10 Best CRM Consulting Firms in the World | 2023

Businesses looking to optimize their customer relationship management (CRM) strategy explore the services of the best CRM consulting firms in 2023. These firms have established themselves as industry leaders, renowned for their expertise and exceptional services in the CRM domain.

Working with these reliable companies offers you access to a team of experts by your side, guiding you through the complexities of CRM implementation, customization, and optimization.

Whether you’re a small startup or a large enterprise, these firms have got you covered. From strategy development to data management, from sales optimization to customer service excellence, they offer a wide range of services to meet your unique CRM needs. So, let’s explore the 10 best CRM consulting firms that are shaping the CRM landscape in 2023.

crm consulting

What Are CRM Consulting Companies?

CRM consulting companies are specialized firms that provide guidance, expertise, and services related to customer relationship management (CRM). These companies have a deep understanding of CRM strategies, processes, and technologies, and they offer their knowledge and support to businesses looking to optimize their CRM initiatives.

CRM consulting companies assist businesses in various aspects of CRM implementation and optimization. They help organizations choose the right CRM software that aligns with their needs and goals.

They offer strategic planning and development of CRM strategies tailored to specific business objectives. These firms also provide support in CRM system customization, integration with other business tools, and data management.

With their industry expertise and hands-on experience, CRM consulting companies play a crucial role in helping businesses harness the full potential of CRM technology. They guide organizations in building and maintaining strong customer relationships, optimizing customer interactions, and driving growth and profitability.

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Why Would A Business Need Services From CRM Consulting Companies?

A business needs CRM consulting services depending on various factors, including:

Complexity of CRM Implementation

If a business is implementing CRM for the first time or has complex requirements, CRM consulting services can provide valuable expertise and guidance. Consultants can assist with software selection, customization, and implementation, ensuring a smooth and efficient process.

Lack of In-House Expertise

Businesses that don’t have internal CRM experts can benefit from CRM consulting services. Consultants possess industry knowledge, best practices, and hands-on experience. They can bridge the knowledge gap and provide insights to optimize CRM strategies and processes.

Strategic Planning and Alignment

CRM consulting firms can help businesses develop a strategic CRM roadmap aligned with their specific goals and objectives. Consultants analyze business processes, identify areas for improvement, and create tailored strategies to maximize the value of CRM implementation.

Optimization and Process Improvement

If a business already has a CRM system in place but wants to enhance its effectiveness, CRM consulting services can be valuable. Consultants review existing processes, identify bottlenecks, and recommend optimizations to streamline workflows, improve efficiency, and boost ROI.

Training and Change Management

CRM consulting services often include training programs and change management support. They ensure smooth user adoption of CRM systems within an organization, helping employees understand the benefits and functionalities of the system and effectively integrate it into their daily operations.

Ultimately, the decision to seek CRM consulting services depends on the specific needs, goals, and resources of a business. Consulting firms can provide expertise, guidance, and support throughout the CRM implementation process, enabling businesses to make the most of their customer relationship management investment and achieve desired outcomes.

What Are The Advantages Of Using CRM?

Using a Customer Relationship Management (CRM) system offers several key advantages for businesses. Here are the main benefits of using CRM:

Centralized Customer Data

CRM systems provide a centralized database for storing and managing customer information. This enables businesses to have a comprehensive view of each customer, including their contact details, purchase history, preferences, and interactions across various channels. Having all this data in one place facilitates better customer understanding and personalized engagement.

Improved Customer Relationships

CRM systems enable businesses to build and strengthen relationships with their customers. By having access to complete customer profiles, businesses can deliver personalized experiences, tailored offers, and targeted marketing campaigns. This leads to increased customer satisfaction, loyalty, and long-term retention.

Enhanced Sales and Marketing Efficiency

CRM systems streamline sales and marketing processes. Sales teams can track leads, manage opportunities, and prioritize activities, resulting in improved productivity and increased sales conversions.

Marketing teams can segment customers, create targeted campaigns, and measure campaign effectiveness, optimizing marketing efforts and generating higher ROI.

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Efficient Customer Service

CRM systems facilitate efficient customer service and support. Customer service teams have quick access to customer information, enabling them to provide timely and personalized assistance. Cases and inquiries can be tracked, ensuring efficient resolution and effective communication with customers. This leads to higher customer satisfaction and improved service quality.

