CRM Consulting Services

CRM consulting services - ScienceSoft

For more than 11 years, ScienceSoft has been delivering smart and cost-effective CRM solutions to B2B and B2C enterprises alike, helping them build long-lasting relationships with customers, drive sales teams’ engagement and productivity, as well as support sales management.

Our consultants start every project with an in-depth analysis of a client's current CRM capabilities. Together with you, we find significant opportunities to improve your relationships with customers. Following proven consulting processes, our specialists wrap these insights in an optimal CRM solution that meets your business needs.

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Our CRM Experience

ScienceSoft as a Gold Microsoft Partner and Salesforce Partner

  • 11 years in CRM consulting
  • Over 55,000 man-hours delivered in CRM and Loyalty projects
  • Experience with both custom and platform-based CRM solutions
  • Microsoft Gold Partner
  • Salesforce Registered Consulting Partner
Case Studies
CRM for a Multibusiness Group of Companies
CRM for a Multibusiness Group of Companies
CRM for a Retail Bank with 7+ million Clients
CRM for a Retail Bank with 7+ million Clients
Healthcare CRM for Medical and Research Center
Healthcare CRM for Medical and Research Center
Direct Sales Force CRM for a US Market Leader in Cancer Diagnostics
Direct Sales Force CRM for a US Market Leader in Cancer Diagnostics
Project Management Plugins for CRM
Project Management Plugins for CRM
Salesforce Demo: 360-degree Customer Profile
Salesforce Demo: 360-degree Customer Profile
Salesforce Demo: Marketing Campaign
Salesforce Demo: Marketing Campaign
Salesforce Demo: Lead Management
Salesforce Demo: Lead Management
Dynamics 365 Demo: Sales Cycle
Dynamics 365 Demo: Sales Cycle
Healthcare CRM Demo
Healthcare CRM Demo

Full-Range Services

We provide a full cycle of CRM consulting services that cover:

  • Business analysis
  • Evaluation of alternative CRM platforms
  • Platform customization, on-premises and in the cloud
  • Custom CRM development
  • Upgrades and custom add-ons
  • Migration to a new CRM system
  • Integration with corporate systems (ERP, portals, call centers, etc.)
  • Quality assurance
  • User training
  • Maintenance and support

ScienceSoft can perform each of these services separately or deliver a complete cycle of CRM consulting and development to help you get the most out of your CRM system.

CRM consulting

CRM consulting services

Whether you are starting the CRM journey or planning an ambitious enhancement project, our consultants are ready to help you. We know how to leverage custom code and the capabilities of market-leading CRM platforms, Salesforce and Microsoft Dynamics 365, to turn customer experience into your competitive advantage. For this, we focus on solving particular challenges, such as:

  • scattered customer data,
  • insufficient sales productivity,
  • poor alignment between sales, marketing, and service departments,
  • low lead conversion rate,
  • gaps in customer service across regions and channels.

Our team unites professionals that look at CRM from both business and technical standpoints, those are researchers, business analysts, technology consultants, experienced developers, and picky testers.

CRM customization

CRM customization

CRM challenges are spotted. Let’s solve them together! The experience of working on sophisticated projects and with leading platforms lets ScienceSoft’s consultants implement CRM solutions in the most efficient way. We tailor out-of-the-box functionality and deliver custom modules that seamlessly integrate with your CRM system.

Whether customization regards digitizing your sales and marketing processes, integrating customer data across corporate systems, empowering users by giving them effort-saving plugins, or reinforcing corporate values with a CRM branded UI, ScienceSoft will deliver the desired capabilities exactly the way you need them.

Customizable CRM add-ons

Where ready-made solutions failed, we came up with our own functional add-ons:

Our consultants can also deliver custom add-ons to efficiently solve your particular business challenges.

CRM upgrade and support

Upgrade and support

If your enterprise has grown beyond the scope of your current CRM solution, we will help you meet the changing business demands through a painless transfer to the latest version of your platform, integration of new powerful components, and full technical support of your existing system.

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Our CRM Solutions

Our team of CRM consultants delivers precise, business-specific solutions that support B2B or B2C sales processes and exploit CRM opportunities to the fullest. In particular, we focus on:

  • marketing and sales automation,
  • loyalty program management,
  • customer and partner management,
  • sales forecasting,
  • performance management,
  • reporting.

CRM Solutions we implement - ScienceSoft

Loyalty program management systems

We will help you conceptualize and bring to life your own loyalty program, effectively managed via a single multi-functional system that supports:

  • CRM as the back end
  • Integration with enterprise applications (ERP, POS, website)
  • In-built performance analytics

As extra communication channels for your customers, we can also equip your loyalty program with a mobile app and a customer self-service portal.

Our Approach to Services

For our CRM consultants, high-performing, scalable, secure and user-friendly are not buzzwords.

  • As strategists, we focus on system performance from the concept stage and follow a proven development workflow to prevent performance issues and slow-downs.
  • As a growth-oriented company, we aim at delivering technology that can satisfy your growing business needs.
  • As an experienced vendor of information security services, we pay maximum attention to the safety of your sensitive CRM data.
  • As a team of humans, we pursue end user’s satisfaction and envelop powerful functionality in a convenient UI.

We Know Your Industry

Every industry comes with its own model of customer relationships. We know how to incorporate it flawlessly into powerful CRM solutions with more business impact.



A full view of your patient relationships supported with EMR/EHR integration for better, more informed service that keeps loyalty and patient engagement high and operational costs down.



Advanced customer profiling, sales planning and reporting solutions integrated with your enterprise systems and customer support channels to address such challenges as long sales cycles, high customer churn, weak cross-selling and unsystematic customer communication.



An efficient customer engagement toolset to support your omni-channel strategy and loyalty program across web, mobile, and desktop platforms.



Easy access to customer insights to help you personalize your offering, increase subscriber retention, and get the most of your upsell and cross-sell opportunities.


Didn’t find your industry? Contact us for free consultation.   

Get in Touch

Our dedicated CRM experts and business analysts are ready to take up the challenge with a particular attention to your project scope and complexity. To get started, we can deliver a free prototype to prove the viability of our partnership.  

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