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Microsoft Dynamics CRM Consultants in Vancouver

CRM consultants in Vancouver: increase your conversion and retention

Join over 40,000 businesses that have chosen Microsoft Dynamics CRM as their primary customer relationship management solution


Enhance your customer relationships with Gestisoft, a Microsoft Gold Partner. Our tailored CRM consulting services are designed to meet the unique needs of every business in Vancouver. 

Partnerships & Certifications

Learn everything about Microsoft Dynamics & PowerApps

Join a free workshop

Our CRM consultants are excited to welcome you to our free workshop, where we’ll demonstrate how Microsoft Dynamics CRM and PowerApps can transform your business processes.

Where do you envision your business...

Without the right CRM consulting services

Building, nurturing, and retaining customer relationships should be a top priority for any thriving business in the Vancouver market. Yet, it’s often more challenging than it seems.

  • No tailor-made CRM solution

    Struggling to find a CRM platform tailored to your industry and specific needs in Vancouver can hold back your growth.

  • Disorganized customer data

    Your customer information is scattered, making it hard to gain a clear understanding of your target market.

  • Zero customer relationship

    Your business lacks the know-how to initiate, manage, and sustain meaningful customer relationships.

  • Missed sales opportunities

    Without effective follow-up strategies, many businesses miss the chance to convert a promising lead into a sale.

  • Lack of communication

    Progress stalls when your internal team is out of sync and misaligned.

  • Unable to keep up with new tech

    As digital transformation accelerates in Vancouver, keeping up with the latest tech becomes a challenge.

CRM consultants that drive your business forward

Imagine a more streamlined way to manage customer relationships—easier access to customer data that empowers strategic decision-making and boosts your return on investment.

This is the power of a Customer Relationship Management (CRM) system. A CRM system is a robust platform designed to help businesses manage and analyze interactions with both existing and potential customers.

That’s why partnering with the right CRM consultant is essential to unlock the full potential of this platform. While there are many CRM consultants in Vancouver, with the right guidance, you’ll easily find a consultant who aligns with your unique business goals and budget.

Businesses have achieved remarkable success with the support of CRM consultancy agencies

    • 74% of businesses have access to customer data thanks to CRM software
    • 47% of businesses can retain more customers due to their CRM system
    • Reports are more accurate by 42% thanks to the use of CRM software
    • Businesses that use CRM software can better forecast their sales by 42%
    • Sales conversion can increase by 300% with the use of CRM software
    • The use of CRM platforms can help businesses increase their revenue by 245%
  • And now it’s your turn to see those numbers in your business.

Gestisoft: Your CRM consultant in Vancouver

With over 25 years of experience as a Microsoft Gold Partner, Gestisoft delivers tailored CRM solutions to businesses in Vancouver.

Our CRM consultants in Vancouver collaborate closely with each client to understand their unique needs and develop solutions that streamline business processes.

We are committed to delivering innovative, cutting-edge solutions while making a positive impact in the tech industry.

Microsoft Dynamics CRM: your top choice for CRM solutions

Microsoft Dynamics CRM is a robust, cloud-based Customer Relationship Management platform that enables businesses to streamline customer interactions, boost sales and marketing efforts, and deliver outstanding customer service.

Gestisoft specializes in offering customized CRM consulting services in Vancouver, helping you create a Microsoft Dynamics CRM tailored to your business needs.

  • Seamless integration

    Microsoft Dynamics CRM integrates effortlessly with other Microsoft products like Outlook, Teams, Excel, and Power BI, boosting productivity.

  • AI and Automation

    With AI capabilities and Copilot, Dynamics 365 CRM empowers businesses to make data-driven decisions and gain deeper insights into customer needs.

  • Flexible Architecture

    As part of the Dynamics 365 suite, this CRM allows businesses to start small and scale as they grow, adding modules as needed.

  • Omnichannel Capabilities

    Engage with customers across multiple channels—chat, social media, email, and phone—all within a single interface for enhanced customer experiences.

  • Customization Capabilities

    Microsoft Dynamics CRM provides extensive customization and scalability options, making it adaptable to various industries.

  • Security and Compliance

    Meeting security and privacy standards like GDPR, Microsoft Dynamics CRM helps build customer trust with robust data protection.

  • Reporting and Analytics

    Powerful analytics and reporting tools in the CRM platform help track KPIs, enabling better decision-making.

  • Remote Work Supported

    With mobile-friendly apps and cloud-based access, Microsoft Dynamics CRM makes remote work simple and efficient for employees.

  • Integration with Power Platform

    Integrated with Microsoft’s Power Platform, including Power Automate and Power Apps, the CRM system allows businesses to automate tasks and improve efficiency.

Your Microsoft Dynamics CRM software at your fingertips

Ready to dive into your new CRM solution? Our CRM consultants in Vancouver are here to provide expert guidance, ensuring a smooth selection process with our professional CRM consulting services.

