CRM Consulting Services

Make CRM a Cornerstone of Your Customer-Centric Strategy

Loginet can confidently handle any CRM aspect – selection, migration, consolidation or a fresh launch. Request CRM Consulting

Why Choose Loginet as Your CRM Consulting Partner

How Loginet Contributes to Your Customer Management Success

CRM consulting services will help you map out CRM implementation or improvement in line with your customer management strategy. With a good CRM, you get comprehensive customer analytics, keep the communication history and always stay up-to-date, and enjoy enterprise-wide process automation.

CRM selection

We start the CRM selection process with the analysis of your requirements to envision the system you need. Then we take an unbiased look at the CRM software market and provide you with a comparative analysis of the most suited options.

CRM implementation consulting

We analyze the tasks you want to perform in a CRM system and design the workflows with pre-built or custom functionality to support them. Knowing how CRM data is critical for any customer interaction, we plan how to connect multi-faceted data sets into unified customer profiles.

Custom CRM consulting

If we prove custom CRM development to be the best scenario for your business, we plan all functional modules and assemble them into a cohesive system.

CRM migration consulting

Have you reached the limits of patience with your current CRM? We can help you migrate risk-free to a better system capable of supporting all the required functions and collecting more data for advanced customer profiling. No loss of current data, no process disruption – we guarantee!

CRM improvement consulting

We deal with the backlog of CRM issues and plans you’ve been putting off, prioritize and implement the changes. We also go the extra mile to unlock the capabilities of your CRM system you don’t use and explain how they can benefit your processes.

CRM consolidation consulting

We plan your transition from several siloed CRM systems towards a single robust platform that will be used enterprise-wide. The challenge we sail through is to unify CRM processes across all departments and business units and thoroughly cleanse the data we put in a new system.

No CRM Goes without Three Key Components

Though CRM consulting services vary, our ultimate common goal is to give you the right tool to build lasting trust-based and profitable customer relations. We build each CRM around three functional components to achieve that.

Operational component

We want your employees to do more with less effort. For that, we automate no-brain workflows, set up scheduled notifications and reminders, add templates for different communication scenarios, and enable AI-powered guidance.

Collaborative component

A central space for all customer data, your CRM will be used by all departments for their own needs. We add activity feeds and chats for different teams to collaborate on deals and share ideas.

Analytical component

We don’t leave you with raw customer data but facilitate drawing insights and action points from it. For that, we enable customer segmentation rules, predictive modeling, real-time performance analytics.

We Think about the Industry Context

Healthcare CRM

We put a strong focus on patient data protection and plan a robust DLP strategy with great care. We also implement any steps required to ensure the compliance with relevant industry regulations.

Banking CRM

We plan a comprehensive data security strategy to keep the sensitive financial information of your customers safe. Here come data encryption in transit and at rest, proper access control, security event logging, and more safeguards.

Retail CRM

As customer journeys are becoming less linear, we plan CRM integration with numerous touchpoints that can provide bits of insights into customer behavior, likes and dislikes.

Manufacturing CRM

We can create a mobile-compatible CRM system for convenient field work and on-site negotiations with customers and business partners.

Ecommerce CRM

We offer to integrate your ecommerce CRM with a web analytics tool to collect customer behavioral data and let you use it for laser-targeted marketing and communication.

Accounting CRM

We ensure convenient management of invoicing and billing and build robust document management capabilities to facilitate accounting work.

Consulting Is a Structured and Transparent Process with Loginet

To give you an idea of what you can expect from our CRM consultants, we share the fullest scope of the consulting process here. Don’t see it as rigid, though – we are very flexible and adapt the workflow to each client’s unique situation

Axioms of CRM Consulting We Prove Right

Axiom #1: Business issues CAN be solved with technology

Business process automation that CRM enables efficiently solves business issues in sales, customer service and marketing, helping companies get:

Axiom #2: The collaboration of in-house management and CRM consultancy brings the most successful process changes

Loginet’s CRM consultants leverage their industry experience and technical mastery to help your in-house managers realize the process improvements with a high payoff. Thus, better customer acquisition, conversion and a substantial revenue increase are the most common business benefits you’ll get from collaborating with Loginet’s CRM team.

Building Customer Relations Is Easy and Rewarding with the Right CRM

Loginet’s goes beyond process automation and builds CRM capabilities that help acquire, convert and retain customers.

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