Expert CRM implementation services
At Rand Group, we specialize in CRM implementation to help businesses transform how they manage customer relationships, drive revenue, and scale operations. With deep expertise across Microsoft, NetSuite, and Sage platforms, we deliver CRM solutions that align with your unique business goals. Whether you need a fast-track deployment or a fully customized implementation, Rand Group helps ensure long-term success with seamless execution, user adoption, and measurable impact.
Implement a CRM solution tailored to your businesses’ unique needs
Implementing a CRM system is about more than just managing contacts, it’s about gaining a 360-degree view of your customers, improving the sales pipeline, and delivering personalized experiences at every stage of the journey. A well-implemented CRM centralizes data, streamlines communication across departments, and enables your team to act on real-time insights. When done right, it becomes a catalyst for stronger customer relationships, smarter decision-making, and higher profitability.
Rand Group has been leading CRM implementations for over two decades, supporting clients across industries with both cloud and on-premise solutions. As a multi-platform solution provider, we bring experience with Microsoft Dynamics 365, NetSuite CRM, and Sage CRM. Our services include system selection, solution design, integration, data migration, training, and ongoing support, ensuring your CRM investment delivers lasting value.
AI-powered insights for smarter decisions
Modern CRM systems offer built-in AI capabilities that help teams work more efficiently and make better decisions. From lead scoring and opportunity analysis to next-best action recommendations, AI features drive automation and provide real-time intelligence that fuels growth.
Stronger customer relationships
CRM tools enable your team to deliver personalized, consistent experiences across sales, service, and marketing. With a single source of truth for every customer interaction, your organization can build trust, increase retention, and convert more opportunities into long-term relationships.
Improved collaboration and visibility
A centralized CRM system breaks down silos between departments and improves cross-functional collaboration. Teams gain access to the same customer data and activity history, enabling better coordination, faster response times, and a more unified customer experience.
Flexible implementation options
Rand Group offers 3 different CRM implementation options depending on the complexity of your business and your budget. Explore which option is the right fit for your organization.
Rapid Activation
Fast-track your CRM implementation
Rapid Activation is designed for businesses seeking a streamlined CRM implementation with minimal complexity. Ideal for organizations that don’t require extensive customization, this approach delivers essential customer relationship management functionality quickly and cost-effectively. Rand Group uses proven templates and fixed-fee packages to ensure a fast deployment, while your internal team takes ownership of data migration and end-user training. This method helps you realize value faster without overextending your resources.
- Fixed-fee, ready-to-go CRM implementation
- Structured templates tailored to core CRM needs
- Rand Group handles system setup and super-user training
- Your team manages data migration and end-user training
- Fast deployment with low complexity and minimal customization
- Accelerated time to value with lower long-term maintenance
Hybrid
Collaborative CRM implementation tailored to your team
The Hybrid approach is ideal for organizations that need a customized CRM solution or system integrations but want to retain control over parts of the implementation to manage costs. Rand Group works closely with your internal team to design a shared implementation plan based on available resources, project scope, and timeline. This balanced approach combines structured guidance with hands-on involvement, allowing you to leverage internal expertise while still benefiting from professional implementation support. Below is an example of a Hybrid implementation:
- Rand Group configures the initial CRM system and trains your core team
- Your team leads end-user training, testing, and go-live activities
- Rand Group supplies testing scripts, templates, and deployment plans
- Your team performs testing and provides front-line user support
- Flexible collaboration model that aligns with budget and team capacity
Digital Transformation
End-to-end CRM implementation for complex business needs
Digital Transformation is best suited for organizations with advanced CRM requirements, such as multi-system integration, specialized workflows, or deep customization needs. This fully managed approach is led by Rand Group and covers the entire CRM implementation lifecycle, from initial system audits to deployment and adoption. We tailor every aspect of the solution to your business, ensuring seamless alignment with your processes and long-term goals.
- In-depth audit of current systems, workflows, and CRM requirements
- Custom-built CRM solution mapped to your unique business processes
- Full integration with your broader technology environment
- End-to-end data migration, configuration, and testing
- Comprehensive training and change management to drive adoption
- Fully managed CRM implementation for complex business scenarios
Rand Group’s CRM implementation methodology
Since 2003, Rand Group has led successful CRM implementations for clients across industries. Our proven methodology is built on years of experience, combining structured project planning with deep technical expertise and a focus on long-term user adoption. From discovery through deployment, we use best practices, detailed documentation, and collaborative planning to guide your CRM project every step of the way.
