AUSTIN CRM CONSULTING
CRM consultants in Austin
DESSS provides CRM consulting services in Austin from our office at 3218 Gonzales Street. We help Austin companies choose a CRM, implement it, migrate data, integrate it with their product and finance systems, and keep it clean as they grow.
Many Austin companies are SaaS and technology businesses whose sales and customer success teams grow quickly. Common needs include a first proper CRM, moving from HubSpot to Salesforce as complexity grows, or bringing product usage data into the CRM so teams can spot expansion and churn risk.
If you use Zoho, see our Zoho CRM consulting in Austin. For platform-neutral advice, see our CRM consulting and advisory page.
Process first
We map your sales, service and marketing process before configuring any software.
Platform-neutral
Salesforce, Dynamics 365, HubSpot, Zoho and others, chosen to fit your needs.
Adoption focus
Training, simple screens and useful dashboards so your team actually uses the CRM.
Local Austin office
Our Austin office is at 3218 Gonzales St, so planning sessions and workshops can happen in person.
AUSTIN SCENARIOS
CRM consulting projects we see in Austin
These are the CRM projects Austin companies ask us about most.
First CRM setup
Pipelines, automation and reporting for a team moving off spreadsheets.
SaaS revenue teams
Sales, customer success and renewals in one CRM.
Platform moves
Migrating from HubSpot, Pipedrive or Zoho to Salesforce, or the reverse.
Product data in CRM
Usage and billing data synced so teams see account health.
CRM cleanup
Removing duplicates, unused fields and broken automation.
Revenue reporting
Pipeline, bookings and retention dashboards for leadership.
CRM SERVICES
What our CRM consulting covers
CRM projects succeed or fail on process and adoption. These are the areas we help with.
Implementation and configuration
What does implementation include? Configuring objects, pipelines, automation, security roles, dashboards and email integration, delivered in stages so users see value early.
See our CRM implementation services.
–Pipelines and stages
–Automation and approvals
–Roles and permissions
–Dashboards and reports
Data migration and cleanup
How do we move data from spreadsheets or an old CRM? We profile the data, remove duplicates, map fields, test the migration on a sample and reconcile counts after the final load, so users trust what they see on day one.
–Data profiling
–Deduplication
–Field mapping
–Reconciliation
ERP and marketing integration
How does the CRM connect to other systems? We connect CRM to ERP for quotes, orders and invoices, to marketing automation for leads, and to email, calendars and phone systems.
See our CRM integration services.
–ERP orders and invoices
–Marketing automation
–Email and calendar sync
–Telephony integration
HOW WE WORK
How a CRM consulting engagement runs
Six steps take you from process mapping to a CRM your team uses every day.
STEP 01
Assess
Map current processes, data and tools, and agree the goals.
STEP 02
Select
Choose the right platform, or confirm the one you have.
STEP 03
Design
Design pipelines, data model, automation and security.
STEP 04
Build and migrate
Configure the CRM and migrate clean data in stages.
STEP 05
Train and launch
Role-based training and a supported go-live.
STEP 06
Support
Ongoing admin, enhancements and adoption reviews.
WHY DESSS
Why Austin teams choose DESSS for CRM consulting
CRM consultants should leave you with a system your team trusts and uses, not just one that is configured.
ERP experience too
We also implement ERP systems, so quote-to-cash integrations are familiar ground.
Adoption built in
Training, simple layouts and manager dashboards are part of every project.
An Austin office
Our consultants work from East Austin, close to your team for workshops, reviews and launch support.
Yes. DESSS provides CRM consulting services in Austin.Our Austin office at 3218 Gonzales St works with local teams in person and remotely.
Usually when sales processes, territories, approvals or integrations become complex enough that HubSpot workarounds pile up. Many teams stay on HubSpot successfully, so we assess before recommending a move.
It depends on your process, budget and existing tools. HubSpot and Zoho CRM suit many mid-sized teams, while Salesforce and Dynamics 365 fit complex or larger organizations. We compare them against your requirements.
CRM CONSULTING IN AUSTIN
Improve your CRM in Austin
Book a CRM assessment call. We will review your process and tools and outline the next steps.
RELATED
Related CRM Pages
The main DESSS crm consulting page, the same service in other Texas cities, and related services.