Top CRM Consultants in North Carolina
64 Companies
List of the Top North Carolina CRM Companies
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Featured
What are Featured Providers?
$5,000+$200 - $300 / hr10 - 49Serves North CarolinaServices provided
40% CRM Consulting and SI10% Account-Based Marketing10% Digital Strategy +4 services10% Email Marketing10% Recruiting10% Sales Outsourcing10% StaffingSee all 96 projectsSet2Close is a CRM Consultancy specializing in CRM Implementation, Customer Relationship Management Consulting, and CRM Systems Integration. The company receives overwhelmingly positive feedback, with 100% of reviewers noting their deep expertise and personalized approach. Clients commend their ability to tailor CRM solutions precisely to business needs, highlighting their valuable training and seamless process management.
24 of 24 reviews are 5 stars24 new reviews for CRM Consulting and SI servicesLess than $10,000 avg. project costRead 24 Recent ReviewsReviewed 24 times in the past 6 months
In the last six months, Set2Close received consistently positive feedback for their expertise in HubSpot implementation and training. Clients highlighted their responsiveness and personalized support, noting significant improvements in workflow efficiency and CRM utilization. For instance, one client praised Jeremy's ability to simplify complex processes, while another emphasized the effective training sessions that tailored solutions to their specific needs. Overall, sentiment towards Set2Close is highly favorable, with many clients expressing eagerness for ongoing collaboration.Was this helpful?
72 of 77 CRM Consulting and SI reviews are 5 stars25 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 77 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
HubSpot CRM Training & Consulting for Pharmacy
5.0 — Set2Close provided HubSpot CRM training for a pharmacy's sales representatives and helped the client align their HubSpot systems. The team also provided tools and reports that helped the client Read moreWas this helpful?
Industry Experience
Set2Close has demonstrated expertise across various industries, including non-profit, retail, real estate, and information technology, with an overall positive sentiment in feedback. In non-profit, they excelled in HubSpot onboarding, enabling effective donor management. Retail clients praised their personalized training, enhancing sales processes. Real estate companies benefited from tailored CRM setups. The IT sector valued Set2Close for their strategic approach to workflow optimization. Overall, they are highly recommended for companies in non-profit, retail, and IT sectors, seeking effective CRM implementation and sales support.
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Media Restaurants Wellness & Fitness Consulting Insurance Consumer Products Retail Non-profit Arts, entertainment & music Education Agriculture Business services Financial services Construction Transportation Software IT Services Other Industry Healthcare Human Resources Medical Supply Chain, Logistics, and Transport Manufacturing Information technology Advertising & marketing Real estate Other industriesWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently highlight Set2Close's competitive pricing and exceptional value for money, often noting that the services provided exceeded their expectations. Multiple reviews mention that the pricing fit their budgets while delivering high-quality training and support. One client stated, "Set 2 Close helped us with sales pipeline consulting, lead generation, and multi-channel prospecting education, and business development,” emphasizing the comprehensive nature of the services provided at a reasonable cost. Overall, sentiment is overwhelmingly positive regarding the balance of cost and value.Was this helpful?
$1,000+$25 - $49 / hr50 - 249Serves North CarolinaServices provided
85% CRM Consulting and SI14% Low/No Code Development1% Custom Software DevelopmentSee all 97 projectsPeeklogic, LLC is a CRM Consultancy specializing in CRM Integration and CRM Systems Integration, with a strong focus on Salesforce solutions. Across their reviews, 100% of clients commend their project management and responsiveness, while 80% highlight their ability to streamline workflows and improve efficiency. Clients frequently note their excellent communication skills and solution-oriented approach. Feedback indicates no significant areas for improvement.
Reviews mention Team players
Client feedback highlights Peeklogic, LLC's exceptional teamwork and integration with their teams. One client noted that Khrystyna felt like a member of their engineering team from day one, demonstrating strong alignment and collaboration. Another client emphasized that the Peeklogic team worked closely with them to deliver customized solutions, making the process feel like an internal collaboration. Overall, the sentiment reflects a high level of satisfaction with their team-oriented approach and responsiveness.-
Custom Software Development for Live Experiences Company
5.0 Dec 1, 2023The team has been very responsive during our implementation and configuration process. The team walked us through the setup step-by-step and worked with us to customize the configuration. They responded to any questions within a day and met via virtual meetings whenever we needed further assistance. The team works with us to deliver customized solutions for our unique business needs. It felt like working within an internal team, and everyone went the distance to promptly deliver.
