Custom CRM Consulting Services

Affirma provides custom CRM consulting services that help you offer better support for your clients, customers, and employees.

Whether you need help assessing which CRM platform to choose, implementing a CRM across your org, or developing custom functionality and features- our CRM consultants can help.

As a full-service technology, business, and strategy consultancy, we have the industry and technology experience to support you with your CRM needs. We go beyond simple CRM solutions and offer strategic insight to eliminate potential and existing issues with your CRM, giving your company a competitive edge and delivering thoughtful experiences for your customers, stakeholders, and employees.

Affirma’s CRM consultants bring their unique industry experience to every CRM project. Our experience across industries, from healthcare to government, allows us to deliver a CRM solution that aligns with your unique business requirements, industry, goals/metrics, and customers and employees.

We provide unique CRM solutions to solve various business needs, including:

• Inventory management
• COVID-19 contact tracing
• Event management
• Communication management

Whether you need strategic consulting for Salesforce or Dynamics 365, Affirma has the technical and business expertise to help- no matter where you are at in your CRM journey. From developing out-of-the-box CRM capabilities to handling the entirety of a CRM implementation- from road-mapping to implementation, to managed services, our team can help.

Salesforce Consulting

From strategy and planning to full implementations and migrations, our team of Salesforce developers and engineers is experienced and ready to assist with any of your Salesforce project needs.

Dynamics Consulting

As a full-service Microsoft partner, we bring over 17 years of experience implementing Microsoft tools and platforms such as Dynamics CRM to our projects.

CRM Strategy & Assessments

Our CRM consultants are certified experts with both Dynamics 365 CRM and Salesforce and can assist you with choosing a platform that best suits your business, or developing a custom roadmap for your implementation, migration, or updates.

CRM Implementation Consulting

Our CRM experts follow best practices to help you accelerate your CRM implementation, bringing you measurable value right away. Our CRM consulting services cover the entire implementation process, from planning to configuration to customization, to user adoption training.

CRM Process Consulting

Our unique industry experience and platform expertise allow us to design sales, marketing, and customer service processes to improve your pipeline management, optimize your marketing strategies, and deliver personalized customer experiences at scale.

Custom CRM Development

Whether you need help with data migration from spreadsheets to CRM or are looking to add custom applications and functionality to your CRM, our CRM consultants can help.

CRM Integrations

With expertise across various platforms and technologies, Affirma can seamlessly integrate your CRM with other platforms to ensure your customer data is reliable, valid, and up to date.

CRM User Adoption, Support, and Training

Our CRM solution isn’t complete until your employees are well trained and comfortable with the new platform. We provide expert change management and user adoption training and support to empower your employees and maximize your overall investment.

CRM Managed Services

Ensuring your CRM platform continues to work properly and can scale alongside your company as it grows is critical. However, hiring a full-time Salesforce team is time-consuming and expensive. That’s where Affirma’s CRM managed services come in.

Our CRM managed services provide you with the right skill, in the right place, at the right time. Our managed service offering can help you with things like:

• Improving processes for sales, customer service, and IT
• Comprehensive quality assurance
• On-going training
• CRM platform maintenance and support
• Continuous strategy and business alignment

Contact us today to learn how we can help your team maximize the use of your CRM. Through custom out-of-the-box capabilities, seamless CRM integrations, and successful CRM implementations, we can turn your CRM into a revenue-making machine.

Enhance your sales, marketing, IT, and customer service today.