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CRM Solutions · Practice Area

Build the Relationships That Drive Your Mission Forward.

Drive constituent engagement and relationship management with enterprise CRM platforms. Velocity Data Solutions brings proven expertise and a government-ready delivery approach to every engagement.

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The Challenge

Why This Matters

Siloed constituent data, manual outreach processes, and fragmented communication prevent agencies from delivering cohesive constituent experiences.

1

No single view of constituent or customer interactions across systems

2

Manual case management and follow-up consuming staff time

3

Inability to track program outcomes and constituent satisfaction at scale

How We Work

Our Approach

1

CRM Strategy

Define use cases, data model, and engagement workflows aligned to mission goals.

2

Platform Selection

Recommend and configure the right CRM — Salesforce Government Cloud or HubSpot.

3

Data Migration

Clean, deduplicate, and migrate existing constituent data to the new platform.

4

Workflow Automation

Automate case routing, notifications, and follow-ups to reduce manual effort.

5

Training & Adoption

Role-based training and change management to ensure sustained adoption.

What We Offer

Our Capabilities

Service Capabilities

Salesforce Sales & Service Cloud
Salesforce Government Cloud
HubSpot CRM Deployment
Data Migration & Deduplication
Custom Workflow Automation
Reporting & Analytics Dashboards
MuleSoft & API Integration
Change Management & Training

Technology Stack

SalesforceHubSpotMuleSoftZapierMakeTableau
The VDS Difference

We don't just configure software — we design engagement workflows that drive adoption and measurable ROI.

Ready to transform constituent engagement?

Let's scope your project and put together the right team. We respond within one business day.