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CRM Development for Vacation Rental & Property Management Co
5.0 Apr 1, 2026Peeklogic, LLC was very friendly and well aligned with our team. Khrystyna felt like a member of the engineering team from day one.
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17 of 18 reviews are 5 stars13 new reviews for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 18 Recent ReviewsReviewed 18 times in the past 6 months
Recent client feedback for Peeklogic, LLC highlights a consistent pattern of excellence in project management and responsiveness. Clients noted significant improvements in operational efficiency, with one stating they saved 10-15 hours of work weekly. Another praised the seamless integration of Salesforce, emphasizing their strong communication and adaptability. Overall, sentiment is overwhelmingly positive, with clients expressing satisfaction and recommending Peeklogic for their expertise and reliable delivery of services.Was this helpful?
41 of 45 CRM Consulting and SI reviews are 5 stars13 new reviews for CRM Consulting and SI in past 6 monthsLess than $10,000 avg. project costRead 45 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
Custom CRM System Design for Monitoring Company
5.0 — Peeklogic, LLC has designed a custom CRM system for a monitoring company. Read moreWas this helpful?
Industry Experience
Peeklogic, LLC has demonstrated expertise across various industries, including Manufacturing, Medical, Hospitality, Information Technology, Financial Services, and Legal. Feedback highlights their strengths in Salesforce integration, customization, and project management. Clients commend their responsiveness and ability to adapt solutions to specific needs, leading to improved operational efficiency and streamlined workflows. Overall sentiment is positive, especially in Financial Services and Medical sectors, making them a strong choice for organizations seeking robust Salesforce solutions.
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Telecommunications IT Services Advertising & marketing Real estate Software Consumer products & services Education Chemicals & Biotechnology Transportation Arts, entertainment & music Retail Nonprofit Consumer Products Automotive Business services Manufacturing Other industries Non-profit Consulting Healthcare Financial services Legal Construction Information technology Hospitality & leisure MedicalWas this helpful?
$5,000+$200 - $300 / hr50 - 249Serves North CarolinaServices provided
100% CRM Consulting and SISee all 15 projectsCloudMasonry is a CRM Consultancy specializing in CRM Implementation and CRM Systems Integration. Reviewers overwhelmingly highlight their expertise and professionalism, with 100% satisfaction, noting their ability to deliver projects on time and within budget. Approximately 80% of reviewers commend their proactive approach and strong communication skills, emphasizing the value they provide in CRM Consulting and SI services.
1 of 1 reviews is 5 stars1 new review for CRM Consulting and SI services$10,000 – $49,000 avg. project costRead 1 Recent ReviewReviewed 1 time in the past 6 months
In recent reviews, clients have expressed high satisfaction with CloudMasonry's expertise and project management. Notably, a Director of Sales Operations highlighted Ishan's extensive knowledge and ability to streamline their lead conversion process, resulting in improved data reporting. The company's timely delivery and responsive communication have been consistently praised, with no significant areas for improvement identified by clients. Overall, the sentiment reflects a strong recommendation based on successful project outcomes.Was this helpful?
6 of 6 CRM Consulting and SI reviews are 5 stars1 new review for CRM Consulting and SI in past 6 months$50,000 – $199,999 avg. project costRead 6 ReviewsCRM Consulting and SI PROJECT HIGHLIGHT
CRM Consulting & SI for Pharmaceutical Consulting Firm
5.0 — A pharmaceutical consulting firm hired CloudMasonry to digitize their lead conversion process using Pardot. The team also helped the client switch from email alerts to Salesforce for lead Read moreWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently noted CloudMasonry's excellent value for money, highlighting their competitive pricing and high-quality service. One client remarked on their 'good value for cost,' while another emphasized that CloudMasonry 'fit our budget' without compromising on expertise. Overall, sentiments are overwhelmingly positive, with many clients praising their ability to deliver projects on time and on budget, further affirming the company's commitment to providing substantial value.Was this helpful?
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$50,000+$25 - $49 / hr250 - 999Charlotte, NC
Services provided
10% CRM Consulting and SI30% Custom Software Development20% Cloud Consulting & SI +7 services10% ERP Consulting and SI5% Blockchain5% Cybersecurity5% Enterprise App Modernization5% Generative AI5% IT Staff Augmentation5% IT Strategy ConsultingSee all 7 projectsDev.Pro is a dynamic software development company that specializes in custom software solutions, mobile app development, and UI/UX design. Across their reviews, clients consistently praise their project management skills and flexibility, with approximately 95% of feedback reflecting satisfaction with their services. A notable theme is the professionalism and technical expertise of their team, although there have been mentions of occasional communication challenges.
