Financial outcomes
  • Dedicated services
  • Why Vertscend
  • Axioms of CRM consulting
  • Hallmark projects
  • Financial outcomes

CRM consulting services will help you plan the best strategy for sales, marketing and customer support activities, and achieve the highest ROI from CRM implementation. Here at Vertscend, our CRM consultants do their best to meet diverse business needs with tailored CRM solutions.

Dedicated Services

CRM Process Automation Consulting

Sales automation consulting

  • Design of automated sales processes.
  • A business case (cost, outcomes, ROI or NPV).
  • Selection of a sales CRM platform (if not selected yet).
  • A customization and integration specification.
  • Sales team training.
  • Consulting support until project success.

Improvements in:

  • Sales productivity
  • Opportunity win rate
  • Sales revenue
GET MORE SALES

Customer service automation consulting

  • Design of automated customer service processes.
  • A business case (cost, outcomes, ROI or NPV).
  • Selection of a customer service platform (if not selected yet).
  • A customization and integration specification.
  • Service team training.
  • Consulting support until project success.

Improvements in:

  • Agent productivity
  • Case resolution time
  • Customer retention
GO FOR CUSTOMER SERVICE CONSULTING

Marketing automation consulting

  • Design of automated marketing processes.
  • A business case (cost, outcomes, ROMI or NPV).
  • Marketing automation platform selection (if not selected yet).
  • A customization and integration specification.
  • Marketing team training.
  • Consulting support until project success.

Improvements in:

  • Number of leads
  • Lead cost
  • ROMI
GO FOR MARKETING AUTOMATION CONSULTING

CRM Project Consulting

CRM implementation consulting

  • Design of automated sales, customer service, and marketing processes.
  • A business case (cost, outcomes, ROI or NPV).
  • CRM platform selection (if not selected yet).
  • A customization and integration specification.
  • Sales, customer service, and marketing teams training.
  • Consulting support until project success.

Improvements in:

  • Lead count, quality and cost
  • Sales revenue
  • Sales revenue
MORE ABOUT CRM IMPLEMENTATION

CRM migration consulting

  • Redesign of automated sales, customer service, and marketing processes.
  • A business case (cost, outcomes, ROI or NPV).
  • CRM platform selection (if not selected yet).
  • A data migration plan.
  • A customization and integration specification.
  • Sales, customer service, and marketing teams training.
  • Consulting support until project success.

Improvements in:

  • Lead count, quality and cost
  • Sales revenue
  • Customer satisfaction
  • International customers
GET YOUR NEW CRM

CRM revamp consulting

  • A plan on how to make CRM a digital transformation enabler.
  • A business case (cost, outcomes, ROI or NPV).
  • A customization and integration specification.
  • Sales, customer service, and marketing teams training.
  • Consulting support until project success.

Improvements in:

  • Lead count, quality and cost
  • Sales revenue
  • Customer satisfaction
MAKE YOUR CRM EFFECTIVE

CRM migration consulting

  • Account-centered CRM design.
  • A business case (cost, outcomes, ROI or NPV).
  • A consolidation plan.
  • Customization and integration specifications for each integrated CRM.
  • Sales, customer service, and marketing teams training.
  • Consulting support until project success.

Improvements in:

  • Revenue per account
  • Customer satisfaction
GET CONSISTENT CUSTOMER MANAGEMENT

CRM Consulting for Specific Domains

Ecommerce CRM consulting

  • Design of automated sales, customer service, and marketing processes.
  • A business case (cost, outcomes, ROI or NPV)
  • CRM platform selection (if not selected yet).
  • Software requirements specification.
  • Sales (in case of B2B), customer service, and marketing teams training.
  • Consulting support throughout the project life cycle.

