All You Need to Know About CRM Consulting Services

  • 6 min read
Customer relationship management consultant

You must be aware that customer relationship management refers to how a company acquires and retains customers with the efficient use of data. To do this, a CRM software system gathers information about purchase intent, purchase history, relevant personal information, customer behaviour, and so on.

In this way, CRM links the marketing, sales, and customer service departments by providing a business with actionable insights. Companies can find ways to acquire new customers and build relationships over time using these insights.

Businesses of all sizes and types have discovered the advantages of CRM. Many of them use CRM consulting services. These provide services such as customised solutions, development, and application management. They also help with outsourcing other aspects of CRM if required.

In short, CRM consulting services help companies use CRM to achieve business objectives. They assess the current situation and capabilities, understand future objectives, and recommend how CRM can help get there.

Must Read: How Retail CRM Software Can Accelerate Leads, Opportunities, and Sales

Let’s take a deep dive into this subject by breaking it down into three areas:

  • The benefits of CRM consulting services
  • Types of CRM consulting services
  • How to choose CRM consulting services

The Benefits of CRM Consulting Services

CRM is an important factor in growth. Many businesses have set up full-fledged and in-house CRM departments on their own. On the other hand, many businesses also depend on CRM consulting services. There are quite a few advantages to this approach. To begin with, every business sector has different characteristics. Within sectors, companies are also organised differently. Because of this, no single CRM platform is used across the board. An experienced CRM consultant will be familiar with the different types of software. They will help you pick the one that perfectly suits your needs.

Must Read: The Best Practices that can unleash the power of CRM Email Marketing

Once a system has been selected, CRM consulting services also play a role in selecting the right features for the technology stack. Some of these may be essential, and some may be unnecessary. A CRM professional will help you differentiate between the two.

After this, the consultant can advise the business on linking CRM software to existing infrastructure. This involves a seamless migration of data and systems without disrupting ongoing activities. It ensures that CRM will be used in the best way possible from the start.

New CRM systems also need to be tested and optimised. The role of a CRM consulting service is important here, too. They need to check and advise on how CRM is working in a real-world scenario. What steps should be taken to make it better?

Finally, a CRM consultant also trains employees and establishes policies and procedures for deployment. Going ahead, they can also provide information on scalability and upgrades.

To sum up, CRM consulting services can add value by:

  • Advising on the right software platform and features.
  • Testing and optimising the CRM platform for best results.
  • Linking the platform to the existing company tech infrastructure.
  • Training and guiding employees with policies and procedures.
  • Taking steps to future-proof the system.

Types of CRM Consulting Services

Because there are many types of CRM platforms available, there are also different types of CRM consulting services. A good starting point for a company would be to have a broad idea of what platform is needed. This depends on the nature of the business and its goals. After that, the right consultants can be considered and chosen.

For example, there are CRM consulting services for:

  • Operations: To let you manage and cultivate consumers based on data collected with consent.
  • Analytics: To gain insights based on data visualisation that reveals how your consumers interact with your brand.
  • Collaboration: To show you how you can share data with clients and partners for mutual benefits.
  • Campaign management: To combine operations and analytics for arriving at marketing campaigns.
  • Strategy: To develop a system that allows you to make business decisions that are primarily based on customer behaviour.

Of course, many consulting services have experience in more than one or all of the above areas.

There is another way of looking at it. Though one of the advantages of CRM is the ability to collate data across business departments, some consultants specialise in CRM for specific operational departments.

In this way, you can look at consulting services that emphasise marketing automation, sales automation, and service automation. As we’ve pointed out, a lot depends on the nature of the business and the strategic plan for the future.

How to Choose A CRM Consulting Service?

Just as there are different types of businesses, there are different types of CRM consulting services. These can be large or small, specialised or general, experienced or newly qualified. It’s a crowded field.

Here are some factors that you should keep in mind when selecting a CRM consulting service;

  • Experience: The number of years of experience is important, of course. What’s also significant is the type of experience needed. Some questions you can ask are: how have they helped their current and past clients, how have they helped with the deployment of CRM, and what training modules do they offer?
  • Specialisation: A CRM consultant that has already worked in your sector can be a good choice. They will know about the typical business needs and specifications. The onboarding time can be reduced. They will also be aware of the challenges you will likely face.
  • Capacity: This aspect is important when it comes to meeting your deadlines. In this case, a bigger CRM consultancy firm doesn’t necessarily mean better. Your work should be treated as a priority and not as one job among many. You should find out whether the teams working on your project are dedicated or whether they have other projects on hand as well. What is their track record of completing projects on time?
  • Methodology: CRM consultancy services can approach their task in various ways. For example, they could take an “as is” approach when customisation is not needed. Or they could take an interactive approach that explains features step-by-step. For more complex integrations, an Agile approach may be required.

As technology advances, CRM does, too. That is why it’s important to choose a CRM partner in tune with the latest ways to gather and harvest information.

Airtel IQ, for example, uses robust APIs and software tools to embed real-time communication in your business applications. A state-of-the-art pan-India network powers this. Take a look at their features, what their customers say, and make the right choice.