CRM Outsourcing Services That Actually Drive Growth
Stop wrestling with broken workflows and messy data.
We manage your entire CRM lifecycle—from custom development to AI-powered automation—so you
can focus on what you do best: closing deals.
Trusted By Global Leaders & Recognized By The Industry
Is Your CRM a Chaos Engine Instead of a Growth Engine?
You invested in a powerful CRM to be the single source of truth for your business. Instead, it's become a source of frustration. If these challenges sound familiar, you're not alone, and it's not your fault. You're trying to fly a rocket ship without mission control.
Disconnected Data Silos
Your sales, marketing, and support data live on separate islands. Getting a complete customer view requires spreadsheets, manual reports, and a whole lot of guesswork.
Manual Work Overload
Your top sales reps are buried in administrative tasks, manually updating records and logging activities instead of building relationships and closing deals. Productivity and morale are plummeting.
Poor User Adoption
The team finds the CRM complex and cumbersome, so they avoid it. Your expensive platform has become a glorified, underused database, and you're making decisions on incomplete information.
Our Comprehensive CRM Outsourcing Services
We provide an end-to-end managed service to transform your CRM from a simple database into your company's central nervous system. We handle the technology so you can focus on strategy, relationships, and growth.
End-to-End CRM Implementation
We manage the entire lifecycle, from platform selection and strategic planning to full-scale deployment, ensuring your CRM is perfectly aligned with your business goals from day one.
- Avoid costly implementation mistakes with expert guidance.
- Achieve faster time-to-value for your CRM investment.
- Build a scalable foundation for future growth.
Custom CRM Development
Off-the-shelf isn't always enough. We build custom modules, features, and applications within your CRM to match your unique workflows and give you a competitive edge.
- Automate complex, industry-specific business processes.
- Enhance user experience to drive adoption and efficiency.
- Extend CRM capabilities beyond standard functionality.
User Training & Adoption Programs
A CRM is only as good as its users. We develop and deliver tailored training programs that empower your teams, boost adoption rates, and maximize productivity.
- Turn CRM resistance into confident advocacy.
- Ensure consistent and accurate data entry across teams.
- Maximize the ROI of your software and your team.
Salesforce Managed Services
Unlock the full power of the world's #1 CRM. Our certified Salesforce experts provide ongoing administration, development, and strategic guidance to optimize your entire Salesforce ecosystem.
- Leverage advanced features like Einstein AI and custom Lightning Web Components.
- Ensure your org is secure, compliant, and running at peak performance.
- Get expert support for Sales Cloud, Service Cloud, and Marketing Cloud.
CRM Data Migration & Cleansing
Garbage in, garbage out. We meticulously plan and execute data migration from legacy systems, ensuring your new CRM starts with clean, accurate, and reliable data.
- Prevent data loss and ensure a seamless transition.
- Eliminate duplicates and standardize data for trustworthy reporting.
- Establish a single source of truth for all customer information.
Third-Party System Integration
Your CRM shouldn't be an island. We build robust, real-time integrations with your ERP, marketing automation, accounting, and other critical business systems for a unified data flow.
- Break down data silos between departments.
- Automate cross-platform workflows to eliminate manual data transfer.
- Gain a true 360-degree view of your customer journey.
Custom Reporting & Analytics
Move beyond standard reports. We build custom dashboards and analytics that provide actionable insights into your sales pipeline, marketing ROI, and customer service performance.
- Track the KPIs that truly matter to your business.
- Empower leadership with real-time data for strategic decisions.
- Identify trends, bottlenecks, and growth opportunities.
CRM Security & Compliance Audits
Protect your most valuable asset: customer data. We conduct comprehensive security audits and implement best practices to ensure your CRM meets industry compliance standards like GDPR and CCPA.
- Safeguard against data breaches and unauthorized access.
- Configure user roles and permissions for need-to-know access.
- Maintain compliance and build customer trust.
