CRM & CPQ Solutions
Multi-Platform CRM Expertise with ServiceNow, Salesforce, Dynamics 365, HubSpot, Pipedrive and More
ServiceNow CRM & CPQ Excellence
Elite partner expertise with multi-platform capabilities to meet your unique business needs
ServiceNow CRM & CPQ Leadership
Deep expertise in CSM, FSO, and CPQ on the ServiceNow platform, delivering unified customer experiences across all touchpoints.
Elite PartnerCross-Platform CRM Strategy
ServiceNow-first approach with expertise across all major CRMs (and even the minor ones).
Multi-Platform ExpertsEnterprise Integration
Connect ServiceNow CRM with your ERP, legacy systems, and third-party applications for seamless data flow.
Integration SpecialistsComprehensive CRM Solutions
End-to-end customer relationship management capabilities
Customer Service Management
- Omnichannel case management
- Knowledge base and self-service portals
- Agent workspace optimization
- SLA management and reporting
- Customer satisfaction tracking
Field Service Operations
- Work order management
- Technician dispatch and scheduling
- Mobile field service applications
- Parts and inventory management
- Customer appointment booking
Sales and Quoting Automation
- Lead and opportunity management
- Sales pipeline visibility
- Quote and proposal generation
- Territory and account planning
- Sales performance analytics
Marketing Automation
- Campaign management and execution
- Lead scoring and nurturing
- Email marketing automation
- Landing page and form builders
- Marketing ROI analytics
Partner Relationship Management
- Partner portal and onboarding
- Deal registration and tracking
- Co-marketing campaign management
- Partner performance metrics
- Channel incentive programs
AI & Analytics
- Predictive lead scoring
- Customer churn prediction
- Sentiment analysis and insights
- Automated recommendations
- Custom dashboards and reporting
Configure, Price, Quote (CPQ) Excellence
Accelerate your sales cycle with intelligent quoting and pricing automation
Product Configuration
Guided selling with rules-based product selection, ensuring compatible configurations every time.
Dynamic Pricing
Automated pricing with volume discounts, promotional rules, and approval workflows for complex deals.
Quote Generation
Professional, branded proposals with automated document generation and e-signature integration.
Contract Management
Streamlined contract creation, renewals, and amendments with automated compliance checking.
Industry-Specific CRM Solutions
Tailored CRM implementations for your sector's unique requirements
Manufacturing
CPQ for complex product configurations, dealer networks, and field service management for equipment maintenance.
Financial Services
Compliant customer onboarding, case management for banking operations, and wealth management CRM.
Healthcare & Life Sciences
Patient engagement platforms, provider relationship management, and clinical trial CRM solutions.
Technology & SaaS
Subscription management, customer success platforms, and usage-based pricing CPQ implementations.
Retail & E-Commerce
Unified commerce platforms, loyalty programs, and omnichannel customer service solutions.
Energy & Utilities
Customer portal implementations, field service for infrastructure, and outage management systems.
Why Choose CloudWorks for CRM & CPQ
The advantages that set us apart in CRM consulting
Multi-Platform Certified
Our team holds certifications across all major CRM platforms, ensuring deep technical expertise regardless of your chosen solution.
Integration Specialists
Expert at connecting CRM systems with ERP, marketing automation, e-commerce platforms, and third-party applications.
Faster Time-to-Value
Our multi-shore delivery model and proven methodologies accelerate implementation by 30-40% compared to traditional firms.
Cost-Effective Delivery
Save 40-60% on consulting costs while maintaining elite-level expertise through our optimized global delivery model.
Change Management Included
Every CRM implementation includes comprehensive user adoption support, training programs, and organizational change management.
Ongoing Support
Post-implementation managed services ensure your CRM continues to evolve with your business needs and platform updates.
Ready to Transform Your Customer Relationships?
Let's discuss how our multi-platform CRM expertise can drive your business forward