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CRM Consulting Services

Customer relationship management (CRM) helps organizations to optimize processes, enhance
profitability, and improve customer service. CRM consulting includes consultation services for
custom development, application management, and process automation. STAMOD has over 22
years of experience in assisting our clients to identify the best CRM platforms and get expert
professional assistance in implementing them.
Our experts specialize in tailoring CRM systems to bring objectivity, technical mastery, strategic
planning, for effective use of CRM technology. As a CRM consulting service provider, we build the
right deployment roadmap and guide the best industry practices for successful deployment and user
adoption. Our clients, which include mortgage businesses, credit unions, and community banks,
healthcare providers; automobile companies; energy firms, etc. have banked on our services to
streamline important front office and operational activities.

CRM Consulting Services

As a CRM consulting service providing company, we provide a range of CRM consulting services.
These include CRM project consulting services and CRM automation consulting services –
1. CRM Implementation Consulting
Our CRM implementation consulting services help you optimize the use of technology
with proven practices. We assist our clients to implement and configure the solution in a
professional manner and fine-tune it for best outcomes. We believe in multi-phase
implementation, which ensures our clients build on the success of the initial deployment.
We collaborate with our clients with a long-term strategy to build and innovate their
service and sales.
2. CRM Migration Consulting
CRM migration is challenging because of inconsistent data storage in various CRM
databases. Our CRM consulting helps you make your databases consistent before the
migration. We have wide experience in assisting our clients to sort their legacy data to
match with the new system. Our clients also make use of our services to transform “flat”
data into a more structured format so that it is easier to maintain and report.
3. CRM Customization Services
We have assisted a number of our clients with CRM Customization and CRM
consolidation projects. This has helped our clients either build a CRM specific to their
needs or build on the benefits they’ve accomplished with their previous systems. The
biggest benefit of our CRM consulting is to train you on the best ways to draw customer
information together and provide suggestions for continuous improvements in a single
enterprise system. We deliver consolidation services in stages so that we can replace
and improve each system at a time.
4. Sales Automation Consulting
Our sales automation service is primarily designed to automate the sales process. Our
clients consult us to understand how to automate their sales process to optimize costs.
ROI and NPV. We assist in the selection of the right CRM platform for your business or
customizing a solution to specific business needs and facilitate the integration of the
solution. Once your sales team migrates to the automated system, we train them to get
the hang of it and offer all CRM consulting support for executing sales processes. Our
service has assisted our clients to improve sales productivity and sales revenue.
5. Customer Service Automation Consulting
Our customer service automation consulting service is tailored to help our clients
automate their customer service process. We assist our clients to pick the right service
platform from the market, customize and integrate it with their existing systems, train the
team for getting used to the automated platform and support till there is an improvement
in case resolution time, customer retention, and agent productivity.
6. Marketing Automation Consulting
This service is designed to automate the marketing process of our clients. We help them
choose the right marketing automation platform, build customized platforms as per
business requirements, and integrate it into current systems. Besides, we train clients’
marketing team to get used to the automation platform, and providing consulting support
to marketing objectives of lead acquisition is met.

Our CRM Consultation Process

Our CRM consultation services are designed to help you achieve optimum results from CRM
implementation. The following are the steps we follow –
01. Requirements Gathering and Software Selection
Our consultants sit with you to understand your business process. Based on our understanding we
provide unbiased CRM system comparisons and recommendations.
02. Design & Planning
In this stage, we draw your project design that serves as a roadmap to implementation. During the
process, we document and incorporate your business support processes into your CRM system.
03. Development
In the development stage, our experts program your system for integration. We create custom
programs and apps to extend the functionality & integrate the CRM tool.
04. Installation & Configuration
During this stage, we guide you to install and configure the software. With our service, you can avoid
mistakes and save time while carrying out data conversions and importing.
05. Testing
Once the integration with the CRM is done we will test the whole set up and liaise with you to ensure
everything is working smoothly.
06. Training
After the completion of the testing, we train your team to ensure they acquire good a understanding
of how the CRM works.
07. Support
Our experts are available 24/7 to make sure that in the face of any unforeseen error we can resolve
issues without any downtime. Our experts share tips and provided recorded training materials.

Our Team of CRM Consulting Experts

Our team primarily consists of –
● CRM Consultants
● CRM/PM Consultants
● Strategy/Architecture Consultants
● System Analysts
● Developers
● Quality Analysts
● CRM Support Professionals
● Infrastructure Support Experts
All our consultants have a CRM / XRM background and have worked on them extensively. Their
knowledge is backed with multiple project implementations. Most of our consultants have
Implemented a complete life cycle of least 4 to 5 projects and so can ably assist you in choosing the
right methods to collect, extract, and migrate your business data and put it to optimum use.

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