AI-Powered Workflow Automation
We design and implement intelligent automation that handles repetitive tasks, qualifies leads, and guides your team's next best action, freeing them to focus on high-value activities.
- Drastically reduce manual data entry and administrative overhead.
- Ensure consistent process execution and eliminate human error.
- Accelerate your sales cycle and improve response times.
Ongoing CRM Administration & Support
Your business is always evolving, and your CRM should too. We provide proactive, 24/7 support and administration to manage users, troubleshoot issues, and continuously optimize the platform.
- Gain access to expert support without the cost of a full-time admin.
- Ensure high system uptime and performance.
- Adapt your CRM quickly to changing business needs.
Predictive Analytics for Sales
Leverage AI to look into the future. We implement predictive models for lead scoring, churn prediction, and sales forecasting, enabling you to make proactive, data-driven decisions.
- Focus sales efforts on leads most likely to convert.
- Identify at-risk customers before they leave.
- Improve the accuracy of your revenue forecasts.
Platform-Specific Expertise
Our certified experts specialize in today's leading CRM platforms. We provide dedicated managed services for HubSpot, Microsoft Dynamics 365, and Zoho CRM, tailored to each platform's unique strengths.
- Maximize your investment in your chosen CRM technology.
- Leverage platform-specific best practices and advanced features.
- Get a unified partner for your entire CRM ecosystem.
The LiveHelpIndia Advantage: Your Strategic CRM Partner
Choosing a CRM partner is about more than just technical skills. It's about finding a team you can trust to understand your business, own your challenges, and deliver measurable results. Here’s why global companies choose us.
Certified Process Maturity
As a CMMI Level 5 appraised company, we operate at the highest level of process optimization. This means predictable outcomes, consistent quality, and a systematic approach to solving your most complex CRM challenges.
AI-Augmented Security
Your data's security is non-negotiable. Our SOC 2 and ISO 27001 certifications are your assurance. We employ AI-driven threat monitoring and robust protocols to protect your data around the clock.
Deep Domain Expertise
With over two decades of experience across dozens of industries, we don't just write code; we understand context. We speak your language and design CRM solutions that solve real-world business problems.
Guaranteed Talent Fit
We don't just assign bodies to a project. We ensure you get a team with the right technical, industry, and cultural fit. With our 2-week trial and free replacement guarantee, your satisfaction is assured.
Transparent Engagement
No black boxes. You get clear communication, regular progress reports, and direct access to your team. We operate as a seamless extension of your own organization, fostering a true partnership.
Focus on Tangible ROI
Our goal isn't just to deliver a project; it's to deliver value. We align every development and optimization effort with your key business objectives, whether it's increasing sales velocity, reducing churn, or improving efficiency.
Full IP Ownership
You own what you pay for. We ensure a complete transfer of all intellectual property, source code, and documentation upon project completion, giving you full control and freedom for the future.
24/7 Proactive Support
We don't wait for things to break. Our managed services include proactive monitoring and round-the-clock support to identify and resolve potential issues before they impact your business operations.
Scalable On-Demand Teams
Your needs change, and so can your team. We provide the flexibility to scale your dedicated CRM team up or down quickly, ensuring you always have the right resources at the right time without the overhead of hiring.
From CRM Chaos to Competitive Advantage
We measure our success by the success of our clients. Explore how we've transformed CRM systems into powerful growth engines for businesses like yours.
Case Study: Custom Salesforce Integration for a High-Growth SaaS Firm
Industry: Technology (SaaS)
Client Overview: A rapidly growing B2B SaaS company providing marketing automation software. Their off-the-shelf Salesforce setup couldn't keep up with their complex subscription billing model and the need for deep integration with their proprietary application. They were losing revenue due to billing errors and their sales team lacked a unified view of customer usage data.
"LiveHelpIndia didn't just give us developers; they gave us a strategic partner. They automated our entire quote-to-cash process, which was a massive win. Our sales cycle is faster, and our finance team is no longer chasing billing errors."
- Sarah Jenkins, VP of Revenue Operations, ScaleUp SaaS Inc.
