Senior CRM consulting for companies that have outgrown their setup, or never quite got it right. We bring governance, security, AI adoption and the strategic clarity to turn your CRM into a competitive advantage, on Salesforce or Zoho.
Arvind Balasubramaniam is an independent CRM consultant with 20+ years of enterprise platform leadership. He spent the last decade as Senior Manager of Business Applications at Rocket Software and Xperi. There he owned Salesforce strategy, governance, security, release management and AI adoption across B2B and B2C environments, serving Sales, Service, Marketing, Legal and Advertising teams at the same time.
He's been the person responsible when the CRM breaks at 2am. He's been in the room when the CRO asks why adoption is still low and the CFO asks why the last CRM project ran over budget. That experience comes to every engagement.
Led the CRM workstream through a major corporate divestiture, keeping Salesforce environments running smoothly while the business entities separated.
Designed and delivered a unified B2B customer support portal that merged several Salesforce communities into one scalable experience for thousands of users.
Every engagement starts with a free 30-minute discovery call to confirm fit and scope.
A systematic review of your CRM across six domains: security, data integrity, governance, platform health, user adoption and AI readiness. You get a prioritized 90-day remediation plan.
Ongoing senior CRM leadership without a full-time hire. We attend key meetings, guide vendor relationships, oversee releases and keep governance on track.
Hands-on help bringing AI into your CRM workflows. It covers a readiness assessment, tool selection (Agentforce, Einstein, Data 360, Zia) and a roadmap your team can execute.
For organizations at a crossroads: post-acquisition, scaling fast or inheriting technical debt. You get a multi-year CRM strategy, a phased roadmap and a governance model to carry it out.
Fixed-price engagements built around clear outcomes, not billable hours.
30 minutes to understand your situation. Scope, timeline and fee are agreed before anything starts.
Read access to your CRM and documentation. A kickoff call aligns stakeholders and sets the communication rhythm. Days 1–2.
A systematic review of 58 checkpoints across 6 domains, plus interviews with your admins, ops team and business leaders. Days 3–14.
A written report, a prioritized 90-day action plan and an executive readout, with a 30-day email support window. Days 15–20.
The CRM practice sets the direction. Our platform practices build and run it.
An affordable, all-in-one operating system for teams of 1–50, implemented and managed by NimNit.
Explore Zoho One →Audits, optimization, Agentforce adoption and fractional leadership for organizations of 100 to 2,000+.
Explore Salesforce →Tell us about your CRM situation. We respond within one business day.