CRM Consulting

We excel as a premier CRM consulting firm, delivering tailored solutions integrating operational, collaborative, and analytical components. Our services include selection, migration, consolidation, and custom CRM consulting, ensuring profitable customer relationships.

CRM Consulting Services We Offer

We develop effective customer management strategies that keep you relieved of the simple-to-complex technical challenges in your enterprise workflows and boost conversions.

Custom CRM consulting

Our CRM consultants help you develop a customizable CRM solution and integrate it with other applications as per your business needs.

Process Transformation

Our CRM Consultants help you update business legacy practices with fresh perspectives and ensure they're aligned with your business goals.

CRM Migration

We help you migrate to an improved CRM solution that allows you to collect more data for better customer targeting and ensure no loss of information.

CRM Consolidation

We plan your transition from isolated CRM systems to one fully integrated CRM solution to ensure the workflow is streamlined and data is organized.

CRM Support & Administration

Our CRM consulting team helps you navigate all the upgrades and updates of your system, troubleshoot and maintain it, and provide training for its better adoption.

Unlock Your Business Potential Now!

Step into a world where cutting-edge innovation seamlessly aligns with your business's growth aspirations.


How Is ValueCoders Adding Value To Your Business?

ValueCoders is one of the top CRM consulting companies that prioritize delivering excellent value to clients by operating with low overhead costs and passing the resulting savings on to them.
We have successfully completed 4200+ projects till today and built a reputation for being a trusted partner to our clients.

  • India's Top 1% Software Talent
  • Trusted by Startups to Fortune 500
  • Idea to Deployment, We Handle All
  • Time-Zone Friendly: Global Presence
  • Top-tier Data Security Protocols
  • On-time Delivery, No Surprises
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Awards & Certifications -

From startups to big enterprises, development


From startups to big enterprises, development


From startups to big enterprises, development


From startups to big enterprises, development


From startups to big enterprises, development


From startups to big enterprises, development


From startups to big enterprises, development

Take Control of Your CRM Strategy

Empower your team with robust tools meticulously crafted to navigate the evolving business landscape.


Ultimate User Guide to Understanding CRM Consulting

Define CRM Consulting

A CRM or customer service consulting system is a software application that helps businesses track and manage customer interactions, including customer data, contacts, and interactions. The system can help businesses improve customer satisfaction, increase sales, and improve marketing effectiveness. Hence, CRM consulting is the process of working with a company to help them design and implement a CRM system.

CRM consulting services help businesses develop and customize a CRM system that meets their needs. A good CRM implementation consultant will work with you to understand your business, customers, and sales processes and recommend a CRM system that best meets your needs. They will also help you to install and configure the software and to train your employees on how to use it.

Benefits of Outsourcing CRM Consulting Services to India

Outsourcing CRM (Customer Relationship Management) consulting services can offer several significant benefits to businesses:

  • Expertise and Experience: CRM consultants are specialists with in-depth knowledge and experience in CRM systems. By outsourcing, you gain access to their expertise without hiring and training an in-house team. They can provide insights into best practices, industry trends, and the latest CRM technologies.
  • Cost Savings: Outsourcing CRM consulting services can be more cost-effective than maintaining an in-house CRM team. You can save on hiring, training, and ongoing employee expenses. Additionally, consultants can help you avoid costly CRM implementation and management mistakes.
  • Custom Solutions: CRM consultants can tailor CRM systems to your specific business needs. They can assess your requirements and recommend or develop customized CRM solutions that align with your processes, workflows, and objectives.
  • Efficiency and Productivity: With expert guidance, you can optimize your CRM system for maximum efficiency. Consultants can streamline processes, automate repetitive tasks, and improve data accuracy, increasing productivity within your organization.
  • Scalability: Your CRM requirements may evolve as your business grows or changes. CRM consultants can help you scale your CRM solution accordingly, ensuring it continues to meet your needs and supports your growth.
  • Integration: CRM systems often must integrate with other software and tools, such as marketing automation or analytics platforms. Consultants can manage these integrations seamlessly, ensuring data flows smoothly between systems.
  • Data Security and Compliance: CRM consultants are well-versed in data security and compliance regulations. They can help you implement security measures and ensure your CRM system complies with data protection laws, reducing the risk of data breaches and legal issues.
  • Focus on Core Competencies: Outsourcing CRM consulting allows your in-house teams to focus on their core competencies. This can lead to better utilization of resources and improved overall business performance.
  • Quick Implementation: Consultants are experienced in CRM implementation and can expedite the process, reducing downtime and allowing you to start benefiting from your CRM system sooner.
  • Continuous Support: Many CRM consulting firms offer ongoing support and maintenance services. This means you have a reliable partner to troubleshoot issues, update your CRM system, and adapt it to changing business needs.

