Don’t Know What Platform to Select or Need Assistance with CRM Migration?
We will help you with all stages of CRM deployment starting from system audit to ensuring solution adoption.
Based on the study by Grand View Research, Inc, the global customer relationship management (CRM) market size will reach $157.6 billion by 2030. It means that the number of CRM consultancies is only going to grow, and it can get harder to pick the right CRM implementation consultant.
If you look answers to questions like “How can a CRM consultant help my business?”, “Why do I need a CRM consultant?”, or “What does a CRM consultant do?”. Or if you find yourself in need of external assistance with optimizing your current CRM system but have no idea where to start, keep reading to find out how to select a CRM consultancy for various needs.
CRM consultant responsibilities lie in various customer relationship management services related to selecting, implementing, and optimization of the CRM system. There are two types of CRM advisors: functional and technical consultants.
CRM functional consultants are responsible for the functional design of the CRM solution. They define and collect the functional and non-functional business requirements throughout the different phases of CRM implementation.
Functional consultants conduct CRM systems analysis to keep them in line with these business requirements.
CRM consultants design, configure and adjust system functionality to meet the business needs. They craft functional specifications and communicate with the technical team to ensure functional requirements are understood and built as required.
Also, CRM functional consultants document all implementation, configuration, support the client during user acceptance testing and prepare training for key users.
Technical CRM consultants are responsible for conducting technical analyses of the customer’s system requirements. They are involved in discussions of technical aspects with pre-sales and functional people.
Also, CRM experts participate in building, testing, and deploying CRM solutions based on the functional requirements of the customer.
Technical CRM consultants provide integration development to external systems and web services and take part in creating the design, technical specifications, and data models for complex CRM implementation projects.
Moreover, CRM advisors not only can consult clients and support our customers with technical questions but also mentor junior members of your team.
CRM consultants can perform both functional and technical roles at the same time. Besides that, there are three major hiring options to engage with a CRM advisor.
You can hire an in-house CRM consultant or outsource it to CRM consulting firms or independent (freelance) consultants.
If it’s more or less clear with in-house and freelance CRM advisors, let’s clear the fog around the CRM consultancy and consulting partner’s functions.
There is no single CRM agency definition. Generally, CRM advisors provide a vast scope of CRM consulting services like defining industry and client specific business processes, collecting corporate requirements, supporting the definition of a CRM vision and roadmap, and configuring and customizing CRM solutions.
All the certified consulting companies must align with CRM vendor standards: have certified full-time employees and a track record of successfully completed projects.
Moreover, these CRM consulting agencies can focus not only on Salesforce or MS Dynamics consulting and development but also can provide other technology services, like custom app or CRM development.
The CRM consulting partner like Ascendix will conduct a thorough discovery process and present a State of Work (SOW) – a proposal outlining the specific deliverables, clearly defined amount of hours, and total cost.
You’ll have a full team of specialists at a reduced cost compared to hiring them separately, and on top of it, you’ll save more time on hiring processes.
Now, let’s compare the pros and cons of all three hiring options:
|The fixed total cost of the project after all the estimations of project scope and delivery timeline have been done. |
This billing structure allows avoiding any unexpected expenses in the future. However, you can always discuss new ideas and recalculate the final cost.
|This cost model implies paying a flat monthly fee for a set number of hours you can use per month. |
It’s a good option for CRM maintenance and support of basic ongoing projects.
|This payment option fits for short-term implementation projects that do not require much involvement in specific needs of the business or digging into the specifics of the client’s industry.|
We will help you with all stages of CRM deployment starting from system audit to ensuring solution adoption.
Once you’ve decided on the type of CRM consultant, hiring, and billing options, you should consider other important factors for CRM consultant selection. Among which are:
CRM consulting is a crowded space with many firms jumping on the bandwagon of today’s most popular platforms like Salesforce.com and Microsoft Dynamics 365.
Firms that have been around to witness the evolution of the CRM space have developed best practices and tips/tricks that only come from years of in-depth specialization in a certain discipline.
Many companies considering a CRM solution have users with past experience using entry-level and low-cost contact management solutions like ACT, GoldMine, Maximizer, and Telemagic.
While these tools weren’t great at everything, there were certain user experiences and features these new users really liked and that they wanted to be emulated in the CRM system.
And having a consultant who has been around long enough to appreciate those nuances and offerings can be invaluable. Because they can help you select the optimal CRM, not the one they know.
