Helping with eCommerce, CX and CRM Consulting Services
By reassessing your current CRM business processes or tech stack, rescuing struggling eCommerce projects, consolidating fragmented data and process silos, or building a Cx target operating model.
Problems We Solve
for Companies Needing eCommerce, CX and CRM Consulting Services
Companies hire ElevatIQ CRM consultant when, despite investing millions in software licensing, they continue to face process and data silos, poor user adoption, derailed projects, and limited communication across departments, functions, business units, and operating models.
Fragmented Processes
Spending millions on licensing and implementation, yet still dealing with fragmented processes due to limited alignment on enterprise-wide customer experience workflows? Struggling to enable seamless cross-functional communication without relying on manual workarounds? ElevatIQ CRM consultant can help resolve process fragmentation and drive true operational integration.
Too Many Systems Used in the Architecture
Does each department use its own favorite tools without a clear alignment on cross-functional processes and communication? Do you feel like paying too much for licensing with overlapping unused systems? ElevatIQ can help with the system and process consolidation strategy.
Lower Adoption
Spending millions on systems, yet teams still rely on spreadsheets and manual workarounds—leading to hijacked processes and overengineered solutions? ElevatIQ helps improve adoption by addressing the root causes of resistance and building cross-functional consensus to drive meaningful change.
Data Siloes
Struggling with data silos across multiple systems? Facing challenges in tracing master data origins and maintaining integrity across end-to-end processes? ElevatIQ helps identify the root causes of data fragmentation and refine the target operating model to eliminate silos and ensure consistent, reliable data.
Disparate CRM and eCommerce Systems Across Business Units
Systems don’t talk to each other? Can’t trust current KPIs? Need help integrating various technologies? Does one integration break the workflows of other departments? Feel like spinning wheels with an integration strategy? ElevatIQ can help with the consolidation and replatforming strategy.
Derailed CRM and eCommerce Projects
Struggling with delayed or over-budget projects and unclear alignment on business value? Spinning wheels on technical issues with no end in sight? ElevatIQ helps recover derailed CRM and eCommerce initiatives and get them back on track—faster and with measurable outcomes.
Want to learn more about how eCommerce, CX and CRM Consulting Services can help?
Our Case Studies for
eCommerce, CX and CRM Consulting Services
Omnichannel ECommerce Customer Experience Transformation
Download the digital strategy and planning case study and learn how fashion retailer AKIRA built a digital roadmap and managed stakeholder expectations to transform its processes and systems — to explore newer business models such as buy-online-pickup-in-store and curbside pickup.
ECommerce Supply Chain Transformation With ERP Selection
Download the eCommerce Supply Chain transformation case study and learn how LockNLube transformed its inventory and supply chain challenges by consolidating over 20 systems. As well as by creating business, process, information, and system architecture as they prepare for the next phase of their growth.
ERP Optimization and Integration Architecture Development
Download the ERP optimization and integration architecture development case study and learn how Work Sharp fixed their broken ERP implementation that caused customer service issues and improved Supply Chain planning.
How is ElevatIQ different?
from Other eCommerce, CX and CRM Consulting Services Companies
Unlike other eCommerce and CRM consulting firms, ElevatIQ’s expertise is not just limited to technical and architectural needs. ElevatIQ has much deeper capabilities with process transformation, reengineering, and consolidation use cases.
Most CRM and eCommerce consultants focus only on strategy and system selection, leaving you with risky decisions. ElevatIQ guides you through every step, offering education, support, and contract negotiation. Our approach ensures confidence in selecting systems, implementing them, or signing contracts.
ElevatIQ tracks 2,000+ enterprise software vendors, monitoring both macro- and micro-level updates. This expertise helps organizations gain a clear understanding of each CRM and eCommerce vendor and technology.
Our model covers CRM and eCommerce selection, implementation, and post-implementation, tracking success at a granular level. This data empowers informed decisions, reducing risks and fostering team consensus for smoother transformation initiatives.
Building vendor-agnostic architecture requires mapping data flows, processes, and systems, plus identifying sources of truth. Few firms like ElevatIQ have the expertise to scale enterprise architecture effectively.
Cx enterprise tech and pricing change daily. Smart decisions need a deep understanding of macro and micro forces, along with detailed subject matter expertise of each Cx vendor and their contractual nuances. Without it, expect disruptions and surprise costs. ElevatIQ helps reduce operational, financial, and customer experience risks with expert software contracts and Cx vendors’ knowledge.
While most other strategy and system selection consulting firms barely use an off-the-shelf AI tool to manage their processes (with questionable productivity gains and quality), we have developed proprietary AI IP to reduce time for data analysis. risk detection, requirements capture, data migration, and system testing – resulting in faster and cheaper Cx technology selection and implementation.
Want to learn more about how ElevatIQ is better than Other eCommerce, CX and CRM Consulting Services Companies?
These Are Our
eCommerce, CX and CRM Consulting Services
ElevatIQ’s CRM, CX, and eCommerce services cover the full transformation lifecycle—from strategy to execution. As a CRM consultant, offerings include customer experience digital strategy roadmaps, CRM consolidation and procurement support, CRM implementation and change management, as well as CRM optimization and project recovery. On the eCommerce side, services span digital commerce business model transformation, headless commerce strategy and architecture, platform selection and replatforming, and recovery and optimization of stalled or underperforming eCommerce projects.
