CRM Strategy and Implementation Services
CRM Consulting, Implementation and Strategy Services for Growing Businesses
We work with you to ensure your Customer Relationship Management (CRM) technology suite lives up to industry best practices and aligns with your organization’s future vision.
Withum provides end-to-end CRM consulting services including strategy, implementation and optimization for Salesforce, Microsoft Dynamics 365, Hubspot and Zoho CRM. By understanding your organization’s goals and current growing pains, Withum aims to be a long-term partner to provide a tailored and integrated CRM solution that streamlines your sales processes, drives customer engagement and maximizes revenue growth.
Common CRM Challenges We Help Solve
Our CRM consultants take a holistic approach to CRM strategy and implementation, looking beyond just the technology to understand the people, processes, data and talent that shape how your organization operates.
Common challenges often stem from misalignment across these areas – not the platform itself.
People
- Change resistance or leadership from teams
- Lack of executive sponsorship, or vision for transformation
- Poor cross-functional collaboration
- Ineffective communication around strategy or roadmap
- Organizational silos and politics preventing unified approach
Technology
- Outdated platforms, inhibiting integration or scale
- Over-customized or overly complex tech stacks or solutions
- Lack of cloud-native architecture or hybrid cloud strategies
- Fragmented or non-integrated tech stack
- Inadequate cybersecurity and compliance policies (SOPs)
Data
- Poor quality or inconsistent data
- Lack of centralized data governance
- Lack of ownership model/poor institutional knowledge
- Low data accessibility or self-service reporting capabilities
- Siloed data sources
- Absence of a unified data strategy firmwide
Talent
- Shortage of skilled tech professionals within the firm
- High turnover/inability to retain key staff
- Inadequate investments in upskilling or reskilling
- Overreliance on external hires / offshore
- Misalignment between IT, business units, and leadership on digital transformation priorities
Our CRM Consulting Services:
From initial assessments to full-scale implementations, Withum offers a range of CRM consulting services designed to meet your organization wherever you are in your journey.
- CRM Strategy, Health Check and Assessments
- Project Recovery and Rescues
- Platform Selection and Advisory
- CRM Implementation and Configuration
- Data Migration and Integration Services
- CRM Training, Adoption and Enablement
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CRM Technologies We Work With
Withum provides CRM implementation and support services for the most widely adopted CRM platforms, including:
As an industry-leading CRM platform, Salesforce offers scalable solutions for sales, service, marketing and analytics. Its extensive customization capabilities and vast ecosystem make it adaptable to various business needs and industries.
Dynamics 365 CRM integrates customer relationship management with enterprise resource planning, offering a unified solution. Its modular design allows for scalability and customization, which caters to diverse organizational needs, especially those already using the Microsoft ecosystem.
HubSpot CRM offers a user-friendly tools for marketing, sales and customer service. Its intuitive interface and automation features make it ideal for small and mid-market companies seeking streamlined operations.
Zoho CRM delivers a cost-effective, scalable solution with a growing suite of applications designed for sales, marketing and customer support. It’s especially well-suited for startups and event-driven businesses.
Why Withum for CRM Consulting?
- Industry Expertise: Withum serves clients across healthcare, life sciences, professional services, manufacturing, nonprofits, financial services and more, bringing a clear understanding of each industry's business goals and challenges.
- Advisory Beyond CRM Implementation: Withum offers end-to-end technology and strategy consulting beyond just CRM. Our teams specialize in ERP, cloud, AI, and cybersecurity, ensuring your CRM strategy aligns with broader business priorities like data governance, system integration, and digital transformation.
- The Withum Way: Our corporate culture is rooted in trust, transparency and doing things “The Withum Way”. We go beyond implementation to build lasting relationships, drive engagement and deliver meaningful results.
Whether you’re starting fresh with a new CRM platform or looking to improve what you already have, Withum can help you move forward with the right strategy, tools and support to make your system work for your business.
Contact Us
For more information or to discuss your CRM technology needs, please connect with a member of our team.
