Strengthen client connections and streamline operations by deploying a customer relationship management (CRM) system with Toptal’s CRM Implementation Services. Our team helps companies select and roll out scalable CRM solutions that enhance customer satisfaction, support business growth, and adapt to your evolving needs.
Boost customer engagement with Toptal’s CRM Implementation Services. We leverage industry-leading expertise and proven best practices to deliver CRM strategy development, data migration, customization, and training. Our services empower businesses to optimize CRM performance and achieve long-term success.
CRM Strategy Development
Develop a tailored CRM roadmap that aligns with your business goals and boosts ROI and efficiency.
CRM Software Setup
Configure CRM software to match business requirements, enabling a streamlined and scalable system foundation.
CRM Platform Deployment
Deploy CRM solutions that support flexibility, accessibility, and the future growth of your organization.
CRM Customization
Customize CRM functionalities, workflows, and fields to align with specific business processes.
CRM Data Migration
Securely migrate customer data into your CRM system, ensuring integrity, accuracy, and minimal disruption.
CRM Integration Services
Integrate CRMs like Salesforce, HubSpot, and Microsoft Dynamics for seamless data flow and improved automation.
Sales Automation Solutions
Implement sales automation tools that optimize lead management, deal tracking, and sales team performance.
Customer Data Management
Organize and centralize customer data, enhancing insights for personalized customer interactions.
CRM Training and Adoption
Train teams on CRM functionalities, driving user adoption and maximizing the effectiveness of your chosen CRM platform.
CRM Performance Tracking
Set up performance tracking for CRM KPIs, enabling data-backed decisions and continuous improvement.
CRM Support and Maintenance
Secure ongoing CRM support services, ensuring system reliability, troubleshooting, and optimal performance.
CRM System Optimization
Continuously refine your CRM setup to improve workflows, enhance user experience, and drive business growth.
Looking for guidance about the perfect CRM implementation service for your needs?
Our CRM experts, with experience at leading companies, develop and deploy tailored solutions to meet your business needs and unique industry demands for sustainable results and long-term success.
1
Discover
A leader from our team works with you to understand your business challenges, pain points, and strategic goals to uncover new opportunities and identify the options to reach your objectives.
2
Define
Toptal leaders collaborate with your team to define your specific goals and service needs, evaluating multiple approaches and aligning requirements with your strategic objectives to define the best solution.
3
Develop
Once your service is defined and you have your talent or team on board, they will create your unique project timeline, process, and initial proposals, whether you’re implementing a new CRM solution or optimizing your existing infrastructure.
4
Deploy
Toptal will get to work, tracking quality assurance, handling project management, and maintaining the delivery schedule.
Jeff is a renowned expert in data-driven growth strategies and content marketing, with more than 15 years of experience in developing comprehensive demand generation and digital growth programs. Previously at Accenture Song, he led the Cross-Channel Audience and Customer Growth division, focusing on innovative strategies in various sectors. As a Senior Growth Strategist, he enhances digital methodologies for enterprise clients and plays a key role in team development and optimizing digital performance. Jeff has a strong track record in executing successful international campaigns and continues to leverage this expertise in his current endeavors.Jeff is a renowned expert in data-driven growth strategies and content marketing, with more than 15 years of experience in developing comprehensive demand generation, including SEO, along with other paid, owned, and earned digital channels.
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CUSTOMIZED SOLUTIONS
CRM Implementation Solutions That Deliver Value
Toptal delivers leading CRM implementation services through its diverse talent network and flexible delivery models. We implement the right skills at each project phase, blending expertise from various roles for seamless execution.
End-to-End Delivery by Toptal
On-demand Talent & Teams
End-to-End Delivery by Toptal
Comprehensive project delivery, tailored to your specific requirements.
Jeff is dedicated to helping clients of all sizes build digital marketing strategies that directly impact revenue. With a background in digital growth consulting with Accenture, Jeff brings expertise across demand generation strategies, content, campaigns, lead and funnel management, operating model design, cost optimization, martech and data, and digital transformation.
Rachael serves as a Delivery Manager at Toptal with a focus on leading diverse global teams in developing innovative solutions for our clients. She works across multiple disciplines, including technology, marketing, and management consulting. Rachael specializes in managing people and client relationships, process optimization, and driving teams toward optimal business outcomes.
Alex has more than 10 years of experience driving the SDLC for property and customer relationship management systems (PMS, CRM), proprietary applications, Salesforce, and technology integrations in fast-paced Agile environments. He identifies the most impactful initiatives to maximize roadmap development and backlog management. Alex is engaging and strategic with a history of process innovation and product launch ability and has worked in travel, customer support, wealth management, and loyalty.
Avalon is recognized for his successful business, digital, Agile, and AI transformations, leveraging his considerable product, program, and project management experience. He is a certified MIT Artificial Intelligence Strategist, PMI Project Management Professional (PMP), Disciplined Agile Value Stream Consultant (DAVSC), Disciplined Agile Coach (DAC), and Disciplined Agile Senior Scrum Master (DASSM). He has outstanding power skills and the ability to align with all levels of an organization.
Kevin is a senior digital marketing professional with a background in the tier 1 consumer electronics category and agency experience in consumer retail, wireless and internet communications, retail finance, and SaaS. He has a deep technical knowledge of all major digital marketing tactics. His specialties are designing end-to-end digital marketing campaigns that connect with customers at all relevant touch points and generating business results.
Adrian is a distinguished CRM expert with 19+ years of experience. He specializes in enhancing CRM systems within the finance industry, showcasing his adeptness in Oracle PL/SQL, Java, and C++. His notable contributions include internal process automations and CRM application development, streamlining operations, and improving client interaction.