The Problem
The client's manual processes between Salesforce and their billing system were causing significant revenue leakage and required hours of manual reconciliation. Their sales team couldn't see product usage data within Salesforce, leading to missed upsell opportunities and a reactive approach to churn risk.
Key Challenges:
- Inaccurate and delayed subscription billing.
- Lack of a 360-degree customer view for sales and success teams.
- Inability to automate complex, multi-tiered pricing and quoting.
- High risk of churn due to poor visibility into customer health.
Our Solution
We assembled a dedicated team of certified Salesforce developers and architects to re-engineer their quote-to-cash process and build a robust integration hub.
- Developed a custom Salesforce CPQ (Configure, Price, Quote) solution to handle complex subscription logic.
- Built a real-time, bi-directional integration between Salesforce and their product database via a custom API.
- Created custom Lightning Web Components to display key product usage metrics directly on the Account and Contact pages.
- Implemented automated churn-risk alerts based on declining usage patterns, triggering tasks for the Customer Success team.
Case Study: Legacy System Migration to Dynamics 365 for a Manufacturing Leader
Industry: Manufacturing
Client Overview: A mid-sized industrial equipment manufacturer was crippled by an aging, on-premise CRM. The system was unstable, had no mobile access, and couldn't integrate with their new ERP system. Data was siloed, and their field sales team was flying blind, relying on outdated spreadsheets and notebooks.
"The transition to Dynamics 365 was seamless, something we thought was impossible. Our field sales team now has real-time inventory and order data on their tablets. It's completely changed how we operate. LiveHelpIndia's team managed the entire process flawlessly."
- David Chen, COO, Precision Parts Manufacturing
The Problem
The lack of a modern, integrated CRM was creating massive inefficiencies. The sales team couldn't provide accurate quotes or delivery timelines to clients, leading to customer dissatisfaction. Management had zero visibility into the sales pipeline, making forecasting a pure guessing game.
Key Challenges:
- High risk of data loss during migration from a legacy system.
- Need for complex integration with their new SAP S/4HANA ERP.
- Low user adoption due to the team's resistance to change.
- Requirement for offline and mobile capabilities for the field sales team.
Our Solution
Our team of Microsoft Dynamics 365 experts executed a phased migration and implementation project, focusing on minimal business disruption and high user adoption.
- Conducted a thorough data cleansing and mapping process before migrating over 1 million records with 99.9% accuracy.
- Built a robust, real-time integration with SAP for inventory levels, order status, and customer financials using Azure Logic Apps.
- Configured the Dynamics 365 mobile app with custom dashboards and offline profiles for the field sales team.
- Developed a comprehensive change management and training program, including hands-on workshops, which resulted in a 95% user adoption rate within 60 days.
Case Study: HubSpot Workflow Automation for a Consulting Firm
Industry: Professional Services
Client Overview: A boutique management consulting firm was struggling to scale. Their consultants were spending nearly a third of their time on non-billable administrative tasks: manually creating proposals, scheduling follow-ups, and onboarding new clients. Their HubSpot CRM was being used as a simple address book.
"We're consultants, not admins. LiveHelpIndia automated the tedious parts of our job, allowing us to focus on client delivery. The custom proposal generation tool they built in HubSpot saves each consultant hours every week. It's been a game-changer for our profitability."
- Maria Rodriguez, Managing Partner, InnovateCo Strategy
The Problem
The firm's profitability was being eroded by administrative overhead. The lack of standardized processes led to inconsistent client experiences and made it difficult to track project profitability accurately. They were leaving money on the table due to missed follow-ups and inefficient onboarding.
Key Challenges:
- High percentage of non-billable hours spent on administrative work.
- Inconsistent proposal and contract generation process.
- Lack of visibility into the client onboarding pipeline.
- Manual and error-prone handoff between sales and project delivery teams.
Our Solution
Our HubSpot specialists designed and implemented a suite of automated workflows and custom tools to streamline the entire client lifecycle, from lead to project completion.
