CRM services
Build better customer engagement while driving more business and additional growth.
Quickly get answers to your most common sales questions.
“What’s going on with your customers?” “Are they happy?” “When will that deal close?” “How many opportunities are in the pipeline?” These questions come up constantly. While CRM won’t stop them from being asked, it ensures the answers are always within reach. CRM helps teams respond faster, stay aligned and drive smarter decisions by making key sales data visible across your organization.
solutions
Our CRM solutions
Microsoft Dynamics CRM
We’ve implemented Dynamics 365 CRM across industries and use it ourselves.
Salesforce
With 15+ years of Salesforce expertise, Sikich tailors solutions to your goals and delivers standout service.
VALUE
Boost sales pipeline visibility
CRM and client experience are a power duo. With the right tools and instant access to customer data, your service levels soar — fueling stronger relationships, a healthier pipeline, and real business growth. Get a 360° view of every customer and stay sharp at every stage of the sales process. Automate the busywork, save time and serve your clients better, faster and more often.
Case study
City of Austin
The City of Austin’s Economic Development Department collaborated with Sikich to deploy a constituent relationship management platform built on Microsoft Dynamics 365 CRM. It also decided to augment CRM with a portal that serves as the organization’s digital entry gate for the communities it serves.
These technologies make it easier for the department to deliver its programs by replacing stand-alone tools and scattered access points. With a centralized data hub, it can share information transparently with other city departments and the public. It often uses dashboards to track KPIs and showcase how it serves Austin’s diverse communities.
These technologies make it easier for the department to deliver its programs by replacing stand-alone tools and scattered access points. With a centralized data hub, it can share information transparently with other city departments and the public. It often uses dashboards to track KPIs and showcase how it serves Austin’s diverse communities.
headstart
The Headstart CRM program
At Sikich, we’ve simplified CRM for you with HEADSTART. It’s a low-risk, quick-start package that allows you to get CRM up and running quickly. In fact, HEADSTART typically shaves a third of the time off a typical CRM implementation.
Delivered 100% remotely, Sikich will pre-configure a set of demonstrated baseline configurations from our proven templates. With HEADSTART, we remove guesswork from CRM projects.
Delivered 100% remotely, Sikich will pre-configure a set of demonstrated baseline configurations from our proven templates. With HEADSTART, we remove guesswork from CRM projects.
Contact Us
Lift customer engagement with CRM services.
Contract with Sikich to perform a business process review. We analyze your organization’s specifics so we understand how your business really works. Then, we make operations and ERP enhancement recommendations.
