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key facts about our CRM advisory services

16+
years of CRM consulting excellence
2 to 4
weeks from initiation to start
30+
years of software engineering
50+
countries

addressing your business needs with our CRM consulting solutions

At EPAM Startups & SMBs, we recognize the importance of addressing your unique business needs and maximizing the value of your CRM. Our comprehensive CRM consulting solutions are designed to tackle specific challenges and unlock the full potential of your CRM investment.

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    maximizing CRM value
    We assess your current CRM setup, identify areas for improvement, and develop a customized strategy to align your CRM capabilities with your business goals. By optimizing workflows, enhancing user adoption, and leveraging advanced CRM features, we ensure that your CRM system becomes a powerful tool that drives growth, boosts productivity, and increases customer satisfaction.
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    sales efficiency
    We identify bottlenecks and pain points by thoroughly evaluating your existing sales workflows. We then propose and implement customized CRM strategies that automate manual tasks, provide clear visibility into the sales pipeline, and enable effective collaboration among team members. By optimizing your sales processes, we empower your sales team to focus on closing deals, shortening sales cycles, and driving revenue growth.
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    CRM automation
    Manual data entry, repetitive tasks, and fragmented systems can slow your operations and limit productivity. We analyze your business processes and identify areas where automation can bring a significant impact. By implementing intelligent automation within your CRM system, we help streamline data entry, automate follow-ups, and easily generate reports.
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    advanced customer insight
    Our CRM consulting solutions provide the tools and strategies to gain valuable customer insights. We help you optimize your CRM system to capture and consolidate customer data from various touchpoints. Through advanced analytics and reporting, we enable you to uncover meaningful patterns and trends, segment your customer base, and tailor your marketing and sales efforts accordingly.

our customer relationship management consulting solutions

At EPAM Startups & SMBs, our CRM consulting solutions focus on delivering transformative results for your business. We conduct a comprehensive gap analysis to identify areas of improvement in your current CRM system. Based on the analysis, we design innovative solutions that address these gaps and align with your business goals.

CRM customization

We recognize that your business is unique, and a one-size-fits-all CRM solution may not meet all your requirements. We conduct a thorough gap analysis to identify the areas where the CRM system falls short of meeting your expectations. Based on the analysis, we design and implement customizations that enhance the CRM's functionality and user experience and align it with your business processes.

We recognize that your business is unique, and a one-size-fits-all CRM solution may not meet all your requirements. We conduct a thorough gap analysis to identify the areas where the CRM system falls short of meeting your expectations. Based on the analysis, we design and implement customizations that enhance the CRM's functionality and user experience and align it with your business processes.

CRM data management and analytics

Data is the backbone of an effective CRM system. Our CRM consulting solutions include data management and analytics services to ensure that accurate and actionable insights power your CRM. The analytics capabilities enable you to extract meaningful insights from your CRM data, empowering you to make data-driven decisions and enhance customer engagement strategies.

Data is the backbone of an effective CRM system. Our CRM consulting solutions include data management and analytics services to ensure that accurate and actionable insights power your CRM. The analytics capabilities enable you to extract meaningful insights from your CRM data, empowering you to make data-driven decisions and enhance customer engagement strategies.

CRM migration

If you're considering migrating your CRM system to the cloud or a newer version of the CRM platform, our CRM migration services can assist you throughout the process. We thoroughly analyze your existing CRM system, identify the scope of migration, and develop a migration strategy.

If you're considering migrating your CRM system to the cloud or a newer version of the CRM platform, our CRM migration services can assist you throughout the process. We thoroughly analyze your existing CRM system, identify the scope of migration, and develop a migration strategy.

CRM integration

Your CRM system does not exist in isolation and needs to integrate with other business applications to maximize its effectiveness seamlessly. Our CRM integration services focus on integrating your CRM system with other essential tools and platforms, such as ERP systems, marketing automation tools, ecommerce platforms, and more.

Your CRM system does not exist in isolation and needs to integrate with other business applications to maximize its effectiveness seamlessly. Our CRM integration services focus on integrating your CRM system with other essential tools and platforms, such as ERP systems, marketing automation tools, ecommerce platforms, and more.

platforms we work with

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Salesforce

As a leading CRM consulting service provider, we have extensive experience working with Salesforce. We offer a range of Salesforce consulting services, including implementation, customization, integration, data migration, and ongoing support.


