CRM-Consultant-Oakville

CRM Consultant Oakville

We are an award-winning CRM Consultant agency located in Oakvilleand GTA. Our team of professionals can help you get to the next level. WebsiteTOON believes in creating shared values for its clients and stakeholders. Our team of experts services 1000+ clients throughout North America. Whether your goal is to grow or dominate an industry, websiteTOON has you covered.

4 Types of CRM Consultants

There are a lot of different CRM systems out there. As a result, there are a lot of varying CRM consultants out there that can support your business. If you already know which platform you want, it’s best to work with a consultant with expertise in that platform.

Here are the different types of CRM consultants out there.

  1. Dynamics CRM Consultant

Microsoft Dynamics 365 is a cloud-based enterprise suite that offers ERP and CRM features in one place and gives businesses a comprehensive view of their customers and operations.

Business applications automate sales, marketing, customer service, finance, and operations. They can be integrated with existing systems and tools like Outlook and Excel.

The most significant advantage of Dynamics 365 is that you can use it as a subscription, purchase subscriptions by role, and scale it up as your business grows. Companies can also get actionable insights based on Predictive Analytics, Machine Learning, and Power BI.

An experienced Dynamics CRM consultant can help small- and medium-sized businesses and corporations in different industries take advantage of the great potential of Dynamics 365.

    CRM-Consultant-Oakville
    1. SAP CRM Consultant

    SAP CRM enables companies to provide a smooth and personalized customer experience across multiple channels by anticipating and proactively responding to their customers’ needs.

    SAP CRM cloud-based solutions offer advanced capabilities in addition to core CRM functionality and provide technologies based on machine learning and significant data insights to power real-time customer experience.

    Your SAP CRM consultant will have knowledge SAP business suite and how it supports such areas as marketing, sales, and customer service.

    1. Zoho CRM Consultant

    Zoho CRM is a cloud-based software for managing sales, marketing, and customer support in a single system. It offers robust features such as an intuitive user interface, sales pipeline management, AI sales assistant, workflow automation, comprehensive reporting, email marketing tools, analytics, social media tools, etc.

    It also comes with an excellent price tag that is very friendly to SMBs.

    The best way to ensure that your Zoho CRM project is managed and implemented professionally is to hire a qualified and experienced Zoho CRM consultant.

    1. Quickbase CRM Consultant

    Quickbase is fully-customizable cloud-based CRM software that requires minimal technical training from end users. It allows you to use a native drag-and-drop interface and form builders and quickly and efficiently develop custom CRM solutions based on your company’s needs without coding.

    You can build apps by choosing a template and adding modules or starting from scratch. The Quickbase platform is scalable and accessible on any mobile device.

    You can contact a CRM consultant who has experience developing and maintaining QuickBase applications to help you plan and build your CRM solution and extend its functionality.

    CRM-Consultant-Oakville

    websiteTOON CRM Systems

    websiteTOON works with the following systems:

    • Freshsales CRM – Freshsales is a cloud-based customer relationship management (CRM) solution that helps businesses across different industry verticals to manage their interactions with existing and potential customers. 
    • Zoho CRM – Zoho CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types.
    • Zendesk CRM – Zendesk is a service-first CRM company that builds support, sales, and customer engagement software to foster better customer relationships.
    • Hubspot CRM – CMS Hub is a content management system that takes the pain out of managing your website to focus on the experience you’re providing your customers. 
    • Pipedrive CRM – Pipedrive is a sales management tool for small teams with big ambitions. It visualizes your sales pipeline and helps ensure essential activities and conversations won’t get dropped.
    • Insightly CRM – Insightly is a unified customer relationship management (CRM) platform for growing businesses across industries, including manufacturing, professional services, health & wellness, media, education, retail, construction, etc.
    • Agile CRM – Agile CRM is a fully integrated CRM with sales tracking, contact management, marketing automation, web analytics, 2-way emails, telephony, and helpdesk with a clean, modern interface.

    Contact websiteTOON today

    Do you have questions about our customer relationship management, also known as CRM consulting services? We are happy to answer your questions and help your business grow. Feel free to call us at 647-987-8780 or email info@websitetoon.com for additional information.

    We offer CRM Consulting services in Vaughan, Toronto, Richmond Hill, Oakville, Markham, and the GTA.