Data-driven Decision Making

CRM systems provide valuable insights through analytics and reporting features. Businesses can analyze customer data, identify trends, and make data-driven decisions.

This includes understanding customer preferences, identifying upselling or cross-selling opportunities, and evaluating the success of marketing campaigns. Data-driven decision-making improves business strategies and outcomes.

Collaboration and Communication

CRM systems enhance collaboration and communication within organizations. Teams can easily share customer information, track interactions, and collaborate on deals or projects. This promotes a unified approach to customer management and improves internal coordination and efficiency.

Scalability and Growth

CRM systems are scalable, allowing businesses to adapt as they grow. They can accommodate increasing customer data, user accounts, and business requirements. CRM systems provide a foundation for future growth, supporting expansion and handling higher volumes of customer interactions.

Best CRM Consulting Firms In The World

Here are the top 10 CRM consulting firms in the world for 2023:

  • Salesforce
  • HubSpot
  • SAP
  • Oracle
  • Microsoft
  • Accenture
  • IBM
  • Capgemini
  • TCS
  • Avanade

1. Salesforce

Salesforce is the world’s leading CRM platform with a staggering customer base of over 150,000. When it comes to CRM consulting, the team at Salesforce Consulting comprises more than 20,000 experts who specialize in helping businesses of all sizes implement and optimize Salesforce. They offer a comprehensive range of services, including implementation, training, and optimization.

By leveraging their deep knowledge of Salesforce’s cloud-based CRM platform, these consultants can ensure that you get the maximum value from your Salesforce investment. They can also assist you in integrating Salesforce with other critical systems like marketing automation or accounting software. With Salesforce Consulting, you’ll have a team of experts backing your customer relationship management strategy.

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2. HubSpot

HubSpot has emerged as a leading CRM platform for inbound marketing and sales. Their consulting arm, HubSpot Consulting, provides a diverse array of services, including implementation, training, and marketing automation. Their consultants are well-versed in HubSpot’s CRM platform and inbound marketing methodology.

By partnering with HubSpot Consulting, you can enhance your customer relationships and drive business growth. They excel at helping you develop a comprehensive inbound marketing strategy, implement the HubSpot CRM platform, and effectively track your results.

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3. SAP

As a global leader in enterprise software, SAP offers a broad range of services through its CRM consulting arm, SAP Customer Success Services. These services cater to businesses of all sizes, helping them enhance their customer relationships.

SAP consultants possess extensive expertise in SAP CRM and are ready to assist you with the implementation, optimization, and expansion of your CRM system. Whether you are already using SAP CRM or considering its adoption, SAP Customer Success Services can ensure you make the most of your investment and seamlessly integrate it with other crucial systems.

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4. Oracle

Oracle, another prominent player in the enterprise software market, provides an array of CRM consulting services through Oracle Consulting. Their team of consultants specializes in enhancing customer relationships for businesses of all sizes.

With deep expertise in Oracle CRM, they are well-equipped to guide you through the implementation, optimization, and extension of your CRM system. Oracle Consulting ensures that your Oracle CRM investment delivers optimal results while offering expertise in integrating Oracle CRM with other systems.

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5. Microsoft

Microsoft, a leading provider of cloud-based customer relationship management solutions, offers comprehensive consulting services through Microsoft Consulting Services. Their consultants possess extensive knowledge of Microsoft CRM and can assist businesses of all sizes in implementing and utilizing Microsoft CRM to its full potential.

Whether you are looking for cloud-based CRM solutions or seeking assistance with implementing Microsoft CRM, training your team, or integrating it with other systems, Microsoft Consulting Services is an excellent choice.

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6. Accenture

As a global consulting firm with diverse expertise, Accenture offers a wide range of services, including CRM consulting. Accenture consultants bring deep industry knowledge to the table, allowing them to help you implement, optimize, and extend your CRM system according to your unique business needs.

If you are seeking a CRM solution from a global consulting firm with a proven track record, Accenture’s understanding of the CRM landscape can guide you toward the right choice for your business.

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7. IBM

IBM, a renowned global technology company, provides CRM consulting services alongside its wide range of offerings. Their consultants possess industry-specific expertise and can help you implement, optimize, and extend your CRM system to meet your business requirements.

