Salesforce & CRM
CRM implementation, migration and optimisation your revenue teams actually use.
The business challenge
Most CRM programmes fail on adoption, not technology. The platform does not mirror the real revenue process, data is fragmented, reporting is untrusted — and teams quietly return to spreadsheets.
We take ownership of the full CRM lifecycle: process design, platform selection, implementation, data migration, integration and post-go-live optimisation.
What we provide
CRM strategy & process design
We map sales, marketing and service processes before a single field is configured.
Implementation & configuration
Salesforce Sales/Service Cloud, HubSpot and lightweight CRMs: objects, permissions, automation.
Data migration & quality
De-duplication, field mapping, validation rules and auditable migration runs.
Reporting & forecasting
Executive dashboards, pipeline health and forecasting leadership can act on.
Adoption enablement
Training, documentation and a key-user programme so the system survives month one.
Continuous improvement
A monthly backlog, measurement and iteration — CRM is a product, not a project.
- 01Process audit
- 02Solution design
- 03Build
- 04Migration & testing
- 05Adoption
Frequently asked questions
How long does a CRM implementation take?
A focused first phase typically runs 4–8 weeks: a working pipeline, migrated data and reporting. Further modules follow iteratively.
Do we have to choose Salesforce?
No. We are vendor-independent — process and scale decide. Often a lighter platform is the better answer.
Can you take over an existing system?
Yes. We audit the current org, stabilise it and then build a development backlog on top.
Let's build a smarter digital operation.
Tell us where your operation stalls. After a short conversation you get a written recommendation.