CRM Consulting


CRM Consulting Services Since 1996

Leverage a complete scope of CRM consulting services to streamline your sales, marketing, and customer service activities via best-in-class CRM systems. We’ll help you spot the gaps in your current CRM system, optimize it, move to a new CRM platform, or develop a custom solution to solve your business challenges.

Professional CRM Consulting Services

Ascendix is among the top-rated CRM consulting firms from Dallas, Texas. Our team of certified Salesforce and Dynamics CRM consultants help businesses to select and implement best-fit CRM software (customer relationship management systems) for their particular industry and situation.

We also develop custom CRM systems and apps and optimize your existing CRM solutions to drive your CRM adoption and team productivity.

20+ years in CRM implementation consulting
10+ CRMs we worked with
17+ own products and CRM solutions
300+ CRM projects delivered
20K+ of users of our products
CRM consultants in the US and Europe

CRM Strategizing & Roadmapping

Get CRM assessment, feature gaps analysis, and a detailed plan of your CRM optimization, data strategy, and user adoption.

CRM Implementation Services

Our CRM consultants will perform all required configurations, consolidate and clean your data before importing it into the CRM, and coach your team on how to use the new tools and support it after launch.

CRM Customization and Configuration

We'll help you customize and take full advantage of your Dynamics 365, create custom objects, new interfaces, plugins, form scripts, workflows and business processes, dashboards, and reports.

CRM Integration Services

Our CRM technical consultants will assist you with integrating your CRM with other software and apps and syndicating several disparate CRM systems into one platform.

CRM Support and Administration

Our CRM Concierge services team will guide you through all the necessary system upgrades and updates, troubleshooting, and maintenance. We also will aid you with CRM training to ensure better user adoption.

Data Migration and Transformation

Update and clean data to skyrocket your business performance. We'll help you transform your data to import it into your system and define the best ways to track crucial information.

CRM Consulting Services FAQ

Our team provides a broad scope of CRM services like a system health check and audit for possible flows and improvements, and rollout consulting to custom CRM development.

Ascendix specializes in Salesforce and Microsoft Dynamics 365 CRM consulting, AppExchange app development, and development of custom software solutions.

Every project is unique so it deserves a unique approach. At our CRM consulting company, we will select the best service cost option based on our engagement models offerings: onshore, offshore, and blended team structures to match the best quality with the best price.

Answer a few simple questions to get connected with the right team and get a quote.

Our CRM consultancy will help you avoid the risks of CRM implementation failure like lack of consistent strategy, expertise, and attention to the process details. We will provide the best course of action to ensure its success.

We are truly a customer-centric CRM consultancy and will help you apply the same practices to your CRM project so that you could get a 360- degree view of your customer and keep up with all of the market changes.

Our team will optimize your CRM tools to solve the most common business challenges like low sales pipeline visibility, low data quality because of system disintegration, poor team collaboration, etc.

Regardless of your CRM implementation phase, we are ready to offer our help on any stage: new implementation, re-implementation, recovery & optimization, migration from any CRM to Salesforce, Microsoft Dynamics, or custom CRM software. We can do it all and even more. Just contact our team and tell us about your project.