CRM Consulting Services

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Our CRM Services

At Master Software Solutions, we help you choose the right CRM platform, customize, and optimize it to drive sales growth and long-term success.

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Our CRM consulting services include guiding and helping you define your customer relationship solutions and strategies. We can customize CRM platforms like HubSpot and Salesforce to enhance customer engagement, streamline processes, and drive growth.

  • Understand your challenges and goals
  • Identify requirements
  • Build tailored strategies
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Build tailored features and functionalities with our CRM customization services to cater to your business requirements. We provide end-to-end customization to align the platform with your business, improving efficiency and enhancing user satisfaction.

  • Configure fields, workflows & dashboard
  • Develop custom features
  • Ensure it doesn’t impact existing features
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Our CRM integration services include connecting customer relationship management with other systems, such as ERP systems, marketing automation tools, customer service platforms, etc. We build a unified CRM ecosystem that works seamlessly with core platforms.

  • Ensure data consistency and accuracy
  • Compatible architecture
  • Data security & compliance
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Build custom features and CRM mobile applications with our CRM development services that perfectly align with your business model. We create custom solutions integrated with your core system to improve efficiency and user experience.

  • Develop new modules
  • Automate complex workflows
  • Provide advanced reporting
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Our CRM migration services include migrating from an old CRM system to a new one or upgrading the existing one. We assist in migrating data, such as customer information, interactions, and workflows. Our technical team manages risks and validates system compatibility.

  • Seamless data migration
  • Ensure minimized disruption
  • Compatibility between the systems

Hire a CRM Implementation Consultant

Implement, customize, and develop a CRM platform to streamline your marketing, sales, and service. Discuss your business with us and see how we can help.

  • Get a free initial consultation
  • Hire a dedicated CRM expert
  • CRM development & customization
  • Flexible and transparent pricing
  • Reliable and scalable solution

Our CRM Implementation Expertise

We work on various CRM platforms like HubSpot and Salesforce to provide end-to-end consultation and implementation services. We aim to improve the customer journey and drive overall business growth.

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HubSpot is a cloud-based customer relationship management and business growth platform to shorten the prospect conversion process. It connects marketing, sales, and customer service operations and enables you to access customer interactions from one place. You can manage your contacts, sales, pipelines, digital marketing, and lead nurturing. We offer HubSpot Consulting Services to help you improve your customer engagement and drive business growth.

HubSpot offers
  • Marketing Hub
  • Service Hub
  • Commerce Hub
  • Sales Hub
  • Content Management Hub (CMS)
  • Operational Hub
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Salesforce is a robust AI-powered cloud CRM platform that can streamline sales, service, and marketing processes. It offers strong analytics to detect trends, predict outcomes, and help you make informed decisions. This can help you understand the potential client, provide a personalized experience, and minimize conversion time. We offer end-to-end Salesforce Consulting Services to help you implement and customize the platform to cater to your business needs.

Salesforce offers clouds
  • Sales Cloud
  • Service Cloud
  • Analytics Cloud
  • Marketing Cloud
  • Commerce Cloud
  • Experience Cloud
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Odoo CRM is one of the Odoo modules. It offers customer-centric features that can help you meet your sales needs. The Odooā€™s CRM module can help you track leads, manage opportunities, and apply automation follow-ups. You can integrate other Odoo modules such as inventory, website, sales, or email marketing. It is an all-in-one platform to track and manage sales pipelines, customer interactions, and overall relationship-building efforts. We offer Odoo Consulting Services, including customizing and implementing Odoo into your business.

Features of Odoo CRM module
  • Lead Management
  • Automated Workflows
  • Marketing Platform Integrations
  • Reporting and Analysis
  • Pipeline Visibility
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Microsoft Dynamics 365 CRM is a cloud-based CRM platform powered by Microsoft. It offers advanced tools to help you build meaningful customer engagement and minimize prospect conversion time. Microsoft Dynamics 365 CRM unifies customer data, streamlines sales processes, enhances customer service, and drives effective marketing campaigns. We offer end-to-end Microsoft Dynamics consulting Services, including CRM implementation.

The features of Microsoft Dynamics 365 CRM
  • Sales Automation
  • Marketing Campaign Automation
  • Seamless Integrations
  • Customer Service Management
  • Customer Insights

Benefits of Implementing CRM

Customer Relationship Management (CRM) is an integrated platform for managing customers, providing a personalized experience, and building customer loyalty. Implementing CRM solutions such as HubSpot or Salesforce can help you unify the customer experience to drive revenue and improve ROI.

Our Roadmap to CRM Implementation

At Master Software Solutions, we follow a strict CRM implementation process to ensure that the platform aligns with your business requirements. Our team guarantees that the CRM platform runs smoothly and seamlessly.

01.Discovery Meeting

  • Collaborate with your team
  • Understand your challenges & goals

02.Planning and Designing

  • Plan strategies
  • Design system architecture

03.Platform Selection

  • Choose the right CRM platform
  • Ensure system is compatible with existing ones

04.Develop & Customize

  • Build custom features
  • Integrate required third-party apps

05.Testing & Launch

  • Rigorously test the platform
  • Resolve issues

06.Support & Maintenance

  • Regular system updates
  • Ongoing tech support

Our Industrial Reach

Our experience in a wide range of industries enables us to provide a one-stop custom CRM system to meet specific business requirements.

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Discuss Your Business With Us!

Help us understand your business, challenges and goals. Fill out the below form and weā€™ll get back to you soon.

Frequently Asked Questions

CRM consulting services are professional IT services that help businesses strategize, implement, customize, and optimize customer relationship management platforms, such as HubSpot and Salesforce.

Choosing the right CRM consulting company is crucial for the success of the customer relationship platform. Consider below suggestions:

  • Long-term experience in providing CRM consulting services
  • Works on multiple platforms – HubSpot, Salesforce, Odoo CRM, and MS Dynamics 365 CRM.
  • Provides ongoing support and maintenance
  • Ensure that the company aligns with your business values

At Master Software Solutions, we provide all-in-one services, including consulting, customization, migration, development, integration, and support and maintenance.

The consultation and implementation costs can vary depending on the complexity of the CRM platform, additional features to be developed, and your business size. You can contact us to get a quote.

This time can range from a week to months, depending on the nature of the CRM platform and the number of additional features required. Simple projects with minimal customizations can be completed fast. On the contrary, more complex customizations with extensive integration and migration can take longer.