Top 10 CRM Consultants to Run Your Marketing Efforts
Make the most of your CRM software: Manage your data better and build fruitful customer relationships.
Published March 16, 2024.
Feeling the squeeze of managing customer data while crafting killer marketing campaigns? You're not alone. Marketing and CRM (Customer Relationship Management) are two sides of the same coin. A well-oiled CRM keeps your audience data organized, but can it also supercharge your marketing efforts? Absolutely!
Here, we take a look at the top 10 CRM consultants who are gurus in both CRM implementation and strategic marketing. They'll not only streamline your customer interactions, but also help you leverage that data to launch targeted campaigns that drive results.
Our top picks of the best CRM consultants to hire
1. David D. - Best overall
2. Todd C. - Best for CRM implementation
3. Andre A. - Best for optimizing CRM
4. Matt M. - Best for CRM expansion
5. Yaki V. - Best for analyzing CRM data
6. Manu V. - Best CRM consultant for Salesforce
7. Kathryn L. - Best CRM consultant for HubSpot
8. Daniel S. - Best for B2B
9. Brad J. - Best for B2C
10. Alex B. - Best for marketing automation
What is a CRM consultant?
A CRM consultant's main goal is to optimize your CRM software for your business's specific situation. The best CRM tools have many functionalities, but if you don't set them up correctly, you won't get the most out of them. A CRM consultant helps you understand and use the functionalities to make your customer relationships more efficient, organized, and profitable.
To achieve this, the CRM consultant works closely with you to analyze your customer data, design reports, and dashboards, set up workflow systems, create automated sales processes, and help you leverage the power of really knowing your customers.
1
David D.
Holistic CRM consultant
Experience
15+ years
Country
United States
Industry focus
Art & entertainment | Real estate | Beauty | Automotive | Baby | Electronics | Education | Finance | Food & drink
Brief overview
David is an omnichannel marketer with deep expertise in CRM, email, SMS, paid SEM, SEO, and affiliate marketing.
Specialties
- CRM
- Branding
- Email marketing
- SMS marketing
- Community management
- Tracking implementation
- Web design & development
- Growth hacking
- Google Ads
- Facebook Ads
Why hire David?
David is an omnichannel master (email, SMS, SEO, SEM, affiliates) who uses his CRM expertise to supercharge your marketing efforts, including scaling acquisition efforts, nurturing SMS channels, and building strong partnerships with influencers and affiliates. This holistic approach ensures your CRM is truly integrated with your marketing efforts.
2
Todd C.
Marketing and CRM specialist
Experience
10+ years
Country
United States
Industry focus
Art & entertainment | Automotive | Education | Finance | Food & drink | Health & wellness | Sports, outdoors & fitness | Electronics | Beauty
Brief overview
Todd is an all-in-one digital marketer that will help grow your business. His experience includes CRM, B2C & B2B, paid search, social media, email marketing, and webite admin.
Specialties
- CRM
- Google Ads
- Facebook Ads
- Bing Ads
- Instagram Ads
- YouTube Ads
Why hire Todd?
Todd is a whiz setting up CRM. He makes sure your paid search, social media, and email marketing efforts are integrated with your CRM, giving you a complete customer view. He streamlines campaigns and prioritizes high-performing tactics, maximizing conversions and ROI. Data is king with Todd. He seamlessly connects your CRM with marketing tools, giving you clear insights to make informed decisions.
3
Andre A.
Media and CRM professional
Experience
10 years
Country
Brazil
Industry focus
Finance | Food & drink | Art & entertainment | Travel | Health & wellness
Brief overview
Andre is a senior media and CRM professional, passionate about driving performance and boosting ROI for marketing activities. Over the past 10 years, he's had the opportunity to gather experience from agencies, publishers, and ad tech companies.
Specialties
- CRM
- Email marketing
- Chatbot marketing
- Demand Side Platform
- Bing Ads
- Facebook Ads
- Google Ads
- LinkedIn Ads
- YouTube Ads
Why hire Andre?
Andre is a CRM optimization expert with over 10 years of experience maximizing ROI across media and CRM. He analyzes customer data to optimize acquisition costs and boost customer value, leading to consistent revenue growth.
Andre goes beyond basic CRM to align your media efforts with your CRM, creating a tailored CRM solution suited to your business needs to drive sales and engagement.
