CRM Consulting

Why choose a CRM system?

Every customer-centered organization needs a system for managing relationships with buyers and prospective buyers. A CRM (customer relationship management) solution solves this problem. 

CRMs are powerful, highly configurable systems that can cover every aspect of your relationships with customers: 

• Marketing data
• Sales cycle data
• Contacts and roles
• Communication records
• Contracts and negotiations
• And much more

As you can see, a CRM system is essential for a customer-centric or growth-focused organization. But you need to get your CRM properly configured, implemented, and integrated. 

Why choose CRM consulting services?

A properly configured CRM system offers incredible benefits when it’s integrated to other essential systems. But in today’s fast-paced business environment, your team may not have the bandwidth to nail your CRM system—if they even have the expertise. In fact, CRM solutions typically require specialized consulting and services. 

A consultancy brings the necessary bandwidth, technical CRM expertise, and an outside perspective that’s not biased by internal culture or processes. The more experience a consultancy has, the more wisdom they can offer for your specific situation. The result is an intelligent, integrated CRM solution that takes best practices into account but is also tailored to your organization. 

What should I look for in a CRM consulting company?

Look for a consultancy that meets your needs in five essential ways:

• The right experience, expertise, capabilities, and services as it relates to your chosen CRM solution.
• Has a strong foundation in data integration.
• Has a strong foundation in EDI solutions (if your sales reps need to process EDI documents).
• Has a strong foundation in cybersecurity. 
• Acts like a true partner (easy to work with).

All five components are critical. A CRM consultancy can be experts in your technology stack, but if they’re a real pain to work with, the relationship may cause more headaches than it’s worth.

On the other hand, a partner could be great to work with—but if they don’t have deep expertise in your technology stack, then things still aren’t working.

In terms of finding a provider who acts as a true partner, look for these characteristics:

• Capable of implementing your new cloud strategy or turning things over to your team
• Approachable, professional, and empathetic
• Has a “can-do”attitude

Here at Corsica Technologies, we’ve got it all covered. From comprehensive capabilities to a “can-do” company culture, we’re making life easier for the people we serve. Contact us today, and let’s explore the next step in your CRM journey.

Do you offer implementation and support, or just consulting?

We are implementors and expert CRM technicians as well as seasoned consultants. If you work with us for a consulting engagement, our team is happy to implement, or we can turn things over to your team, whatever works best for you. At the end of the day, we’re here to see you succeed. 

How should we approach a CRM migration?

A CRM migration is a complex undertaking. The right approach will look different for every organization, which is one of the biggest reasons to get outside consulting for a CRM migration. Broadly speaking, here are the principles that we advocate with our cloud migration clients. 

1. Get a full understanding of your current CRM configuration. 
2. Get a full understanding of your current sales processes. What’s working? What should be adjusted as you migrate to a new CRM?
3. How many functions can you keep inside the CRM rather than integrating to additional systems?
4. Understand best practices in your industry. Are your processes aligned with them? If not, is there a compelling reason for doing things in a non-standard way? What benefits could you gain by aligning with best practices and out-of-the-box CRM functionality?

These questions are just the beginning. Contact us today to learn more about CRM migrations.

How are you different from other CRM consulting companies?

Great question! 

Two things set us apart:

1. We bring together sales strategy and CRM expertise under one roof for a truly holistic approach. 
2. Our data integration team covers every major technology commonly used by businesses today. 

In other words, we’re a true one-stop shop for all things strategy, technology, and data integration. From consulting to implementation and support, we’ve got you covered. Our team is composed of career experts in :

• Business strategy
• Business transformation
• AI
• IT infrastructure
• Hardware (including HaaS)
• VoIP
• Cybersecurity
• Cloud systems
• Data integration
• EDI
• ERP
• CRM

Do you really handle EDI as well as other major technologies?

Yes! We’re one of the few technology service providers who covers EDI solutions in addition to standard services like cloud management and cybersecurity. Our career experts in EDI work closely with our other specialists to ensure all your essential systems run smoothly—with a strong security practice at the core. 

In fact, this is one of your biggest advantages. It allows you to work with one provider instead of acting as a referee between different partners who don’t care about mutual success. Here’s how our coverage looks:

We already have an IT team. Can you work alongside us?

Absolutely! Our CRM consultants aren’t here to disrupt your team. We’re on your side, and we work collaboratively with you and your staff to achieve great results. 

When it comes to our managed services, we’re flexible. We can cover all your needs in a “fully managed” scenario—or we can act as an extension of your staff in a “co-managed” scenario. It all comes down to what resources you have today, what you need, and where your gaps and goals are.

What does life as a Corsica client look like?

Great question. Everything we do is ultimately about people, and you’ll see that reflected in our day-to-day interactions. You shouldn’t have to deal with CRM consultants who don’t care and can’t actually advise on a complex challenge. We only hire next-level humans who are career experts in their fields.

Our team is:

• Approachable and empathic
• Responsive and respectful
• Intelligent and experienced
• Proactive problem-solvers

Our internal processes and operations are built for one purpose—to make life easier for you. This is especially evident in our managed services practice. Every managed services client has expert personnel assigned to their journey:

• Customer Experience Advisor
• Onboarding Admin
• Account Executive
• vCIO/vCISO (virtual CIO/CISO)

As far as communication, our team is always available 24/7/365 for any technology problem. Because our managed services pricing is simple and predictable, you’ll never get billed more when you need more. It’s all included. This empowers your team to go on doing what they do best—rather than fighting technology problems.