Exposure and alignment to more than one CRM platform allows the consultant to align their interests with yours and remove bias.
Having exposure to multiple tools and platforms can provide a more well-rounded- perspective. It also helps eliminate blind spots and past patterns of thought that often keep developers from thinking of new and better ways to solve problems.
Finding a firm with experience in delivering both product and professional services integrated with CRM platforms can lead to a more solid solution for your custom project.
Companies with their own CRM products and experience building commercially available products on top of a CRM platform have a better understanding of user needs and can be invaluable.
They already have solutions to typical business challenges and talk your language.
Moreover, such CRM consultancies can provide quality control and testing that is necessary when building a product that is to be sold, deployed, and supported across a large audience of unique users. However, this is a rare thing among agencies that focus solely on consulting services.
Every business is unique, so make sure a consultancy takes time to learn your business and asks detailed questions about your current situation and expectations.
Seek companies that have specialized or, at least, worked in your industry. Because it’s much better to engage with a consulting company or a consultant that understands your business specifics instead of “teaching” the consulting firm about your business basics.
Work with a consultancy that treats you as a priority if you want to meet deadlines.
Don’t fall into the trap that the largest firm is necessarily the best fit for your CRM project. Pay attention to how they communicate with you, how fast they reply to your emails, their level of engagement during calls or meetings.
Be wary of quality control issues and excessive burn rates on consulting hours.
Good freelance CRM Consultants and small CRM consultancies will be, most probably, busy, so make sure to have enough time for your research. Don’t forget to ask them when could they start working on your project.
Pay attention to the complexity of your project and make sure the make-up of the consulting team is appropriate for the objectives of the CRM project.
Lower complexity projects can leverage multi-faceted consultants who possess enough skill to be the project manager, business analyst and developer. It will lead to significant efficiencies and cost savings.
Larger and more complex projects may require that you have specialists within a certain task type instead of a “jack-of-all-trades” consultant.
Align your vision of the most optimal CRM implementation approach with what your consultant has to offer.
Because not all CRM implementations require the same approach or methodology.
Make sure your partner has the ability to flex based on your business requirements and culture.
Simple “As Is” approach allows streamline the deployment by not having to build out features and functionality specific to your business.
Instead, you can focus on data transformation and training. This can greatly reduce the costs of implementation and speed up the time to value of the investment.
There are certain occasions where the vision of the project is a bit elusive and the idea of sitting in a conference room whiteboarding session discussing requirements isn’t the best option.
Entering into an iterative “proof of concept” engagement can take the obscurity and academic nature of requirements collecting and turn it into a visible, tangible, and interactive model.
For projects with more complexity that are larger in scale with hundreds if not thousands of users across multiple business lines, integration needs between systems, and custom development, a bit more rigor may be necessary to control the variables such as timelines, budget, and scope.
This approach will likely require dedicated project management and business analyst skillsets to navigate the early stages of requirements gathering that dictate the success or failure of a project of size.
As collaboration tools have continued, the technology community has evolved into a true global marketplace.
Some firms in the United States have invested in building out offices in other countries to gain access to more plentiful talent pools and provide more cost-effective solutions for their customers.
Being originally a Dallas-based consultancy, Ascendix expanded its presence to Southern and Eastern Europe to enable effective cost compression without losing US quality standards.
The first lesson we learned the hard way…make sure that you are not influenced by low-cost providers.
Any cost savings may result in getting consumed by extra hours needed to complete the project or significant delivery issues.
Some firms offer a “mixed delivery model” . It combines the customer-facing roles of a project manager, business analyst, and solution architect which are resourced locally, and the development capacity located in another country to bring in better cost compression.
While not the least expensive, there are material savings with this model while maintaining the “feel” of a State-side experience.
Projects simply go better when you have interactive dialog and communications with those performing the work.
IT Outsourcing firms that have their offices in countries with minimal overlap in the United States can put an unnecessary strain on a project and compromise timelines and delivery quality.
While English is widely spoken in most countries today, you want to ensure that the selected consultant has a sufficient level of English proficiency in both oral and written forms.
Otherwise, details can get “lost in translation” if you do not make this a priority.
Do your homework and be ready to explain what you miss with your current CRM system, what challenges you are looking to accomplish.
Identify decision-makers from every department. If you have multiple offices, then from every office. It is crucial because quite often, they work differently and face different challenges.
