CRM Consulting

SingleStone is a Microsoft Gold Certified Partner

Grow Closer to Your Customers with CRM Consulting Solutions

CRM Strategy
& Planning

We understand your needs and craft a CRM plan that fits your goals, transforming your operations so you grow with confidence.

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CRM Selection
& Design

We help you find and design a CRM that fits your business and people. While we are platform-agnostic, we specialize in Dynamics and Salesforce.

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CRM Implementation
& Integration

We speed up setup and handle the stress, connecting your CRM seamlessly so you focus on relationships.

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CRM Automation
& Optimization

We bring efficiency to your workflows with automations, freeing your team to focus on personal connections that drive customer loyalty.

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CRM Insights
& Growth

We turn data into clarity, giving you trusted insights—anytime, anywhere—to fuel your next move and delight your customers.

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CRM Migration
& Consolidation

We make switching or streamlining your CRM painless, keeping your data safe and your team on track.
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FAQs

Does SingleStone only work with Microsoft Dynamics and Salesforce?

No, while we’re experts in Microsoft Dynamics and Salesforce, we’re platform-agnostic. We’ll help you find and implement the CRM that best fits your business needs, whether it’s Dynamics, Salesforce, or another system—our focus is on what works for you and your team.

What industries does SingleStone serve with CRM consulting?

We primarily work with financial services, insurance, and public sector clients, delivering tailored CRM solutions to meet their unique needs. But our expertise spans all industries—including nonprofits, telecommunications, utilities, and retail—so we can help any organization build stronger customer connections.

What is CRM consulting, and how can it help my business grow?

CRM consulting helps you choose, implement, and optimize a CRM system that fits your business. At SingleStone, we guide you through every step—streamlining operations, boosting customer relationships, and helping you grow with confidence.

What are the benefits of hiring a CRM consultant for implementation?

A CRM consultant from SingleStone ensures a smooth implementation by handling the tech stress, integrating systems, and customizing the CRM to fit your workflows—all with a faster setup thanks to our experience avoiding common pitfalls and reducing mistakes. Beyond execution, we provide strategic guidance to future-proof your systems, ensuring you don’t build yourself into a corner. Plus, with our focus on user adoption and change management, including tailored training and governance, your team can confidently embrace the CRM and focus on relationships, not roadblocks.

What’s the difference between Microsoft Dynamics and Salesforce for my business?

Dynamics integrates seamlessly with Microsoft tools, ideal for Microsoft-centric businesses, while Salesforce offers flexibility and automation across sales, service, and marketing. We’ll help you choose the right fit—explore our Dynamics services or learn about Salesforce.

How long does it take to implement a CRM system with a consultant?

Implementation timelines vary based on your needs, but with SingleStone, we create a clear roadmap to get you up and running efficiently—sometimes in as little as a week, depending on scope.

Can CRM consulting help with migrating data from an old system?

Yes, we specialize in CRM migration, ensuring your data moves safely to the new system without disruption. SingleStone makes switching painless, so your team stays on track.

How can I ensure my team adopts a new CRM system successfully?

Successful adoption starts with a CRM that fits your team’s needs and workflows. We design user-friendly systems, provide training, and support your team every step of the way to ensure they love using it.