We are Tokara's
consulting team.
Headquartered in the great State of Texas,
we are wranglers of 'people-first' technologies
and trusted advisors to our customers.
From Coast to Coast, we serve customers
from across the United States and Canada to maximize
the most out of their marketing and CRM implementations.
SO HERE'S WHAT YOU REALLY NEED TO KNOW ABOUT US.
'People-first' is
more than a mantra.
It's at the core of everything we do, shaping our greatest competitive advantage—
our culture of transparency, relationship, value, and trust.
These attributes define us.
Extreme CRM
Relentless
about Results
Passion for
‘People-First’
True Honest
Brokers

Before Tokara Solutions, we worked with two consultant organizations to implement a CRM that fit our needs. Unfortunately, neither had the same expertise, dedication, or drive as Tokara Solutions.
Scott Mccammon
Manager of System Development and Implementation
Tokara Homebuilder CRM is a flexible, complete CRM solution allowing us to track the full customer lifecycle all in one app instead of supporting 4 or 5 separate systems!
Ron Frissora
CIO
Tokara Solutions provides us with critical technical and developmental support for our Pivotal implementation at Phoenix Contact. John Hodgson and Steve Benson have been trusted partners since our initial go-live and continue to provide effective and appropriate solutions for our evolving CRM needs.
Bob Tarman
Business Systems Manager
We have used services from Tokara Solutions for years … Which has worked out extremely well to help keep costs down and still maintain a very high level of quality.
Debbie Price
Manager of CRM Applications
Tokara continually offered US CrewChange support to ensure that thissolution was customized to efficientlytrack the projectt needs of current andfuture clients.
Lora Simmons
Director of Business Development
Tokara Solutions has been a pleasure to work with. They are professional, transparent and go over and beyond to be accommodating and attentive to client needs. Tokara Solutions are an A+ example of great client service!
Kelley Barnhardt
V.P. Private Banking Technology
They just ‘got’ us—they understood where we were, where we wanted to go, and took us there without imposing their own agenda in any way.
Mark Nadler
VP of Corporate Information Technology
What Verity Credit Union appreciates most about working with Tokara is not having to reinvent the wheel or invest in staff time to recreate solutions that Tokara has already crafted and implemented across their customer base. This allows us to dream big!
Brittney Fraser
Project Manager
Massive thanks to the entire Tokara Solutions Team! Having worked closely with their experienced CRM consultants and engineers, this has been the best deployment of Salesforce I have ever had at Viant. Tokara Solutions is a wonderful team to work with! I am looking forward to what is to come!
Amy Harrington
Sr. Director, SFDC Administration & Business Analytics

Tokara Solutions has been PCCA’s Pivotal CRM consultant, trusted partner and advisor since 2012. Their understanding of Pivotal and our business allows them to map the technology to our constantly evolving business requirements, helping us maximize our investment in Pivotal.
Lee Holman
Director of Information Technology
FAQs
What is CRM consulting and how can it help my business?
CRM consulting provides businesses with the insight and strategies their sales, marketing, and customer service teams need to maximize the value of their CRM in order to generate better customer satisfaction and ROI.
What factors should I consider when choosing a CRM consulting service provider?
There are three factors you should look for when deciding to choose a CRM consulting service provider. The vital factors are that a CRM consulting service must have a strong knowledge of your industry, deep understanding of CRM technical knowledge, and a track record that showcases their success as a CRM consulting service provider.
How can CRM consulting services assist with CRM implementation and customization?
A CRM consulting service can assist with your CRM implementation and customization by providing both the technical and business guidance your company needs to succeed. Furthermore, having the experience with migrating from legacy CRM’s, coupled with the knowledge of initial deployments and ongoing CRM support can make the difference between boom or bust.
Can CRM consulting services help with data migration and integration?
Yes, consulting services such as Tokara Solutions have extensive experience in both data migration and integration. Knowledge in data migration is key when migrating off legacy CRM’s. Subsequently, integrations are key to all CRM implementations as data should flow into and from other systems.