CRM Consulting Services

Engage your prospects and customers to drive business outcomes and provide better experiences.

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Are your employees frustrated because of inefficient, non-integrated, and confusing applications that only offer fragmented views of sales opportunities and customer interactions?

Today’s robust Customer Relationship Management (CRM) platforms like Microsoft Dynamics CE, NetSuite, and Salesforce provide the integrated 360-degree view of the prospect and customer you need. With a CRM businesses can track and manage customer interactions at every stage of the customer journey including lead generation, sales, and customer support.

Implementation success with these platforms requires a comprehensive approach. Centric Consulting has CRM consultants that can handle any CRM project from defining a strategy and roadmap, to implementation, deploying new features, and ongoing support.

We specialize in the CRM packages below. Our CRM consultants can help you select and implement the package right for you.

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Our CRM Services

Practical advice based on our CRM consulting team’s years of hands-on experience.

Our services include:

CRM strategy
Software selection
Assessments and roadmap creation
Business case development
Migration planning
Implementation health check
License sales

Our Software Selection Services

Our approach includes all activities to confirm strategy and vision, gather future state capabilities, and assess and select the preferred software from a short list of solution options.

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Consultants

Average Years Experience

ERP/CRM Engagements

Active Clients

Centric was a terrific partner who helped us deploy the NetSuite platform that will allow us to serve our current and future customers better. The Centric team integrated well with our in-house project team ensuring our project remained on schedule and budget. We couldn’t be happier with our platform, which is a testament to Centric’s role in this successful project.

Matthew Clausing, Chief Operating Officer, Pharma Logistics