Erita is a certified project manager with more than 17 years of experience managing technical projects from initiation to deployment, following Agile or predictive approaches. She has expertise in software engineering and a strong interest in cloud, big data, and machine learning.
Nirmala is a nine-time certified Salesforce application architect and integration architect with more than 11 years of experience in Salesforce applications development as an architect or lead developer for Salesforce projects. She has worked extensively on Salesforce development, customization, and integration, Salesforce Lightning Platform, Sales Cloud, Service Cloud, Community Cloud, Pardot, Marketing Cloud, Financial Services Cloud, and nCino.
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On-demand Talent & Teams
30,000+ vetted professionals, ready to deploy individually or in teams
Manali has worked in several organizations as a Scrum master of multiple development teams. She follows all Scrum ceremonies and manages stakeholders’ expectations to prepare and track the risk matrix. She adheres to budget plans and updates reports to appropriate stakeholders. Manali is committed to designing user-centric experiences and is passionate about working with teams whose vision aligns with her values.
Felipe is a marketing and advertising professional with more than 21 years of experience in service, general management, communications, marketing consulting, strategy design, ad campaign creation, and direct or relationship marketing. Having worked on planning, statistics, research, public relations, and below-the-line advertising, Felipe is highly sensitive to consumers and brand management aptitudes, and has a remarkable ability to design marketing plans according to the needs of a given brand.
Michelle is a visionary and curious leader with 17+ years of experience in strategic marketing, business development, and finance. She contributes most effectively to projects that impact end customers directly and require exceptional collaboration and creativity. Michelle has a sharp eye for strategy and has worked with some of the world's top brands, including Ferrari, BMW, Coca-Cola, Red Bull, Mars, Air Miles, Visa, Mastercard, and Accenture.
Bogdan has 23+ years of hands-on experience with enterprise-level systems, delivering many large projects for top organizations in energy, pharma, telecom, e-commerce, banking, and the public sector. As a solutions architect, Bogdan can drive a solution from concept to production or provide end-to-end POCs (or MVPs) regarding solution architecture, design, development, and release pipelines.
Amit is a Salesforce professional who has earned 12 Salesforce certifications and gained more than eight years and 20,000 hours of practical exposure, gathering a solid understanding of Salesforce and third-party applications.
Peter is a seasoned data platform expert specializing in the Microsoft stack, including Azure. With skills ranging from data architecture and engineering to database administration and development, his 30+ years of experience, multiple certifications, and passion for learning set him apart in addressing clients’ diverse data requirements.
Praveen is a cross-channel marketing specialist with 10 years of experience in email, SMS, and push marketing. He has worked with various companies across multiple disciplines, including finance, software, and retail. As a top-performing and highly motivated Salesforce Marketing Cloud consultant, Praveen has excellent Salesforce Integration Cloud experience and a history of managing high-level automation and migration projects.
Daniel is an experienced marketing manager in the tourism, technology, entertainment, and cultural industries. He has led successful marketing strategies for HBO Max, Electrolux, Skyscanner, and Platzi—driving substantial growth. Proficient in content marketing, SEO, lifecycle marketing, and advertising, Daniel is committed to forging meaningful customer connections through marketing and team leadership.
Daniel is a data scientist and engineer with a strong background in data life cycle. He excels at crafting efficient data pipelines, designing databases, conducting advanced analyses, and harnessing machine learning.
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Looking for guidance about the perfect CRM implementation service for your needs?
Having previously worked with these leading global companies, our talent brings valuable insights and expertise to deliver world-class outcomes.
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Toptal talent helps leading investment advisory revamp their CRM and save $500,000 annually with an API-first strategy.
Challenge: Following a company restructuring, a leading investment advisory firm was left with limited technical expertise and a data-integration strategy bogged down by manual tasks and inefficient legacy applications. The firm needed expert developers to eliminate these costly manual tasks, revamp their CRM, and train nontechnical teams to effectively leverage the new tools.
Solution: Toptal assembled a specialized team led by an experienced project manager to quickly assess and address the client’s outdated systems. Over 18 months, they rebuilt 10 applications using an API-first strategy, automating processes and training teams to optimize the new solutions.
Outcome: The new API-focused operating model saved the client 5,000 hours annually, valued at $500,000, while improving data consistency and reducing errors. By replacing peer-to-peer dependencies, Toptal’s solution enhanced functionality and created a scalable architecture for future growth.
Toptal worked relentlessly over many months for the successful launch of our new platform and MuleSoft capabilities.
CRM Leader
J.D. Power Award-winning Investment Advisory
Toptal Ranked #1 Most Reliable Professional Services Company in America
Newsweek and Statista’s rankings were based on an independent survey of more than 2,400 decision-makers at Fortune 500s.
Newsweek's Most Reliable Companies in America 2026 ranking. Toptal is ranked #11, the highest-ranked professional services firm.
Read the latest articles and resources to keep you current on emerging trends in CRM strategy development, sales automation, customer data management, and more.
Customer Relationship Management systems provide businesses with more clarity and information about customer behavior, helping boost sales, retain existing customers, and attract new ones.
In this article, Toptal Software Developer Leif Gensert outlines the basic challenges of CRM integration and explains what you can do to make the process as efficient and frictionless as possible.
Leif has a decade of experience in back-end development using Ruby and Elixir. He’s worked for both large consulting firms and early-stage startups. His side projects and open source contributions ensure he is always up-to-date on the latest tech.