NetSuite CRM Consulting

NetSuite CRM Consulting Services

Are you looking for the best assistance to develop custom, migrate or integrate your CRM platforms? Velocity Lab’s CRM consulting services here for you. Explore our comprehensive services below!

CRM Process Automation Consulting:

Customer service automation consulting

• A business case (outcomes, cost, ROI or NPV).
• Design of automated customer service procedures.
• Choosing a customer service platform (if not selected yet).
• Training service team.
• An integration and customization specification.
• Consulting support till project success.

Sales automation consulting

• A business case (outcomes, cost, ROI or NPV).
• Design of automated sales procedures.
• Choosing a sales CRM platform (if not selected yet).
• An integration and customization specification.
• Training of sales team.
• Consulting support till project success.

Marketing automation consulting

• A business case (outcomes, cost, ROI or NPV).
• Design of automated marketing procedures.
• Marketing automation platform selection (if not chosen yet).
• An integration and customization specification.
• Training of marketing team.
• Consulting support till project success

CRM Project Consulting

CRM migration consulting

• A business case (outcomes, cost, ROI or NPV).
• Redesign of customer service, automated sales, and marketing processes.
• A data migration plan.
• Selection of CRM platform (if not chosen yet).
• Sales, customer service, and marketing teams training.
• A customization and integration specification.

CRM implementation consulting

• A business case (outcomes, cost, ROI or NPV).
• Design of customer service, automated sales, and marketing procedures.
• Selection of CRM platform (if not selected yet).
• Integration and customization specification.
• Customer service, sales and marketing teams training.
• All-time consulting support.

CRM consolidation consulting

• A business case (outcomes, cost, ROI or NPV).
• Account-centred CRM design.
• Consolidation plan.
• Customer service, sales and marketing teams training.
• Customization and integration specifications for every integrated CRM.
• All-time consulting support.

CRM revamp consulting

• A business case (outcomes, cost, ROI or NPV).
• A plan on how to make CRM a digital transformation enabler.
• Integration and customization specification.
• All-time consulting support.
• Customer service, sales and marketing teams training.

CRM Consulting for Specific Domains

Healthcare CRM consulting

• A business case (outcomes, cost, ROI or NPV)
• Design of automated patient engagement processes.
• Selection of CRM platform (if not chosen yet).
• Training for patient engagement team.
• Software requirements specification (SRS).
• All-time consulting support.

Ecommerce CRM consulting

• A business case (outcomes, cost, ROI or NPV)
• Design of customer service, automated sales, and marketing processes.
• Selection of CRM platform (if not selected yet).
• Software requirements specification (SRS).
• Customer service, Sales (in case of B2B), and marketing teams training.
• All-time consulting support.

Banking CRM consulting

• A business case (outcomes, cost, ROI or NPV).
• Design of customer service, automated sales, and marketing procedures for business clients and customers.
• Selection of CRM platform (if not chosen yet).
• Training for different user roles.
• Software requirements specification.
• All-time consulting support.

Manufacturing CRM consulting

• Design of automated procedures for nurturing new leads down a sales pipeline, onboarding new distributors, working efficiently with recurring orders.
• A business case (cost, outcomes, ROI or NPV).
• Software requirements specification.
• Selection of CRM platform (if not chosen yet).
• Integration specification (accounting software, planning integrations with PLM, ERP, field service management software, inventory management software).
• All-time consulting support.
• User training for salespeople.

Accounting CRM consulting

• Software requirements specification.
• Design of automated procedures for opportunity & lead management, communication with clients purchasing accounting services.
• Business requirements specification relevant to your accounting CRM.
• Selection CRM platform (if not chosen yet).
• A business case (outcomes, cost, ROI or NPV).
• Integration description (planning integrations with payment services, accounting software, practice management system).
• All-time consulting support.
• User training for various roles: accountants rendering services to clients and salespeople dealing with leads.