Account Management for Power Apps

Fixed fee implementation

$6,000.00

  • Account health & manager dashboards
  • Automated follow-up task creation for key accounts
  • Up to 10 custom fields
  • Integration with Office 365 & Teams
  • Leads, opportunities and competitors management

Sales Management for Dynamics 365

Fixed fee implementation

$9,500.00

  • Account health & manager dashboards
  • Automated follow-up task creation for key accounts
  • Up to 10 custom fields
  • Integration with Office 365 & Teams
  • Leads, opportunities and competitors management

Sales & Customer Service Management

Fixed fee implementation

$14,500.00

  • Account health & manager dashboards
  • Automated follow-up task creation for key accounts
  • Up to 10 custom fields
  • Integration with Office 365 & Teams
  • Leads, opportunities and competitors management
Our pricing strategy is guided by Microsoft's, ensuring you get competitive rates. For the most current pricing, our sales experts are a message away.

Don't take our word for it!

  • Manufacturing

    Always attentive to our needs, the dedicated team never hesitated to take the time to review points generating concern in order to ensure a project that would meet our expectations from A to Z.

    Olivier Marotte, CPA
    VP of Finance
  • Consulting

    The Gestisoft team offered a high level of both business and technical experience to the project and actively listened to and grasped all needs. Their recommendations enabled our client to make the best choice and have access to Business Central's greatest features. Along with this knowledge, Gestisoft consistently maintained strong communication.

    Jean-Marc Giroux
    International Engagement Manager
  • Energy

    We had initially had excellent references on Gestisoft regarding their services. We were charmed to meet a very well-structured team dedicated to its customers. It's a real pleasure to work with such passionate people.

    David Lafrance
    Director, Data and analytics
  • Distribution

    Gestisoft's consultants come from the industry, so when we worked together, we spoke the same language and shared the same vision of what was important and necessary. They guided us in implementing industry best practices. Throughout the project, their industry expertise eliminated any potential irritants that might have risen from inexperience in the distribution environment.

    Frédérik Lajoie
    Vice President
  • Services

    Gestisoft was very responsive and proactive in adapting to the internal challenges we faced and ensuring that we met our objectives. We were very impressed with the work of everyone involved in the project.

    Julie Lachance
    Director, IT & Innovations
  • Manufacturing

    The solution delivered to us has significantly improved our production visibility. We are now able to track our production in real time, and have more accurate data on the costs of each production run.

    John Franceschini, CPA
    General Manager & President

Transform the trajectory of your business with the help of our CRM consultants in Vancouver

Gestisoft goes beyond CRM selection and implementation services, offering a wide range of expert consulting solutions for Microsoft Dynamics 365.

Our CRM consultants in Vancouver are dedicated to exceeding client expectations, making us your trusted partner for all things related to CRM platforms, consulting, implementation, and more.

  • Analysis

    We conduct thorough analyses to understand your business processes and needs. By identifying your unique challenges, we offer tailored recommendations to help you get the most out of Microsoft Dynamics 365 CRM within your organization.

  • Implementation

    Our team ensures a seamless implementation of Microsoft Dynamics 365 CRM, integrating it with your existing systems. We oversee every phase, from data migration to configuration, delivering a solution that aligns with your business objectives and workflows.

  • Support

    We provide ongoing support to ensure your Microsoft Dynamics 365 CRM operates at its best. Our dedicated team is always ready to resolve issues, offer updates, and ensure your system evolves with your business needs.

  • Training

    Our customized training sessions empower your team to fully utilize Microsoft Dynamics 365 CRM. From basic functions to advanced features, we equip your staff with the knowledge they need to boost productivity.

  • Evolution

    We ensure that your Microsoft Dynamics 365 CRM evolves with your business. Our evolution services keep your system up-to-date with new business needs, industry shifts, and technological advancements. We continuously optimize your CRM to maintain its effectiveness and keep you competitive.

  • Audit

    Our CRM audit service provides a detailed evaluation of your current Microsoft Dynamics 365 setup. We pinpoint gaps, inefficiencies, and improvement areas to ensure your system aligns with your business goals. With a comprehensive audit report, we deliver actionable insights to enhance system performance and user satisfaction.

Join a free workshop to empower your business with Microsoft Dynamics CRM and PowerApps

We understand that investing in CRM software is a significant decision. That’s why we prefer to show you firsthand how a CRM can be a game-changer for your business.

Our CRM consultants are eager to meet you at our free workshop, where we'll demonstrate how Microsoft Dynamics CRM and PowerApps can transform manual processes into automated workflows, apps, bots, and dashboards.

This workshop is the perfect starting point for businesses exploring CRM consultancy for the first time and looking to optimize their business processes.

Frequently asked questions

  • A CRM consultant is an expert who assists businesses in selecting, implementing, and optimizing Customer Relationship Management (CRM) systems. They bring deep knowledge in assessing a company’s needs, recommending the most suitable CRM solutions, customizing them to fit those needs, and ensuring seamless integration with existing workflows. Their primary goal is to enhance customer interactions, streamline sales and marketing processes, and help businesses get the most out of their CRM investment.

Have more questions about CRM consultants? We answer them here for you.

You can also reach out to us if you want to know more about our CRM consulting services in Vancouver.