Reviews mention High-quality work
Dev.Pro consistently receives high praise for delivering high-quality work, with clients noting the impressive caliber of their developers and their ability to meet or exceed internal standards. One client highlighted that Dev.Pro's resources provided higher quality than local engineers, with some even outperforming their in-house team in delivery speed. Another client emphasized the seamless integration of Dev.Pro's team into their workflow, leading to significant improvements in project outcomes. Overall, clients express strong satisfaction with the quality of work delivered.-
Staff Augmentation for Restaurant Website Hosting CMS
5.0 Oct 5, 2022Dev.Pro has been able to provide us with inexpensive resources of higher quality than full-time local engineers. We have really high standards for code quality internally, and their resources have met those standards, also meeting our expectations. Some of Dev.Pro’s resources have even highly outperformed members of our team in terms of delivery speed.
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Staff Augmentation for Online Trading Platform
4.0 Oct 3, 2022We’ve been pleased with the caliber of their developers; they’re technically skilled and deliver good-quality work. We’ve worked with local development partners before, and Dev.Pro has provided significantly more valuable resources. Whenever we’ve shared feedback, they’ve implemented it—for example, Dev. Pro was consistently testing scenarios that led to a happy path, but they weren’t testing the scenarios that could lead to an unhappy path.
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Software Development for Investment Documentation Company
5.0 Oct 1, 2021Other than that, the volume and predictability of their work have been outstanding. We’re impressed with their engineering capabilities, and compliance with the process and documentation. Despite the challenge of not having access to the developers who wrote the code, they were able to successfully deliver the initial product.
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Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Dev.Pro is frequently praised for delivering high-quality work at competitive rates, providing significant value for money. Clients noted that despite being more expensive than some competitors, the caliber of their resources and output justifies the investment. For instance, one client highlighted that Dev.Pro's resources outperformed local engineers while being more affordable overall. Overall, the sentiment reflects satisfaction with project management, timely delivery, and effective communication, reinforcing the perception of Dev.Pro as a valuable partner.Was this helpful?
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See All Locations (10)Charlotte, NC
3420 Toringdon way, Suite 340
Charlotte, NC 2827721 - 30
1-310-362-0206
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UndisclosedUndisclosed2 - 9Sanford, NC
Services provided
10% CRM Consulting and SI20% Custom Software Development10% AI Development +6 services10% API Development10% BI & Big Data Consulting & SI10% Cloud Consulting & SI10% DevOps Managed Services10% IT Strategy Consulting10% Web DesignOrganized Bits is a custom software development company. They offer Custom Software Development and Web Design and are headquartered in Sanford, North Carolina.
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Featured
What are Featured Providers?
$1,000+$25 - $49 / hr50 - 249Serves North CarolinaServices provided
40% CRM Consulting and SI30% E-Commerce Development30% Web DevelopmentSee all 45 projectsComputan is a web development and digital marketing company offering services in website management, CRM integration, and CMS development. Reviews indicate that approximately 85% of clients appreciate their adaptability, timely communication, and ability to meet project requirements effectively. Clients also commend Computan for understanding their business needs and providing quality solutions within budget, although a few mentioned room for improvement in project delivery timelines and proactive communication.
Reviews mention Accessible
Clients commend Computan for their accessibility and responsive support, often receiving assistance nearly 24/7. One IT director noted, 'I can reach out to them whenever' and praised their quick turnaround on tasks, highlighting their ability to complete requests overnight. Overall, the sentiment is highly positive, with clients appreciating the open lines of communication and the ease of reaching team members for urgent matters.-
Web-Based App Development for Automotive Group
4.5 Oct 17, 2018While I don’t have any hard metrics, clients give us immediate feedback when something isn’t working. In those cases, I can reach out to them at any hour for support. Their response time is great because they have resources overseas. We have a very close relationship, so I know I can reach out to them whenever. If I have an urgent matter, Sajeel will answer my calls nearly 24/7.
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Industry Experience
Computan demonstrates strong expertise across various industries, including Healthcare, IT Services, Advertising & Marketing, Education, Beauty & Cosmetics, and more. Clients commend their ability to manage complex web development projects, deliver timely solutions, and enhance website performance. The overall sentiment is positive, with particular praise for their adaptability, communication, and ability to handle urgent requests. Organizations in need of reliable web development, integration, and digital marketing support would find Computan a suitable partner.
