Customer Relationship Management (CRM)
CRM administration, data hygiene, integration, dashboards.
AiCX's CRM practice handles the unglamorous work that determines whether your CRM actually delivers value: data hygiene, integration, administration, reporting, and the day-in/day-out sales operations support that keeps reps in the system and pipelines clean.
We work natively in Salesforce, HubSpot, Microsoft Dynamics, Zoho, and Oracle — and we routinely integrate them with marketing automation, CCaaS, ticketing, billing, and data warehouses. Our CRM operations team includes admins, analysts, BI developers, and integration engineers.
This is a great fit when you have CRM but you're not getting clean forecasts, when reports take a week to build, when data quality is degrading adoption, or when integrations keep breaking. We treat CRM as an operating system — not a database.
The difference is in how we run the program — not the deck.
Plenty of vendors can quote you a seat. Few can deliver an outcome. Here's what changes when AiCX runs your customer relationship management (crm) program.
Platform-deep expertise
Certified Salesforce, HubSpot, Dynamics, and Zoho admins, developers, and architects.
Data hygiene at scale
Dedupe, enrich, normalize, and govern — continuously, not as a one-off project.
Integration engineering
Built and maintained connectors across CCaaS, marketing automation, billing, and data warehouses.
Reporting and BI on tap
Custom dashboards, analyst-on-demand support, and embedded BI development.
Sales ops support
Quote-to-cash, territory management, comp plan administration, deal desk.
Adoption coaching
Embedded enablement to drive rep adoption and forecast hygiene.
Everything you need on day one — built in.
A customer relationship management (crm) program from AiCX ships with the operational scaffolding most clients spend quarters trying to assemble in-house.
- CRM administration and configuration
- User management, permissions, and role hierarchies
- Data hygiene: dedupe, enrich, normalize, govern
- Custom object, field, and workflow design
- Reports, dashboards, and embedded BI
- Integration build and maintenance (REST/SOAP, iPaaS)
- Marketing automation integration (Marketo, HubSpot, Pardot)
- CCaaS and CTI integration
- Quote-to-cash and CPQ administration
- Territory, quota, and comp plan support
- Sales adoption coaching and enablement
- Data migration and platform consolidation
How teams put customer relationship management (crm) to work.
Salesforce admin team for a 600-rep org
Cut Salesforce ticket backlog from 14 days to 18 hours and lifted forecast accuracy 14 points in two quarters.
Dynamics 365 cleanup and integration
Deduped a 4M-record account base, integrated 6 source systems, and stood up an executive pipeline dashboard.
HubSpot to Salesforce migration
Migrated 11 BUs from HubSpot to Salesforce in 16 weeks with zero data loss and 95% rep adoption at week 4.
Common questions about Customer Relationship Management (CRM).
Don't see your question? Talk to our solutioning team — we'll walk you through pricing, footprint, and ramp options for your specific program.
Related services
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24/7 omnichannel customer service for consumer and enterprise audiences.
Inbound / Outbound Sales
End-to-end sales programs: qualification, appointment setting, closing.
Account Management
Dedicated reps managing retention, upsell, cross-sell, and QBRs.
Ready to deploy Customer Relationship Management (CRM)?
Schedule a 30-minute working session with our solutioning team — bring your KPIs, leave with a delivery plan.