How to Easily Find a Good CRM Consultant?

So, you’re looking for a CRM Consultant who can help you with your CRM stuff but are not sure where to find one? No worries, maybe this guide can help you a little bit, and yeah, we’re a CRM consulting company in Pune too, but we’re not going to promote ourselves or any other company in this blog.

Instead, we will focus on important questions and a proper guide which can help you find a better one for your organization.

First,

How to Find a Good CRM Consultant

Who is a CRM Consultant?

In simple terms, a CRM Consultant can be an expert individual or company that offers consulting services related to customer relationship management software.

More specifically, you can find CRM-specific consultants – likewise Salesforce, Zoho, HubSpot, Microsoft Dynamics, or ServiceNow.

But it all depends on which CRM you’re using… Also, for bigger organizations or MNCs, it can be an ERP Consultant too since ERP has a different application than the CRM, but yeah, there are ERP-focused consultants too in the market.

Overall, most people think that ERP and CRM are the same thing but, to be honest, they are different. While CRM focuses more on customer-related stuff like sales, marketing, or service, on the other hand, ERP is more focused on systems and workflow, which means different industries can utilize it in different ways.

Coming to the topic:

Top Questions that You Should Ask Before Hiring Any CRM Consultant

  • What is the experience of the individual or company with the specific CRM?
  • How much will they cost you?
  • Can they solve a specific problem that you’re facing with the current CRM?
  • Do they have a similar client like your organization?

 

Now these questions might seem so simple or something that you already have in your mind, but I guess this is the base to find a good partner who can really help…

Now,

Who is a CRM Consultant

How to Find CRM Consulting Companies or Individuals Who Can Help You?

Well, I guess you should start from your city. The first thing you can do is search within your city by searching on Google.

Later on, you can search on LinkedIn and Reddit, but most importantly, I think you can ask your peers or maybe your friends because they might know someone who does the work and, even better, they are the best, and your friend is too happy with them. So definitely check with your friends and peers.

For bigger organizations, I would suggest looking on Google and searching for 3 to 4 keywords like “best CRM consultant in (your city)” or “CRM consultant” and looking for the top 5-10 companies. If a similar organization is ranking on multiple keywords, then this is a good sign to talk with them or at least pick their name for your list.

Thereafter, you can look at their social media accounts and website…

P.S. Hopefully, you got the answer! By the way you explore our website too