Latest from Metadata Technologies:
  • New Office in Silicon Oasis
  • Property-xRM: The Complete Real Estate Suite
  • Inspire 2023: The Latest in AI and Technology
  • CRM Consulting and Strategy

CRM Implementation

Customer Relationship Management implementation refers to the deployment of CRM software to help an organization manage current and potential customer relationships. We specialize in providing Microsoft Dynamics 365 CRM and CRM system implementation with specific, customized functionalities to match an organization’s requirements.

Increase Organizational Profitability with CRM

  • Analyse customer interactions and track leads efficiently.
  • Streamline functions of sales, marketing, and service departments.
  • Centralize communications within and outside the organization.


CRM implementation tools help power up the system of sales and customer support processes of organizations.
Mentioned hereunder are the benefits of a CRM system implementation.

Business Growth

Business Growth

CRM software can help your business grow if you want a competitive edge in the marketplace. It automates the business processes to help an organization succeed in a short period.

Simplified Customer Engagements

Simplified Customer Engagements

CRM implementation involves using various CRM tools that help improve and simplify complex customer engagements. As a result, it equips an organization for large-scale growth.

Improved Customer Experiences

Improved Customer Experiences

A CRM implementation helps gather customer interactions in a central place to improve customer satisfaction and experience. It enables better customer retention, detailed analytics, and increased sales within a business.

With over 100 CRM implementations, Metadata’s experience makes it a leader in the CRM domain. Reach out to us for the finest CRM implementation.

Enquire Now
CRM system implementation

Support Services

CRM Support refers to the technical assistance we offer organizations to help them achieve higher user adoption, quick resolutions on day-to-day challenges, troubleshooting, system diagnostics, etc. Our Microsoft and Power Platform certified consultants provide these services through training, round-the-clock support, and customization for the users and administrators.

Metadata’s Support Services include:

  • Certified On-site Resources
  • Experienced Offshore Resources with Remote Support
  • Latest Updates on Technology Upgrades and Releases


CRM support services help improvise tech solutions by providing the following benefits.

Timely Resolution

Timely Resolution

As users raise tickets while facing any difficulties in the software, our certified and experienced support team works round the clock to provide relevant and time-bound resolutions.

Higher Satisfaction Levels

Higher Satisfaction Levels

CRM support services help streamline and centralize an organization’s communications with potential and existing customers. By getting queries resolved and through better system adoption, organizations can have more satisfied users.

Expert Assistance

Expert Assistance

Get accurate and precise solutions to queries by connecting with our subject matter experts. This reduces the cost of having a permanent resource, and also allows for timely fixes in case of any trouble.

Why us?

Metadata provides in-depth business consulting, customer service and supports rebuilding of business applications using CRM support services. For demonstrating consistent stakeholder confidence, we were awarded by TECOM for exceptional performance in customer service. The professional team uses Microsoft Dynamics 365 CRM to help centralize the communication between organizations and their customers and leads. Metadata provides holistic solutions using Microsoft applications from the beginning to the end of a business process.

Enquire Now

CRM Strategy Consulting

CRM strategy services help businesses plan the best strategy for marketing, sales, and customer service activities. It clearly defines the requirements and the scope of the CRM project which sets the tone for a successful implementation. Organizations are more successful when they have a CRM strategy to understand customer value and the value drivers within the existing clientele.

Improve CRM success with CRM Strategy

  • Set SMART Objectives – Specific, Measurable, Achievable, and Time-bound.
  • Align organizational goals with departmental operations
  • Devise flexible strategies and evolve through customer feedback
Read about 5 ways to Improve CRM Success

Key factors for CRM Success

Employee Engagement & Productivity

Business Process Maturity & Effectiveness

Technology: Deployment & Utilization

Leadership & Alignment

Benefits of CRM Strategy

  • Automate Sales Processes and analyze sales cycles effectively.
  • Obtain a high-level overview of existing and potential clients to forecast sales and capacity for a given period of the business.
  • Track and plan all business activities in advance to ensure timely task execution for business growth.

Business Process Analysis

Customer Experience is the main driver behind a purchasing decision today, even more than product and price. Organizations are increasingly looking at digital transformation as the key driver in achieving this goal.

However, an organization may be uncertain about its approach to its digital initiative. In such cases, a high-level requirement mapping with organizational objectives gives a lot of clarity and confidence to the business stakeholders.

CRM system implementation

The Three Ps of a Successful Digital Initiative



Understanding the inter-departmental activities, the process flow between them, and the reporting requirements, along with clarity in execution and documentation become factors of utmost importance.



Technologies and associated processes go only as far as the adoption of the people operating them. Training and change management among the employees, including identifying the ‘champions’ are important steps toward a successful digital transformation.



The level of ease in operating a solution, the maturity of the software, the rate of deployment, and industry-specific functionalities are all important factors to consider before selecting the right product.

Metadata collaborates in your Success

Key business benefits and differentiators that make a difference

Providing Guidance, Ensuring Readiness and Enablement

Preparing and Managing Change for Success

Accelerating Deployment, Driving Usage and Adoption

Our BPA Approach

Define Objectives
Engage Digital Transformations Experts
Workshops for Departmental Leaders
Brainstorm Ideas
Inter Departmental Process Mapping
Customer Centric Strategy
Comprehensive Blueprint with Recommendation
× How can I help you?