CRM Consulting Services

Engage your prospects and customers to drive business outcomes and provide better experiences.

Are your employees frustrated because of inefficient, non-integrated, and confusing applications that only offer fragmented views of sales opportunities and customer interactions?

Today’s robust Customer Relationship Management (CRM) platforms like Microsoft Dynamics CE, NetSuite, and Salesforce provide the integrated 360-degree view of the prospect and customer you need. With a CRM businesses can track and manage customer interactions at every stage of the customer journey including lead generation, sales, and customer support. 

Implementation success with these platforms requires a comprehensive approach. Centric Consulting has CRM consultants that can handle any CRM project from defining a strategy and roadmap, to implementation, deploying new features, and ongoing support.

|Home

Customer Relationship Management (CRM) Software

Today’s robust Customer Relationship Management (CRM) platforms like Microsoft Dynamics CE, NetSuite, and Salesforce provide the integrated 360-degree view of the prospect and customer you need. With a CRM businesses can track and manage customer interactions at every stage of the customer journey including lead generation, sales, and customer support. 

Implementation success with these platforms requires a comprehensive approach. Centric Consulting has CRM consultants that can handle any CRM project from defining a strategy and roadmap, to implementation, deploying new features, and ongoing support.

Salesforce Consulting

| HomeSalesforce is a diverse system of cloud-based platforms and products that seamlessly connects your organization to all these parties to drive meaningful interactions, deliver exceptional experiences, and enable you to achieve your desired business goals.   

Your success with Salesforce needs to align with your specific business needs, processes, technologies, and people and we understand that. Our team of certified Salesforce consultants and technologists partner with you to help you realize Salesforce’s full potential.

We are committed to understanding your specific business needs and applying our knowledge of Salesforce to provide you with lasting business value.

NetSuite Consulting

| HomeNetSuite’s fully integrated cloud-based suite includes a broad array of modules including Finance, Procurement, Inventory Management, Warehouse Management, Supply Chain Management, CRM, eCommerce, and Workforce Management.

Our team focuses on your business needs with industry skills in Marketing, Professional Services, Energy, Financial Services, Healthcare, Manufacturing, Nonprofit, Transportation & Logistics and Wholesale Distribution. ​

A certified NetSuite Alliance Partner, our NetSuite Consultants have the hands-on experience needed to deploy and implement NetSuite modules tailored to the specific needs of your business.​

If you’re considering your initial implementation, or just need help getting something back on track, we have a tested methodology that ensures efficiency, lowers risk, and increases cross-team communication and collaboration.

Microsoft Dynamics 365

Microsoft’s integrated cloud-based Dynamics 365 suite of CRM and ERP business applications consisting of Dynamics 365 Customer Engagement (CE), Dynamics 365 Business Central (BC) and Dynamics 365 Finance & Operations (F&O) are the modern enterprise applications needed to form the foundation of your digital operating model. | Home

A credentialed Microsoft partner, our Dynamics consultants have the hands-on experience needed to deploy and integrate these packages in a tailored manner that makes sense for your business.​

We are not just a great technical partner. Our Dynamics consultants also have the business consulting skills necessary to drive true operating value and organizational adoption. Examples include strategy, process enhancement, change management, and program-level management.​

Finally, we bring a tested methodology that ensures efficiency, lowers risk, and increases cross-team communication and collaboration.

Our CRM Services

Contact Us to Get Started

Our Software Selection Services

Our approach includes all activities to confirm strategy and vision, gather future state capabilities, and assess and select the preferred software from a short list of solution options.

|Home

Our experienced team of CRM consultants are ready to help you on your next project

Consultants
200 +
Average Years Experience
0 +
ERP/CRM Engagements
400 +
Active Clients
10 +

Our Latest Insights

Centric was a terrific partner who helped us deploy the NetSuite platform that will allow us to serve our current and future customers better. The Centric team integrated well with our in-house project team ensuring our project remained on schedule and budget. We couldn’t be happier with our platform, which is a testament to Centric’s role in this successful project.

Matthew Clausing, Chief Operating Officer, Pharma Logistics

|Home

Contact Us

When you partner with us, we’re thoughtful about how we structure your project and create tailored solutions for your organization. No one can match the combined benefits of our delivery teams: experience, flexibility and cost efficiency.

  • © 2025 Centric Consulting