Martech & CRM
CRM Implementation
A B2B professional services firm with 200+ users needed to replace spreadsheets and email with a single CRM for pipeline, contacts, and reporting.
Selection, configuration, and rollout of CRM that fits your sales and marketing.
Sales and delivery teams were using different tools and ad-hoc spreadsheets; leadership had no reliable view of pipeline or revenue by practice. We led CRM selection (they chose a well-known cloud CRM), designed object model and workflows (accounts, contacts, opportunities, projects), and ran a phased rollout by region with training and change management. We also built a set of dashboards and reports for pipeline, win/loss, and revenue recognition.
Six months post-go-live, pipeline visibility is centralised, forecast accuracy improved, and they’ve retired several legacy tools. We handed over admin and report ownership to their ops team with documentation and a small support retainer.
- ·Centralised pipeline and forecast; improved accuracy
- ·Legacy tools retired; single source of truth for sales
- ·Admin and reporting handed over to internal ops