01
Idea Generate
Start by brainstorming ideas that align with user needs & business goals.
This step lays the foundation for a meaningful and purpose-driven product.
Turn customer data into predictable growth. At NextAge, our CRM Consulting Services align process, people, and platforms so marketing, sales, and service operate from a single source of truth—and every touchpoint moves the needle.
We’re platform-agnostic (Salesforce, HubSpot, Microsoft Dynamics 365, Zoho). We redesign workflows, clean and unify data, automate the busywork, and stand up analytics your leaders can trust.
Why CRM Consulting?
Make the CRM fit your business—not the other way around.
01
Process Fit & Adoption
Map real-world journeys and approval paths to objects, fields, and permissions your teams actually use.
02
Clean, Unified Data
Dedupe, standardize, and govern data so pipeline, revenue, and service metrics are accurate by default.
03
Automation that Saves Time
Lead routing, playbooks, SLAs, and case escalations handled automatically—no swivel-chair ops.
04
Forecasts You Can Trust
Consistent stages, definitions, and hygiene rules deliver reliable forecasting and capacity planning.
NextAge CRM Expertise
RevOps mindset + platform depth to deliver measurable outcomes across the customer lifecycle.
Platforms: Salesforce, HubSpot, Microsoft Dynamics 365, Zoho
Revenue Operations: lead management, pipeline hygiene, CPQ/quoting, renewals/expansion
Data & Governance: deduping, enrichment, normalization, segmentation, consent/privacy
Integration & Analytics: CDP, marketing automation, ERP/finance, BI dashboards & attribution
Our CRM Consulting Services
Discovery & CRM Strategy
Stakeholder workshops, journey mapping, data audits, and a phased roadmap tied to revenue and service KPIs.
Implementation & Optimization
Object/field design, roles/sharing, Flows/Workflows/Power Automate, page layouts, and guided selling/service playbooks.
Integration & Data Migration
Migrate with confidence—dedupe, transform, and validate; connect marketing, CPQ, ERP, support, and data warehouses.
Enablement, DevOps & Continuous Improvement
Role-based training, adoption programs, release management, center-of-excellence patterns, and admin-as-a-service.
Why Partner with NextAge?
01
Outcome-Linked Delivery
Win rate, cycle time, lead response, CSAT/NPS, and forecast accuracy tracked each release.
02
Certified, Hands-On Team
Consultants and solution engineers who build—no slideware-only engagements.
03
Data Discipline by Default
Validation rules, picklists, dedupe logic, and change tracking keep records trustworthy.
04
Security & Compliance
Profiles/permission sets, field-level security, audit trails, consent management, and regional data needs.
05
DevOps for CRM
Environments strategy, source-driven configuration, automated tests, and safe, reversible releases.
06
Future-Ready Architecture
Clean metadata, modular apps, and event-driven patterns that scale with channels and teams.
07
Transparent Execution
Backlogs, sandboxes, and release notes in the open—clear status, risks, and decisions.
08
SLA-Backed Support
Admin runbooks, enhancement queues, and quarterly health checks to keep momentum after go-live.