By Mohona Dutta

How To Work With a CRM Consultant

Success in any project or task largely depends on two things:  the manpower available and appropriate expertise.  If your company lacks either, then it’s time to signal SOS for outside help.


You also need an independent insight if you are looking for a fresh perspective.  For example, evaluating strategic options, recognizing ways to maximize your organization’s efficiencies, or applying current best practices to accelerate your time to market, are all valid reasons looking for outside guidance.


Consultancies provide immense help on crucial projects to improve their competitiveness. They help identify, select, and secure the best outside expertise (typically a professional consultant,) for each improvement project.

CRM Consultant - AhaApps

AhaApps has helped quite a few client companies, successfully work with our experienced CRM consultants over a decade assisting them on Salesforce or Dynamics 365 projects.


With our experience, we have learned that the way a client approaches working with a CRM consultant can be a big factor of how effective the engagement ultimately turns out. Let’s discuss a few points.

Begin well

So, you have found a qualified CRM consultant who checks all the boxes. You have discussed the role and responsibilities with deliverables and a timeline with milestones. Before they start helping you with the business transformation, they need to spend some time to understand your business and your company. Give them a quick, thorough run-down of the relevant parts of your business – it will help them be productive more quickly and set the stage for a good relationship.


Start off with an introductory chat with the team so that they are aware of the changes that might come in with the CRM software. This will ensure that you have the required support in your company.


For the duration of the project, short or long term, the consultant will be your partner, using their expertise to help you achieve your business goal – whether that goal is in marketing, sales, manufacturing, IT, service delivery or any other area. Look at the bigger picture – when the project is successful, you will call them again to collaborate.

Involvement is a must

As a business owner/stakeholder you have to be involved in all facets of the engagement. Spend some time handling logistics, attending status meetings or phone conferences, and dealing with internal communications with team members. Building a healthy rapport will do you good. It’s your business and a good consultant will always have your back, helping you get a bit closer to your vision every day.


Ensure that all the tasks and activities which have been previously agreed upon by you and your staff are completed within timelines for the implementation to run smoothly. Whether it is just an approval of the consultant’s work product or providing some data to him/her so they can continue their work, manage your end to be sure that there are no delays. If you have hired a consultant from a competent consulting firm, rest assured you won’t have to spoon-feed him/her. In case there is misinformation or a delay, the consultant will be able enough to accommodate to the company’s culture and get the right data on time and bring the project back on track.

Prompt feedback

Before giving feedback, remind yourself why you are doing it. The reason of giving feedback is to improve the situation or the person’s performance. You won’t accomplish that by being harsh, critical or offensive. Consultants need feedback on their performance so that they know what is going well and where they need to improve, just like other members of your team.


CRM Consultants genuinely would want to help their clients succeed. As with all good relationships, successful consulting projects require mutual respect, ethical behavior, and a willingness to work together toward specific goals.

The Aha Way

Not every Consulting & Staffing solutions firm is cut out for the job. Knowledge alone isn’t the saving grace. We create a combination of solution expertise, soft skills, and business insights to evaluate your current technological ecosystem and offer an effective resolution. Our certified Consultants combine both superior product knowledge and the ability to translate the expertise into actionable results for your company. We follow a stringent guideline when it comes to finding the right talent for the right job or a solution for the CRM software, on budget and on time. We have fine-tuned our methods over several projects for efficiency and world-class delivery. Also, we offer a free consultation, so do connect with us.

Author’s bio:

Mohona is a Content Writer for the Marketing team in AhaApps since 2019. When she is not busy attending to her creative, technical side, she likes to binge on sitcoms on Netflix. She loves writing poems and reading short stories when she wants to break away from the humdrum of life.