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Customer Relationship Management

Customer Relationship Management Services

Choose, implement, integrate and run Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, or Creatio, with a vendor-neutral team that stays after go-live.

Explore customer platforms capabilities & delivery details
CRM platforms and servicesTechTiera CRM practice
4CRM platforms delivered
10+years of Salesforce delivery
50+Salesforce customers served
6global service desk regions

What are CRM services?

Customer relationship management (CRM) services help organizations choose, implement and run the systems that manage sales, marketing and customer service. TechTiera delivers CRM services on Salesforce, Microsoft Dynamics 365, SAP CRM and SAP Customer Experience, and Creatio: strategy and vendor-neutral selection, implementation, custom development, integration with ERP and other systems, data migration, analytics, health checks and managed services, plus campaign, lead and loyalty management solutions and readiness for AI agents such as Agentforce and Copilot. Delivery is onsite, offshore or remote, with global service desks.

Reviewed 2026-10-27 by TechTiera's CRM practice
Platforms and services

Which CRM platforms and services does TechTiera offer?

Choose a platform, a service or a solution for scope, approach and FAQs.

CRM lifecycle

What does TechTiera deliver across the CRM lifecycle?

From the first platform decision to year five of managed services. Retaining a customer costs less than winning a new one, so the CRM has to keep earning its place.

  1. Strategy and advisoryCRM assessment, vendor-neutral selection, roadmap, business case and licence review.
  2. ImplementationDiscovery, design, configuration, testing, training and hypercare.
  3. Custom developmentApps, components, automation and portals built to platform standards.
  4. IntegrationERP, marketing, telephony, commerce, document and data platforms connected.
  5. Data migrationCRM-to-CRM moves with clean-up, de-duplication and reconciliation.
  6. Analytics and reportingPipeline, forecast, service and customer-value dashboards.
  7. Health checksScored reviews of security, data, automation, performance and adoption.
  8. Managed servicesAdministration, L1 to L3 support, release testing and enhancements under SLA.

Still on SAP CRM 7.0? Mainstream maintenance ends December 31, 2027

SAP offers optional extended maintenance to the end of 2030 at extra cost, but there is no in-place upgrade from SAP CRM 7.0 to SAP Sales Cloud or SAP Service Cloud. Replacing it is a new implementation with data migration and S/4HANA integration, so planning should start now.

Compare your SAP CRM replacement options

AI agents in CRM

How do we get AI agents working in our CRM?

Every major CRM now ships AI agents: Salesforce Agentforce with Data 360, Copilot and agents in Dynamics 365, SAP Joule in SAP CX, and Creatio.ai. They act on the data and permissions you already have, so weak data means wrong answers and risky actions. TechTiera's AI readiness work covers:

  • Data quality: duplicates merged, key fields completed and stale records archived.
  • Permissions: agents see and do only what the user or customer is allowed to.
  • Narrow first use cases: lead qualification, case triage or order status, each with a baseline to beat.
  • Guardrails and hand-off: clear rules for when a person takes over.
  • Testing and measurement: agents tested on real conversations before launch and measured after.
CRM migration paths

Which CRM migrations does TechTiera handle?

Data, processes and integrations moved with clean-up, de-duplication and reconciliation. Popular paths:

Platform fit

Which CRM is right for us?

Because TechTiera delivers all four platforms, recommendations follow your requirements. A starting point:

If you needStart withWhy
Broadest ecosystem, complex sales and service at scale, AppExchange appsSalesforceDeepest CRM ecosystem with Agentforce and Data 360
Microsoft 365, Teams, Azure and Power Platform are standardMicrosoft Dynamics 365 CRMNative Outlook, Teams, Power BI and Copilot integration
SAP S/4HANA or ECC is the backbone for orders, pricing and serviceSAP CRM and SAP Customer ExperienceNative SAP pricing, orders and service integration
Fast, no-code CRM and workflow, especially in financial servicesCreatio CRMNo-code platform with built-in AI agents
Still on SAP CRM 7.0SAP CRM and SAP Customer ExperiencePlan the replacement before December 2027
Not sure which platform fitsCRM Strategy and AdvisoryVendor-neutral, scenario-based selection
Why TechTiera

How does TechTiera compare with a typical CRM partner?

CapabilityTechTieraTypical partner
PlatformsSalesforce, Dynamics 365, SAP CRM and SAP CX, CreatioUsually one vendor
AdviceVendor-neutral selection with scored scenarios and five-year costRecommends the platform it resells
SAP CRM 7.0Support now plus a costed path off it before 2027Rarely covered
AI agentsData, permissions and guardrails fixed before agents go liveAI switched on as a feature
Surrounding systemsIn-house SAP, Microsoft 365, integration, analytics and ECM practicesCRM only
After go-liveSLA-based managed services, 24x7 where needed, global service desksProject-only
Vendor-neutral by design

TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.

Enterprise consulting depth

Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.

CRM plus the systems around it

In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.

Ready for the SAP CRM deadline

A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.

AI that is ready for production

Data, permissions and guardrails fixed before Agentforce, Copilot, Joule or Creatio.ai agents act for customers.

