CRM Consulting and Integration Services

ExistBI provides customer relationship management consulting and integration services that guide you from initial research to implementation and support.

Whether you are implementing your first CRM system, migrating away from a current system, integrating multiple source systems into a Data Warehouse or Data Lake, integrating legacy or new CRMs due to merger or acquisition or simply customizing your existing CRM application, our experienced and accredited consultants provide the necessary guidance and hands-on know-how you need to ensure the project is a success.

Our CRM Consulting Services

  • Migrate you from your legacy CRM platform to a newer more robust CRM system with no downtime, keeping your Sales and Marketing team happy!
  • Integrate your CRM into an existing data warehouse or help create a new data warehouse or data lake solution (Check out our Case Studies)
  • Assist your Company through the M&A planning phase, create a data management impact plan, and help integrate new CRM systems into your central repository for a seamless transition
  • Create, maintain and run Data Analytics Reports on your most important Key Performance Indicators or enable your staff to do so with training classes
  • Our CRM consulting and integration team can assist with project planning, project management, data migration, data integration, data quality, data security, administration, governance & stewardship, support and training

Our clients operate in over 25 industries, including Manufacturing, Retail, Finance, Energy, Healthcare, Telecoms, Insurance, Technology, Aerospace & Aviation, Hospitality, Engineering, Military, Professional Services, Media & Communication, Education, Life Sciences, Entertainment, Public Sector and Logistics.

CRM Integration Services

Our business intelligence team has consulted on and integrated over one hundred CRM platforms. The CRM platform is a data source that is typically integrated into a data warehouse or data lake or a predictive model. Once integrated into your single version of the truth, you can run accurate real-time reports on your most important data.

We have consulted on and integrated CRM solutions such as Salesforce, Microsoft Dynamics 365, Zoho, Zendesk, SAP, Monday, Insightly, Batchbook Social, HubSpot, Method: CRM, SugarCRM, Highrise and NetSuite amongst many others.

Below are examples of some of our most popular CRM consulting and integration services:

Microsoft Dynamics CRM Consulting and Integration

Microsoft Dynamics CRM systems centralise all your data from various sources, allowing for easier collaboration between all departments as you spend less time navigating several systems. This gives you more time to focus on your customers and what they are saying.

Having more information on your customers, from their contact details through to their spending habits allows you to give them a more personalised experience when engaging with your business.

Salesforce CRM Consulting and Integration

Our certified Salesforce CRM consultants have worked on dozens of implementations in sales, customer service, marketing, finance and operations. They can help you re-define your CRM strategy, integration, implementation and practical application with prospects, customers, partners, and employees.

By working with our Certified Salesforce Consultants, Admins, Architects, Appbuilders, Developers and Sales/Service Cloud consultants, we can help you take advantage of features and functionality you may not be able to leverage on your own, or might have considered beyond your reach and in doing so maximise your CRM investment.

CRM Case Studies

Finance and Banking Industry
Retail Industry
Manufacturing Industry

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