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Healthcare IT Services Advertising & marketing Education Beauty & Cosmetics Wellness & Fitness Software Logistics & Supply Chain Business services Media Consulting Manufacturing Telecommunications Research Other Industry Hospitality & leisure Automotive Nonprofit Information technologyWas this helpful?
Average Project Cost Breakdown
Read All ReviewsWhat Clients Have Said
Clients consistently praise Computan for their cost-effectiveness and the value they provide. One client noted that their pricing fit within budget constraints, highlighting good value for the cost. Another remarked that Computan's work quality for the price is unmatched compared to other agencies. Overall, feedback indicates that Computan delivers high-quality results while maintaining reasonable pricing, with many clients expressing satisfaction with the return on investment and the efficiency of their services.Was this helpful?
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UndisclosedUndisclosed10 - 49Winston-Salem, NC
Services provided
20% CRM Consulting and SI20% E-Commerce Development15% Email Marketing +4 services15% Mobile & App Marketing10% Pay Per Click10% Search Engine Optimization10% Social Media MarketingBroadstreet Marketing Logistics is a Winston-Salem, North Carolina-based CRM consulting and SI company. The team specializes in CRM consulting and SI and E-Commerce Development.
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UndisclosedUndisclosed2 - 9Cary, NC
Services provided
20% CRM Consulting and SI50% Branding20% Call Center Services +1 service10% UX/UI DesignInveniv, a small branding agency, is based in Cary, North Carolina. Their services include Branding and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Durham, NC
Services provided
20% CRM Consulting and SI20% Corporate Training & Coaching20% Executive Search +2 services20% Recruitment Process Outsourcing20% StaffingEstablished in 2018, New Era Consulting Group is a small CRM consulting and SI company. Their team offers CRM consulting and SI and Corporate Training & Coaching.
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UndisclosedUndisclosed2 - 9Raleigh, NC
Services provided
20% CRM Consulting and SI20% AI Development20% Application Testing +3 services20% Cloud Consulting & SI10% Cybersecurity10% DevOps Managed ServicesEcho IT Consulting is a cloud consulting & SI company located in Raleigh, North Carolina. They provide cloud consulting & SI and CRM consulting and SI.
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UndisclosedUndisclosed2 - 9Huntersville, NC
Services provided
20% CRM Consulting and SI40% Market Research20% Content Marketing +1 service20% Video ProductionLaunched in 2018, Delivered Fresh Marketing, LLC is a Market Research company. The team focuses on Market Research and Content Marketing and is headquartered in Huntersville, North Carolina.
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UndisclosedUndisclosed2 - 9Wilmington, NC
Services provided
20% CRM Consulting and SI20% Search Engine Optimization20% Social Media Marketing +2 services20% Video Production20% Web DesignSEO company deviateMEDIA is located in Wilmington, North Carolina. They offer Search Engine Optimization and Mobile App Development.
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UndisclosedUndisclosed50 - 249Cary, NC
Services provided
10% CRM Consulting and SI10% API Development10% Cloud Consulting & SI +7 services10% Custom Software Development10% DevOps Managed Services10% Digital Strategy10% ERP Consulting and SI10% IoT Development10% Mobile App Development10% Robotics Process AutomationInfomerica, Inc is a Digital Strategy company. The team provides Digital Strategy and cloud consulting & SI, and the company is based in Hyderabad, India and Cary, North Carolina.
Read moreSee All Locations (2)Cary, NC
252 Towne Village Dr
Cary, NC 2751321 - 30
919.655.0800
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UndisclosedUndisclosedFreelancerMooresville, NC
Services provided
15% CRM Consulting and SI20% Search Engine Optimization20% Web Development +3 services15% Content Marketing15% Email Marketing15% IT Managed ServicesMS Digital Solutions, LLC is a SEO services firm. The company is based in Mooresville, North Carolina. Their team specializes in Search Engine Optimization and Web Development.
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UndisclosedUndisclosedFreelancerArden, NC
Services provided
10% CRM Consulting and SI20% Web Development10% API Development +6 services10% Blockchain10% Branding10% Content Marketing10% Search Engine Optimization10% UX/UI Design10% Web DesignSuper Distros LLC is a website development company. Their team is headquartered in Arden, North Carolina and provides Web Development and Branding.
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UndisclosedUndisclosedFreelancerMatthews, NC
Services provided
10% CRM Consulting and SI20% Pay Per Click20% Search Engine Optimization +4 services20% Social Media Marketing10% Email Marketing10% Marketing Strategy10% Sales OutsourcingLaunched in 2008, 3Bug Media is a small social media marketing agency based in Matthews, North Carolina. Their team provides Social Media Marketing and Search Engine Optimization.
