24+ Years
advising mid-market and enterprise organizations on CRM strategy
700+
transformations delivered
1 of 5
Creatio Premier Partners globally
500+
global customers
CRM Consulting Services Built Around Your Business Goals
Bits In Glass provides CRM consulting services to assess your current CRM, evaluate platforms independently, build a business case, and create a roadmap before implementation. We help you make the right decision so you don't waste time and money on the wrong platform or approach.
Most organizations jump into CRM implementation without clarity on what they actually need.
They evaluate platforms based on vendor pitches rather than independent analysis. They don't know what implementation will cost. They don't have a clear roadmap. By the time they realize the problem, they've already committed a budget and timeline.
CRM consulting happens first. It answers the hard questions before you implement anything.
Trusted by Enterprise Teams
One of only 5 Creatio Premier Partners worldwide, certified across every Creatio module and serving enterprise organizations across manufacturing, finance, healthcare, logistics, and public sector.
What CRM Consulting Services Actually Include
CRM consulting is the advisory layer that happens before implementation. It’s where you assess your current situation, evaluate options independently, build a business case, and create a roadmap so implementation has a clear target.
Without consulting upfront, you risk buying the wrong platform, underestimating costs, or implementing it without a clear strategy. With a well-designed consulting model, you make decisions based on data and independent analysis rather than vendor pitches.
What We Do
Current State Assessment and Readiness
CRM Audit and Current State Assessment
We review your existing CRM setup, data landscape, workflows, and team adoption. We identify what’s working and what’s broken. We assess data quality. We understand your business processes.
Platform Evaluation and Independent Recommendation
We evaluate platforms based on your actual needs, not vendor marketing. We assess fit for your industry, integration requirements, customization needs, and total cost of ownership. We provide a clear, written recommendation with rationale.
Platform Selection and Business Justification
Business Case Development
We build a financial model for your CRM initiative. What’s the investment? What’s the expected ROI? What are the hidden costs? What’s the payback period? We help you make the business case to stakeholders.
CRM Strategy and Agentic Roadmap
We define how your CRM initiative fits into your broader business strategy. We outline the phased approach, timeline, resource requirements, and success metrics. We create a roadmap that actually works for your organization.
CRM Strategy and Agentic Roadmap
Implementation Readiness Assessment
Before you implement anything, we assess whether your organization is ready. Do you have the right team? Is your data clean enough? Are you prepared for adoption? We identify gaps and create a readiness plan.
Industries We Serve
You Need CRM Consulting Services If
You're paying for a CRM that your teams are barely using.
Your sales, service, and operations data lives in disconnected systems.
You're evaluating platforms and need an independent voice, not a vendor pitch.
You tried a CRM rollout before, and it didn't deliver.
You know you need to modernize your CRM, but you don't know where to start or what it will cost.
Why Choose Bits In Glass as Your CRM Consulting Partner
Independent advice before platform commitment.
We’re not a reseller pushing one vendor. We evaluate platforms based on your business needs and provide honest, independent analysis. If Creatio isn’t the right fit, we’ll tell you. If it is, we’ll explain why.
Creatio Premier Partner, one of five globally.
When we recommend Creatio, we do so with deep expertise. We’ve implemented it across dozens of organizations in your industry. We know it inside and out. But we also know when other platforms fit better.
Advice grounded in delivery experience.
We don’t just consult from a theoretical perspective. We’ve implemented CRM solutions across hundreds of organizations. We know what works and what doesn’t. We’ve seen implementations succeed and fail. Our consulting comes from real delivery experience.
Global reach, boutique accountability.
We serve mid-market and enterprise customers across regions. But we’re small enough to care about your success. You’re not a consulting ticket. You’re a partnership.
What Good CRM Consulting & Implementation Leads To
Discover how strategic alignment and expert implementation drive measurable growth, operational efficiency, and maximum return on your enterprise technology investments.
8 hours
Reduced Administrative work per week
8 months
To Achieve Full ROI from CRM Consulting
Improved
Care Delivery Consistency & Patient Satisfaction
Guided Care
The Situation: A healthcare organization with 150+ staff across multiple locations was running a legacy CRM disconnected from their ERP. They wanted to modernize but didn’t know what platform fit their needs or what implementation would cost.
Our Consulting Approach: We audited their current CRM, assessed their workflows, evaluated platform options, and built a business case for modernization. We recommended Creatio based on their need for flexibility, integration depth, and agentic workflows.
The Result: We moved directly into implementation. We deployed Creatio configured around their care delivery workflows, connected it to their ERP for scheduling, and built agentic workflows so care coordinators get AI-guided next actions. They reduced administrative work by 8 hours per week and achieved full ROI within 8 months.
Why Should You Count on Bits In Glass
24+ years of enterprise delivery experience.
We've implemented complex CRM platforms across hundreds of organizations. We know what works and what doesn't.
Certified expertise across every Creatio module.
Our team is certified in Creatio CRM, Sales, Marketing, Service, and Studio. We know the platform inside and out.
Flexible Project + Bench delivery model.
Some clients need a dedicated team for 6 months. Others need a blended project + staff augmentation. We offer what you need.
Global reach with boutique responsiveness.
We serve mid-market and enterprise customers across regions. But we're small enough to care and responsive enough to move quickly.
Our CRM Consulting Process
Discovery Call (60 minutes)
A focused conversation about your current situation. What's working? What's broken? What are your business goals? What's your timeline and budget? We listen, ask probing questions, and understand what you're trying to solve.
Current State Assessment (2–3 weeks)
We review your existing CRM setup, interview your teams, audit your data, and assess your workflows. We understand what's actually happening, not what you think is happening. We produce a detailed assessment document.
Recommendation and Roadmap (1–2 weeks)
We present a clear, written recommendation on platform fit, phased roadmap, timeline, resource requirements, and estimated cost. We explain our reasoning and answer questions. You have clarity on what's next.
Handoff or Continuation (Ongoing)
You decide what happens next. Some clients implement immediately with us. Others take time to build business cases. Some pursue other vendors. Whatever you decide, you're making it from a position of clarity and data.
See Our CRM and Automation Work in Action
CASE STUDY
A healthcare organization with 150+ staff reduced administrative burden by 8 hours per week and achieved full ROI within 8 months after implementing a modern CRM platform with agentic workflows and ERP integration.
REPORT
Explore how organizations are approaching CRM modernization, agentic workflows, AI-driven automation, and customer experience transformation.
RESOURCE
Resource: Choosing the Right CRM Implementation Partner
Selecting the right CRM platform is only half the challenge. Learn what to look for in a consulting partner and the questions to ask before starting your implementation.
FAQ:
Q1: How is CRM consulting different from CRM implementation?
Consulting is advisory and strategy. Implementation is execution. Consulting helps you decide what to do. Implementation is doing it. Most organizations need consulting first to make good implementation decisions.
Q2. What do I walk away with at the end of a CRM advisory engagement?
You walk away with a detailed assessment of your current state, an independent platform recommendation with rationale, a business case with financial projections, a phased implementation roadmap, and clarity on next steps and investment required.
Q3. Can we move straight from consulting into implementation with Bits In Glass?
Yes. Many clients move directly from consulting into implementation with us. If you decide Creatio is the right platform and want us to implement it, we can transition seamlessly. We already understand your situation deeply.
Q4. How do we get started?
Book a 60-minute discovery call. We’ll talk about your situation, your goals, and what consulting engagement would look like for your organization. No obligation. Just a conversation.
Ready to Get Clarity on Your CRM Strategy?
Let’s talk about your current situation and what a consulting engagement could look like.
