Custom CRM Implementation Services


MasterSolve is one of the leading consulting firms for deploying SugarCRM, Salesforce, Act!, Microsoft Dynamics and Pipedrive CRM. We’ve successfully deployed hundreds of CRM implementations and configurations for mid and large size enterprises across many industries and verticals.

Experts in CRM Implementations and Configuration Projects

We are an Elite SugarCRM Partner.  Our team of consultants includes experts not only in the software and technology that runs behind the Business Applications you need but also in the business processes that drive Sales, Customer Service, Field Service, Project Service Automation, and Marketing Automation. 

Each of our consultants works with MasterSolve's core values:


We are Reliable

We only promise what we can deliver and we deliver what we promise



We are passionate about continuous improvement

MasterSolve is Relentless about improving
Goal Oriented


We begin with the end in mind

Customer Centric


We are obsessed with building positive relationships through outstanding interactions


We are open, authentic, and respectful

Which approach is best for your CRM Implementation?

Custom CRM Design & Configuration

Take a more traditional consultative approach to the custom configuration of a CRM solution that is based on a deeper analysis of your needs.

Fixed-Price "Business-In-A-Box" CRM configurations

Leverage MasterSolve's IP & "Business-In-A-Box" bundle of services to rapidly implement a CRM solution that works for your business.

Our CRM Implementation Methodology

MasterSolve encompasses many different skills and disciplines in the implementation and maintenance of customer relationship management systems. The different areas of implementation will vary depending on the CRM and number of employees.


Interview business stakeholders, and users.  Document business requirements, and prioritize based on business value, complexity, and risk.


Configure users, teams, roles and security, and implement the appropriate data model to reflect the organization's key business relationships.

Design and Develop

Create custom fields, objects, business processes, reports, and dashboards.  Build any custom applications, as required.   All functionality goes through user acceptance testing prior to Go Live.

Data Migration and Integration

We establish rules for data management and set up ongoing integration between other systems that require customer data. This will ensure that information does not need to be entered in multiple places.


We train your administrators, and end-users to ensure that you are set up for success.  Following go-live, we offer flexible support options so that you are never left on your own.

Professional Services

Our service offerings include CRM implementation, cloud applications business consulting & project management, application development, corporate performance management and business process management. With over 100 CRM implementations under their belt, MasterSolve's people bring the experience required to ensure that not only will your solution work but that your organization will be able to use it effectively.

Custom CRM Implementation Services

We combine industry best practices and the right technology standards to implement Sales and Marketing solutions that deliver value to your organization.

CRM Training

When you train employees to develop their skills, you increase the likelihood of retention, the productivity of their labor and their overall value to your company.

Data Migration and Integration

Having an integrated CRM solution provides you with a centralized view of all your customer information which will be consistent across all systems and departments.

Managed Services & Support

Business Users expect their CRM and Marketing Automation solutions to work and issues to be resolved immediately. Can your support team alone provide this? Is it cost-effective? …Or is there a better way.

Marketing Automation Services

Marketing Automation provides the tools organizations need to get the right messages, to the right people, at the right time. Helping your organization to create meaningful relationships with your audiences, and measure your marketing success with ease.

Business Process Optimization Services

We will help your organization define a set of steps that lead to a predictable outcome – efficiency and consistency.