It’s better to formulate the requirements as soon as possible. Make sure you’ll take into account your future plans before even selecting a CRM system.
E.g., right now you might not do email outreach from your CRM system and you don’t need lead scoring.
But the time flies, your marketing team will start generating more leads, and your sales team will need to prioritize them. Not all CRM systems will have this functionality or even smooth integrations with the tools you might need in the future.
It might be quite costly in the future to accommodate this request or you might even need to change your CRM software.
That’s why you need to devote enough time to formulate your needs, including your future growth.
Every good CRM Consultant will help you formulate detailed requirements (and should!).
Ideally, you should select a CRM consultant that has already solved the same challenges multiple times.
So you should have a list of top challenges you are going to accomplish with the help of the future CRM software.
Seek a CRM consultant that has relevant experience and can come up with different solutions to your needs.
Now when you have a better understanding of your needs, make a list of must to have and nice to have requirements for your future CRM Consultant.
Do you know what CRM to go for? If yes, look for a CRM consulting partner that specializes in this CRM, e.g., Salesforce Consultant or Dynamics 365 Consultant.
Need help selecting CRM software first? Look for consultancies that work with multiple CRMs so they won’t sell you the one they know, but will help you select the best fit.
Do you need custom functionality? Look for partners with their own CRM apps or at least multiple successful case studies where they built custom software.
Do you plan to solve non-trivial tasks? Make sure to ask CRM consultants if they have relevant experience.
Do you need someone local to work on your project? Think if your firm is ready to work with local agencies only or you will consider consultancies from other cities/states/countries.
Whenever you need to select a vendor, you can check not only their websites but their social media presence.
For example, you can start with LinkedIn, the world’s largest professional network with nearly 660+ million users in more than 200 countries and territories worldwide.
Here you can quickly see team members of the company and even their skillset. Sure, not all people have LinkedIn profiles, but still, it is a good start.
Below is a screenshot of the Ascendix Technologies LinkedIn profile. As you can see, we have 160+ employees and are located in Dallas, TX.
When you shortlisted CRM consultants, prepare your questions.
Another valuable source you can use to find the best CRM consulting agency is review platforms like Clutch.co. There you can see a true picture of the consultancies’ strengths and weaknesses, their scope of expertise, and industries in focus.
Ascendix constantly appears on top of the Clutch.co and the Manifest rankings as a Top Global CRM Consulting Firm and B2B Company.
To help you successfully select a CRM consultant, here is a list of questions you can ask:
We have proven experience with Salesforce and Dynamics 365 CRM gained in multiple full lifecycle delivery projects. Our CRM consultants utilize best practices to identify ideal solutions for implementing business requirements in CRM solutions.
As your CRM Consulting partner, we’ll guide your through a digital transformation project by designing and implementing CRM strategies and tools. Our team of experts will define the best possible approach to solving the challenges you are experiencing.
As your CRM consulting agency of a choice, our professionals will drive workshops to maximize output and engagement, guide you through the technology and new functionalities, create a CRM strategy, design new user stories to match the client’s requirements, implement, test, deploy Salesforce functionalities, and maximize user adoption by working closely with your organization.
We’ll connect the dots between technology and your business needs
“No longer can organizations throw technology at their sales teams, expecting that it will address their needs,” says Adnan Zijadic, senior principal analyst in Gartner’s Sales practice. “Sales leaders must work alongside application and IT leaders to assess the costs, risks, and benefits of emerging and established sales technologies before deciding to adopt.”
CRM consultants provide CRM consulting services and vary by roles, responsibilities, and seniority level. There are technical and functional advisors, CRM implementation consultants, data cleaning consultants, CRM strategy consultants, and many others.
Based on the information found on Payscale and Glassdoor, the average CRM consultant salary in the USA ranges from $87, 000 to $118, 000. According to Upwork, CRM consultant hourly rate ranges from $20 to $250.
Depending on the CRM consultant responsibilities, experts provide various consulting services like gathering business requirements, assistance with the transition from manual to automatic processes, system configuration, and optimization, providing user training, etc.
Having 25 years of CRM consulting experience, Wes has been on multiple advisory boards for CRM applications over the years including Salesforce, Dynamics 365, and no less than 10 other CRM platforms. Wes is a frequent guest of podcasts, speaker, and author of posts on CRM topics.
We'll help you assess your current CRM instance and define the best approach for its optimization or select the best CRM platform for your vertical.