CRM Consulting

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CRM Consulting for Your Business

We help businesses implement a CRM solution that will transform the way their business works and how they interact with their clients. We are certified partners of both CRM giants Microsoft Dynamics CRM and; allowing you to select and implement the best CRM (Customer Relationship Management) software for your business without bias.

Prior to a decision to implement a CRM system, businesses envision the software perfectly aligning their sales and service processes; with executives being able to dynamically draw reports and advanced analytics from the system. Unfortunately, just installing the CRM software is unlikely to allow this to occur. Organizations must ensure they have the right tool for the right job, and then properly align it to their unique business processes and needs. That’s what Datix CRM Consulting has spent the last 18 years doing, and what we have perfected so that we transfer our knowledge to your business.

Not sure which CRM is best for your business? Download our CRM Selection Guide using the form to the right, and use our template based in software best practices to navigate your search. We’ve helped hundreds of businesses make CRM decisions that have improved their business.

crm selection template

Datix makes the differenceWhich CRM is right for you?Why CRM?

Datix Makes The Difference

Datix specializes in helping companies improve business outcomes by ensuring that their CRM system supports their sales process, streamlines service protocols, and provides efficient, understandable and actionable dashboards and reports to executives. This is the best way for organizations to see notable ROI on the software.

Throughout our CRM consulting practice, we’ve helped numerous business mitigate the risk that all organizations experience when implementing critical new software. These implementations are not to be taken lightly and need expert attention for total success. The business models and processes that are employed during implementation determine how well the system is adopted, utilized, and ultimately performs.

We believe that the process of implementation, integration, and adoption are even more important than the software itself. Datix clients benefit from the technical expertise and system knowledge of our certified industry consultants in helping to painstakingly plan and carry out each project.  By taking a complete view of your company, we are able to help you achieve the best outcome from your CRM; including a high rate of user adoption and improved functionality that would otherwise be missed. Our implementation method allows better visibility into each stage of the project, and thus ensures project success.

crm consultingWhich CRM is best for you?

As both a MS Dynamics and Salesforce Sales Cloud certified CRM consulting partner, we can provide a truly unbiased perspective on which CRM is best for your business. While both are considered excellent CRM choices, each has its own strengths and weaknesses in different areas; our consultants can help you sort through your business to determine which system has the functionalities you need.

There’s a good chance you’re asking “how much will it cost, and what are my options?”. We addressed this in a recent blog post if you’d like more information, and our consultants can provide you with a broad overview and a template of a typical CRM implementation so that you know what you are getting yourself into.

Every company is different. We pride ourselves in being an expert for our partners. A huge part of being a CRM consulting expert means understanding every part of our client’s business and working closely with them to make sure every expectation and . We’ve been at this a while, and have developed a solid evaluation framework.

Why CRM?

integrating erp and crm

Customer relationship management has traditionally been thought of as a sales and marketing tool. But today’s CRM products enable system-wide integration, and can provide benefits to your entire enterprise, not just your sales team.


  • Support revenue and cost driven decision making using realtime, leading indicators from the sales and customer support pipelines
  • Understand the current and lifetime profitability and value of each customer
  • Increase productivity and reduce duplication errors through workflow automation

Sales and Marketing

  • Win more business by responding sooner and better to leads and customers. Unleash the power of mobile access to ERP data through CRM integration with your existing enterprise systems
  • Build customer loyalty through more targeted, better timed and better coordinated sales and marketing activities
  • Gather market insights by leveraging tools such as Social Listening from Microsoft Dynamics CRM or the Salesforce Platform
  • Use data confidently: Pipeline reports become more reliable, valuable and actionable

Customer Service

  • Manage and monitor customer experience from start to finish—keeping clients happy and returning
  • Coordinate and integrate with sales and marketing activities

Unlock CRM’s True Potential

download erp consulting ebook

Our Process Mitigates Risk and Ensures Proper Implementationcrm implementation

Our CRM consulting services encapsulate every aspect of implementation, training, and execution. We ensure that the system works just as you expected it to, and that your employees know how to properly use it before ever going “live”. A software project doesn’t just end after go-live either. We provide support throughout the lifetime of your product, ready to step in at any time to fix a failing process or streamline a production line. Picking the right CRM consulting partner is imperative to its success. We welcome the opportunity to show you why we’re the right partner.

Our team uses a modified 6 step agile process to ensure that your project is executed perfectly, and that no costs are sunk unnecessarily. You need to work with a partner to be able to ensure the software empowers your organization. This means planning, analyzing, testing, and carefully implementing a strategy for your organization that models your processes around the software. This is what Datix specializes in, and why we’d like to help you with your upcoming implementation!