CRM Services

Build better customer engagement while driving more business and additional growth.

Microsoft Dynamics CRM

We have not only helped companies across various industries implement Dynamics 365 CRM, we use this tech solution ourselves. We have over 300 users in the US across 13 different service lines with varying sales processes. We know how to tailor a CRM experience to anything your business needs.

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With over 15 years of experience implementing Salesforce solutions across a range of industries, we know what it takes to drive success. We take a customer-centric approach, listening to your needs and goals, and tailoring our solutions to fit your business. Our team is dedicated to delivering the highest quality service, and we won’t rest until we exceed your expectations. Partner with Sikich and transform your business with Salesforce today.

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ERP and CRM implementations

Work with Sikich to chart the path forward. We learn about your goals, ambitions, and challenges, so we can ensure that your CRM or ERP fits the direction of your company. When you collaborate with us, you lower your risk, by drawing on our experience helping hundreds of clients in a variety of industries.

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Our partnership with Sikich is one of mutual understanding and collaboration, and it’s been successful. I think it’s critically important that organizations talk to partners like Sikich at the earliest stages of their technology projects, long before they invest the funds or map out a plan. The sooner you engage with Sikich, the easier it will be.

Luis Camacho, President

Stratos Wealth Partners

Quickly gather answers to the most common sales questions

“What’s going on with your customers?” “Are they happy?” “Please update the spreadsheet by Friday.” “When will that deal close?” “How many opportunities are in the pipeline?” These are all common questions for sales. CRM won’t eliminate these from being asked but makes the information available across your organization increasing overall sales visibility.

Increase Sales Pipeline Visibility

CRM and client experience go hand in hand. When you have the right tools with instant access to client data, the level of service you can provide is elevated. Stronger client service translates to stronger pipeline and business growth. Get a 360 degree view of your customers and increase your visibility at every step of the sales process. Save time with automation and serve your customers better, faster, and more frequently.

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Case Study: City of Austin

The Economic Development Department of the City of Austin 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, which replace various stand-alone tools and disparate access points, make it easier for the Economic Development Department to deliver its programs. With a central repository for all data, the department can provide transparency to other city departments and the public, often using dashboards to show progress to KPIs or demonstrate how it serves Austin’s diverse populations.

We needed a world-class technology solution to achieve our goals, and Dynamics 365 is the ideal foundation for our business technology strategy. We are impressed with the Sikich team and their approach to implementation.

Viswanath Ponraj, Director of IT

AMF Bakery Systems

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 1/3 of the time off a typical CRM implementation.

With a 100% remote delivery, Sikich will pre-configure a set of demonstrated baseline configurations from our proven practices’ templates. With HEADSTART, we take all the guesswork out of CRM projects.