As an independent CRM consultant, we know that when you are preparing to undertake a CRM project, whatever size your company is, it can be a daunting prospect. The costs need to be carefully controlled, and the idea of spending money on an independent consultant may feel like a stretch too far for your budget. However, we also know that choosing to work with an independent CRM consultant one of the most important decisions you will make and one that is crucial to the success of your project.  In this article, we have rounded up some of the most common reasons that businesses choose to work with a consultant:


The difference between your CRM project being a success or a failure is based on one thing – good old-fashioned experience. Unless you spend every day working with CRM systems, you are unlikely to possess the right set of skills that will help you to make your project a success. This is where your consultant comes in! The fact that we have worked with so many different businesses means that we can quickly get a grasp of your particular needs, create a plan for you that will fulfil these requirements and deliver this project.

Getting the Foundations Right

Working with an independent CRM consultant from the outset means that the project will start off on the right path, as the consultant will help with all stages of planning. This can include identifying the key functions the system needs to have, identifying the best vendors to work with, and even giving you a helping hand determining the timescales and managing the budget.  We work closely with your project team to ensure that they are involved every step of the way, allowing them to develop their knowledge of the system as well as their project skills.


One of the most important steps to take to ensure you complete a successful CRM project for your business is finding the right solution for your needs – and this is something that your independent CRM consultant can certainly help with. They are not tied to any vendor or software provider so can take a broad view of the market and identify a solution that works for your business, without spending more than necessary.

Review Existing Systems

Sometimes businesses are not sure whether they need to purchase a new CRM system or whether the existing system could be made to fit their requirements better.  What a CRM consultant should be able to do in this instance is give you an independent assessment of your existing system to see whether it needs replacing or not. If your CRM system is relatively new, an independent consultant should also be able to identify why your CRM project failed, so lessons can be learned. They should also be able to determine whether the system is salvageable and therefore whether you can improve the return on investment in your new system.

An independent CRM consultant can, therefore, add significant value to your CRM project, right through from the initial analysis of your existing system to the implementation of your chosen system. To find out more about how we can help you with all aspects of your CRM implementation project, please telephone us on 0843 523 5630 or send us an email to [email protected]