CRM Strategy and Advisory Services
Decide what your CRM must do, which platform should do it and in what order, with a vendor-neutral team that implements Salesforce, Dynamics 365, SAP and Creatio.
Explore customer platforms capabilities & delivery details
Also known as CRM consulting, CRM selection, CRM roadmap
- CRM assessment
- Process and requirements
- Platform selection
- Roadmap and business case
- Licence optimization
- AI readiness
- CRM consulting
- CRM selection
- CRM roadmap
- CRM assessment
- CRM business case
What is CRM strategy and advisory?
CRM strategy and advisory is the work done before and between CRM projects: defining customer processes and goals, assessing the current CRM, selecting a platform, building the business case, planning a roadmap and reviewing licences. TechTiera's advisory is vendor-neutral because it implements Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, SAP CRM 7.0 and Creatio, so recommendations follow your requirements rather than one vendor's catalog.
Reviewed 2026-10-27 by TechTiera's CRM practiceCRM Strategy and Advisory at a glance
- What it covers
- Current-state assessment, process design, platform selection, roadmap, business case, licence optimization, governance
- Typical length
- Two to eight weeks, depending on scope
- Deliverables
- Requirements and process maps, scored platform comparison, phased roadmap, cost and benefit model
- Platforms compared
- Salesforce, Microsoft Dynamics 365, SAP Sales and Service Cloud, SAP CRM 7.0 and Creatio
- Who is involved
- Sales, marketing, service, IT, finance and data owners
What does TechTiera's CRM strategy and advisory service include?
Strategy, implementation, integration, migration and managed services from one accountable team.
CRM assessment
Adoption, data quality, customization, integration and cost reviewed and scored, with quick wins identified.
Process and requirements
Lead-to-cash, case-to-resolution and campaign-to-revenue processes mapped with the teams who run them.
Platform selection
Scripted demos, scored criteria and total cost of ownership compared across shortlisted CRMs.
Roadmap and business case
Phased plan with costs, benefits, risks and measurable goals for each release.
Licence optimization
Unused, over-provisioned and duplicate licences found, with right-sizing before renewals.
AI readiness
Data, permissions and process maturity assessed before Agentforce, Copilot, Joule or Creatio.ai agents are switched on.
How TechTiera approaches CRM strategy and advisory
How TechTiera runs a CRM selection
- Agree outcomes: the few measures the CRM must move, such as win rate, first-contact resolution or time to quote.
- Write scenarios, not feature lists: vendors demonstrate your real processes with your sample data.
- Score openly: each scenario is scored by the people who will use it, alongside integration, security and cost.
- Model five-year cost: licences, implementation, integration, support and internal effort.
- Decide and plan: the selection ends with a roadmap, not just a vendor name.
Typical use cases
- First CRM for a growing business
- Consolidating several CRMs after an acquisition
- Replacing SAP CRM 7.0 before 2027
- Renewal and licence negotiations
- Planning AI agents in sales and service
How is the work delivered?
- DiscoverGoals, processes, data, integrations and users.
- DesignProcess, data model, security and acceptance criteria.
- BuildConfiguration and development in short, demoable sprints.
- MigrateProfiled, cleansed, rehearsed and reconciled data.
- LaunchTraining, cut-over, adoption tracking and hypercare.
- Run and improveManaged services and a prioritized backlog.
Why choose TechTiera for CRM strategy and advisory?
TechTiera delivers Salesforce, Dynamics 365, SAP CRM and SAP CX, and Creatio, so recommendations follow your requirements, not a single vendor's quota.
Consultants with large-program experience across sales, marketing and service transformation, from requirements to adoption.
In-house SAP, Microsoft 365, Power Platform, integration, analytics and content management practices, so CRM is designed with ERP, data and documents.
A practical path off SAP CRM 7.0 before mainstream maintenance ends in December 2027, to SAP CX or another platform.
Which engagement models are available?
Onsite, offshore or remote delivery for clients in North America, Europe, the Middle East and Asia Pacific.
Defined scope, deliverables and milestones for implementations and migrations.
Flexible capacity for evolving requirements, proofs of concept and enhancements.
A named CRM team working as an extension of your IT and business teams.
SLA-backed administration, support and enhancements on monthly or annual terms.
Certified administrators, developers, architects and consultants placed in your team.
CRM Strategy and Advisory FAQs
What does a CRM consultant do?
A CRM consultant defines requirements, selects a platform, designs processes, plans implementation and data migration, and helps teams adopt the system and measure results.
How do we choose the right CRM?
Start from outcomes and real scenarios, have vendors demonstrate them with your data, score the results with the people who will use the system, and compare five-year total cost of ownership.
Is TechTiera tied to one CRM vendor?
No. TechTiera implements Salesforce, Microsoft Dynamics 365, SAP CRM and SAP CX, and Creatio, so advice is vendor-neutral.
How long does a CRM assessment take?
A focused assessment usually takes two to four weeks; a full selection with vendor demonstrations takes six to eight weeks.
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