Key Components of an Effective CRM Strategy

An effective Customer Relationship Management (CRM) strategy is essential for businesses to build and maintain strong customer relationships, drive growth, and improve overall organizational efficiency. Here are the critical components of an effective CRM strategy:

  • Clear Objectives and Goals:
    Define specific and measurable objectives for your CRM strategy. What do you aim to achieve? Having clear goals is crucial, whether it’s increasing customer retention, boosting sales, or improving customer satisfaction.
  • Customer Segmentation:
    Segment your customer base based on various criteria such as demographics, behavior, purchase history, and preferences. This allows you to effectively tailor your marketing and communication efforts to different customer groups.
  • Data Management and Integration:
    Establish robust data management practices to accurately collect, store, and maintain customer data. Integrate data from various sources across your organization to create a comprehensive customer profile.
  • Technology and Tools:
    Choose the right CRM software and tools that align with your business needs. Ensure your CRM system can effectively handle data management, automation, analytics, and reporting.
  • Customer Touchpoints:
    Identify all the touchpoints where customers interact with your business, including your website, social media, email, phone, and in-person interactions. Integrate these touchpoints into your CRM strategy to provide a seamless customer experience.
  • Customer Journey Mapping:
    Map out the customer journey to understand the various stages a customer goes through, from initial awareness to post-purchase support. This helps in aligning your CRM efforts with each stage of the journey.
  • Personalization:
    Leverage customer data to personalize interactions, content, and offers. Personalization enhances customer engagement and fosters more robust relationships.
  • Multichannel Communication:
    Implement multichannel communication strategies to reach customers through their preferred channels. This includes email marketing, social media, chat, SMS, and more.
  • Automation and Workflows:
    Automate repetitive tasks and workflows to streamline processes and improve efficiency. For instance, automate lead nurturing, email responses, and follow-up reminders.
  • Analytics and Reporting:
    Utilize CRM analytics to gain insights into customer behavior, preferences, and trends. Monitor key performance indicators (KPIs) to measure the effectiveness of your CRM efforts.

Latest Trends and Innovations in CRM Consulting

CRM (Customer Relationship Management) consulting continually evolves to keep pace with changing customer expectations, emerging technologies, and evolving business needs. Staying updated with the latest trends and innovations in CRM consulting is crucial for businesses looking to optimize their customer relationships and drive growth. Here are some of the latest trends and innovations in CRM consulting:

  • AI-Powered Personalization: Artificial Intelligence (AI) and machine learning are being used to provide highly personalized customer experiences. AI algorithms analyze customer data to recommend products, tailor marketing messages, and predict customer behavior.
  • Chatbots and Virtual Assistants: Chatbots and virtual assistants are becoming more sophisticated in handling customer inquiries and providing real-time support. They can assist with routine tasks, freeing up human agents for more complex interactions.
  • Omnichannel Engagement: CRM systems increasingly focus on delivering a seamless omnichannel experience. This means providing consistent customer interactions across various channels, including email, social media, chat, phone, and in-person interactions.
  • Voice and Conversational CRM: Voice-activated technologies and conversational AI enable customers to interact with businesses using voice commands. This trend is changing the way customer data is collected and used for CRM.
  • Predictive Analytics: Predictive analytics is being used to forecast customer behavior and trends. CRM systems are integrating predictive modeling to identify potential leads, predict customer churn, and optimize marketing campaigns.
  • Blockchain for Data Security: Blockchain technology is being explored to enhance data security and transparency in CRM systems. It can help secure customer data and prevent unauthorized access.
  • IoT Integration: The Internet of Things (IoT) generates vast amounts of customer data from connected devices. CRM systems integrate IoT data to gain insights into customer behavior and preferences.
  • Social CRM: Social CRM focuses on monitoring and engaging with customers on social media platforms. It helps businesses track brand mentions, gather customer feedback, and respond to real-time inquiries.
  • Mobile CRM Apps: Mobile CRM apps are gaining popularity, allowing sales and support teams to access CRM data on the go. Mobile-friendly interfaces and features are essential for modern CRM systems.
  • Data Privacy and Compliance: With the introduction of data protection regulations like GDPR and CCPA, CRM consulting now emphasizes data privacy and compliance. Consultants help businesses implement data protection measures and ensure CRM systems adhere to rules.

What to Look at While Hiring a Top CRM Consulting Firm

While many factors are important when hiring a customer service consulting firm, some key considerations include:

  • Ability to understand your business
    It is essential that the consultant quickly learns about your company, its products and services, target market, and competitors.
  • Technical expertise
    The consultant should have a strong understanding of the latest technology trends and be able to provide recommendations on selecting the best CRM consulting services company to meet your business goals.
  • Experience
    Be sure to ask the consultant about previous projects they have worked on and whether they have experience in your industry.
  • Communication skills
    The consultant should be able to clearly explain their ideas and present recommendations in a way that is easy for you to understand. They should also be responsive to your questions and be able to provide regular updates on the project’s progress.
  • Pricing
    It is necessary to get quotes from multiple consultants and compare their rates before deciding.

