Unify Your Teams and Streamline Operations with CRM Consulting Services
Smarter selling, service, and marketing powered by responsible AI
Why Cloud-based CRM matters for modern B2B
Transform Customer Engagement Across Every Touchpoint
In today’s competitive landscape, organizations must engage customers across multiple channels while managing complex sales, service, and customer insight processes. Without a cloud-based CRM solution, teams are weighed down by manual administration, making it harder to move quickly, gain actionable insights, and make smart, timely decisions.
Disjointed Customer Journeys
Disconnected sales, service, and customer insight systems create bottlenecks, making it difficult for teams to access real-time customer insights and act quickly.
Increasing Complexity in Customer Engagement
As organizations grow, manual tracking of leads, deals, and service requests slows processes and increases errors and operational costs.
Inconsistent Customer Insights
Information spread across emails, spreadsheets, and multiple platforms results in silos, inconsistent reporting, and limited visibility into customer relationships.
Overview
Make Customer Data Your Enabler for Exceptional Experience
Synoptek’s CRM Consulting Services and CRM Managed Services are designed to transform your CRM ecosystem into a connected, intelligent environment. Whether Salesforce, Dynamics 365 Customer Experience, or ServiceNow, we help eliminate fragmented journeys, simplify manual processes, and turn comprehensive customer insights into actionable intelligence with aiXops predictive automation, and around-the-clock global support.
CRM Assessment
Get expert evaluation of your existing CRM environment, identifying gaps and designing a roadmap for the right platform.
Existing CRM environment evaluation
Gap analysis
Roadmap development
CRM strategy and business goals alignment
Full-cycle Implementation
Deploy cloud-based CRM solutions end-to-end, ensuring seamless integration, optimized workflows, and adoption across sales, marketing, and service teams.
End-to-end CRM deployment
Seamless integration across systems
Workflow and process optimization
Training and support
Customization & Integration
Tailor your CRM to fit your unique business processes and seamlessly connect it to other enterprise tools for a fully unified ecosystem.
Dynamics 365, Salesforce, or ServiceNow customization
ERP, marketing, and support integration
Cross-platform workflow automation
Ecosystem unification
CRM Migration, Upgrade & Optimization
Modernize legacy CRM solutions, including platform version upgrades and ongoing optimization services to maximize adoption, ROI, and long-term platform value.
Legacy modernization
Platform upgrade
Periodic updates
Data migration
Support and Maintenance
Maximize performance and ROI with CRM Managed Services and an experience‑level agreement (XLAs)-based helpdesk delivered via the MxPTM model.
Platform monitoring
Performance optimization
System health evaluation
24/7 support
Contact Center as a Service (CCaaS)
Leverage CCaaS to connect customer interactions across channels, empowering agents with real-time insights for faster, smarter support.
Multichannel interaction integration
Agent workflow automation
Customer data centralization
Support response optimization
Core Pillars
Our Framework for CRM Success
Synoptek’s CRM Consulting Services and CRM Managed Services help unify the customer view by helping you implement a cloud-based CRM solution of your choice with deep insights, execute with precision, and deliver with excellence, ensuring seamless, personalized experiences at every touchpoint. This end-to-end approach empowers smarter decisions and drives meaningful engagement throughout the entire customer lifecycle.
Customer Insights
Leverage Dynamics 365 Customer Insights, Salesforce Marketing Cloud, and AI to analyze customer data, identify segments, predict churn, and personalize campaigns.
Sales
Deploy and optimize cloud CRM platforms like Dynamics 365 Sales and Salesforce to enable Copilot-assisted selling, next-best-action recommendations, and automated workflows.
Customer Service
Enhance support operations with AI-powered case management, knowledge automation, and Contact Center as a Service (CCaaS), delivering faster resolutions and superior customer experiences.
Field Service
Streamline on-site operations with intelligent routing and workflow automation, enabling teams to complete tasks efficiently, reduce delays, and maintain high service quality in the field.
AI-enablement
Agentic CRM: The Next Frontier
Synoptek embeds AI across your CRM environment to combine customer data, automate workflows, and deliver smarter insights. From Dynamics 365 Copilot implementation to Salesforce Agentforce configuration, Power Automate-driven workflows, and Azure OpenAI custom CRM integrations, we empower companies to deliver personalized experiences, optimize operations, and unlock measurable growth.
Copilot-assisted Selling
Use Microsoft Copilot in Dynamics 365 Sales and Salesforce Einstein to surface next-best actions, auto-generate follow-ups, and summarize meetings—keeping reps focused on closing, not data entry.
AI-driven Case Resolution
Automatically classify and route incoming cases, surface relevant knowledge, and draft agent responses in Dynamics 365 Customer Service and ServiceNow—dramatically reducing handle time.
Intelligence Audience Segmentation
Leverage machine learning in Dynamics 365 Customer Insights and Salesforce Marketing Cloud to identify high-propensity segments, predict churn, and personalize campaigns at scale without manual rules.
Unified Customer Data and Predictive Insights
Integrate customer information across channels using Azure AI and Salesforce Data Cloud to enable predictive lifetime value scoring, churn risk alerts, and real-time engagement triggers.
Intelligent Workflow Automation
Eliminate manual handoffs with AI-powered Power Automate and Salesforce Flow, automatically updating records, triggering approvals, and escalating at-risk accounts.
AI-accelerated CRM Implementation
Leverage AI-assisted data migration validation, automated test generation, and configuration review to reduce go-live risk and compress project timelines in Salesforce and Dynamics 365.
Cloud-based CRM solutions securely store and manage customer data in the cloud, enabling real-time insights, workflow automation, and AI-powered intelligence. They help sales, service, and customer insight teams deliver personalized experiences and smarter engagement.
Synoptek provides end-to-end CRM consulting services, including assessment, implementation, customization, integration, migration, optimization, and ongoing support. Our approach leverages AI-driven automation and predictive insights to maximize CRM ROI.
CRM solutions connect seamlessly with ERP, finance, marketing automation, and other enterprise platforms. AI-enhanced integrations unify customer data, automate workflows, and provide predictive analytics for smarter, faster decision-making.
Synoptek delivers Salesforce CRM services, Dynamics 365 Customer Experience solutions, and ServiceNow CRM support. We integrate CRM with ERP, sales, service, customer insights, and data platforms to optimize adoption, AI enablement, and business outcomes.
The path typically includes assessment, roadmap creation, cloud migration, AI-enabled implementation, team training, and ongoing optimization. This ensures a smooth transition, unified data, and actionable insights across all customer touchpoints.
Synoptek’s CRM Managed Services provide ongoing administration, optimization, and support for your cloud-based CRM solution. Leveraging our proprietary aiXops platform, we deliver continuous monitoring, predictive automation, and performance tuning, ensuring your workflows stay efficient, secure, and compliant. This allows your teams to focus on sales, service, and marketing while your CRM operates reliably and drives measurable business value.
