CRM Development Services We Offer in Edmonton
Most of the CRM work we take on in Edmonton is a rescue. A Salesforce or Dynamics org that four departments customized past recognition, a marketing platform that no longer agrees with the CRM about who a customer is, and a privacy officer who cannot answer where the CASL consent evidence lives. We do three things. First, re-implementation: rebuilding Salesforce, Dynamics 365, HubSpot or Zoho around a data model that matches how the business actually sells, with duplicate rules, merge behaviour and territory logic designed rather than inherited. Second, custom CRM development where the packaged product genuinely does not fit, which in this region usually means field service dispatch tied to crew certification and site access, member relationship management across banking and lending products, or pursuit management for project-based professional services and construction. Third, the consent and integration layer: a consent ledger that records source, timestamp, wording shown, channel and expiry, wired into every send path including SMS, and integration into ERP, billing, telephony and the service systems the CRM is supposed to reflect. Every build ships a data subject access and deletion workflow that reaches every downstream copy.
Our CRM Development Development Process
We start with a consent and data audit before anyone discusses screens, because that audit usually changes the scope. It answers three questions: which contacts in the current database have express consent with evidence, which are running on implied consent and when that implied consent expires, and which should not be messaged at all. Under CASL implied consent from a purchase or contract runs two years from the transaction and six months from an inquiry or application, and those clocks have to live in the data model rather than in someone's memory. From there we run process mapping in person at our Edmonton office or yours, with sales, marketing, service and the privacy officer in the same room, since CRM projects fail on ownership disputes far more often than on technology. Delivery runs in two-week increments, and each one ends with the business clicking through the build themselves rather than watching us drive. Migration runs at least twice into a full-volume staging org before cutover, with a reconciliation report a controller will accept. Go-live includes unsubscribe processing tested end to end against the 10 business day requirement, DNCL screening on any outbound calling list, and a documented rollback.
CRM Discovery & Process Mapping
1-2 WeeksWe shadow your sales, service and operations teams to map the real process — including the spreadsheets and workarounds nobody documents — then define the data model, integrations and success metrics.
Architecture & UX Design
2-3 WeeksWe design the object model, permission matrix and screen flows so reps complete a record in fewer clicks than they do today. Adoption is designed in, not trained in afterwards.
CRM Build & Integration
6-14 WeeksAgile sprints with a working environment from week three. We build the CRM modules, automations and dashboards, then connect email, calendar, telephony, billing, ERP and marketing systems.
Data Migration & UAT
2-4 WeeksWe clean, de-duplicate and migrate your existing records with a dry run first, then run user acceptance testing with the people who will live in the system daily.
Rollout, Training & Support
2-3 WeeksPhased go-live by team, hands-on training, admin handover documentation and a hypercare period so adoption does not stall in week two.
Technologies We Use for CRM Development
Platform choice follows residency, integration surface and who has to administer it after we leave. Salesforce runs Canadian infrastructure through Hyperforce, which matters when a procurement questionnaire asks where records physically sit. Microsoft Dynamics 365 lands in Azure Canada Central in Toronto or Canada East in Quebec City and is the pragmatic answer for organizations already standardized on Microsoft 365 and Entra ID. HubSpot suits marketing-led mid-market teams that will not staff an administrator. Zoho and Odoo come up where budget dominates. Where we build custom, the stack is Postgres with row-level security, a Node or .NET service layer, and a React front end, hosted in AWS ca-west-1 in Calgary or ca-central-1 in Montreal, or in Google Cloud northamerica-northeast1. Messaging goes through Twilio, Amazon SES or Azure Communication Services with the consent check enforced at the send service, never in the campaign tool, so no future integration can bypass it. Telephony ties into Genesys, Five9 or Amazon Connect with call recording notice and retention configured to Alberta expectations. Identity is Entra ID, Okta or Keycloak. Reporting runs in Power BI or Looker Studio against a warehouse, not against the CRM.
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