Skip to navigation Skip to content

News 7 min read

What does a CRM consultant do?

In the ever-evolving landscape of business, managing customer relationships effectively isn’t just a competitive advantage—it’s a necessity. CRM consultants are experts in improving Customer Relationship Management systems to grow businesses and make customers happier. But what does a CRM consultant do, and why might your business benefit from hiring one?

We’re here to lift the curtain on the world of CRM consulting, to share the many hats these professionals wear and the value they bring to businesses. We’ll discuss the hurdles they face, the potential they have, and even offer some advice on how to find the right CRM consultant for your unique business needs.

Whether you’re considering a career in CRM consulting or looking to level up your business operations, we’ve got the comprehensive guide to get you started.

Responsibilities of a CRM consultant

The duties of a CRM consultant are multifaceted and crucial for the successful implementation of Customer Relationship Management systems.

Understanding your CRM requirements

One of the primary tasks involves gathering requirements from clients to understand their business needs and objectives. This is a foundational step that sets the stage for the entire CRM consulting process. By conducting thorough assessments and interviews, CRM consultants gain a deep understanding of your business operations, goals, and challenges. This knowledge is then used to design and implement CRM solutions that are perfectly tailored to meet your specific needs.

CRM implementation done the right way

Download our free guide to get all the tips, insights and strategies to help you in the implementation process of your new CRM solution.

Personalized CRM software proposal

Once your business needs’ have been assessed, CRM consultants will then think on configuring the CRM software to match what you are looking for. After all, no two businesses are cut from the same cloth, and we know that a cookie-cutter approach just won’t cut it in the world of CRM. Hence, CRM consultants will come up with a personalized CRM software proposal that will hit all the pain points that your business needs addressed.

CRM made easy

Consultants who have expertise in this area ensure that the CRM software seamlessly aligns with the client’s existing workflows and business strategies. The result? A CRM system that’s not only more efficient but also a breeze for the client’s team to use.

Training on new CRM system

CRM consultants also take pride in showing their clients how to use their new CRM system to its fullest potential. After all, a well-designed CRM system is only as good as the people using it. That’s why they take the time to educate their clients on the various features and functionalities of the system. This training ensures that their team can use the full potential of the CRM system, which ultimately leads to improved customer interactions and business outcomes. CRM professionals provide comprehensive training sessions and support materials to ensure that the transition to the new system is as smooth as possible.

After-service support

And lastly, they’re here for the long haul. They know that as your business grows and evolves, so too will your needs for the CRM system. They’re committed to providing the ongoing support and maintenance that’ll keep your CRM system running smoothly and effectively. Their goal is to help you get the most out of your investment in the CRM system, and they’ll be here to provide the support you need to make that happen.

Benefits of hiring a CRM consultant

Hiring a CRM consultant can help your business do many things. They can make it easier to set up a Customer Relationship Management system and make sure it works well.

Expertise in the CRM field

One of the primary advantages is the efficiency and effectiveness these professionals bring to the table. A CRM consultant is well-versed in the intricacies of CRM software, capable of simplifying the setup and configuration to align with your business needs. This specialized knowledge ensures that the system isn’t only implemented smoothly, but also tailored to improve your operational efficiency.

Address potential CRM issues

Furthermore, when you join forces with a CRM consultant, you’re not just playing it safe—you’re actively boosting your chances of a triumphant project. These experts are like seasoned navigators, spotting potential storm clouds on the horizon and steering you clear. Their knack for anticipating and addressing common challenges keeps you on course, ensuring you reach your business targets without costly detours. It’s an investment in success, and one you’re smart to make.

Ongoing CRM support and maintenance

The benefits of a CRM consultant don’t stop once the system is up and running. Their ongoing support and maintenance services ensure that your CRM system continues to meet your business needs and goals. A CRM consultant can help you get the most out of your CRM investment by providing constant support.

Savings in money and time

They can also help your team use the system to its full potential. Additionally, by outsourcing the implementation of your CRM system to a consultant, you can save time and money. This allows your team to focus on what they do best, which can lead to increased productivity and business growth.

Challenges of being a CRM consultant

Being a CRM consultant comes with its own set of unique challenges that require a blend of professionalism, flexibility, and resilience.

Work schedule as a CRM consultant

One of the primary hurdles is the demanding work schedule, which often includes evenings and weekends to meet client deadlines. The nature of CRM consulting means that consultants must be available to address urgent issues and ensure that project milestones are met, regardless of the time of day. This can lead to a significant amount of overtime, which can be both physically and mentally taxing.

