I'm curious about the typical process for engaging a consultant to help with CRM implementation. Our company is growing, and our current system is just not cutting it anymore. We're looking at various CRMs, but the thought of setting it all up ourselves, perfectly customized to our needs, is pretty daunting. What should I expect when I first contact a consulting service? Do they start with a thorough assessment of my business, or do they jump straight into pitching solutions? Any insights into the steps involved would be really helpful!
