---
type: "Service"
title: "CRM consulting"
description: "We build a CRM your team uses every day, one that carries every marketing lead through to the sale."
url: "https://www.roicool.com/en/services/crm-consulting"
lang: "en"
dateModified: "2026-10-20"
expert: "Zehra Adaş"
resource: "https://www.roicool.com/en/services/crm-consulting"
alternates:
  tr: "https://www.roicool.com/hizmetler/crm-danismanligi.md"
generated: { by: "process:roicool-cms", at: "2026-10-20T15:55:19.827Z" }
related:
  - { title: "HubSpot consulting", resource: "https://www.roicool.com/en/services/hubspot-consulting.md" }
  - { title: "Zoho CRM consulting", resource: "https://www.roicool.com/en/services/zoho-crm-consulting.md" }
  - { title: "Bitrix24 consulting", resource: "https://www.roicool.com/en/services/bitrix24-consulting.md" }
  - { title: "Salesforce consulting", resource: "https://www.roicool.com/en/services/salesforce-consulting.md" }
  - { title: "Microsoft Dynamics 365 consulting", resource: "https://www.roicool.com/en/services/dynamics-365-consulting.md" }
  - { title: "Pipedrive consulting", resource: "https://www.roicool.com/en/services/pipedrive-consulting.md" }
  - { title: "CRM migration", resource: "https://www.roicool.com/en/services/crm-migration.md" }
  - { title: "SESTEK", resource: "https://www.roicool.com/en/projects/sestek.md" }
  - { title: "All projects", resource: "https://www.roicool.com/en/case-studies.md" }
---

# CRM consulting

CRM consulting helps a company choose a customer relationship management system that fits its sales process, set it up, connect it to marketing and advertising tools, and get the team to use it. Roicool works with HubSpot, Zoho CRM, Bitrix24, Salesforce, Microsoft Dynamics 365 and Pipedrive, and feeds CRM sales data back into ad optimisation.

## What is CRM consulting?

CRM consulting is the work of choosing the right CRM, setting it up, migrating your existing data and making sure your team actually uses it, so that customers, leads and sales live in one system. The goal is not to install software but to make the sales process visible and measurable: which stage every deal is at, who owns it and which marketing channel it came from, on one screen.

## Which CRM fits you?

The right CRM is not the one with the most features; it is the one that fits your team's size, your sales process and the other tools you use. We choose against your own process scenarios, not the impression a demo leaves.

| CRM | Worth considering for | What stands out |
| --- | --- | --- |
| [HubSpot](https://www.roicool.com/en/services/hubspot-consulting) | Teams that want marketing and sales on one platform | Marketing automation and ease of use |
| [Zoho CRM](https://www.roicool.com/en/services/zoho-crm-consulting) | Companies looking for a flexible, cost-controlled setup | A wide app family (Zoho One) |
| [Bitrix24](https://www.roicool.com/en/services/bitrix24-consulting) | Teams that want tasks and internal communication next to the CRM | CRM, projects and communication in one place |
| [Salesforce](https://www.roicool.com/en/services/salesforce-consulting) | Organisations with complex processes and large teams | Deep customisation and a broad ecosystem |
| [Microsoft Dynamics 365](https://www.roicool.com/en/services/dynamics-365-consulting) | Organisations running on Microsoft | Integration with Office and ERP |
| [Pipedrive](https://www.roicool.com/en/services/pipedrive-consulting) | Sales teams that want a simple pipeline | A visual sales pipeline |

Comparisons: [HubSpot vs Zoho](https://www.roicool.com/en/comparisons/hubspot-vs-zoho), [HubSpot vs Salesforce](https://www.roicool.com/en/comparisons/hubspot-vs-salesforce), [Zoho CRM vs Bitrix24](https://www.roicool.com/en/comparisons/zoho-crm-vs-bitrix24), [Pipedrive vs HubSpot](https://www.roicool.com/en/comparisons/pipedrive-vs-hubspot). For the selection steps: [How to choose a CRM](https://www.roicool.com/en/blog/how-to-choose-crm).

## How does the setup work?

A good CRM setup starts with the process, not the software. The steps:

1. **Process map:** We write down the sales stages, the owners and what counts as a "lead" and an "opportunity".
2. **Data model:** We build the fields, modules and record types around the process, and open no field you don't need.
3. **Data migration:** We clean, de-duplicate and move your existing records ([CRM migration](https://www.roicool.com/en/services/crm-migration), [CRM migration checklist](https://www.roicool.com/en/blog/crm-migration-checklist)).
4. **Integrations:** We connect web forms, email, phone and WhatsApp records, and the ad platforms.
5. **Automations and reports:** We set up assignment, follow-up tasks and sales dashboards.
6. **Training and rollout:** We train the team on its own scenarios and watch adoption with you in the first weeks.

## Lead scoring and automation

Lead scoring gives every potential customer a score based on profile and behaviour, so sales talks to the most ready ones first. The profile score measures fit with your ideal customer profile ([ICP](https://www.roicool.com/en/glossary/icp)): industry, company size, job title. The behaviour score measures interest: which pages they visited, which form they filled in, how they engage with emails.