As a technology-focused consulting firm with a proven track record in CRM, IBM’s deep understanding of the latest CRM technologies can assist you in finding the ideal solution for your business.

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8. Capgemini

Capgemini, a global consulting firm, offers CRM consulting services along with its wide range of expertise. With consultants who specialize in various industries, Capgemini can help you implement, optimize, and extend your CRM system to align with your specific business needs.

If you are seeking a European consulting firm with a strong presence in CRM, Capgemini’s deep understanding of the European CRM market can guide you toward the right solution for your business.

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9. TCS

TCS, a global consulting firm, provides CRM consulting services and expertise across various industries. Their consultants possess deep knowledge and experience, enabling them to assist you in implementing, optimizing, and extending your CRM system based on your business requirements.

As an Indian customer relationship management firm with a proven track record in CRM, TCS’s understanding of the Indian CRM market can help you find the right solution for your business.

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10.  Avanade

Avanade, a joint venture between Microsoft and Accenture, specializes in consulting services for Microsoft CRM. With their expertise in Microsoft CRM, Avanade consultants are capable of maximizing your Microsoft CRM investment.

As a Microsoft-focused consulting firm with a strong background in CRM, Avanade’s deep understanding of Microsoft CRM ensures that they can help you find the ideal solution for your business.

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What Services Do CRM Consulting Companies Provide? 

CRM consulting companies provide a wide range of services to help businesses optimize their customer relationship management strategies. Some of the key services offered by CRM consulting companies include:

CRM Strategy Development

CRM consulting companies assist businesses in developing effective CRM strategies tailored to their specific needs and goals. They analyze existing processes, customer data, and organizational objectives to create a roadmap for successful CRM implementation.

CRM Software Selection

Choosing the right CRM software is crucial for a successful CRM initiative. CRM consulting companies help businesses evaluate different CRM solutions, considering factors such as functionality, scalability, integration capabilities, and cost.

They provide expert advice to ensure the selection of a CRM system that aligns with the organization’s requirements.

CRM Implementation

Once CRM software is selected, CRM consulting companies facilitate the implementation process. They work closely with businesses to configure the CRM system, customize it according to specific workflows, and ensure seamless integration with existing tools and databases.

Data Management and Analytics

Effective CRM relies on accurate and well-managed customer data. CRM consulting companies assist businesses in structuring and organizing their data to ensure its quality and accessibility. They also help set up analytics and reporting mechanisms to derive actionable insights from customer data, enabling businesses to make informed decisions.

Process Optimization

CRM consulting companies analyze existing business processes and identify areas for improvement. They recommend strategies and best practices to streamline sales, marketing, and customer service processes, enhancing operational efficiency and productivity.

Training and Change Management

Implementing CRM requires training employees and managing organizational change. CRM consulting companies provide training sessions to familiarize users with the CRM system’s features and functionalities. They also offer change management support, helping employees adapt to new processes and technologies.

Ongoing Support and Maintenance

CRM consulting companies provide ongoing support to businesses after CRM implementation. They offer assistance with system updates, troubleshooting, and addressing any technical issues that may arise. Regular maintenance and optimization of the CRM system are also part of their services.

CRM Integration

CRM systems often need to be integrated with other business tools, such as marketing automation platforms, email marketing software, or e-commerce systems. Consulting companies facilitate smooth integration between the customer relationship management system and other applications, ensuring data consistency and seamless workflow across different platforms.

Customer Journey Mapping

Understanding the customer journey is essential for effective CRM. CRM consulting companies help businesses map the customer journey, identifying touchpoints, pain points, and opportunities for personalized engagement. This enables businesses to deliver targeted and relevant experiences to their customers.

Performance Measurement and KPIs

CRM consulting companies assist businesses in defining key performance indicators (KPIs) and implementing measurement frameworks. They help track and analyze CRM metrics to evaluate the success of CRM initiatives and make data-driven improvements.

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Who Needs CRM Consulting Services?

CRM consulting services are beneficial for a wide range of businesses and organizations across various industries. Here are some examples of who can benefit from CRM consulting services:

Small and Medium-Sized Businesses (SMBs)

SMBs often have limited resources and expertise when it comes to CRM implementation. CRM consulting services can provide them with the necessary guidance, helping them select the right customer relationship management software, customize it to their needs, and optimize their CRM processes to improve customer relationships and drive growth.

