Whether you are running a large business or an enterprise of a smaller size, it is important to keep track of how your business interacts with your customers. With the right customer relationship management (CRM) strategies and technologies, you’ll be able to proficiently manage and evaluate customer interaction data, thereby putting you in a better position to improve your relationship with the people who matter most to your business.

If you’re looking at developing a CRM system for your company or upgrading the one that you already have, there are several ways that you can handle it: first, you can rely on your internal business analysts and software developers to carry out the project; secondly, you can outsource the project to a third-party service provider. You can also choose to accomplish the project by employing a combination of internal and external resources.

In many cases, it makes absolute sense to have an external consultant who can work with you on developing a CRM system. Read on to find out why.



Many businesses don’t have an internal staff that is knowledgeable about mounting a CRM system development project. It’s going to take some time to put together a team with the necessary skills and expertise, who will then have to learn about the nature of your business and the subtleties of the marketplace in which it operates.

By hiring an external CRM consultant, you get the advantage of employing a team that already has the technical capability, and possesses knowledge about industry best practices that can help ensure the success of the project’s implementation.



CRM consultants typically have many years of experience working with various types of industries, business models, and CRM vendors. These third-party service providers have a distinct advantage over in-house developers in that they most likely have developed effective solutions for countless issues that they have encountered during previous implementations. Your business can take advantage of these proven solutions to quickly resolve similar challenges that you are currently experiencing.


Individualized CRM solutions and custom software development

An experienced CRM consultant can help you evaluate the actual needs of your business based on your existing processes. Instead of giving you generic CRM solutions, the consultant can provide you with individualized CRM resources that can actually improve the way you do business.



It is helpful to have someone who can objectively identify the issues or challenges that hold your business back from better catering to the needs of your clients or consumers. By hiring an external CRM consultant, you get the benefit of employing people who are not privy to internal matters that may affect the success of the project. Their only concern is to help your company facilitate its customer relationship management processes. Think of external CRM consultants as someone similar to external accounting consultants—people who can objectively assess the needs of your organization and work towards the resolution of the challenges you are facing.


Insider knowledge

A third-party CRM consultant is typically composed of team members who are knowledgeable about the nuances of all major CRM vendors, particularly when it comes to obscure functionalities or add-ons that can help businesses streamline their CRM processes and help them better understand, analyze, and interpret data.


Better use of human resources

Even if you believe that you can mount the project with only your in-house staff, hiring an external consultant to work with you can still be beneficial.

CRM applications are very powerful tools, and developing them from scratch can be complicated. Leveraging the expertise of an external consultant can help you fast-track the development of your CRM system. Often, these consultants will have a collection of pre-developed codes that can be very useful when you want to avoid having to develop all the codes from the ground up. The time developing the codes can be better spent by your internal analysts and developers in preparing your organization’s transition to the new CRM system.

Many times, enterprises and organizations outsource their CRM system and software development to offshore service providers, but US-based companies like Business Escalation can also produce superior business software and applications built on popular innovative platforms like Salesforce, Microsoft, Oracle, SAP, and others.

If you want to learn more about what Business Escalation can do for your company, please contact us today.