Enhance Your Relationships and Drive Value For Your Business
CRM platforms are designed to act as systems of organizational unification. The platforms we represent are best in class for the enterprise that needs to adapt and create differentiation through technology regardless of industry, business model or marketplace ecosystem.
Our Expertise
Build Your Customer Relationships
We serve organizations striving to master the complexities of their value chain. Our solutions have all the necessary, modern functionality expected as part of the licensed offerings, but also bring a full development environment for you to build and grow your integrated solution securely using both low-code and customized extensions.
CRM’s mission is to manage the complete demand side of your business in a holistic way, creating productivity and customer responsiveness. Over time, you will want a low-maintenance, extensible, comprehensive, and high-performing cloud application suite to manage all your customer-facing and revenue-generating channels of commerce.
Our focus is on the clients that are serious about market share, customer retention, revenue generation and delivery outstanding service. We don’t just deliver technology. We make digital investments suitable to your business, delivered at the right price.
Our Certifications
Our consultants are deeply experienced in the technology but also in the best ways to make the system conform to your needs, and deliver change, while also helping you embrace best practices. We help you make the most of your CRM platform to communicate as well internally as you do with your marketplace, to drive profitable revenue, and encourage long-lasting customer relationships.
Salesforce.com certified application specialists
Microsoft Dynamics certified solution consultants
Microsoft Power Platform certificates
Microsoft Power Platform certificates
Azure certified architects
Integration resources certified on Kingsway Soft, Scribe, and ETL frameworks
Certified Project Managers and TOGAF business engineers
ISO development certifications
Our Services
Advisory Services
Our leadership and principal-level consultants have over 15 years experience in their domain to help guide, coach, nurture, and accelerate your digital journey.
- Application Platform & Provider Selection
- CRM Implementation Assessment & Recommendations
- Executive CRM Envisioning
- Roadmapping
- Project Requirements & Scoping
- Solution Design & Blueprinting
- M&A Change Management
- Solution Training & Coaching
Implementation Services
Our certified resources work together with your team to achieve successful deployment. For you, this is a much lower risk approach to hiring or taking internal resources away from their primary responsibilities.
- Sales Effectiveness & Management
- Customer Intelligence & Forecasting
- Direct Sales Commerce
- Marketing Insights & Automation
- Omnichannel Customer Support and Call Center
- AI Adaption for CRM
- On-Prem to Online Migration
Managed Services
Our team keeps your CRM running, maintained, and optimized so your team can focus on projects that are core to your customer strategy.
- Monitoring & Predictive Analytics
- Preventative Maintenance
- Help Desk for Advice
- Knowledge Transfer
- Research
- Technical Execution
License Optimization and Management
CEI is a certified Microsoft Cloud Solutions Provider. Our consultants will review your licensed footprint for per-user and consumption services.
Licensing can be complex and costly. Our tools will help you uncover where you are over licensed and under licensed for peak performance and lowest cost. We represent you, not the provider. We can register your licenses and help you get the best prices and advice for managing your TCO.
We offer a free licensing analysis engagement for clients that choose our CSP license registration and management services.
Our Engagement Models
Full Service
This “do it for me” model lets CEI bring a complete resource team to mesh with yours to optimize results. We bring the methodology, deliverable assets, and take the lead in project management. We bring in your team as needed to allow them to secure mission, objectives, priorities, requirements, and align to the proper solution design. Your team will review and accept the work incrementally; we help you adopt and learn using our experienced subject matter experts.
Best for:
Large, complex and initial enterprise delivery, as well as for lean IT staffs.
Assisted Service
You mange the project, use your preferred methodology, technical and functional resource team, and project management. CEI will partner with you to fill in the missing skills and capacity for delivery roles needed to make you successful. This staff augmentation engagement style gives you access to resources over a time commitment that meets your needs.
Best for:
Existing implementations needing significant modular rollouts from your roadmap. You have a basic skill set but need help accomplishing projects on time.
Self Service Support
CEI helps your IT staff support and modify the solution by making our support team available for request-response services. We can take in support tickets for advisory, training, research, and hands-on technical application services. We also offer a managed services model that can include a range of preventive and repeated services to help you spread out costs and provide sustainable change with an SAL that meets your needs.
Best for:
CRM is already deployed and in use. Your IT staff can rely on our experts to make small changes, recommend approaches, train, or research a special topic. Just call or email and we’ll respond to your needs.
Our Team Experience
50+
CRM Consultants
7+
Years of Average experience
200+
Enterprise CRM Implementations
Platform Specialties
Salesforce
The leading cloud-based CRM platform revolutionizes how businesses engage with customers. It provides a unified and scalable solution for sales, marketing, customer service, and analytics. Salesforce enables your organization to build stronger customer relationships by offering a 360-degree view of customer interactions, personalized marketing campaigns, and streamlined sales processes. With its cloud-based architecture, Salesforce ensures accessibility from anywhere, fostering collaboration among teams.
The platform’s customization capabilities allows you to tailor your workflows and applications to your unique needs without extensive coding. Salesforce also emphasizes innovation, regularly introducing new features and technologies to stay ahead of evolving business demands. The solution prioritizes user-friendly interfaces and seamless integrations with third-party apps and services to empower your business.
With Salesforce.com, we deliver on the following clouds:
- Sales Cloud
- Service Cloud
- Marketing Cloud
- Commerce Cloud
- Community Cloud
- Analytics Cloud (Tableau)
- Platform and App Cloud
- IoT Cloud
- Heroku
- Financial Services Cloud
- Health Cloud
Microsoft Dynamics 365 CE
Used by global 1000 companies and mid-market alike, Dynamics is the most powerful and extensible CRM in the marketplace. It covers every aspect of the customer or constituent services needed to achieve more from your technology investment. Dynamics plugs in rapidly and seamlessly to all Microsoft ecosystem applications to achieve more for less, and offers powerful AI features to augment the performance of your front-line workers.
CEI is a Microsoft Solutions Partner with years of experience representing enterprise applications like CRM for marketing, sales, customer service, field services, and business operations.
We offer many pre-built delivery templates and accelerators, including industry design frameworks, as well as reusable components and pre-designed integration services with ERP’s like Microsoft Dynamics 365-BusinessCentral (BC).
The Microsoft Dynamics 365 CE modules we support are:
- Sales
- Omnichannel Customer Service
- Field Services & IoT
- Marketing
- CDP
- Power Platform:
- Power Automate
- Power Apps
- Power BI
- Power Pages
- Copilot, AI & Virtual Agents