Automation takes repeated work off the team: assigning a new lead to the right person, creating follow-up tasks, notifying on stage changes, starting email sequences. Our rule is simple: the process comes first, then the automation; automating the wrong process only makes mistakes faster.

## Bringing marketing and sales together in the CRM

The biggest benefit of a CRM is that marketing can see which channel actually brings sales. We carry the source information from the form (UTM, campaign, channel) into the CRM record; when a deal closes, it is sent back to the ad platforms as an [offline conversion](https://www.roicool.com/en/glossary/offline-conversion). Campaigns then optimise for sales, not form fills.

Marketing and sales using the same definitions and the same report is the core of [RevOps](https://www.roicool.com/en/glossary/revops): one definition of a "qualified lead", and both teams look at the same number.

## What happens in the first 90 days?

1. **Days 0–30:** A process workshop, the CRM choice or an audit of the current system, the data model and the setup.
2. **Days 31–60:** Data migration, integrations, the first version of the automations and team training.
3. **Days 61–90:** Reports and dashboards, tuning lead scoring on real data, adoption tracking and improvements.

## How to choose a CRM consultant

The right consultant doesn't sell you software; they set up the system that fits your process and make sure your team uses it. Get clear answers to these questions:

- **Do they push one CRM?** Do they compare the options against your scenarios?
- **Do they start with process analysis?** Or go straight to the setup?
- **Who does the data migration?** Is cleaning and de-duplication in scope?
- **Can they connect marketing data?** Are forms, ad platforms and offline conversions included?
- **Is there training and adoption tracking?** Who will manage the system after the setup?

To make the decision step by step, see our e-book [CRM selection and migration guide](https://www.roicool.com/en/ebook/crm-selection-and-migration-guide).

- **Leads get lost.** Forms land in an inbox; who called whom and what was said is not recorded.
- **The pipeline is invisible.** Which deal is at which stage and when it will close is a guess.
- **Marketing and sales speak different numbers.** Marketing reports form fills, sales reports qualified leads; they don't match.
- **The CRM exists but nobody uses it.** The team went back to its spreadsheets.
- **Ads don't know about sales.** Campaigns optimise for form fills, not revenue.

## Services

- [HubSpot consulting](https://www.roicool.com/en/services/hubspot-consulting)
- [Zoho CRM consulting](https://www.roicool.com/en/services/zoho-crm-consulting)
- [Bitrix24 consulting](https://www.roicool.com/en/services/bitrix24-consulting)
- [Salesforce consulting](https://www.roicool.com/en/services/salesforce-consulting)
- [Microsoft Dynamics 365 consulting](https://www.roicool.com/en/services/dynamics-365-consulting)
- [Pipedrive consulting](https://www.roicool.com/en/services/pipedrive-consulting)
- [CRM migration](https://www.roicool.com/en/services/crm-migration)

1. **Process design.** The current sales process on paper: where leads come from, who owns them, which stages they pass.
2. **Selection or audit.** Choosing a new CRM or auditing the current setup.
3. **Setup.** Objects, fields, pipelines, users and permissions.
4. **Migration.** Validated data migration from the old system where needed.
5. **Integrations.** Web forms, ad lead forms, email, phone, analytics; sales data fed back to ad platforms.
6. **Automation and reporting.** Assignment, reminders, stage rules; leadership and sales reports.
7. **Training and adoption.** Role-based training, usage tracking in the first weeks.

**Who it is for:** B2B, SaaS and healthcare companies with a sales team that receives leads from marketing; teams moving to a CRM, switching CRMs or fixing the one they have.

**Who it is not for:** businesses without a sales process that only manage e-commerce orders; the shop platform's customer tools are usually enough for them.

## Work we did in this area

- [SESTEK](https://www.roicool.com/en/projects/sestek)
- [Lin Clinic](https://www.roicool.com/en/projects/lin-clinic)
- [All projects](https://www.roicool.com/en/case-studies)

## FAQ

### What does CRM consulting cover?

Sales process design, CRM selection, setup and customisation, data migration, web form, ad and email integrations, automation, reporting and team training. We set the scope by your current process and tools.

### Which CRMs do you work with?

HubSpot, Zoho CRM, Bitrix24, Salesforce, Microsoft Dynamics 365 and Pipedrive. We are not tied to one tool; we choose together based on your process, team and budget.

### How do you connect the CRM to marketing?

We connect web forms and ad lead forms to the CRM, record each lead's source, and send qualified-lead and sales data from the CRM back to Google Ads and Meta, so ads can optimise for sales.

### What if our team doesn't use the CRM?

A CRM is worth the data in it. We design the setup with the sales team, keep required fields to what is really needed, train the team and watch usage in the first weeks.

### Should we fix our current CRM or move to a new one?

Usually we audit the current system first: most problems come from the setup, not the tool. If the tool really can't meet the need, we plan the move.

### How do you handle data protection?

We make sure marketing consents are stored in the right fields, access rights are set and retention periods are defined. The legal assessment of where data is stored is done with your legal counsel.

Breadcrumb: [Home](https://www.roicool.com/en) › [Services](https://www.roicool.com/en/services) › CRM consulting

Source: https://www.roicool.com/en/services/crm-consulting · Last updated: 2026-10-20