CRM Consulting Services

Engage your prospects and customers to drive business outcomes and provide better experiences.

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. CIO Advise has CRM consultants that can handle any CRM project from defining a strategy and roadmap, to implementation, deploying new features, and ongoing support.



We specialize in the CRM packages below. Our CRM consultants can help you select and implement the package right for you.

Our CRM 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


Implementation requires technical expertise.

Our services include:

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

We also incorporate other business-focused skills such as program management, process optimization, adoption readiness, and communication planning to dramatically increase your project success rates.

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

Our Software Selection Approach

Our approach includes all activities to confirm strategy and vision, gather future state capabilities, and assess and select the preferred software from a short list of solution options.

Wondering what CRM package is right for your business?