CRM programmes die of non-adoption. The cause is almost always that the system asks more of the user than it gives back. We design around the seller's day — fewer required fields, automatic capture where possible, useful information surfaced at the right moment — and let reporting follow from work people were going to do anyway.
ERP & CRM Services
CRM Implementation
A CRM salespeople use because it helps them, not because it is mandated.
Overview
What the engagement covers
- Sales process design before configuration
- A ruthless cut of required fields to what is genuinely needed
- Automatic capture from email, calendar and telephony
- Pipeline and forecasting set up the way the business manages
- Migration of accounts, contacts and history, deduplicated
What you leave with
- Adoption you can see in usage data
- A pipeline that reflects reality
- Reporting from the work, not from extra admin
ERP & CRM Services
The rest of this practice
CRM Implementation, scoped to your estate
Tell us where you are and what it has to be worth. We will come back with a scope, a sequence and a number.