4
Matt M.
CRM and digital marketing expert
Experience
8+ years
Country
Canada
Industry focus
Health & wellness | Beauty | Pets | Baby | Style & fashion
Brief overview
Matt is a marketing manager with over 8 years of experience generating leads, building brand awareness, and increasing revenue. He has a strong understanding of current marketing strategies, both micro and macro.
Specialties
- CRM
- Marketing strategy
- Email marketing
- SMS marketing
- Tracking implementation
- Facebook Ads
- Google Ads
- Bing Ads
- Instagram Ads
- YouTube Ads
- Amazon PPC
Why hire Matt?
Matt helps you get the most out of your CRM by adding new ways to reach customers and boosting existing channels—he even replaced a popup with a high-performing SMS campaign once! Matt's marketing knowledge ensures your CRM fuels growth across all channels, including eCommerce.
5
Yaki V.
CRM and marketing analyst
Experience
8+ years
Country
Israel
Industry focus
Food & drink
Brief overview
Leveraging over 8 years of experience, Yaki excels at building high-converting funnels through data analysis, leading successful client engagements, particularly with enterprise clients, and developing monetization-focused strategies that deliver maximum return on investment (ROI).
Specialties
- CRM
- Social media management
- Outbrain
- Taboola
- Google Ads
- Google Shopping
- Instagram Ads
- YouTube Ads
Why hire Yaki?
Yaki's data-driven approach to CRM gets results. He analyzes your CRM data to understand your audience, build targeted campaigns, and optimize every step of the customer journey. Think A/B testing, personalized ads, and skyrocketing conversion rates. Yaki's proven approach increases ROI and lowers costs.
6
Manu V.
Salesforce CRM expert
Experience
12+ years
Country
Australia
Industry focus
Beauty | Style & fashion | Sports, outdoors & fitness | Baby | Health & wellness | Home & garden | Food & drink
Brief overview
Manu is passionate about helping brands, especially eCommerce brands, acquire new customers and increase profits with smarter CRM, paid ads management, content creation, web development, and growth strategy.
Specialties
- CRM
- Salesforce
- Email marketing
- Facebook Ads
- Google Ads
- Google Shopping
- Instagram Ads
- TikTok Ads
- Snapchat Ads
- YouTube Ads
Why hire Manu?
Manu speaks fluent Salesforce for eCommerce growth. He optimizes Salesforce for maximum efficiency by building predictable funnels with paid ads (Facebook, Google), which ultimately lead to over 10x ROI on Google Shopping campaigns.
7
Kathryn L.
HubSpot CRM specialist
Experience
10 years
Country
United States
Industry focus
Professional services | NPOs & government
Brief overview
For more than a decade, Kathryn has developed data-driven strategic consulting and marketing solutions for political campaigns, nonprofits, and corporations throughout the United States. Her past experiences include managing dozens of successful polling and data programs and numerous digital media efforts like CRM, email campaigns, social media programs, and advertising.
Specialties
- CRM
- HubSpot
- Marketing strategy
- Email marketing
- Public relations
- Content
- Google Ads
Why hire Kathryn?
Kathryn uses HubSpot to design lead gen programs, craft winning marketing campaigns (email, social, ads), and analyze data for insights. She's helped companies like BlueSkin Solutions leverage HubSpot for better lead tracking and engagement.
8
Daniel S.
B2B marketing expert
Experience
10+ years
Country
United States
Industry focus
Professional services | Food & drink | Sports, outdoors & fitness | Technology | Pets | Electronics | Health & wellness
Brief overview
As a trusted advisor to national brands, eCommerce mainstays, and start-up enterprises, Daniel enjoys leveraging creative marketing research insights to tell effective brand stories. He's a former Googler and entrepreneurially oriented attorney whose legal background brings added value to resolving ad policy and regulatory compliance issues.
Specialties
- CRM
- Google Ads
- Google Shopping
- YouTube Ads
- Bing Ads
- LinkedIn Ads
Why hire Daniel?
Daniel speaks B2B CRM fluently. He's a Google alum with a lawyer's eye for detail, helping brands like Coty & Shiseido win. Daniel integrates CRMs to boost sales, tracks B2B journeys, and targets high-intent buyers for growth. He also creates winning campaigns (prospecting, lead forms, ads) to fuel your funnel.
9
Brad J.
