Buying software is easy; changing behavior is hard. We focus on the "Relationship" in CRM. From requirements gathering to platform selection, we ensure your investment supports your teams, streamlines workflows, and delivers measurable growth.
CRM Readiness & Requirements
Map your sales and service processes to define clear functional requirements, ensuring the chosen platform solves actual business challenges.
Learn MoreCRM Platform Evaluation & Selection
Compare top contenders like Salesforce, Dynamics 365, and HubSpot against your needs to select the right fit for your budget and ecosystem.
Learn MoreCRM Strategy & Adoption Roadmap
Design a phased implementation strategy that prioritizes user adoption, data governance, and quick wins to ensure long-term project success.
Learn More
CRM Readiness & Requirements
We align tech with process. Before you spend on licenses, we map your customer journey. We identify friction points in your sales and service cycles to define requirements that ensure your new CRM actually improves productivity.
- Workshops with sales, marketing and service teams
- Process mapping (lead → opportunity → quote → order → support)
- Functional requirements (pipelines, SLAs, automation)
- Non-functional requirements (cloud/on-prem, security, integrations, cost)
CRM Platform Evaluation & Selection
We find your perfect match. The "best" CRM is the one that fits your business. We conduct fit-gap analyses across major platforms, evaluating scalability, integration capabilities, and total cost of ownership to guide your choice.
- Shortlisting platforms (e.g. Dynamics 365, Salesforce, HubSpot, etc.)
- Fit-gap analysis vs requirements and existing tools
- Licensing, cost and scalability considerations
- Recommendation and implementation roadmap
CRM Platform Evaluation & Selection
We find your perfect match. The "best" CRM is the one that fits your business. We conduct fit-gap analyses across major platforms, evaluating scalability, integration capabilities, and total cost of ownership to guide your choice.
- Shortlisting platforms (e.g. Dynamics 365, Salesforce, HubSpot, etc.)
- Fit-gap analysis vs requirements and existing tools
- Licensing, cost and scalability considerations
- Recommendation and implementation roadmap
CRM Strategy & Adoption Roadmap
We plan for people, not just software. Technology fails without adoption. We design a rollout strategy that includes pilot groups and data governance models, ensuring your team embraces the new tool rather than fighting against it.
- Phased rollout (pilot → department → organisation)
- Data strategy (what lives where, master data)
- Governance & ownership model for CRM
- KPIs and success metrics for CRM adoption
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