Successful Digital Transformation

With Our IT & Change Management Experts

Hire Skilled Full-time, Outsourced Online Marketing Talent

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. We work side-by-side with our clients, from planning technology and process changes and facilitating the implementation of initiatives to tracking the performance and behavior of teams to ensure successful delivery. We’ll work together to identify the risks and opportunities of new emerging technologies and implement the best solution to improve business performance.

Our Digital Transformation Partners. Salesforce Partner, HubSpot Partners. Google Partners. Facebook Partners.

Easy & Cost-Effective Digital Transformation

With IT, CRM, and Marketing Automation Projects

We understand that your digital transformation project is unique. With our IT and change management experts, we'll help you accelerate and optimize your project execution and achieve better and sustainable results. 

Digital Transformation Services

Successful Digital Transformation Execution.

We incorporate the best practices of change management as part of the implementation approach in our digital transformation projects. We also partner with the best IT Solutions, CRMs, and marketing platform providers and focus on implementing the ones that suit our clients’ requirements, deliver business results, and align with the business vision.

Reduce Cost & Complexity and Accelerate Your project Execution.

During the project implementation, Our technical and change management experts help your teams, from project initiation through execution and capability building adopt, embrace the new tools and changes. This will also help you achieve rapid and sustainable bottom-line results.

Top Reasons Make Our Transformation Services Different:

Execute More Effectively

We help you ensure that digital transformation is well defined, set up for success, and executed effectively. This includes technology selection, project management support, and change support.

Enabling an Innovation Culture

We provide a systematic system of your digital investment, from executives and managers to subordinates to continually sustain improvement and innovation in your organization. This includes providing the governance framework, procedures, policies, and coaching to ensure an active innovation culture.

Strong Business Analytics

We understand that getting insights from your data is key for any company's growth development. We provide companies with effective data governance, reporting, and advanced analytics to drive smarter decision-making.

Our Digital Transformation Services Cover:

  • CRM Implementation Services – Sales & Marketing transformation by adopting modern CRM & marketing automation platforms – Our CRM team is specialized in implementing world-class CRMs such as SalesforceHubSpot, and Zoho.
  • Business Intelligence and Data Management – Improve corporate data quality and analysis by implementing enterprise business intelligence & data management solutions.
  • ERP Implementation Services – Transform Businesses by implementing ERPs to consolidate finance, HR, and supply chain functions into one system.
  • Cloud Infrastructure – Cloud Transformation with the industry’s leading Cloud platforms and solutions.
  • Web/Mobile App Development – Build Mobile/Web Applications and e-commerce systems.
  • Management Consulting Projects
    • Business process design and improvement.
    • Build corporate performance management systems for effective strategy execution.

Digital Transformation in Action

Get the Full Support at Every Project Phase with our Well-established Change Management Approach.

Digital Transformation

What's Digital Transformation Project?

digital transformation

Digital transformation is the process of integrating technologies to enhance the way your business operates, accelerate workflows, strengthen security, and improve customer experiences. These digital technologies include applications that integrate all aspects of your customer’s live cycles – customer relationship management (CRM) applications to systems that integrate all aspects of your business operations – enterprise resource planning (ERP).

Digital Transformation can be complex and faces many challenges such as user resistance to the implemented technologies, data integration problems, or misalignment with business processes. It requires a clear plan and coordinated effort across various levels to successfully manage the changes.

Our Approach

Making Change Happen and Making Change Stick Requires a Structured, Phased Approach.

CRM and Marketing Tools Project Implementation

Understanding our client’s business challenges and needs is essential for us. We start with a discovery phase – a deep analysis of the client’s status like current process, competitive landscape, marketing activities, personas, sales alignment and processes, technology, and staff behavior. This scan helps us understand the current situation and drive the right strategy and solution for our clients. From identifying and prioritizing opportunities to designing and implementing improvements and solutions, we provide full support at all project phases with our well-established change management approach.

Project Team

Our implementation practice provides a diverse team of qualified professionals who are able to design the right solutions and resolve any potential challenges that might be encountered during your implementation. The implementation typically consists of a team leader, implementation consultant/ Business Analyst, highly technical professionals (e.g. BI / Big data developer, CRM developer, cloud consultant, integration consultant), and QA specialist.

Project Phases

CiiAction CRM and Marketing tools Implementation Services

Our projects phases may include the following: 

  1. Initiation: An intensive scan according to the client’s performance issues and requirements. 
  2. Discovery, Data Collection, and Diagnosis: Assess the current practice to the world-class practices as well as employees’ behavior and readiness to change. We help companies assess their project readiness to ensure systematic and sustainable change in the transformation using our change management tool. 
  3. Design and Action Plan: Design and plan the project phases, tasks, and improvement initiatives with selecting the best tools & practices to ensure successful and sustainable implementation.
  4. Implementation and Sustainability: Intensive training, full assistant, daily coaching, and follow up with a performance dashboard during the implementation phase with the focus of improving employees’ behaviors and involvement,
  5. Closing
  6. Aftercare services
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Featured Projects


Successful Digital Transformation

Help your teams Plan and Embrace Changes with our Implementation Dupport. 

Digital Marketing agency Montreal Montreal

Digital Marketing Services

Improve your Digital Presence, Transform your Customer Acquisition Lifecycle, & Drive Growth to your Company. You’re just one step away from exponential growth at your company with cost-effective marketing solutions.

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.

IT Staffing Services

IT Staffing Services

Whether you are struggling to recruit the best IT professionals, or are considering augmenting your team in the short or long term, CiiAction’s advisory services will empower you to understand how to best augment your in-house teams.

CRM Services for Higher Education

CRM for Higher Education

Implementing a CRM for higher education is one of our major specialties – from online marketing to admission to different engagement communities and sales enablement systems. We partner with world-class CRM Platforms for educational institutions such as Education Cloud, HubSpot CRM, and Zoho CRM.

App design and development services

App Solutions

Our Apps are unique, reliable, and memorable for every client. Such methodology becomes real due to our diverse team of qualified professionals who can design and implement the right App meeting each company's needs. Find out what covers behind our App Development and how it can be personalized for your own business.

HubSpot Consulting & Onboarding Services

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.

Digital Transformation Services

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Canada CRM & IT Implementation Projects