B2C marketing professional
Experience
12+ years
Country
United States
Industry focus
Real estate | Beauty | NPOs & government | Finance | Sports, outdoors & fitness | Home & garden | Education | Professional services | Technology
Brief overview
Brad's 12 years of marketing expertise, fueled by a Marketing degree, allows him to empower businesses of all sizes—from large corporations to local shops. He translates ideas into actionable strategies through a blend of education, experience, and innovation, ensuring long-term success for businesses.
Specialties
- CRM
- CRO
- Branding
- Marketing strategy
- Email marketing
- Tracking implementation
- Google Ads
- Facebook Ads
- Bing Ads
- Instagram Ads
- YouTube Ads
- LinkedIn Ads
Why hire Brad?
With over 12 years of B2C CRM experience, Brad builds customized marketing solutions for businesses of all sizes. He tackles challenges head-on, like generating over 300 qualified leads monthly for a high-end home improvement client.
Brad's B2C CRM expertise includes:
- Developing targeted B2C marketing campaigns.
- Optimizing lead gen across digital channels (Google Ads, Facebook Ads).
- Maximizing email marketing effectiveness with strategic testing.
10
Alex B.
Freelance marketing expert
Experience
7+ years
Country
United Arab Emirates
Industry focus
Education | Art & entertainment | Professional services | Technology
Brief overview
Alex is a growth marketing manager with over 7 years of experience. He also specializes in T-shaped growth, marketing automation, and program engineering.
Specialties
- CRM
- Tracking implementation
- Google Ads
- Facebook Ads
Why hire Alex?
Alex streamlines your CRM with powerful automation tools, freeing up time for strategic initiatives. Imagine data-driven decisions, optimized funnels, and a surge in customer lifetime value. Alex's expertise in user journey tracking, key metric identification, and growth experimentation ensures your marketing efforts are laser-focused on boosting customer retention and maximizing ROI.
What is a CRM system?
A Customer Relationship Management (CRM) system manages interactions with current and potential customers. It helps businesses provide better customer service, optimize customer management, improve customer relationships, increase sales, and grow.
CRM tools typically use a centralized database that stores customer data such as contact information, purchase history, preferences, and other customer-specific information. This data can help businesses better understand their customers and tailor services to meet their needs. Additionally, CRM systems often have communication capabilities such as email marketing, automated follow-up messages, and personalized customer support options.
CRM platforms can help businesses to streamline operations by automating tasks such as lead tracking and contact management. This allows companies to save time while also improving customer satisfaction. Additionally, a CRM can provide insights into customer behaviors to help businesses make more informed decisions about marketing and sales strategies.
What are CRM consulting services?
CRM consulting services are designed to help companies make the most out of their customer relationship management software. These services usually involve identifying areas of improvement, helping to customize the software to company needs and goals, training staff members on how to use the CRM, and ensuring the smooth flow of information to and from the CRM.
The benefits of hiring a CRM consultant
There are many benefits to hiring an experienced consultant, including:
Expertise and experience
A CRM consultant brings expertise and experience to your company to help you get the most out of your CRM. They're knowledgeable in many areas, such as customer segmentation, lead nurturing, and process automation, so they can advise you on the best strategies for success. They should also have extensive experience working for companies in similar niches to yours.
Customizing CRM software to your needs
CRM software can be extremely powerful. But if you don't customize it to your business goals and specific situation, you're not using it to its full potential. Imagine this: would you buy a Mercedes Benz to keep it in the garage and never drive it? No. Similarly, you don't want to buy a CRM system and not customize it. A CRM consultant will help you with this.
Improved efficiency
Customizing a CRM tool takes time, effort, and energy. And if you leave it to your already busy sales or management team, you'll waste significant resources. On the other hand, if you hire an external consultant, they can provide expertise and optimize your system to your needs.
Building a stellar customer experience
When investing in a CRM system, you want to ensure your customers have the best experience. A CRM consultant can work with you to build the kind of user experience people rave about on review sites and social media. And you definitely want that for your business.
Better data management
Data hygiene is crucial to the smooth functioning of your entire business. Without good data in your CRM, you won't be able to collaborate with customers or take advantage of automation. A CRM consultant can help you ensure all your data is properly cleaned up, segmented, and organized in the system. This will allow you to:
- Build better marketing campaigns
- Focus business efforts correctly
- Free up resources for strategic work
- Improve your customers' experience
Helping your team with training and support
One person can't know everything. That's why consultants are so valuable. A CRM consultant will provide user training and support to ensure your team is up-to-date on the latest trends and techniques in customer relationship management. This will help everyone in your organization understand how to use your software suite and make the most of it.
