Navigate
CRM Consulting Services
Navigate CRM selection and implementation with confidence - Expert guidance to select, implement, and optimize the right CRM solution for your business needs.
The cost of delaying or mismanaging your CRM implementation
Many businesses delay CRM adoption because they believe they’re “too small” or that it’s “too complicated.” Solo entrepreneurs and small teams often stick with spreadsheets and informal systems, thinking a formal CRM isn’t worth the investment yet. Others rush into implementation without proper planning, only to end up with a poorly fitted solution that their team won’t use.
This hesitation or poor planning costs more than you realize. Without standardized contact management and consistent sales processes, you’re missing opportunities to accelerate client acquisition. Rushed implementations often lead to re-implementations, burning time, effort, and money without seeing any value. Every day without proper prospect tracking and marketing automation is a day your competitors gain an advantage.
The reality? Even a one-person sales operation benefits immediately from CRM capabilities. The sooner you implement consistent processes for list management, activity tracking, and prospect nurturing, the faster you’ll see measurable improvements in efficiency and revenue growth.
Leverage IT removes the complexity and uncertainty from CRM selection. We guide you through a proven process to identify your true business requirements, select the right solution, and ensure successful implementation – so you can focus on what matters most: growing your business.
Are these CRM challenges holding your business back?
Can't get the data you need from your current system to make informed decisions?
Is your team avoiding the CRM because it's slowing down their work instead of helping?
Do you struggle to integrate your CRM with existing tools like ERP or marketing platforms?
Is poor marketing planning preventing you from taking full advantage of your CRM platform?
Are you unsure which CRM platform best fits your unique business needs?
Are manual data entry and disjointed systems eating up your team's productivity?
CRM consulting solutions that drive success
Strategic CRM selection and requirements analysis
We start by identifying all stakeholders who will use the platform and conducting interviews to understand their needs, processes, and current challenges. Our Navigate solution selection process creates a prioritized feature list with full stakeholder alignment, ensuring the CRM enhances your team's work rather than hindering it.
Vendor-agnostic solution evaluation
We remain completely impartial throughout the selection process. We analyze anywhere from two to five potential CRM providers that best fit your requirements - from broad solutions to industry-specific platforms. Through demos and iterative requirement reviews, we help narrow the field to your final selection.
Implementation project management
We don't implement CRMs ourselves - we manage the entire process for you. This includes coordinating with your chosen vendor, overseeing data migration planning, and managing timelines and deliverables. Our focus is on your success, not the vendor's timeline.
Negotiation and vendor management
We negotiate with CRM vendors to get the right services and pricing for your organization. We recommend maintaining two final options to strengthen your negotiating position.
Long-term success planning
We establish maintenance processes and schedule enhancement checkpoints at 3, 6, and 12-month intervals to ensure your system evolves as your business grows.
CRM solutions tailored to your industry
Every industry has unique CRM needs. We deliver customized solutions for:
Manufacturing: Streamline sales management through distributors with focused contact tracking, sales pipeline management, and integration with existing ERP systems.
Legal: Manage comprehensive client relationships with robust contact management, detailed activity tracking, and extensive case communication processes.
Financial Services: Handle broad prospect populations with extensive marketing campaigns, comprehensive sales tracking, and detailed client relationship management.
Insurance: Optimize prospect nurturing and client management with strong list management capabilities and comprehensive sales activity tracking.
Architecture, Engineering, and Construction: Manage project-based client relationships with detailed contact tracking, proposal management, and long-term client communication processes.
Distribution and Logistics: Balance sales management through channel partners with direct client relationships, focusing on efficient contact management and sales pipeline tracking.
What our clients say
Frequently asked questions
When an organization wants to standardize and improve their marketing and sales functions, CRM consulting helps you feel confident that your needs are identified, you’re selecting the right solution, and implementing it reliably – instead of selecting a poor solution or one that’s not implemented correctly and having to re-implement multiple times.
If you can’t get the data you need, if it’s not reinforcing standardization and process best practices, if your team won’t use it, or if your team complains that it’s slowing their work down instead of being beneficial – these are all indications that you need to look at your people, processes, and tools.
We’re focused on understanding your business requirements and being solution agnostic. We want to understand what all the stakeholders need from the CRM platform and find the best fit for them. We also differentiate by thinking about future management of the solution – it’s not good enough just to implement, you have to think about maintenance, best practices, team engagement, and future enhancements.
It depends on the size of the organization. We break it into three phases: needs analysis and business requirements, candidate solution selection and negotiation, and finally implementation management with your chosen vendor and ongoing maintenance planning.
We intentionally don’t specialize in any business application because we want to be impartial. We focus on understanding your needs and identifying the best solution for your specific requirements, whether that’s a broad CRM tool or an industry-specific platform.
We establish maintenance processes and schedule enhancement checkpoints at 3, 6, and 12-month intervals where we revisit configurations and implementations, making modifications as your team learns and your business grows.
We tailor our Navigate CRM consulting services to best meet the needs of your growing business.
1
Schedule your security risk consultation
Schedule a conversation to discuss your business requirements and challenges.
2
Business requirements analysis and solution selection
Our team conducts interviews with all stakeholders, creates a prioritized feature list, and identifies 2-5 candidate CRM solutions that best fit your needs.
3
Implementation management and ongoing success
We manage the entire implementation process with your chosen vendor, negotiate pricing, and establish maintenance processes to ensure long-term success.
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