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Connect With Customer Better With CRM Consulting

Build long-lasting relationships with your customers by turning every interaction into an opportunity with Navsoft’s CRM consulting services.

Start Your Transformation Today!

Improve Every Interaction With
Navsoft’s CRM Consulting Services

We have over 25 years of experience helping businesses enhance their customer interactions and drive growth. Turn first-time buyers into long-term customers. Here are some compelling benefits you can expect:

Improved Sales Performance

Get actionable insights at your fingertips. Gain a deeper understanding of customer behavior and preferences with powerful analytics and personalize all interactions.

Exceptional Customer Service

Increased Productivity and Workflow Automation

Data-Driven Decision Making

Improved Marketing ROI

Enhanced Customer Relationships

Our Suite of CRM Services

At Navsoft, we offer a comprehensive suite of CRM services that transform how you connect with customers. We go beyond basic customer management and enhance every aspect of your relationships. Here’s what we bring to the table:

CRM Consulting Services

CRM Consulting Services

Our expert CRM consulting services help businesses maximize their CRM investment by aligning technology with business goals. Let our consultants guide you through the selection process and find the best one for your specific business goals.

CRM Migration & Upgrade Services

CRM Migration & Upgrade Services

Seamlessly transition to a modern CRM or upgrade your existing system with our expert CRM Migration & Upgrade Services. We ensure minimal downtime, data integrity, and enhanced system performance.

CRM Implementation Services

CRM Implementation Services

Transitioning to a new CRM system can be daunting. Our team handles the entire implementation process to ensure a smooth flow of information across your organization.

CRM Improvement Services

CRM Improvement Services

If you’re facing challenges with your current system, our team can identify areas for improvement and implement enhancements.

CRM Reimplementation Services

CRM Reimplementation Services

If your current CRM isn’t meeting your needs, our reimplementation services can revitalize your system. We assess your existing setup, identify pain points, and implement a refined solution.

Process Transformation

Process Transformation

Automate manual processes across departments—from sales and marketing to customer service and operations. Re-engineer business processes for optimal efficiency.

Custom CRM Development Services

Custom CRM Development Services

For businesses with unique requirements, we offer custom CRM development services. Our team designs a custom CRM that aligns perfectly with your operational needs.

Cloud CRM Solutions​

Cloud CRM Solutions​

Implement a cloud-based CRM system and empower your team with access to customer data anywhere and on any device. Increase uptime with a system that runs that lives on the cloud rather than on-premise.

AI in CRM

AI in CRM

Integrate AI in your CRM system to analyze historical customer data to extract actionable insights and create accurate sales forecasts. Filter your best leads with AI-driven scoring and deliver personalized customer experiences.

CRM Optimization

CRM Optimization

Make your CRM system more efficient and better aligned with your business goals. Our consultants work with you to ensure your CRM is fully optimized and delivers a higher return on CRM investment.

CRM Customization Services

CRM Customization Services

Customize your CRM system to meet your unique business requirements. Our experts go beyond basic configurations and tailor your CRM to mirror your specific workflows.

CRM Workflow Automation

CRM Workflow Automation

Automate your tedious and manual tasks to allow your employees to focus on high-impact work. Let your team spend more time building strong customer relationships and scaling customer experiences.

CRM Data Management

CRM Data Management

Ensure you're making decisions based on clean, accurate, and insightful information. We provide everything from data cleansing and deduplication to data migration and ongoing data quality monitoring.

CRM Integration Services

CRM Integration Services

We integrate your CRM with other business applications, such as ERP systems, marketing platforms, and customer support tools. Get a complete business overview at your fingertips.

Sales & Marketing Automation Services

Sales & Marketing Automation Services

Our Sales & Marketing Automation Services help businesses streamline operations, enhance customer engagement, and drive revenue growth. Streamline lead management, customer engagement, and campaign tracking.

CRM Reimplementation Services

Our CRM reimplementation services are designed to address the challenges you're facing with your current CRM setup and enhance it to better align with your business goals. Here’s how we approach the reimplementation process:

Diagnostics

Diagnostics

We start with a comprehensive evaluation of your existing CRM system, identifying inefficiencies, user adoption issues, and misalignments with your organizational objectives. This diagnostic phase allows us to pinpoint specific areas that require improvement, ensuring that our solutions are targeted and effective.

Reimplementation

Reimplementation

Our team expertly manages the reimplementation process, ensuring a seamless transition to a more effective CRM system. We focus on resolving existing challenges while integrating new features and functionalities that enhance the user experience and streamline workflows.

Customization for Additional Benefits

Customization for Additional Benefits

To further maximize the value of your CRM, we offer tailored customization options that align with your unique business processes. By adding custom modules, reports, and dashboards, we ensure that your CRM not only meets current needs but also evolves with your business for long-term success.

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Your First to Building Long-Term Customer Relations

Don’t let outdated systems hold you back. Talk to our CRM consultants and integrate a robust software solution that drives growth.

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Our Range of CRM Modules

At Navsoft, having worked with hundreds of clients, we understand that effective customer relationship management is not a one-size-fits-all solution. That’s why we offer a wide range of CRM modules to meet your specific needs.

