CRM Consulting for Your Business

We help businesses implement a CRM (customer relationship management) solution that will transform the way their organization works and how they interact with their clients. We are certified partners of both CRM leaders Microsoft Dynamics 365 and Salesforce, allowing us to select and implement the best CRM software for your enterprise without bias.

Prior to a decision to implement a CRM system, businesses envision the software perfectly aligning their sales and service processes with executives being able to dynamically draw reports and advanced analytics from the system. Unfortunately, just installing the CRM software is unlikely to allow this to occur. Organizations must ensure they have the right tool for the right job, and then properly align it to their unique business processes and needs. That’s what Datix’s certified Microsoft Dymamics 365 and Salesforce CRM consultants have spent over 20 years doing, helping manufacturers and distributors transform their businesses with software.

Not sure which CRM is best for your business? Download our CRM Selection Guide using the form to the right, and use our template based in software best practices to navigate your search. We’ve helped hundreds of businesses make CRM decisions that have improved their business.

crm selection template

Datix makes the differenceWhich CRM is right for you?Why CRM?

Datix Makes the Difference

Datix specializes in helping companies improve business outcomes by ensuring that their CRM system supports their sales process, streamlines service protocols and provides efficient, actionable dashboards and reports to executives. This is the best way for organizations to see notable ROI on the software.

Throughout our CRM consulting practice, we’ve helped numerous businesses mitigate the risk that all organizations experience when implementing critical new software. These implementations are not to be taken lightly and need expert attention for total success. The business models and processes that are employed during implementation determine how well the system is adopted, utilized and ultimately performs.

We believe that the process of implementation, integration and adoption are even more important than the software itself. Datix clients benefit from the technical expertise and system knowledge of our certified industry consultants, who help plan and carry out each project.  By taking a complete view of your company, we are able to help you achieve the best outcome from your CRM, including a high rate of user adoption and improved functionality that would otherwise be missed. Our implementation method allows better visibility into each stage of the project, and thus ensures project success.

crm consultingWhich CRM is Best For You?

As a certified partner of both Microsoft Dynamics 365 and Salesforce, we can provide a truly unbiased perspective on which CRM is best for your business. While both are considered excellent CRM vendors, each has its own strengths and weaknesses in different areas. Our consultants can help you evaluate your business needs to determine which system has your required functions.

Every company is different. We pride ourselves in being an expert for our clients. A huge part of being a CRM consulting expert means understanding every part of our client’s business and working closely with them to make sure every expectation and requirement is completed. Our experience in multiple manufacturing and distribution industries has enabled us to develop a solid evaluation framework.

Why CRM?

integrating erp and crm

Customer relationship management has traditionally been thought of as a sales and marketing tool. But today’s CRM products enable system-wide integration, and can provide benefits to your entire enterprise, not just your sales team.


  • Support revenue and cost driven decision making using real-time, leading indicators from the sales and customer support pipelines.
  • Understand the current and lifetime profitability and value of each customer.
  • Increase productivity and reduce duplication errors through workflow automation.

Sales and Marketing

  • Win more business by responding sooner and better to leads and customers. Unleash the power of mobile access to ERP data through CRM integration with your existing enterprise systems.
  • Build customer loyalty through more targeted, timely and better coordinated sales and marketing activities.
  • Gather market insights by leveraging tools such as Social Listening from Microsoft Dynamics 365 or the Salesforce Platform.
  • Use data confidently with reliable, valuable and actionable pipeline reports.

Customer Service

  • Manage and monitor customer experience from start to finish, keeping clients happy and returning.
  • Coordinate and integrate with sales and marketing activities.

Unlock CRM’s True Potential

ERP CRM Implementation E-Book

Our Process Mitigates Risk and Ensures Proper Implementation

Our CRM consulting services encapsulate every aspect of implementation, training and execution. We ensure that the system works just as you expected it to, and that your employees know how to properly use it before ever going live. A software project doesn’t just end after go live either. We provide support throughout the lifetime of your product, ready to step in at any time to fix a failing process or streamline sales cycles. Picking the right CRM consulting partner is imperative to its success. We welcome the opportunity to show you why we’re the right partner.

Our team uses a six-step agile process to ensure that your project is fully executed, and that no costs are sunk unnecessarily. You need to work with a partner to be able to ensure the software empowers your organization. This means planning, analyzing, testing and carefully implementing a strategy for your organization that aligns your software to your unique business needs. This is what Datix specializes in, and why we can help you with your upcoming implementation!

Ready to boost sales and build lasting customer relationships? Contact one of our CRM consultants today to learn more about our solutions!

Datix Contact