CRM Consulting

Are your employees frustrated because of inefficient, non-integrated, and confusing applications that only offer fragmented views of sales opportunities and customer interactions?

Today’s robust Customer Relationship Management (CRM) platforms like Microsoft Dynamics CE, NetSuite, and Salesforce provide the integrated 360-degree view of the prospect and customer you need. With a CRM businesses can track and manage customer interactions at every stage of the customer journey including lead generation, sales, and customer support.

Implementation success with these platforms requires a comprehensive approach. Marvi Infotech Consulting has CRM consultants that can handle any CRM project from defining a strategy and roadmap, to implementation, deploying new features, and ongoing support.

Our CRM Services

1

Advisory Services

Practical advice based on our CRM consulting team’s years of hands-on experience.

Our services include:

  • CRM strategy
  • Software selection
  • Assessments and roadmap creation
  • Business case development
  • Migration planning
  • Implementation health check
  • License sales

2

Implementation

Implementation requires technical expertise.

Our services include:

  • Configuration
  • Platform custom application development
  • Version upgrades
  • New feature rollout
  • Integrations
  • Migrations
  • Analytics and reporting

3

Managed Services

We’re excited to design the right long-term support solution that meets your specific needs.

Our managed services support:

  • Staff augmentation
  • Administrators
  • Functional and technical support
  • Training
  • Tier 1 and tier 2 technical support

Let’s get to work together.

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