Top 20 CRM Consultants in New York City

Bluewolf designed marketing automation tools for a solar panel manufacturer based on the Eloqua platform, in collaboration with the client's Salesforce CRM system. They act as the bridge between the two systems to provide custom solutions.

"I can tell you that we’ve definitely reduced costs. They’ve performed very well overall." — Global Online Marketing Manager, Solar Panel Manufacturer

Ergonized developed a Salesforce tool for an IT company. The solution was built using AppExchange and following best practice recommendations. The team excelled in communication throughout the engagement.

“Project management made sure to check in frequently to make sure that our project was set up for success.”  - Founder, IT Company.

A software development company needed an agency to implement a data migration project. Crowe executed the data migration from CRM 3.0 to a newer version. Crowe now provides the client custom development and CRM support as needed.

"I think the quality of the product that they deliver is very high. Because they focus on one product, they usually do it very well the first time around. It's rare that we find glitches or any kind of defects in their work." — President & Owner, Software Development Company

Plative was subcontracted by a wholesaler to provide NetSuite support. The project involved expert advice and guidance by Plative to the company. Initially, Plative worked on custom scripting for the wholesaler, but Plative has started to work on more involved tasks in the company such as ongoing NetSuite support.

"Their team is extremely relatable because they aren’t just code monkeys: they’re business experts on the whole. They can take a complex problem and dismantle it until anyone can understand what’s going on." - Director of Operations, Wholesaler

Marlabs Inc partnered with a bank in order to develop digital solutions for product implementation. The client wanted software that would help align the organization's product capabilities with their business requirements. Marlabs Inc created multiple software functions, including a digital lending solution in order to meet the client's needs. The client was impressed with the efficiency and quickness that the team at Marlabs Inc displayed when finishing the complex project. 

"Marlabs has done a wonderful job at taking these customer products live in about three months, a short duration for a digital transformation project of this scope and size. "-CEO, IT Company 

Addax LLC handled SalesForce implementation services for a digital marketing agency. They worked on functionalities such as lead capture and internal notifications for support tickets. As a result, the client’s sales increased.

“The team was on top of everything and Yaro PM'ed everything perfectly.” – CEO, Digital Marketing Agency

A communications technology company hired Go Nimbly to manage their integration with Salesforce and Eloqua, Oracle's automated marketing platform. They had been experiencing issues with the Salesforce platform and lead retention, which Go Nimbly's integration resolved.

"Go Nimbly was able to document early on what our objective was, and able to prove at the end that the data does match correctly, in a series of reports and dashboards that aligned with what we were looking for." - Senior Sales Operations Manager, Communications Technology Company

SADA Systems took a product and customized it specifically for a government agency. After the first year of implementation, the development work has led to an increase in investment. The government agency appreciated that SADA Systems modified their approach to fit the client's needs.

"SADA Systems was very flexible and helped us through any difficulties." – Manager, City Transportation Authority

Damco Solutions developed a user interaction platform for an insurance company. They built out capabilities for claims adjustment, payment terminal management, and customer service. The platform delivered by Damco Solutions was executed flawlessly, increasing subscriptions immediately and maintaining product integrity through scaling.

“The product we received was flawless, robust and scalable and thus we have gained a good number of monthly subscriptions which was beyond the numbers we expected.” – Product Manager, Insurance Company

Zivoke provided CRM management services for a nonprofit. They cleaned up and deduplicated the client's Salesforce, providing customizations where necessary.

"They’re always willing to listen to an issue that we’re having as it comes up and work on it even if it isn’t strictly within the scope of our agreement." – Systems & Operates Manager, Nonprofit

Net at Work Inc. provided ERP consulting services for an electronic payment company. Their team installed and integrated a custom ERP system as well as trained the partner's internal team on how to operate it. The deliverables and services met expectations, and the partner is happy with the results.

"Their team is thorough; they see every case to its conclusion." –VP of Sales & Marketing, Electronic Payment Company

StackBoost developed a CRM for a media company. The team created the database to go through the client's workflow automatically. 

"It’s a pleasure to work with somebody who can code and simultaneously translate my ideas into software." – Operations Manager, Media Company

SourceMash Technologies provided a digital transformation solution for a custom picture frame company. The company had SourceMash Technologies develop three websites connected through a web portal. The company is impressed by SourceMash Technologies’ work.

“They're a complete digital transformation partner, and we're very pleased with everything they do for us.” - CIO, Custom Picture Frame Company

Forcery Salesforce Consultants New York City provided Pardot implementation services for a hedge fund. The goal was to implement a marketing solution for the fund to gain a presence. A solution was formed two weeks earlier than expected.

“Product knowledge, communication and helpfulness was perfect.” - Interim CIO, Hedge Fund

HUNTER worked with an automotive company to improve its search engine marketing (SEM) and increase qualified online traffic. The HUNTER team built out the client's existing Google and Bing paid advertising accounts, helping them achieve key performance goals such as return on ad spend.

“I wouldn’t hesitate to recommend them. ... Trust them to do the job. They’ve done a good job for us.” – President, Automotive Company

AKAVEIL Technologies LLC provided strategy consulting and IT services to a product distributor. The distributor needed an IT solution for their family-run business. AKAVEIL Technologies LLC’s support streamlined the distributor’s operations.

“An absolute smooth transition and we are all operating at ... quicker and efficient speeds. Our company revenue is showing too.” - VP of Sales & Marketing, Product Distributor

Computer Solution East acted as a Microsoft partner for a manufacturing company. They helped to migrate the billing for Microsoft 365 licenses over to the vendor's own portal. The licenses were successfully migrated and an ongoing business relationship was established between the two companies.

"Their desire to help me out - both with services and just advice - as well as their personable and friendly staff have all been very impressive to me so far. I feel that we will have a good ongoing relationship for some time to come." – IT Director, Manufacturing Company

Brain Studioz developed a website for a vacation rental management company. They added customized features for a booking engine. The final product is integral to the business successfully gathering leads and inquiries. 

"Great design team and quick turn around on all projects." – CEO, Vacation Rental Management Company

Logismico worked with a marketing agency to deliver mobile app dev services. The agency has clients that need mobile app solutions, and Logismico facilitates the apps’ development. The agency is happy with the results Logismico provides.

“Perfect, our workflows were completely in sync.” - President, Marketing Agency

Ideahash developed an e-commerce platform for a pharmaceuticals company. Additionally, the team managed Facebook and Instagram marketing and wrote blog content. They were a proactive partner, and their efforts streamlined marketing efforts. 

“Our conversion rates have increased along with our average customers per day and average price per sale.” – Managing Partner, Pharmaceuticals Company

Happiest Minds Technologies provided IT capabilities for a large project for a financial services company. They implemented strategy and support services that the client reported made the life of its employees much easier in terms of workload and efficiency.

"They are an amazing service, and you should partner with them because they are reliable." — IT Manager, Financial Services Company