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Microsoft Dynamics 365

We offer comprehensive CRM consulting services for Microsoft Dynamics 365. From sales and marketing to customer service and beyond, we help you leverage the full capabilities of Dynamics 365 to streamline processes, improve collaboration, and deliver exceptional customer experiences.

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SAP Customer Experience

As a trusted CRM consulting service provider, we have in-depth experience working with SAP Customer Experience. Our team of SAP experts understands the platform's intricacies and can help you harness its capabilities to enhance your customer experience management.

why choose our CRM consulting company

top CRM implementation consultants

As the leading CRM consulting service provider, we bring unmatched expertise based on our partnerships with top CRM system providers — Salesforce, SAP, and Microsoft. Our team of seasoned consultants has extensive knowledge of these CRM systems and a deep understanding of industry-specific challenges.

full-cycle CRM advisory services

We offer full-cycle CRM advisory services covering every aspect of CRM implementation and optimization. From the initial assessment and strategy development to implementation, customization, data migration, training, and ongoing support, our services cover the entire lifecycle of your CRM project.

remote teams in 50 countries

We understand the importance of flexibility and accessibility in today's global business landscape. That's why we have remote teams located in over 400 locations across 50 countries. We can provide expert CRM consulting services wherever you are.

software consulting experts

We deeply understand software solutions, platforms, and technologies. This expertise allows us to provide holistic recommendations and ensure that your CRM system integrates seamlessly with your existing software infrastructure.

what business outcomes can you expect with our services?

improved customer relationships

Efficient CRM implementation allows you to gain a 360-degree view of your customers, enabling you to better understand their needs, preferences, and behaviors. By leveraging this information, you can personalize your interactions, deliver targeted marketing campaigns, and provide exceptional customer experiences.

increased sales and revenue

An effective CRM system optimizes your sales processes, providing your sales team with valuable insights, automation tools, and streamlined workflows. By aligning your sales efforts with customer data, you can identify upsell and cross-sell opportunities, prioritize leads, and enhance sales forecasting accuracy.

enhanced operational efficiency

A well-implemented CRM system automates repetitive tasks, eliminates manual data entry, and improves department collaboration. This automation and process streamlining enhance operational efficiency, reducing time spent on administrative tasks and enabling your team to focus on high-value activities.

better data-driven decision-making

With a robust CRM system, you can access accurate and real-time data on customer interactions, sales performance, marketing campaigns, and more. This wealth of information enables data-driven decision-making at every level of your organization.

improved marketing effectiveness

CRM implementation empowers your marketing team with data-driven insights, segmentation capabilities, and campaign management tools. By leveraging customer data, you can personalize marketing messages, target specific customer segments, and optimize marketing campaigns for better engagement and higher conversion rates.

streamlined customer service

Efficient CRM implementation enables seamless customer service and support interactions. With a centralized system, your customer service team can access comprehensive customer history, ensuring consistent and personalized support.

how to engage our CRM consulting firm

Engaging our CRM consulting firm is a straightforward and collaborative process designed to meet your needs.

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01
requirements
We engage in detailed discussions with your team to comprehensively understand your business processes, pain points, and objectives.
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02
solution
Based on our assessment, we design a solution that aligns with your requirements, considering industry best practices, trends, and the capabilities of the CRM platform.
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03
implementation
Once the solution is designed, we move into the implementation phase. Our consultants work closely with you to develop a detailed implementation plan.

what our clients say

We at EPAM Startups & SMBs are happy to deliver excellent results and prove our expertise time and again with clients that range from small and medium to enterprise-size businesses.

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We found working with EPAM has been a true partnership, where they’ve proven themselves to be a reliable, trustworthy and hardworking team that has really helped us push the boundary of customer-centric innovation.

Zac Carman Managing Director Products, Consumer Affairs
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The trusted EPAM team has helped us push the boundaries of customer-centric innovation. With programs like Horizon 4, we need the ability of our development partners to stay on track. And EPAM stands for that.

Mark Giesbers Managing Director Products, Liberty Global
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We chose EPAM Startups & SMBs to develop a native mobile extension of an existing enterprise application. They were able to quickly identify the needs of our project and collaborate with key individuals within our organization to not only deliver the application on-time, but make significant improvements to our existing core application.

Justin Catalana CEO, Fort Point Beer Company
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