Global, flexible delivery

Onsite, offshore or remote, with service desks in the USA, India, Europe, APAC, the UAE and Australia.

Industries we serve

  • Banking and financial services
  • Insurance
  • Life sciences and healthcare
  • Manufacturing
  • Distribution
  • Retail and consumer goods
  • Telecommunications
  • Energy and utilities
  • Transportation and logistics
  • Media and entertainment
  • Government and public sector
  • Professional services
Name changes

What are the current names of renamed CRM products?

CRM vendors rename products often. Use this list to find the current name of the product you run.

Former nameCurrent name
Salesforce Data Cloud (earlier Salesforce CDP, Genie)Salesforce Data 360 (renamed October 2025)
Agentforce Sales, Agentforce Service (October 2025 to September 2026)Sales Cloud, Service Cloud (original names restored September 2026)
PardotMarketing Cloud Account Engagement
Einstein Analytics, Tableau CRMCRM Analytics
Microsoft Dynamics CRMDynamics 365 Sales and Dynamics 365 Customer Service
Dynamics 365 MarketingDynamics 365 Customer Insights – Journeys
Dynamics 365 Customer Insights (audience insights)Dynamics 365 Customer Insights – Data
Power Virtual AgentsMicrosoft Copilot Studio
SAP Hybris, SAP C/4HANASAP Customer Experience (SAP CX)
SAP Cloud for Customer (C4C)SAP Sales Cloud and SAP Service Cloud
SAP Hybris CommerceSAP Commerce Cloud
bpm'onlineCreatio (renamed 2019)
Typical engagements

What does a typical TechTiera CRM engagement look like?

Common starting points for CRM programs.

Replacement

SAP CRM 7.0 replacement

Assessment of processes, custom code and interfaces, a scored comparison of SAP CX, Salesforce and Dynamics 365, then a phased implementation and migration ahead of the 2027 deadline.

How we deliver it
AI

Agentforce or Copilot readiness

Data clean-up, permission review and a narrow first agent use case tested against real conversations before customers see it.

How we deliver it
Optimization

Org rescue and health check

A scored review of an underused CRM, then a remediation sprint covering security, retired automation, duplicates and adoption.

How we deliver it
Run

Multi-platform managed services

One team administering and improving Salesforce and Dynamics 365 side by side, with SLAs and release testing.

How we deliver it

Browse the TechTiera portfolio

Engagement models

How can we work together?

Onsite, offshore or remote delivery for clients worldwide. See also TechTiera engagement models.

Fixed-price projects

Defined scope, deliverables and milestones for implementations and migrations.

Time and materials

Flexible capacity for evolving requirements, proofs of concept and enhancements.

Dedicated team

A named CRM team working as an extension of your IT and business teams.

Managed services

SLA-backed administration, support and enhancements on monthly or annual terms.

Staff augmentation

Certified administrators, developers, architects and consultants placed in your team.

Related TechTiera practices

FAQs

CRM services FAQs

What are CRM consulting services?

CRM consulting services help a business define its sales, marketing and service processes, choose a CRM platform, implement and integrate it, migrate data, train users and keep improving the system after go-live.

Which CRM platforms does TechTiera support?

Salesforce, Microsoft Dynamics 365, SAP CRM 7.0 and SAP Customer Experience (SAP Sales Cloud and SAP Service Cloud), and Creatio.

How long does a CRM implementation take?

A focused rollout for one team commonly takes 8 to 16 weeks. Multi-team, multi-country implementations with several integrations are delivered in phases over six months or more.

How much does CRM implementation cost?

Cost depends on the number of users, processes, integrations, data volume and customization. TechTiera gives a fixed-price or time-and-materials estimate after a short discovery.

Which CRM is best: Salesforce, Dynamics 365, SAP or Creatio?

There is no single best CRM. Salesforce leads on ecosystem breadth, Dynamics 365 fits Microsoft-centric organizations, SAP CX fits SAP ERP backbones and Creatio suits fast no-code delivery. TechTiera compares them on your scenarios.

What happens to SAP CRM 7.0 after 2027?

Mainstream maintenance for the latest SAP CRM 7.0 enhancement packages ends on December 31, 2027, with optional extended maintenance to 2030 at extra cost. There is no in-place upgrade to SAP Sales or Service Cloud, so a new implementation is needed.

Can TechTiera migrate data from one CRM to another?

Yes. TechTiera migrates from SAP CRM, Siebel, Dynamics CRM, Salesforce, HubSpot, Zoho, home-grown systems and spreadsheets, with clean-up, de-duplication and reconciliation.

How do we prepare our CRM for AI agents?

Clean and de-duplicate data, fix permissions, define narrow and measurable use cases, set guardrails and hand-off rules, and test agents against real conversations before customers use them.

Does TechTiera provide CRM managed services?

Yes. TechTiera provides administration, L1 to L3 support, release testing and enhancements under SLA, with business-hours or 24x7 coverage.

Where does TechTiera deliver CRM services?

Globally. TechTiera is headquartered in Tampa, Florida, with service desks in the USA, India, Europe, APAC, the UAE and Australia.

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