Constantly moving

And let’s not forget the jet-setting lifestyle of a CRM consultant. From client meetings to industry conferences, they’re always on the move. While it’s thrilling to be part of these face-to-face interactions, the constant travel can be tiring and take a toll on your personal lives. We’ve learned to be masters of time, swiftly adapting to new settings, and juggling the demands of both solo work and team collaboration. It’s a lot, but we’ve got this.

Being organized

Here’s the scoop: juggling intricate projects with time as your toughest critic can be a bit of a whirlwind. The clients? They’re hopeful with high hopes and not much time for problems, so CRM consultants must be great at setting priorities, using their resources well, and preventing problems from happening. The heat is on to deliver nothing short of excellence, and that means they’ve got to bring their A-game in professionalism and creative troubleshooting.

Keeping up with latest CRM trends

On top of that, keeping up with the latest and greatest in CRM tech and trends is like a marathon that never ends. The CRM world? It’s a living, breathing thing, always throwing new tech and tricks your way. So, they’ve got to make sure they’re not just coasting but always learning and growing.

Yet, let me tell you, the role of a CRM consultant is incredibly fulfilling. The chance to help businesses strengthen customer relationships and grow is a triumph. By recognizing and meeting the unique challenges of this profession, we’re better equipped to thrive in our roles and deliver exceptional service to clients!

How much do CRM consultants make?

In Canada, the salary of a CRM consultant varies based on experience, location, and the size of the organization. On average, CRM consultants can expect to earn between CAD 70,000 and CAD 120,000 annually. Junior CRM consultants typically start around CAD 60,000 to CAD 70,000, while more experienced professionals can command salaries upwards of CAD 100,000.

In major cities like Toronto, Montreal, and Vancouver, salaries tend to be on the higher end due to increased demand and cost of living. Senior consultants with specialized expertise in platforms like Microsoft Dynamics 365 can even see compensation exceeding CAD 130,000, particularly when consulting for larger enterprises or government projects.

According to Glassdoor, the national average salary for a CRM consultant in Canada is around CAD 85,000, with top earners pulling in significantly more depending on industry and expertise. Additionally, consultants who work freelance or on contract may see variable pay, but they can often charge premium hourly rates, ranging from CAD 75 to CAD 150 per hour depending on the complexity of the project.

These numbers reflect the growing demand for CRM consultants and solutions in Canada as businesses continue to prioritize customer relationship management to enhance growth and customer engagement.

Free Guide for a Stress-Free CRM Implementation Process

Download our free guide, which is filled with insights, tips and proven strategies on how to successfully implement your new CRM software in your business.

Download our guide

How to find a good CRM consultant?

Finding a competent CRM consultant is crucial for the successful implementation and optimization of your CRM system. One of the best ways to start your search is by using your professional networks. Seek referrals from colleagues, industry peers, or business partners who have previously worked with reliable consultants. Their firsthand experiences can provide valuable insights and help you narrow down your options.

Beyond personal endorsements, we encourage you to explore online reviews and testimonials. Platforms like LinkedIn, Clutch, and Google Reviews are treasure troves of feedback from past clients. You can also check out a list of our Top CRM Consultants in Canada here. By considering both the positive and the negative, you can gain a more complete picture of a consultant’s strengths and areas for growth. This thorough approach will lead you to those who consistently deliver top-notch CRM consulting services.

Once you have your shortlist, make a point of meeting with several consultants. It is important that you find someone who not only had the right skills but also the right personality and approach. You want to know how they’d get to know you and your business, how they’d set up your CRM system, and how they’d support and train your team. The best CRM consultants could explain their plans clearly and show us that they really understood our industry and what they wanted to achieve.

Finally, we’d recommend asking for a comprehensive written offer from each candidate. This document should lay out the services they’ll provide, the timeline for implementation, and the costs involved. A detailed plan not only helps you compare consultants and their services but also serves as a project plan. It sets the stage for success with clear goals and expectations. By following these steps, you can feel confident in selecting a CRM consultant who’ll help you unlock the full potential of your CRM system and drive business growth together.

And if you require additional information about the capabilities of a CRM platform and looking for a CRM software, then you can reach out to the team at Gestisoft for a personalized consultation based your unique business needs.

Liked what you just read? Sharing is caring.

October 02, 2024 by Kooldeep Sahye Marketing Specialist

Fuelled by a passion for everything that has to do with search engine optimization, keywords and optimization of content. And an avid copywriter who thrives on storytelling and impactful content.