CRM Consulting and Custom Solutions

CRM Consulting

Shivam Infosoft has been delivering smart and cost-effective CRM solutions to B2B and B2C enterprises alike, helping them build long-lasting relationships with customers, drive sales team’s engagement and productivity, as well as support sales management. Together with you, we find significant opportunities to improve your relationships with customers.

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We provide a full cycle of CRM consulting and development services that cover:

  • Business analysis
  • Evaluation of alternative CRM platforms
  • Platform customization, on-premises and in the cloud
  • Custom CRM development
  • Upgrades and custom add-ons
  • Migration to a new CRM system
  • Integration with corporate systems (ERP, portals, call centers, etc.)
  • Quality assurance
  • User training
  • Maintenance and support


Our team of CRM consultants delivers precise, business-specific solutions that support B2B or B2C sales processes and exploit CRM opportunities to the fullest. In particular, we focus on:

  • marketing and sales automation,
  • loyalty program management,
  • customer and partner management,
  • sales forecasting,
  • performance management,
  • reporting.

CRM Solutions we implement


Our dedicated CRM experts and business analysts are ready to take up the challenge with a particular attention to your project scope and complexity. To get started, we can deliver a free prototype to prove the viability of our partnership.  

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