Customer Experience Digital Strategy Roadmap
This offering helps with CRM, Cx, or eCommerce strategy, whether you need help defining customer journeys to improve the effectiveness of your sales and marketing channels or you need a comprehensive strategy for your front-end operating model.
CRM Optimization and Project Recoveries
This service helps recover derailed CRM or eCommerce projects by reassessing the target operating model, analyzing the current implementation plan in depth, and realigning stakeholder expectations to optimize workflows and prevent further investment in technical and process backlogs.
Experience Design and Cx Transformation
This service helps design the customer experience regardless of touch points. It takes a comprehensive approach to experience design by defining the overall vision for customer experience, identifying the right KPIs. And then implementing the tactical strategies to improve Cx whether UX needs to be improved of different apps or much deeper transformation is required.
CRM Consolidation and Selection
This offering supports companies facing fragmented CRM processes and systems, helping them uncover meaningful insights to power sales and marketing workflows. It includes developing a target operating model, defining migration plans from current workflows and datasets, managing a thorough and collaborative procurement process, and reviewing contracts and licensing terms.
Digital Commerce Business Model Transformation
This service helps eCommerce brands enable business models such as D2C, buy-online-pickup in-store, buy-online-return-in-store, or subscription-based business models.
eCommerce Platform Selection and Re-platforming
These services help identify the suitable eCommerce systems for your enterprise architecture. These services also help uncover technical and financial risks deeply embedded in your contracts, and manage change for your organization.
CRM Implementation and Integration
Whether companies have already followed a structured CRM selection process or chosen a preferred CRM system, this service helps design and execute a tailored target operating model aligned with that specific platform and ecosystem. It involves close collaboration with technical vendors and end users to continuously recalibrate the model as business context shifts and assumptions evolve.
Headless Commerce Strategy and Architecture
This service helps eCommerce brands with headless architecture enablement whether you need a custom headless solution or integration with monolithic platforms such as SAP Hybris and Oracle ATG. Or utilizing a newer breed of headless platforms such as commercetools, Spryker, or VTEX.
E-commerce Implementation and Integration
This service helps with the implementation of an eCommerce platform whether you need help with one of the SMB platforms such as Shopify, BigCommerce, or Magento. This service also helps with the integration whether you need to connect your eCommerce platform with ERP, CRM, or customer data platform.
Our Methodology
for eCommerce, CX and CRM Consulting Services
Our methodology begins with a thorough assessment of your current sales and marketing processes, business objectives, and technology architecture. Based on this evaluation, we develop a Cx target operating model and digital roadmap outlining the changes needed across processes, data, and systems. Once the executive team and board approve the direction, we create a phased action plan—prioritizing quick wins and high-impact initiatives. This plan may include Cx, CRM, and eCommerce technology procurement, new implementations, or optimization of existing systems.
1 Assessment
Through the primary and secondary research, this assessment digs into your datasets, transactions, and processes to explore the business case for CRM and eCommerce processes, a strategy for consolidation, and a phased approach to execute recommendations.
3 Solution Selection and Procurement
This phase identifies the solutions to be replaced in the target operating model, initiates a formal procurement process, and updates the model based on new insights uncovered during RFPs and demos. It manages the end-to-end procurement lifecycle for each CRM, Cx, and eCommerce technology and vendor, delivering a holistic view—covering legal, financial, technical, and adoption considerations—so the executive team can make informed decisions and minimize risks in future phases.
5 Change Management and Implementation
This step delivers a logical, sequential, and comprehensive implementation of the CRM and eCommerce target operating model, addressing all key dimensions—business processes, data, technology, and systems. It involves close collaboration with end users and implementation teams, continuously refining the model as new constraints emerge and assumptions evolve.
2 Cx Target Operating Model Creation
This phase develops a technology-, solution-, and vendor-agnostic Cx target operating model that spans key dimensions—business processes, data, technology, and skillsets. It identifies required changes and maps their impact across departments and individual roles, enabling stakeholders to visualize how changes affect them before committing to a system they may not adopt. The exercise also analyzes existing technical and process backlogs, aligning them with the CRM, Cx,and eCommerce data and process dictionary to support scalability and reduce friction in business operations.
4 Cx Target Operating Model Recallibration
This step recalibrates the target operating model to reflect the process and data constraints of the selected CRM and eCommerce technologies before transitioning to implementation teams. Depending on client needs, it can be completed either before or after contract signing. It may also involve multiple proof-of-concepts to identify last-minute risks before committing to long-term agreements. Most importantly, it gives teams a final opportunity to visualize their workflows and surface potential adoption challenges.
6 Optimization and Continuous Improvement
This step closely monitors the updated workflows, user behaviors, and the newly implemented state. As the context evolves, it may require adjustments to master data governance, technical constraints, or business processes to maintain alignment with the Cx target operating model—ensuring business value is realized and adoption remains strong.
