CRM Consulting Services

By the Top CRM Consultants in Canada

Optimize your customer journey with the right CRM.

Searching for the best CRM to improve your sales, marketing, and customer support processes? We can help you select and implement the right CRM and achieve the highest ROI from your CRM investment. Contact us today, our CRM consultants will do their best to meet your unique business needs with the best CRM solutions.

Get the Best CRM Solutions For

Effective Sales, Marketing, and Customer Service Processes.

We offer comprehensive CRM consulting services from CRM audits and optimization to set up, configuration, and integration. CiiAction is your CRM implementation & support partner. Let’s accelerate your CRM success. Getting started is the first step.

CiiAction CRM Services

Work Better and Grow Faster

We, with our expertise in implementing CRM solutions across all industries, can help you build the right CRM software to dramatically improve your business process and achieve a great customer experience. We specialize in helping companies, colleges, and organizations implement the most trusted cloud-based CRM Platforms in the world such as Salesforce, HubSpot, Zoho, and Dynamics 365.

Our team works closely with clients at all stages of the CRM projects – from business analysis and CRM Strategy development to customization, integration, and onboarding stages. We have the expertise to fully assist you in choosing and implementing your CRM and getting the most out of your CRM investment.

CRM Success: Seamless CRM Integration

Incorporate CRM Solutions Seamlessly into Your Enterprise System

CRM Strategy Services

Integrating A customer relation management (CRM) solution is necessary for building an effective enterprise interaction with existing and future customers. It has a direct influence on sales growth through improved customer interactions and data analysis from various communication channels like websites, calls, and social media. A CRM system enables companies for; more automation of sales and marketing processes, better sales and marketing alignment, managing all your business contacts and customer information in a highly secure cloud-based system.

CRM for Education

Looking For The Best-in-class CRM Consulting Services?

Whether you’re a small business or a large corporation, our CRM consultants will create and implement a comprehensive CRM strategy designed to improve your end-to-end customer causation process, standardize customer data, and boost your conversion rates with world-class CRM experts at CiiAction Group. We offer our CRM services for both B2B and B2C enterprises.

Cutting-edge and Tailored Strategy with Full-support in the Execution.

With our CRM, marketing, sales, and customer services expertise, we are one of the best potential partners for growing your business. We’re committed to helping you:

  • Select and implment CRM platform that works best for your business and industry,
  • Craft an CRM Strategy that includes system analysis, business process optimization, suggestion for all required apps and dashboards, and plan for integration with other systems to optimize customer experience and for boosting productivity, and 
  • provide effective onboarding with training your teams.

CRM Implementation in Action

Accelerate the Implementation and Maximize the Value of Your CRM.


Conduct a thorough assessment of the organization's current processes, requirements, and pain points to identify areas that can be improved through CRM implementation.

CRM Strategy

Develop a clear roadmap outlining the organization's CRM goals, objectives, and the strategies that will be employed to achieve them.

Solution Design

Collaborate with key stakeholders to design a customized CRM solution that aligns with the organization's specific needs and requirements, taking into consideration factors such as scalability and integration with existing systems.

CRM Action Plan

Develop a detailed plan that outlines the necessary steps, milestones, and resources required for the successful implementation of the CRM system.


Implement the CRM system, configuring it to meet the organization's requirements, and ensuring seamless integration with existing processes and systems.

CRM data migration

Migrate relevant data from existing systems to the new CRM platform, ensuring data integrity and accuracy throughout the process.

System testing

Conduct comprehensive testing to ensure that the CRM system is functioning as intended, identifying and rectifying any issues or bugs that may arise.

User training

Provide comprehensive training sessions to all users of the CRM system, ensuring that they have a clear understanding of its functionalities and are able to utilize it effectively.

Project Closure

Evaluate the success of the CRM implementation project, ensuring that all objectives have been met, and document any lessons learned for future projects. Close out the project, ensuring a smooth transition to ongoing system maintenance and support.

Successful CRM Execution with our CRM Services.

Modernize your business processes and grow with new streams of revenue. 


CRM consulting stands for Customer Relationship Management consulting. It involves analyzing, strategizing, and implementing CRM solutions to improve customer relationships, streamline processes, and drive growth. Businesses need CRM consulting to optimize their customer interactions, enhance data management, and align sales, marketing, and customer service efforts.
CiiAction works with a variety of CRM platforms, including Salesforce, HubSpot, Zoho, Microsoft Dynamics, and more. Our expertise spans across different CRM systems, allowing us to tailor solutions to the unique needs of our clients.
CRM consulting can benefit your business by improving customer satisfaction, increasing sales efficiency, enhancing data accuracy, automating processes, and providing insights for informed decision-making. It helps create a centralized hub for customer information, fostering better collaboration among teams.
Virtually any industry can benefit from CRM consulting. Industries such as finance, healthcare, retail, education, real estate, and manufacturing have successfully leveraged CRM solutions to enhance their customer experiences, streamline operations, and drive growth.
Absolutely. CiiAction specializes in tailoring CRM solutions to match the specific needs and goals of your business. We assess your requirements, existing processes, and objectives to create a customized CRM strategy that aligns with your vision.
Our approach involves meticulous planning, seamless execution, and ongoing support. We begin with a thorough assessment of your business, then design a strategy, implement the CRM, train your team, and provide continuous aftercare to ensure smooth operations.
Yes, we can. Data migration and integration are critical aspects of CRM implementation. Our experts ensure a seamless transfer of your existing data to the new CRM system while ensuring integration with other essential tools your business uses.
It can be both, depending on your business needs. While we offer one-time CRM implementation services, we also believe in establishing long-term partnerships. Ongoing support, updates, and enhancements are essential to keeping your CRM solution effective and aligned with your evolving needs.
Getting started is easy. Simply reach out to us through our website, phone, or email. Our experts will schedule a consultation to understand your requirements, discuss potential solutions, and provide you with a roadmap for moving forward.
CiiAction's unique blend of specialized expertise, proven methodologies, and a client-centric approach sets us apart. We understand the intricacies of various industries, and our ability to customize CRM solutions ensures that our clients get tailored strategies for sustainable growth and success.

Learn More About Our Main Services

Business Growth Services | IT, CRM, & Digital Marketing.

digital transformation

Digital Transformation

Accomplish sustainable business growth with the right digital transformation and successful implementation of your strategy. Our IT, CRM, marketing, and change management experts are all committed to driving real value to our clients.

HubSpot Sales Enablement Strategy

HubSpot Services

Maximize your usage of HubSpot CRM and marketing tools with CiiAction’s implementation packages. Our services include HubSpot Integrations, Secure HubSpot Migration, Outsource HubSpot Management, and more.

CiiAction Salesforce Team

Salesforce Services

We are providing end-to-end Salesforce services covering the entire spectrum from strategy to solution implementation and support, including expertise on Sales Cloud, Service Cloud, Community Cloud, CPQ, Financial Service Cloud, and Education Cloud.

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