Why You Need To Hire A Traffic Consultant with Extensive CRM Experience

March 11, 2020

Is your company starting up with a new CRM system to handle large volumes of customer traffic? So, what’s your implementation strategy?   Even for companies that want to have someone do all the work, it can make sense to engage an external consulting party for the initial CRM implementation.

Sending customer data to your CRM can sometimes be challenging; that’s where the need for an expert consultant arises.

Why have a CRM?

CRM (Customer Relationship Management) software is getting progressively important in today’s business world. From collecting customer information to managing it efficiently, the CRM allows companies to offload many front-office activities, including sales processes, lead acquisition and conversion, tracking of customer interactions, order fulfillment and even marketing.

As companies streamline their operations using this time saving software, it results in superior levels of speed, sales and customer satisfaction.

Reasons to Hire a Traffic CRM Consultant 

Whether your company is implementing a CRM system or already has one, you’ve possibly realized how vast an undertaking it can be. From selecting which CRM platform best suits your needs to handle your sales, there are many aspects that can fall short if not handled correctly. Hiring a CRM consultant can help you make the most out of your CRM investment and ensure a smooth implementation process.

1. Selecting the Suitable CRM Platform

Every business has its own reasons for looking for CRM software. Since there are plenty of different ways to use CRM, you need to determine the exact benefit that you hope it will have for your particular business before you even begin looking at providers. An experienced CRM consultant can help you to select the best matches and evaluate its usage as per the Total Cost of Ownership (TCO).

2. Time and Cost Resource 

One of the biggest benefits of having a CRM program in the first place is its ability to save you time on customer communication. So make sure that your choice is one that’s going to actually accomplish that goal. 

3. Customizing and Optimizing after Installation

At the initial stage, many customers don’t understand that CRM can be integrated with third-party applications that can improve their platform’s functionality. The consultants will also develop custom solutions for clients based on their particular requirements. So, whether you want to unite back-office systems, insert document viewing and signing, or automate manual processes, a CRM consultant can direct you in the right direction.

4. Find a program that works quickly

One of the major reasons to hire CRM consultants is their massive knowledge of a variety of CRM programs. When you hire an external consulting team, you don’t just engage people who are technically certified in your chosen CRM system. But you hire a team of professional personnel who have come across a wide variety of real-time world business situations with many years of expertise, and who know which strategies and technical approaches work the best, and which ones don’t.

5. Creating Past Solutions for Similar Problems

When you hire an experienced consultant, It can be possible that they have encountered some similar business problems to those of your company during their preceding consulting engagements. Therefore, the consultant can then recommend the best-proven approaches to resolve those business issues within a CRM solution.

6. Third-Party Product Integrations

It might be possible that a single CRM system does not have all the features you need, but there could be hundreds of different apps you can use to enhance the function of your crm. Opting for the multi-company experience, a professional CRM consultant can recommend which third-party add-ons you can take into consideration. Some enhanced functionalities may include 3D Secure, email marketing, fulfillment automation, data, and app integration, which can save a significant quantity of internal research time.

7. Training Team

Consultants will support your company employees and propose technical training and rollout plans that will make the transition easier. They will analyze and evaluate the company’s processes and workflows to make suggestions for working out ways for streamlining processes using the CRM system.

External professional CRM consultants are the best option to provide more effective end-user training than internal resources that are relatively new to the CRM solution. The proposed user training may include the knowledge and guidance of all sets of best practices that can help the users in CRM adoption.

Choosing the Right CRM Consultant

A CRM Consultant does more than helping you and your company to choose the right customer relationship management solution for your business. They can train your staff to use the new system quickly, and to recommend the best practices for future growth. Before you employ a consultant, it’s essential to check out a few key points to make your decision easier.

  • Total Experience
  • Expertise with Multiple Platforms
  • CRM Product Development Experience
  • User Experience
  • Cost-Effectiveness
  • Specialties and Industry Focus
  • Delivery capacity
  • CRM Implementation Approach
  • Customization 
  • Training
  • Experience in traffic generation and copywriting is a definite plus!

By checking on each of these, you can end up with a well-experienced and professional consultant in your corner.


A nice CRM is a joy to behold. It frees up your companies' time while also effectively allowing you to serve customers better.

Although the initial CRM implementation can be a hard job to do, and you may come across organizational and technical challenges on the way. In most of the cases, it’s pretty logical to consider hiring a qualified external CRM consultant who can give you superior advice on selecting the best option for your custom needs and provide technical guidance on CRM implementation.

Consultants actively participate in the complete implementation process and can help you to achieve your goals, including business process planning, choosing an appropriate configuration, and developing a complete system integration strategy. Your consultant can provide recommendations on how you can quickly optimize the application while ensuring its security. 

Usually, the thing that matters the most is not necessarily which crm is better, but more of having the one that better supports your needs and budget. If you’re having difficulty deciding, we’d like to help you.