Choose From Our Hiring Models

With us, you can choose from multiple hiring models that best suit your needs

Valuecoders Valuecoders

Dedicated Team

(also known as product engineering teams)

It is an expert autonomous team comprising of different roles (e.g. project manager, software engineers, QA engineers, and other roles) capable of delivering technology solutions rapidly and efficiently. The roles are defined for each specific project and management is conducted jointly by a Scrum Master and the client's product owner.

  • Agile processes
  • Transparent pricing
  • Monthly billing
  • Maximum flexibility
  • Suitable for startups, MVPs and software/product companies
Valuecoders Valuecoders

Team Augmentation

(also known as team extension or staff augmentation)

Suitable for every scale of business and project, team augmentation helps add required talent to you team to fill the talent gap. The augmented team members work as part of your local or distributed team, attending your regular daily meetings and reporting directly to your managers. This helps businesses scale immediately and on-demand.

  • Scale on-demand
  • Quick & cost-effective
  • Monthly billing
  • Avoid hiring hassles
  • Transparent pricing
Valuecoders Valuecoders

Project Based

(best suited for small-mid scale projects)
Fixed Price Model:

When project specifications, scope, deliverables and acceptance criteria are clearly defined, we can evaluate and offer a fixed quote for the project. This is mostly suitable for small-mid scale projects with well documented specifications.

Time & Material Model:

Suitable for projects that have undefined or dynamic scope requirements or complicated business requirements due to which the cost estimation is not possible. Therefore, developers can be hired per their time.


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FAQs Related To CRM Consulting

Here are answers to some questions related to CRM consulting that our clients frequently have in their minds

Why should I choose ValueCoders for CRM consulting services?

ValueCoders makes the perfect choice as your customer service consulting partner for multiple reasons, as mentioned below:

ValueCoders has a good understanding of different businesses and their specific needs.

  • We provide customized CRM solutions tailored to your business.
  • We have a strong track record of delivering 4200+ successful projects.
  • Our CRM consultants can handle any type of project, no matter how complex.

What challenges can I solve with your CRM consulting services?

Our CRM consultancy services can help you solve several challenges, including but not limited to:

  • Managing customer data effectively
  • Integrating different software platforms
  • Implementing changes to your organizational process
  • Responding to customer needs in a timely and efficient manner.

In addition, our team can provide customized solutions tailored specifically to your business needs to help you overcome any challenges you may be facing.

How much do your CRM consulting services cost?

When opting for a CRM solution, businesses must first identify their specific needs and requirements. The price of our customer service consulting ranges between $15-$30/hour.

Our cost-effective CRM consulting services help businesses get the most out of their investment in CRM software. We suggest a customized solution that fits your budget.

How can CRM consulting help businesses achieve a better understanding of their customers?

CRM (Customer Relationship Management) consulting can help businesses achieve a better understanding of their customers in several ways:

  • Data Analysis: CRM consultants can help businesses collect and analyze customer data from various sources, such as social media, website traffic, and customer interactions.
  • Strategy Development: CRM consultants can help businesses develop a customer-centric strategy focusing on building long-term customer relationships.
  • Technology Implementation: CRM consultants can help businesses implement the right technology tools to manage customer relationships effectively.
  • Process Optimization: CRM consultants can help businesses optimize their customer-facing processes, such as sales, marketing, and customer support.

By working with a CRM consultant, businesses can gain a deeper understanding of their customers and develop a customer-centric approach to grow and succeed in today’s competitive market.

Can CRM consulting help improve sales productivity and efficiency?

Yes, customer service consulting can help improve sales productivity and efficiency in several ways:

  • Streamlining Sales Processes: CRM consultants can help businesses streamline their sales processes by identifying bottlenecks and inefficiencies.
  • Sales Performance Analytics: CRM consultants can help businesses implement sales performance analytics to measure sales strategies’ effectiveness.
  • Sales Training and Coaching: CRM consultants can provide sales training and coaching to help sales teams improve their skills and performance.
  • Sales Automation: CRM consultants can help businesses automate routine sales tasks, such as lead nurturing, follow-ups, and data entry.

By working with a CRM consulting company, businesses can improve sales productivity and efficiency, increase revenue, improve customer satisfaction, and a stronger competitive advantage.

What Our Clients Have to Say About Us

We are grateful for our clients’ trust in us, and we take great pride in delivering quality solutions that exceed their expectations. Here is what some of them have to say about us:

Working with ValueCoders has been a rewarding experience. Their software solutions are a perfect blend of innovation and functionality.

James Kelly

Co-founder, Miracle Choice

ValueCoders provided us with a robust and scalable software solution. Their team's proficiency is commendable.

Judith Mueller

Executive Director, Mueller Health Foundation

ValueCoders delivered a software solution that perfectly aligns with our business needs. They've been instrumental in our project's success.

Kris Bruynson

Director, Storloft

ValueCoders' commitment to delivering high-quality software solutions has made them our go-to partner for all our software needs.

Mohammed Mirza


Working with ValueCoders has been a rewarding experience. Their team's expertise is impressive.



ValueCoders' innovative approach to software engineering has significantly improved our business operations.

Jame Thompson

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