Large Enterprises

Even large enterprises can benefit from CRM consulting services, especially when they are undergoing digital transformation or facing challenges in managing customer relationships across multiple departments or business units. CRM consulting firms can offer strategic insights, and advanced analytics, and help align CRM strategies with overall business goals.


Startups aiming to establish a solid foundation for customer relationship management can greatly benefit from CRM consulting services. These services can assist startups in implementing CRM systems from the early stages, enabling them to efficiently manage customer data, nurture relationships, and scale their operations as they grow.

Sales and Marketing Teams

CRM consulting services can help sales and marketing teams streamline their processes and align their efforts. Consultants can assist in integrating CRM software with marketing automation tools, optimizing lead management, and developing effective sales strategies based on data-driven insights. This leads to improved collaboration, better customer targeting, and increased sales efficiency.

Customer Service and Support Teams

CRM consulting firms can guide customer service and support teams in implementing CRM systems that enhance customer satisfaction and streamline support processes. These services can help organizations improve response times, track customer interactions, and provide personalized support, resulting in better customer experiences.

E-commerce Businesses

CRM consulting services are particularly valuable for e-commerce businesses seeking to improve customer retention and maximize sales. Consultants can help integrate CRM systems with e-commerce platforms, implement personalized marketing campaigns, and analyze customer data to drive repeat purchases and loyalty.

Service-Based Industries

Industries such as hospitality, healthcare, financial services, and professional services heavily rely on customer relationships. CRM consulting services can assist these service-based businesses in implementing customer relationship management systems tailored to their specific needs, enabling them to provide personalized services, manage customer feedback, and build long-term relationships.

Nonprofit Organizations

Nonprofit organizations can also benefit from CRM consulting services to effectively manage donor relationships, track fundraising efforts, and enhance engagement. CRM consultants can assist in selecting CRM systems designed for nonprofits, enabling them to optimize donor communication, streamline volunteer management, and track fundraising campaigns.

Is CRM Worth It?

Implementing a Customer Relationship Management (CRM) system is a worthwhile investment for businesses focused on building strong customer relationships. CRM systems centralize customer data, enabling personalized experiences and stronger connections.

With a comprehensive view of customer interactions, businesses can anticipate needs, tailor offerings, and provide proactive support, increasing satisfaction and loyalty.

CRM systems also improve sales and marketing efforts. They track leads, opportunities, and sales pipelines, leading to accurate forecasting and targeted campaigns. Sales and marketing teams collaborate effectively, optimizing strategies based on real-time data. This results in increased productivity, improved conversion rates, and higher ROI.

While implementing CRM requires an initial investment, the benefits of improved relationships, streamlined processes, data-driven decisions, and business growth make it worthwhile. CRM empowers businesses to gain a competitive edge, drive satisfaction, and achieve long-term success.

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FAQs on CRM Consulting Firms

What services do CRM consulting firms offer?

CRM consulting firms offer a wide range of services, including CRM strategy development, software selection, implementation, customization, data management, training, and ongoing support.

How do I choose the right CRM consulting firm for my business?

When selecting a CRM consulting firm, consider their industry expertise, track record, client testimonials, and the comprehensiveness of their services. It’s crucial to choose a firm that aligns with your business goals and has experience in your industry.

What are the benefits of hiring a CRM consulting firm?

Hiring a CRM consulting firm brings specialized knowledge, expertise, and a fresh perspective to your CRM initiatives. They can help you streamline processes, improve customer satisfaction, increase revenue, and maximize the value of your CRM investment.

Can CRM consulting firms help with customer relationship management software implementation?

Yes, CRM consulting firms specialize in CRM software implementation. They can guide you through the entire process, from software selection and customization to integration and training, ensuring successful adoption within your organization.


Implementing a robust CRM strategy is essential for businesses looking to stay competitive and deliver exceptional customer experiences.

The ten CRM consulting firms discussed in this article are industry leaders known for their expertise in CRM implementation and optimization. By partnering with these firms, businesses can unlock the full potential of CRM technology and achieve long-term success.



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