Unlock Your Hidden Business Potential with Our CRM Consulting Services
At Squad Software, we understand that effective customer relationship management (CRM) is crucial for the growth and success of any business. Over two decades we have helped numerous organisations transform their processes and implement industry leading CRM solutions.
As part of this journey we have worked on multiple CRM applications which puts us in a unique position to help our customers choose the right solution that delivers results.
Our approach to CRM consulting focuses on process improvement, optimizing costs, and enhancing productivity. With Squad Software’s CRM consulting services, you can be assured of a transparent and accountable process for successful CRM implementation that drives business growth.
Our Customers
Squad Software: The Proven Choice for CRM Consulting
Squad Software helps businesses worldwide improve business relationships and transform customer touchpoints by implementing CRM technology that enhances customer experiences.
Here’s what we do better than everyone else
Deep Domain Expertise
Our CRM consultants have a wealth of experience working with various industries and businesses, enabling us to provide cross functional and customized solutions catering to unique and complex requirements.
Design Customer and User Centric Systems
We put your end-users first with our user-centric approach to designing CRM systems, creating intuitive and efficient solutions that enhance productivity and drive results for your business.
Solution Design
As your CRM partners, we use a collaborative approach to create CRM solutions integrated with systems like ERPs, marketing tools, and APIs, becoming the organization’s operational fulcrum.
Detailed Process and Business Documentation
Documentation is integral to our consulting and implementation. Our CRM consultants record every step, providing future teams a point-in-time reference for workflows and operational processes.
Squad Software’s CRM consulting process
Our CRM consulting services build distinctive user experiences through a four-step process:
Needs Assessment
CRM Selection
CRM Implementation
CRM Adoption
Needs Assessment
We begin with thoroughly assessing your current business processes and aligning them with your goals and objectives. This helps us identify bottlenecks and areas for improvement. We also use this opportunity to understand your current technology stack and cultural readiness towards process automation.
CRM Implementation
Our team works with stakeholders to map business processes, customize the CRM software, integrate the CRM with other business systems, migrate and test data, and make the CRM functionally ready.
CRM Selection
We guide the CRM selection process by analyzing business needs, built-in features, configurability, industry-specific use cases, implementation costs, and compatibility with existing systems. We also do tailored product demos and consulting sessions that help in the CRM selection process.
CRM Adoption
CRM adoption is a critical step of the CRM consulting journey. At this stage our consultants focus on training and change management, & ensure that employees adopt the CRM system effectively. Our annual support plans also provide continuous training, user engagement, and system enhancements based on feedback to improve overall system adoption.