Seeking Independent Consultant for CRM Integration and Training

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Hi Everyone,

This is my first post here. I work for a small division within a large company with a $10 billion valuation. Our division, distinct from the parent company's business, has 5-7 CRM system users.


  • Our parent company is transitioning to Microsoft Dynamics for CRM.
  • Our division currently uses Salesforce in a basic capacity without dedicated IT support for integration/customization/automation.
  • We are considering whether to continue with Salesforce or switch to Dynamics, factoring in cost and potential integration benefits with the parent company.

What We Need:

  • An experienced consultant with expertise in both Dynamics and Salesforce.
  • Guidance in making the decision between Salesforce and Dynamics.
  • Development of a setup and integration plan:
    • Exploring possibilities and priorities.
    • Integration with Slack, Confluence, Jira Software, Jira Service Desk, Box, Google Drive, and potentially MailChimp (open to alternatives).
  • Training for our staff (4-7 active CRM users, 20 people in the division).


  • Is this the right forum to seek such a consultant?
  • Are there other platforms or forums where I should also post this query?

Looking forward to any guidance or referrals. Thank you!

submitted by /u/sultryp
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