CRM review
Andersen’s team delves into CRM environments and the broader business context by reviewing documentation, structures, and key roles to grasp how customer data flows.
Drive more revenue and strengthen your client relationships with tailored CRM solutions
Our CRM consulting services can help
Optimize your sales results
As a CRM consulting firm, we assist with raising client loyalty and repeat sales levels, boosting the efficiency of your business cycles, and securing high-potential deals via CRM systems. Automate invoicing, bundling, configs, and renewals.
Keep your target audiences engaged
Our skilled customer relationship management consulting practice helps align marketing and sales to maximize ROI via personalized, data-driven offers built on a stronger tech basis, ensuring deeper customer relationships.
Elevate team effectiveness
Andersen’s CRM consultants help you optimize workflows, eliminate data duplication and manual mistakes, and ensure your information stays current. With smooth integrations and access to data, you’ll save valuable time and gain a complete view of your operations.
Refine client support
Andersen’s CRM software consulting hub will empower you to enhance client support and strengthen your brand reputation. Automate assigning support requests to agents based on their availability, expertise, and location for high-quality service.
CRM platforms we excel at
As a CRM implementation consulting provider, we are a certified partner of Salesforce and Creatio. Andersen’s CRM consultants are also experienced with other CRM systems, e.g. HubSpot and Dynamics365.
Andersen's CRM consulting services
Andersen’s team begin with examining your goals and business flows end-to-end and auditing the current state of your CRM or client database. After the initial audit, we will propose the best-matching СRM system for your niche, size, and corporate objectives.
Our CRM advisory services:
- Requirements assessment;
- System audit;
- CRM matching;
- Implementation roadmap.
Andersen’s team begin with examining your goals and business flows end-to-end and auditing the current state of your CRM or client database. After the initial audit, we will propose the best-matching СRM system for your niche, size, and corporate objectives.
Our CRM advisory services:
- Requirements assessment;
- System audit;
- CRM matching;
- Implementation roadmap.
Andersen provides guidance on how to implement and tailor CRM systems to your specific context. Our CRM experts help to define the right approach to configurations, integration priorities, and automation opportunities.
Our CRM consultancy services:
- CRM setup and configuration strategy;
- Workflow automation planning;
- Integration roadmap;
- User training and adoption support.
Andersen advises on how to structure and execute a secure, accurate migration of data from legacy systems. Our task is to establish your CRM platform as a fully dependable source of truth while preserving integrity and compliance.
What our CRM consulting firm offers:
- Migration planning;
- Source assessment;
- Data mapping and cleansing;
- Security and compliance advice.
Andersen helps customers envision connected ecosystems where their CRM platforms work in sync with other tools, resulting in seamless data flow, reduced manual effort, and a unified view of client interactions.
Our CRM strategy consulting scope:
- Integration planning;
- Architecture design;
- Tool selection;
- Flow alignment.
Andersen's CRM services and consulting company provides expert guidance to optimize your Salesforce system, streamline operations, and enhance automation to drive efficiency and business growth.
Here is what we offer:
- Implementation planning;
- Workflow automation strategy;
- Organization audit and advice;
- Integration and enablement.
Andersen's CRM consultants help to design and implement customized Creatio CRM tools to improve business processes, enhance automation, and ensure flawless system performance.
Andersen provides:
- Creatio setup and tailored adjustments;
- Data migration and flow automation;
- Creatio integration with external systems;
- User training and ongoing support.
Andersen advises on how to configure and adapt HubSpot to suit your corporate model, guiding you on integration strategies, automation opportunities, and client engagement optimization.
Andersen’s experts help with:
- HubSpot setup and configuration;
- Customization of flows, pipelines, and automation;
- Integration with external parties and data migration;
- Continuous support and optimization.
Andersen provides strategic guidance on implementing and customizing Dynamics 365 to streamline operations, automate workflows, and align the system with your existing and future business processes.
Andersen's expertise covers:
- Odoo setup, configuration, and module selection;
- Customization of workflows, reports, and automation;
- Integration with third-party systems and data migration;
- Day-to-day support and optimization.
Need a dependable CRM consulting partner? Schedule a call to start.
Consulting flow: an outline
Vision generation
Based on the insights from the initial assessment, we shape a tailored CRM vision that reflects your company’s structure, goals, and operational specifics.
Planning
Andersen outlines a roadmap and defines key CRM workflows, advising on the roles and expertise. We help structure the efficient internal and external team.
Implementation
Andersen’s experts implement your CRM environment or enhance it, defining core features, recommending customization approaches, and advising on best practices.
CRM software portfolio
Andersen's profound experience with CRM platforms is proven by our versatile portfolio of successful initiatives.
FAQ
If you need a CRM partner, look for proven experience, industry expertise, and relevant certifications. Ensure they are an official partner of the CRM provider to guarantee compliance with best practices and access to the latest technologies.
Book a free CRM consultation
What happens next?
An expert contacts you after having analyzed your requirements;
If needed, we sign an NDA to ensure the highest privacy level;
We submit a comprehensive project proposal with estimates, timelines, CVs, etc.
Customers who trust us
