Comprehensive CRM Consulting Services Since 1996

What Makes Us a CRM Consultancy of Choice?

25 Years in CRM Consulting

First and foremost, we have extensive CRM consultancy expertise and have helped thousands of businesses with their CRM software. Most probably, we've worked with your niche and have already solved the same challenges you face.

Experience with 10+ CRM Platforms

While many CRM consulting companies focus only on one platform, we have worked with all popular CRM systems which helps us stay unbiased. and are not biased. Salesforce, Dynamics 365 or perhaps something else?

It all depends on your situation and we'll explore all decent alternatives together. We have up-to-date knowledge of platform roadmaps and know exactly how new features can benefit you.

Our Offshore Team Structure that Cuts Your Costs

We started our IT outsourcing story in 2005, worked with five countries ,and ultimately selected Ukraine as our offshore office. We offer multiple engagement models to optimize your budget without loss of quality.

Services/Product Balance

We have our own CRM products and apps and support thousands of users. This means we know and understand the business challenges and needs of various businesses and can offer the best solutions based on the lessons learned from our experience.

Leadership in CRM Consultancy for Commercial Real Estate

Top CRE brands like JLL, Transwestern, Colliers, NAI, Cushman & Wakefield, CBRE and many more rely on our solutions and use our help to optimize their CRM systems and increase user adoption. Learn more about our CRE Tech expertise and software

Our CRM Services Include:

CRM Strategizing & Roadmapping

We will provide CRM solution assessment and selection based on business needs, especially while considering usability, impact on system performance, maintainability and availability of data to be effectively searched/reported against, CRM gaps analysis, a detailed plan of your CRM optimization, data strategy and CRM adoption for your sales, marketing and other departments.

CRM Implementation Services

Our consultants will help you get your selected CRM up and running. We'll perform all required customizations and configurations. If needed, we'll help consolidate and clean your data before importing it to the new system. We'll also coach your team and make sure they know how to use the new tools.

CRM Customization and Configuration

Your business is unique and we'll help you customize and take full advantage of a CRM software. We create custom plugins, form scripts, workflows and business processes, dashboards, and reports. All you need!

Data Migration and Transformation

Up-to-date and clean data can skyrocket your business performance. We'll help you clean and transform your data and will import it to your system. Also, we'll help you to define the best ways to track important information and will help simplify this process for your team.

CRM Integration Services

Using multiple disconnected systems may cause excess work along with, inaccurate, or outdated data. We'll help you integrate your CRM with other software and apps. Our CRM technical consultants will also aid in syndicating several disparate CRM systems into one platform.

Custom CRM Development

Do you want to create your CRM and get rid of licensing costs or, perhaps, need custom functionality? We are here to help! We develop custom CRMs, cloud applications, cloud services, web, Windows and mobile apps.

Sales and Marketing Automation Services

We'll help your sales, marketing, customer support and other teams reduce inefficiencies and automate their daily activities. Furthermore, you can track all essential data, and will be able to spot insights and trends to optimize your sales and other processes.

CRM Support and Administration

Our CRM Concierge services team will guide you though all the necessary system upgrades and updates, troubleshooting, and maintenance. We also will aid you with CRM training to ensure better user adoption.

CRM Consulting Services FAQ

Why Do I Need CRM Consulting Services?

Here are the top reasons why you may need consulting services:

• You have low lead flow, lead conversion rates, sales productivity, and customer satisfaction
• You want to consolidate disparate systems across different departments and regions to streamline data exchange
• You don't know which CRM system will better align with your corporate requirements
• You and your team don't have enough knowledge, technical skills and resources to set up your CRM solution
• You feel that you don't use your CRM tools at their full potential
• Your platform doesn't completely meet your business needs
• You have operational issues with your CRM solution
• You want to improve collaboration and data flow among your teams

Our CRM consulting company will collect your main pain points, requirements, and preferences in regards to the CRM project, identify weaknesses of your corporate processes and suggest the best strategies and technology solutions to eliminate them.

 

How Can Your CRM Consultancy Help My Business?

 

Correct selection and implementation of a CRM system helps you achieve your business goals faster and elevate your process to a more efficient level

Our consultants will advise you on the most suitable solution for your organization, recommend the best CRM implementation and optimization strategies and consult on the best user adoption tactics to ensure that your employees are comfortable with using their CRM system

 

What Challenges Can I Solve with Your CRM Consulting Services ?

 

Our CRM consultancy will help you avoid the risks of CRM implementation failure like lack of consistent strategy, expertise, and attention to the process details. We will provide the best course of action to ensure its success.

We are truly a customer-centric CRM consultancy and will help you apply the same practices to your CRM project so that you could get a 360- degree view of your customer and keep up with all of the market changes.

Our team will optimize your CRM tools to solve the most common business challenges like low sales pipeline visibility, low data quality because of system disintegration, poor team collaboration. etc.
 

What Do Your CRM Consultants Do?

 

Our team provides a broad scope of CRM services like a system health check and audit for possible flows and improvements, and rollout consulting to custom CRM development.

Ascendix specializes in Salesforce and Microsoft Dynamics 365 CRM consulting, AppExchange app development and development of custom software solutions.

 

When Can I Start with CRM Consulting?

 

Regardless of your CRM implementation phase, we are ready to offer our help on any stage: new implementation, re-implementation, recovery & optimization, migration from any CRM to Salesforce, Microsoft Dynamics, or custom CRM software. We can do it all and even more. Just contact our team and tell us about your project.

 

How Much Do Consulting Services Cost?

 

Every project is unique so it deserves unique approach. At our CRM consulting company, we will select the best service cost option based on our engagement models offerings: onshore, offshore, and blended team structures to match the best quality with the best price.

CRM Help Articles

CRM Best Practices for Commercial Real Estate Brokers

Our blog post shares the best CRM practices for implementing software solution for CRE brokerages. Our seasoned CRM expert and co-founder of Ascendix Technologies, Wes Snow, will share where to start with your solution and how to mobilize your office from the perspective of his 15-year experience in the CRE Tech market.

Top 10 Reasons You Can’t Adopt a CRM: CRM Adoption Best Practices

This blog post will overview 5 reasons when issues with CRM adoption are the CRM's fault and 5 reasons when it's your fault. Our senior CRM consultant, Chris Petersen, will provide tips on how to solve each of them and top the tips with best practices for CRM adoption.

Top 4 Issues of Real Estate CRM Data Migration: How Can You Resolve Them?

Data migration is one of the most challenging and time-consuming stages of CRM implementation that is often taken not too seriously. Read our article to find out what are the 4 most common CRM data migration issues are and how your brokerage can avoid them.