- Built an automated proposal generation tool using HubSpot custom objects and third-party document generation software.
- Created a series of workflows that automated follow-up tasks, meeting scheduling, and internal notifications.
- Designed a dedicated onboarding pipeline with automated tasks and checklists to ensure a smooth and consistent client kickoff process.
- Integrated HubSpot with their project management tool (Asana) to automatically create a new project and sync key information when a deal is closed.
Our Technology & Platform Expertise
We are platform-agnostic and technology-forward. Our certified experts have deep experience across the entire CRM and cloud ecosystem, ensuring we can build and manage the perfect solution for your specific needs.
What Our Clients Say
Our partnerships are built on trust, communication, and a relentless commitment to delivering results. But don't just take our word for it.
"The level of expertise is off the charts. They didn't just implement our requests; they challenged our assumptions and built a better, more scalable solution. Our CRM is finally a strategic asset."
"Outsourcing our CRM management to LiveHelpIndia was one of the best decisions we've made. It cut our operational costs by over 50% compared to hiring in-house, and the quality of work is exceptional."
"Their communication and project management are top-notch. We always knew the status of our project, and they felt like a true extension of our team. The time zone difference was never an issue."
"We had a complex data migration from a custom-built legacy system. The team handled it with incredible precision. Not a single record was lost, and the new system was populated with clean, usable data from day one."
"The automations they built for us in HubSpot have saved our marketing team at least 20 hours per week. We can now focus on strategy and creative work instead of being bogged down by manual processes."
"The free replacement guarantee gave us peace of mind, but we never had to use it. The team they assigned was a perfect fit from the start. Their expertise and dedication are evident in everything they do."
Frequently Asked Questions
Have questions? We have answers. Here are some of the most common inquiries we receive about our CRM outsourcing services.
Security is our top priority. We are SOC 2 and ISO 27001 certified, adhering to the highest international standards for data security. All our team members operate from secure, access-controlled facilities. We enforce strict NDAs, use encrypted communication channels, and can work within your VPN to ensure your data never leaves your environment. Our AI-powered security systems provide 24/7 threat monitoring.
Absolutely. Our process always begins with a comprehensive discovery phase where our business analysts work closely with your stakeholders to map out your existing workflows, identify pain points, and understand your strategic goals. With over 20 years of experience across various industries, we excel at translating unique business needs into effective technical solutions. We don't just implement; we consult and co-create.
We are confident in our ability to match you with the right talent, which is why we offer a 2-week paid trial period. This allows you to work directly with the team and ensure they meet your expectations. In the rare event of a mismatch, we offer a free replacement guarantee. We will quickly provide a new team member and facilitate a zero-cost knowledge transfer to ensure your project continues without disruption.
We believe in transparent and proactive communication. You will have a dedicated project manager as your single point of contact and direct access to your development team. We use standard project management tools like Jira, Asana, or Trello and schedule regular stand-ups, weekly progress reports, and monthly steering committee meetings. We adapt to your preferred communication channels, whether it's Slack, Microsoft Teams, or email, to operate as a seamless extension of your in-house team.
While it varies by project scope, our clients typically see a reduction of up to 60% in operational costs compared to hiring, training, and retaining a comparable in-house team of certified CRM developers, administrators, and analysts in the US or Europe. Our model eliminates recruitment fees, benefits, and infrastructure overhead, allowing you to access top-tier talent for a fraction of the cost.
You do. 100%. Our agreements include a clear IP transfer clause. Upon full payment for our services, all source code, custom configurations, and documentation created for your project become your exclusive intellectual property. We provide everything you need to maintain and build upon the solution independently, ensuring you are never locked into our services.
Ready to Turn Your CRM into a Revenue Machine?
Stop letting your CRM dictate your workflow. It's time to build a system that fuels your growth. Schedule a free, no-obligation consultation with one of our CRM strategists today. We'll assess your current setup, understand your goals, and provide a clear, actionable roadmap to unlock your CRM's true potential.