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CRM Consulting VS CRM Implementation – Key Differentiators

Updated: Oct 3, 2023

Customer Relationship Management (CRM) has become a vital tool for businesses to manage their customer relationships effectively. The success of a CRM system largely depends on how well it is implemented, managed and adopted. However, the process of implementing a CRM system can be complex and daunting, which is where CRM consulting & CRM implementation comes into play.

The following article explores the differences between CRM consulting and CRM implementation.

CRM Consulting

CRM consulting is the process of analyzing a business’s current customer relationship management strategy, identifying areas for improvement, and recommending and developing a CRM solution that fits the purpose. A CRM consulting firm works closely with the business stakeholders to understand their needs and goals, and then designs a CRM strategy that meets those needs.

A CRM consultant’s responsibilities include analyzing the company’s customer-facing processes, identifying critical gaps & improvements and redrawing or realigning the processes. Which then can be automated by a CRM software. A CRM consulting firm also helps to select the right CRM software, lead the project implementation & prepare and execute a roadmap for successful user adoption.

CRM Implementation

CRM implementation is the process of deploying a CRM solution to the business’s operations. It involves setting up the software, configuring it, and integrating it with other systems and applications.

The implementation process is often complex and time-consuming, involving tasks such as data migration, customization, testing, and training. An effective CRM implementation requires a well-defined project plan, a skilled implementation team, and a robust change management process.

The implementation team typically consists of IT professionals, software developers, and system administrators who work together to ensure that the CRM system is deployed successfully.

The main goal of CRM implementation is to ensure that the CRM system is fully functional and scalable. It is easy to use, secure, and provides the business with the data and insights needed to make informed decisions.

Differences between CRM Consulting and CRM Implementation The primary difference between CRM consulting and implementation is their focus.


CRM consulting and implementation are both essential components of a successful CRM strategy. Ultimately, the success of a CRM system depends on how well it is implemented to drive business results. By leveraging the expertise of a CRM consulting services firm and a CRM implementation company an organization can ensure to cover all bases – from developing business processes which really work to choosing the right CRM software and ensuring its successful implementation.


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