Value-Driven CRM Consulting
I.S. provides custom CRM consulting services that help you offer better support for your clients, customers, and employees.
Whether you need help assessing which CRM platform to choose, implementing a CRM across your org, or developing custom functionality and features- our CRM consultants can help.
As a full-service technology, business, and strategy consultancy, we have the industry and technology experience to support you with your CRM needs. We go beyond simple CRM solutions and offer strategic insight to eliminate potential and existing issues with your CRM, giving your company a competitive edge and delivering thoughtful experiences for your customers, stakeholders, and employees.
Our CRM consultants have helped clients increase their ROI for over 6 years. Through custom CRM strategy and development, we can help strengthen sales and marketing processes, enhance purchase/post-purchase experiences, and drive sales and leads.
With a leading 98% customer satisfaction record, you can trust us to deliver a CRM solution that is designed to fit your specific business requirements and outcomes that support your clients, customers, and employees.
Aligned With Your Business
I.S.’s CRM consultants bring their unique industry experience to every CRM project. Our experience across industries, from healthcare to government, allows us to deliver a CRM solution that aligns with your unique business requirements, industry, goals/metrics, and customers and employees.
We provide unique CRM solutions to solve various business needs, including:
- Inventory management
- COVID-19 contact tracing
- Event management
- Communication management
Holistic CRM Consulting for Every Step of Your CRM Journey
Whether you need strategic consulting for Salesforce or Dynamics 365, Affirma has the technical and business expertise to help- no matter where you are at in your CRM journey. From developing out-of-the-box CRM capabilities to handling the entirety of a CRM implementation- from road-mapping to implementation, to managed services, our team can help.
From strategy and planning to full implementations and migrations, our team of Salesforce developers and engineers is experienced and ready to assist with any of your Salesforce project needs.
As a full-service Microsoft partner, we bring over 17 years of experience implementing Microsoft tools and platforms such as Dynamics CRM to our projects.
CRM Strategy & Assessments
Our CRM consultants are certified experts with both Dynamics 365 CRM and Salesforce and can assist you with choosing a platform that best suits your business, or developing a custom roadmap for your implementation, migration, or updates.
CRM Implementation Consulting
Our CRM experts follow best practices to help you accelerate your CRM implementation, bringing you measurable value right away. Our CRM consulting services cover the entire implementation process, from planning to configuration to customization, to user adoption training.
CRM Process Consulting
Our unique industry experience and platform expertise allow us to design sales, marketing, and customer service processes to improve your pipeline management, optimize your marketing strategies, and deliver personalized customer experiences at scale.
Custom CRM Development
Whether you need help with data migration from spreadsheets to CRM or are looking to add custom applications and functionality to your CRM, our CRM consultants can help.
With expertise across various platforms and technologies, Affirma can seamlessly integrate your CRM with other platforms to ensure your customer data is reliable, valid, and up to date.
CRM User Adoption, Support, and Training
Our CRM solution isn’t complete until your employees are well trained and comfortable with the new platform. We provide expert change management and user adoption training and support to empower your employees and maximize your overall investment.
CRM Managed Services
Ensuring your CRM platform continues to work properly and can scale alongside your company as it grows is critical. However, hiring a full-time Salesforce team is time-consuming and expensive. That’s where Affirma’s CRM managed services come in.
Our CRM managed services provide you with the right skill, in the right place, at the right time. Our managed service offering can help you with things like:
- Improving processes for sales, customer service, and IT
- Comprehensive quality assurance
- On-going training
- CRM platform maintenance and support
- Continuous strategy and business alignment