CRM Consulting & Advisory

Assessment, platform selection, business case, and roadmap — before you commit budget.

CRM

What does DESSS include in CRM consulting & advisory?

DESSS CRM consulting assesses your sales, marketing, and service processes, evaluates platforms including Salesforce, Zoho, Dynamics 365, HubSpot, SAP CX, Oracle CX, NetSuite, SugarCRM, and Zendesk, and produces the data model, pipeline definitions, and roadmap before any configuration begins.

WHAT'S INCLUDED

Process assessment and strategy

Current workflows evaluated across sales, marketing, and service, with the efficiency gaps named.

WHAT'S INCLUDED

CRM platform selection

Scored comparison against your requirements, team size, budget, and integration landscape.

HOW WE DELIVER

Six things you get

What a DESSS crm consulting & advisory engagement covers, and what you receive at the end of it.

Process assessment and strategy

Current workflows evaluated across sales, marketing, and service, with the efficiency gaps named.

Customer data strategy

Golden record rules, deduplication approach, and consent handling across systems.

CRM platform selection

Scored comparison against your requirements, team size, budget, and integration landscape.

Reporting and KPI design

The dashboards leadership will actually use, defined before the build starts.

Pipeline and stage design

Sales stages with exit criteria, so forecasts describe reality rather than optimism.

CRM rescue assessment

An honest read on why the current CRM is not adopted, and what it would take to fix it.

HOW TO ENGAGE

Advice, delivery, or managed service

Engage DESSS at whatever depth the work needs — independent advice before you commit budget, full delivery against an agreed blueprint, or ongoing support from the team that built it.

Implementation Services

Full delivery to an agreed blueprint, with weekly demos and named deliverables at every step.

Integration & Migration

Connecting and modernizing the systems the work depends on, with validated data and monitored interfaces.

Managed Support Services

Monitoring, incident handling, enhancements, and release management from the team that built it.

Training & Change Management

Role-based enablement that turns a working system into an adopted one.

Related products & modules

CRM Consulting & Advisory is most often delivered alongside these, in a phased roadmap that avoids rebuilding earlier work.

Salesforce

Salesforce is the market-leading cloud CRM platform, delivered as a family of clouds — Sales, Service, Marketing, Commerce, Experience, and Data Cloud — extended through the Salesforce Platform and Einstein AI.

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Zoho CRM

Zoho CRM is a customizable cloud CRM covering sales, marketing, and support, and it sits inside the wider Zoho ecosystem of finance, HR, and productivity applications.

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Dynamics CE

Dynamics 365 Customer Engagement is Microsoft's CRM family — Sales, Customer Service, Field Service, and Customer Insights — built on Dataverse and the Power Platform with Copilot woven through it.

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HubSpot

HubSpot is an all-in-one customer platform built around a free CRM core with Sales, Marketing, Service, Content, and Operations Hubs layered on top.

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SAP CX

SAP's customer experience portfolio spans SAP Sales Cloud, Service Cloud, Emarsys marketing, CPQ, and Customer Data Cloud, alongside the classic SAP CRM on-premise system.

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Oracle CX

Oracle CX Cloud covers Sales, Service, Marketing (Eloqua), CPQ, and Unity CDP, while Siebel CRM remains in service at many large enterprises.

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COMMON QUESTIONS

Frequently asked questions

Yes, and that is exactly why our evaluation criteria and scoring are written down and shared with you. If the honest answer is that your current system needs fixing rather than replacing, that is what the report says — we have written it more than once.

Most assessments run four to six weeks. Larger multi-site or multi-entity organizations take longer, and we will tell you that in the proposal rather than discovering it halfway through.

A current-state assessment, prioritized requirements, an options analysis with total cost of ownership, a business case, and a phased roadmap. They are yours to use with any implementation partner.

All of them: Salesforce, Zoho CRM, Microsoft Dynamics 365 CE, HubSpot, SAP CRM & Customer Experience, Oracle CX & Siebel, NetSuite CRM, SugarCRM, Zendesk, Adobe & Marketo Engage. The process is the same; the platform expertise is what changes.

GET STARTED

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Certified experts in cloud, AI, and security. Agile delivery, scalable architecture, and data-driven BI tools — serving clients globally.

Talk to a DESSS consultant about CRM Consulting & Advisory. We respond to discovery requests within 24 hours.

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