CRM & Revenue Systems
CRM Consultation
Commercial architecture designed around how your market actually buys.
Overview
Choose the right CRM and design the pipeline, automation and reports around how you really sell.
A CRM fails when it is bought before the process is understood. We map your lead sources, sales stages, team roles and reporting needs for your industry, then recommend a platform and a setup plan, or tune the CRM you already pay for.
Signals you may recognise
- 01The CRM is bought but the team still works in spreadsheets.
- 02Leads leak between marketing, sales and operations.
- 03Management cannot get reliable reports.
Industries
Configured for how your industry sells
Select your industry in the enquiry form to see what we typically set up for it.
- Real Estate & Property
- Travel & Tourism
- Hospitals & Healthcare
- Clinics, Dental & Diagnostics
- Colleges & Universities
- Schools & K-12
- Education & Study-Abroad Consultancy
- Coaching & EdTech
- Retail & E-commerce
- Automotive Dealerships
- Banking & Financial Services
- Insurance
- Hotels & Hospitality
- Restaurants & Food Service
- Manufacturing & Industrial
- Logistics & Supply Chain
- Construction & Interiors
- IT, SaaS & Software
- Legal, Accounting & Consulting
- Fitness, Salon & Wellness
- Events & Weddings
- NGOs & Non-profits
- Pharma & Life Sciences
- Telecom & Utilities
- Agriculture & Agri-tech
- Government & Public Sector
What we deliver
Scope of work
- 01
Sales and service process mapping
- 02
Platform comparison and recommendation
- 03
Pipeline, stage and field design
- 04
Automation, assignment and follow-up rules
- 05
Dashboard and report specification
- 06
Adoption and training plan
Approach
How the engagement unfolds
- Phase 01
Understand
Workshops with sales, marketing, support and leadership.
- Phase 02
Design
Blueprint of pipelines, data model and automations.
- Phase 03
Recommend
Platform, licences, integrations and cost.
- Phase 04
Enable
Configuration support, training and adoption tracking.
Impact
What changes for your organisation
- A CRM your team actually uses
- No more lost leads
- Reports leadership can trust
Questions
Frequently asked questions
Which CRMs do you work with?
We work with the major platforms (Salesforce, HubSpot, Zoho, Microsoft Dynamics, Freshsales, Odoo and LeadSquared among them) and we also build custom CRMs when an off-the-shelf product would force you to change how you work.
Can you fix our existing CRM rather than replace it?
Often that is the better option. We audit what you have first.
Start a conversation
Discuss CRM Consultation with our team
Share a few details about your objective. A senior member of our team will respond within 24 working hours.
- 01Submit your enquiry. You will receive an instant confirmation by email.
- 02A specialist reviews your objective and contacts you within 24 working hours.
- 03We meet, frame the opportunity and propose a clear way forward.
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