CRM Consulting and Support

ExistBI provides Customer Relationship Management (CRM) consulting and integration services that guide you from initial research through to requirements definition, technology selection, data migration, CRM software customization, enablement and support.

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

Our clients operate in over 20 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 Consulting Services

  • Project Planning
  • Project Management
  • Data Migration
  • Data Integration
  • Customization
  • Support
  • Resourcing
  • Training

Microsoft Dynamics CRM Consulting

Microsoft Dynamics CRM systems centralise all your data from various sources which allows 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

Our certified Salesforce team have delivered hundreds of implementations in sales, customer service, marketing and operations and can help you re-define your engagements with prospects, customers, partners, and employees.

By working with our Certified Salesforce 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 Integration Services

Our Data Management division integrate 100’s of CRM solutions, they are considered as a data source to be integrated into a data warehouse or data lake or into a predictive model; we integrate CRM solutions such as Salesforce, Microsoft Dynamics, Zoho, Zendesk, SAP, Monday, Insightly, Batchbook Social, HubSpot, Method:CRM, SugarCRM, Highrise and NetSuite amongst many others.

CRM Case Studies

Finance and Banking Industry
Retail Industry
Manufacturing Industry

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