Maximize CRM return on investment
A CRM consultant will help you create a strategy to ensure your investment has the highest possible return. They can help improve business processes, help you better tailor your messaging to your target audience, and improve your conversion rates.
How to find the perfect CRM consultant for your business
If you're already keen on hiring a CRM consultant, here's how to find the perfect CRM consultant for your business:
Determine your needs
The first step is deciding what you need, so ask yourself these questions:
- Do you need a CRM consultant, or do you need someone full-time?
- What specific skills and experience do you need?
- Will they need any additional training?
- What is your budget for this role?
- Do you already have a CRM tool in your company? If yes, then are you considering making a switch?
Build a CRM job description
Like any good job description, your CRM consultant job ad should be crystal clear. Include the following:
- Your expectations (experience levels, software knowledge, and industry acumen)
- What you can offer
- Details about your company
- Which CRM you use
- The estimated length of your collaboration
- Hiring timeline and budget for the role
Create a hiring process
While every company hires differently, a (generally) successful hiring process for an expert consultant should at least cover:
- An initial screening call
- Interviews (phone and/or face-to-face)
- Reference checks
Search on Mayple
Want to hire quickly—and do it well? Mayple's here to help. The CRM consultants in our community are pre-vetted and have successful track records, so you can rely on them to help you leverage your CRM's power. Contact us and let's chat about your ideal CRM consultant!
15 questions to ask your CRM consultant before you hire them
Asking the right questions can help you sift through candidates and decide on the one that suits you best. Here are some questions you should ask when interviewing CRM consultants:
- What relevant experience do you have with CRM implementations?
- What CRM platforms do you have hands-on experience in?
- Can you provide examples of successful CRM implementations you've led?
- What is your approach to customizing a CRM system to fit a business's unique needs?
- How do you ensure that a CRM implementation project stays on budget and schedule?
- What is your process for data migration and integration with existing systems?
- How do you ensure the CRM system meets regulatory and compliance requirements?
- Can you provide recommendations for third-party apps or integrations to enhance the CRM system?
- How do you ensure the security of sensitive customer data in the CRM system?
- What is your training and support approach for clients using the CRM system?
- How do you measure the success of a CRM implementation?
- Can you provide references from clients who have worked with you on CRM implementation projects?
- How do you handle ongoing maintenance and updates to the CRM system?
- What is your communication plan and approach to keeping clients informed throughout the implementation process?
- How do you keep up with the latest trends and updates in the CRM industry to ensure the best results for your clients?
- Do you have any experience in working with custom software for customer relationship management?
Let top consultants elevate your customer journey
Finding the right CRM consultant empowers you to go beyond simply managing customer data. These experts become strategic partners, unlocking the narrative your data tells about your audience. They'll help you personalize the customer journey, build stronger relationships, and ultimately, drive more sales and brand loyalty.
FAQs
How much does a CRM consultant cost?
The cost of a CRM consultant depends on different factors, like their experience, what you need them to do for you, and the type of CRM software solutions you use. Generally, you can get a CRM consultant at an average of $180/ hour. On Mayple, you can get 8 hours of consultancy from a vetted expert with a proven track record for as little as $1,600.
What does a CRM consultant do?
A CRM consultant helps companies organize their customer relationship management software to serve their business goals, support the sales and customer support teams, and help with marketing automation.
How much does CRM integration cost?
CRM integration can cost anything between $10,000 to $20,000, depending on your business needs. Hiring a CRM consultant can help you ensure this investment is well-spent, as they will help you customize the CRM system to fit your needs and develop a plan for successful integration.
What are the 3 types of CRM?
The 3 types of CRM are operational, analytical, and collaborative. Operational CRM helps companies track customer interactions, analytical CRM helps them analyze customer data, and Collaborative CRM helps different organizations/departments collaborate on customer service-related matters.
What is the average cost of CRM for small business?
The average cost of CRM for small businesses ranges between $0 and several hundred dollars per month. It all depends on what features you need and how many members you need to onboard into your CRM tool.
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