Real clients.
Real results.
%
reduction in manual data entry
faster invoicing processes
%
increase in efficiency
Implementing Dynamics 365 Field Service with Rand Group was a lifesaving, game-changing event. We have had an 80% gain in efficiency and it’s crazy to think of how we used to do things.
Choose the right CRM solution for your business
Rand Group is a multi-platform solution provider with deep expertise in implementing CRM systems across Microsoft, NetSuite, and Sage platforms. We help you evaluate, select, and implement the CRM solution that best aligns with your business goals, processes, and customer engagement strategy. Whether you’re focused on field service, project-based delivery, sales automation, or customer insights, we ensure your CRM system delivers a consistent, high-quality customer experience across every interaction.
Dynamics 365 Sales
Dynamics 365 Sales helps organizations close more deals with actionable insights. It helps streamline time-consuming tasks such as data entry and email tracking so sales can focus on building relationships.
Dynamics 365 Customer Service
Win customers for life, provide personalized engagements, and self-service support. Gain visibility into customer interactions with dashboards and reports in Dynamics 365 Customer Service
Dynamics 365 Field Service
Dynamics 365 Field Service transforms your business from a scheduled services model to predictive maintenance and scheduling triggered by IOT data. Customize your implementation with Remote Assist.
Dynamics 365 Customer Insights
Leverage real-time customer data to deliver personalized experiences. Dynamics 365 Customer Insights provides a unified customer profile, segmentation tools, and AI-driven insights to optimize engagement across channels.
Dynamics 365 Project Operations
Unify project management, sales, resource planning, and finance in one solution. Dynamics 365 Project Operations enables better forecasting, streamlined delivery, and increased project profitability.
NetSuite CRM
NetSuite CRM offers a comprehensive view of the customer lifecycle, from lead capture and opportunity management to sales orders, fulfillment, and support. It integrates seamlessly with NetSuite ERP for a unified solution.
Sage CRM
Sage CRM helps small to mid-sized businesses manage sales pipelines, marketing campaigns, and customer support from one centralized platform. Its integration with Sage accounting and ERP products streamlines operations across departments.
Why partner with Rand Group?
Decades of experience
Rand Group has been delivering successful CRM implementations since 2003. With deep industry knowledge and a structured approach, we tailor each project to your business needs—ensuring a solution that supports your goals, drives user adoption, and delivers measurable results.
Long-term partnership and support
We’re more than just an implementation partner; we’re invested in your long-term success. From ongoing support to system enhancements, our team is here to help your CRM solution evolve with your business. With a 90% client retention rate, our track record speaks to the strength of our partnerships.
Top North American partner across platforms
As a recognized partner of Microsoft, NetSuite, and Sage, Rand Group brings broad expertise and platform flexibility. Our multi-platform experience allows us to offer unbiased guidance and implement the right CRM system for your unique requirements.
Certified, cross-functional experts
Our team includes certified professionals in CRM strategy, system architecture, data integration, and user training. Whether you’re implementing a new solution or optimizing an existing one, we bring the cross-functional expertise needed to deliver a high-performing CRM system.
Frequently Asked Questions (FAQs)
How long does it take to implement a CRM system?
The timeline for a CRM implementation varies based on your business needs, complexity, and chosen approach. A traditional, fully customized CRM implementation typically takes between 3 to 6 months. However, Rand Group also offers a Rapid Activation model that can deploy a CRM system in as little as 6 to 12 weeks, ideal for organizations seeking a faster, lower-complexity rollout.
How much does a CRM implementation cost?
CRM implementation costs depend on factors like system complexity, required integrations, data migration needs, and the level of customization. Basic implementations may start around $25,000, while more complex projects that involve multi-system integration, custom development, and extensive training can exceed $250,000. Rand Group provides clear estimates and fixed-fee options where applicable to support transparency and planning.
How do I choose the right CRM system for my business?
Selecting the right CRM system depends on your business model, goals, user needs, and existing technology stack. Rand Group offers CRM software evaluation and selection services to help you compare platforms like Microsoft Dynamics 365, NetSuite, and Sage. Our experts guide you through the decision process, mapping business requirements, evaluating features, and recommending the best-fit solution for long-term success.