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UndisclosedUndisclosed50 - 249Durham, NC
Services provided
10% CRM Consulting and SI10% AI Development10% Back Office Outsourcing +10 services10% Cloud Consulting & SI10% Custom Software Development10% ERP Consulting and SI10% IT Managed Services10% Mobile App Development10% Web Design5% Web Development3% IT Strategy Consulting1% BI & Big Data Consulting & SI1% UX/UI DesignCloud consulting & SI company Belitsoft Software Development Company is based in Warszawa, Poland and Durham, North Carolina. The team focuses on cloud consulting & SI and CRM consulting and SI.
Read moreSee All Locations (2)Durham, NC
303 S Roxboro St
Durham, NC 27701(917) 410-57-57
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UndisclosedUndisclosed10 - 49Apex, NC
Services provided
20% CRM Consulting and SI25% Digital Strategy25% UX/UI Design +2 services15% Branding15% Content MarketingMelon is a Digital Strategy company. The company is located in Chicago, Illinois and Apex, North Carolina. Their team offers Digital Strategy and UX/UI Design.
Read moreSee All Locations (3)Apex, NC
126 N Salem St, Apex
Apex, NC 27502Was this helpful?
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Focus accounts for a company’s specialization within a certain service.
Ability to Deliver (y-axis)
Ability to Deliver considers three criteria:
- Client feedback and reviews
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List of the Top 5 North Carolina CRM Companies
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Undisclosed$150 - $199 / hr10 - 49Charlotte, NC
Ability to deliver
28/40.016.2/20 Reviews2.1/10 Clients & Experience9.7/10 Market PresenceService focus
55% CRM Consulting and SI45% Other -
$25,000+$200 - $300 / hr10 - 49Durham, NC
Ability to deliver
22/40.017.4/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed10 - 49Greensboro, NC
Ability to deliver
23.9/40.016.2/20 Reviews2.4/10 Clients & Experience5.3/10 Market PresenceService focus
15% CRM Consulting and SI85% Other -
$1,000+Undisclosed10 - 49Charlotte, NC
Ability to deliver
22.9/40.015.8/20 Reviews2.1/10 Clients & Experience5/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
$1,000+$100 - $149 / hr2 - 9Raleigh, NC
Ability to deliver
23.1/40.016.2/20 Reviews1.7/10 Clients & Experience5.2/10 Market PresenceService focus
10% CRM Consulting and SI90% Other -
UndisclosedUndisclosed250 - 999Winston-Salem, NC
Ability to deliver
5.6/40.00/20 Reviews0/10 Clients & Experience5.6/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$10,000+$200 - $300 / hr10 - 49High Point, NC
Ability to deliver
8.2/40.00/20 Reviews2.9/10 Clients & Experience5.3/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
$25,000+$100 - $149 / hr10 - 49Charlotte, NC
Ability to deliver
34/40.017.2/20 Reviews10/10 Clients & Experience6.8/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
UndisclosedUndisclosed10 - 49Cary, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
100% CRM Consulting and SI -
UndisclosedUndisclosed50 - 249Davidson, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed10 - 49Apex, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
70% CRM Consulting and SI30% Other -
UndisclosedUndisclosed50 - 249Charlotte, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
30% CRM Consulting and SI70% Other -
UndisclosedUndisclosed10 - 49Mooresville, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed10 - 49Morrisville, NC
Ability to deliver
0/40.00/20 Reviews0/10 Clients & Experience0/10 Market PresenceService focus
50% CRM Consulting and SI50% Other -
UndisclosedUndisclosed10 - 49Chapel Hill, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
UndisclosedUndisclosed10 - 49Charlotte, NC
Ability to deliver
5.2/40.00/20 Reviews0/10 Clients & Experience5.2/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
$5,000+$150 - $199 / hr2 - 9Charlotte, NC
Ability to deliver
5.4/40.00/20 Reviews1.4/10 Clients & Experience4/10 Market PresenceService focus
20% CRM Consulting and SI80% Other -
UndisclosedUndisclosed2 - 9Raleigh, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
UndisclosedUndisclosed2 - 9Raleigh, NC
Ability to deliver
4/40.00/20 Reviews0/10 Clients & Experience4/10 Market PresenceService focus
25% CRM Consulting and SI75% Other -
$5,000+$150 - $199 / hr2 - 9Asheville, NC
Ability to deliver
4.6/40.00/20 Reviews0/10 Clients & Experience4.6/10 Market PresenceService focus
20% CRM Consulting and SI80% Other
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