Improvements in:

  • Lead count
  • Customer satisfaction
  • Lead cost
MORE ABOUT ECOMMERCE CRM

Healthcare CRM consulting

  • Design of automated patient engagement processes.
  • A business case (cost, outcomes, ROI or NPV)
  • CRM platform selection (if not selected yet).
  • Software requirements specification.
  • Patient engagement team training.
  • Consulting support throughout the project life cycle.

Improvements in:

  • Patient engagement
  • Patient satisfaction
  • Revenue
MORE ABOUT HEALTHCARE CRM

Banking CRM consulting

  • Design of automated sales, customer service, and marketing processes for individual customers and business clients.
  • A business case (cost, outcomes, ROI or NPV).
  • CRM platform selection (if not selected yet).
  • Software requirements specification.
  • Training for different user roles.
  • Consulting support throughout the project life cycle.

Improvements in:

  • Lead conversion
  • Upsells and cross-sells
  • Customer segmentation
  • Case resolution
  • Risk management
MORE ABOUT BANKING CRM

Accounting CRM consulting

  • Business requirements specification for your accounting CRM.
  • Design of automated processes for lead and opportunity management, communication with clients buying accounting services.
  • A business case (cost, outcomes, ROI or NPV).
  • CRM platform selection (if not selected yet).
  • Software requirements specification.
  • Integration specification (planning integrations with accounting software, payment services, practice management system).
  • User training for different roles: sales people dealing with leads and accountants rendering services to clients.
  • Consulting support throughout the project life cycle.

Improvements in:

  • Lead conversion
  • Customer loyalty
MORE ABOUT ACCOUNTING CRM

Manufacturing CRM consulting

  • Business requirements specification for your manufacturing CRM.
  • Design of automated processes for onboarding new distributors, nurturing new leads down a sales pipeline, working effectively with recurrent orders.
  • A business case (cost, outcomes, ROI or NPV).
  • CRM platform selection (if not selected yet).
  • Software requirements specification.
  • Integration specification (planning integrations with PLM, accounting software, ERP, inventory management software, field service management software).
  • User training for sales people.
  • Consulting support throughout the project life cycle.

Improvements in:

  • Lead-to-sale rate
  • Repeat order rate
  • Upsells and cross-sells
MORE ABOUT MANUFACTURING CRM

Don’t Let Your CRM Be a Hurdle to Effective Sales, Marketing and Customer Service

Vertscend, as a CRM consultancy, will help you to rise above the competition in sales revenue and CSAT with properly customized and automated CRM solution.

GET A FREE CONSULTATION

Why Choose Vertscend as Your CRM Consulting Provider

2 Axioms of CRM Consulting Worth Believing In

Axiom #1: Business issues CAN be solved with technology

CRM-enabled business process automation is proven to efficiently solve business issues in sales, customer service and marketing, helping companies to get:

  • A 23-30% increase in marketing ROI.
  • A 30-45% increase in sales revenue.
  • A 90-98% CSAT score.

Axiom #2: The collaboration of in-house managers and CRM consultants brings the most successful process changes

Vertscend CRM consultants leverage their technical mastery and industry experience to help your in-house managers bring their process improvements to life with a high payoff. Thus, better customer acquisition, conversion and substantial revenue increase are the most common business benefits you’ll get from the collaboration with Vertscend CRM team.

Want to See Your Business Goals Achieved with CRM-Enabled Business Process Automation?

Let our experts examine your business processes and trigger their revamp with CRM technology.

REQUEST YOUR PROCESS REVAMP PLAN

Why You Need CRM Consulting

You know for sure, there’re other players on your market. Thus, when you get the experienced CRM consultants’ help in time, you’re likely to be the first who’s reaping the following business benefits from CRM:

38%

increase in lead volume

32%

increase in lead conversion rate

28%

increase in number of deals and deal size

25%

increase in win rate

24%

increase in sales cross sell/up sell revenue

28%

increase in customer retention

Don’t Let Your Rivals Take on Your CRM Benefits!

Request our consultant’s help NOW to retain your customers and stay in control over your market share today and later on.

GET CONSULTATION NOW