Sales Management

Effectively manage your sales process from lead generation to deal closing. Track leads, manage pipelines, and automate follow-ups—all in one place.

Marketing Automation

Customer Service and Support

Contact and Account Management

Customer Analytics & Reporting

Workflow and Automation

Quotation and Contract Management

Customer Engagement & Loyalty

CRM Platforms We Specialize

The right CRM platform can make all the difference in how you manage customer relationships. At Navsoft, we specialize in a wide range of CRMs to help you implement the best one.

Salesforce Consulting

Salesforce Consulting

As one of the most powerful and customizable CRM platforms available, Salesforce offers extensive capabilities for sales, marketing, and customer service.

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM

We assist businesses in optimizing Dynamics 365 to improve sales performance and gain actionable insights through integrated analytics.

Odoo CRM

Odoo CRM

Odoo provides a robust suite of applications for managing various business functions. Our team will configure it to fit your specific workflows.

Oracle Netsuite CRM

Oracle Netsuite CRM

We help organizations implement Netsuite CRM to get 360° visibility across departments and automate key processes.

Hubspot CRM Services

Hubspot CRM Services

Our consulting services help you utilize HubSpot’s tools effectively, from lead nurturing to sales pipeline management.

Zoho CRM Services

Zoho CRM Services

We guide you through the customization of Zoho CRM to align with your unique business processes while providing training for adoption.

Why Navsoft is Your Ideal
CRM Consulting Company

Choosing the right CRM consultancy is key to using your CRM platform to its fullest. At Navsoft, we stand out as your ideal CRM consulting company for several compelling reasons:

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25 Years of Experience

Our team has successfully assisted countless businesses to build customer loyalty and increase their CLV. We bring tried-and-true strategies for successful CRM implementation.

Custom Solutions

Focus on User Adoption

Partnered With the Best

Constant Improvement

Strong Customer Relations

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Let’s Innovate Together!

Let’s collaborate to achieve your business goals. Get solutions designed to maximize your efficiency and profitability.

Maximize My Potential!

Our Result-Driven Approach to
CRM Consulting Services

Our proven ERP software development process ensures that your project is delivered on time, within budget, and to the highest quality standards. Here’s a breakdown of our approach:

1
Initial Assessment

Initial Assessment

We start by conducting a thorough assessment of your current CRM setup. This involves engaging with key stakeholders to understand pain points and specific needs.

2
Strategic Planning

Strategic Planning

Based on our assessment, we developed a comprehensive CRM strategy that outlines a clear timeline and milestones.

3
CRM Design and Architecture

CRM Design and Architecture

Our team works closely with yours to design a CRM solution that not only meets functional requirements but also enhances the user experience.

4
Integration and Testing

Integration and Testing

We ensure that all components are integrated smoothly, minimizing disruptions to your daily operations. Our extensive testing ensures the CRM functions as intended.

5
Deployment

Deployment

We provide comprehensive training sessions so that your team smoothly adopts the new system and feels confident in navigating it.

6
Support and Maintenance

Support and Maintenance

Our ongoing support services are available to address any questions or challenges that may arise post-launch.

CRM Solutions For Your Industry

Having delivered enterprise CRM solutions for multiple industries, we recognize that different industries have unique challenges when it comes to managing customer relationships. That’s why we customize our CRM software to the specific needs of your industry.

  • Retail
  • Manufacturing
  • Healthcare
  • Education
  • Financial
  • Construction
  • Real Estate

  • Get a seamless flow of sales orders from all sales channels into Salesforce and Business Central.
  • Gain a single view of the customer across all channels (online, in-store, and phone) to understand customer behavior comprehensively.
  • Integrate eCommerce CRM with platforms like Magento, Shopify, and more to unify customer data across online and offline channels for analysis and planning.
  • Get mobile-enabled CRM solutions for on-the-go access and improved field service capabilities.
  • Identify trends, issues, and opportunities for improvement with reporting and analytics. Address issues proactively and make informed decisions.

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Implement the Right CRM Solution

Reach out to our dedicated team, and we'll be happy to assist you in finding the right CRM solution for your industry.

Plan My Future!

Explore how Navsoft increased the sales effectiveness of a large multinational manufacturing conglomerate by hosting their entire client onboarding solution on Salesforce. This solution reduced the onboarding time by 40–50% and increased business volume by reducing the acquisition-to-cash time.

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What Our Clients
Have to Say for Us?

Check how our custom software solutions have helped businesses achieve their strategic goals. Our technology consulting, development, and software outsourcing services have enabled companies to navigate the complexities of digitalisation.

Frequently Asked Questions

What is a CRM consulting firm, and how can it benefit my business?
How do CRM implementation consultants support the transition to a new system?
What is involved in CRM system integration?
How can I develop a successful CRM strategy?
When should I consider reimplementing my current CRM system?
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Make Every Interaction Count!

Whether you’re looking to implement a new CRM system, integrate existing tools, or automate your processes, our expert team is here to guide you every step of the way.

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