CRM Audit / Quickscan‍

Maximizing the value of your CRM requires more than just implementation — it demands alignment with your commercial objectives and seamless integration into daily operations. Our CRM Quickscan assesses whether your CRM strategy supports business goals, evaluates how effectively processes are embedded in the system, and identifies gaps in user adoption. We review data quality, consistency, and usability to ensure informed decision-making. With a clear and actionable improvement plan, we help you enhance system efficiency and drive meaningful business impact. Our approach is delivered through a comprehensive CRM audit report, outlining key findings and providing practical recommendations for optimization. 

CRM Tool Selection‍

Choosing the right CRM system is critical for long-term commercial success — but with so many tools on the market, it’s easy to feel overwhelmed. Our CRM Tool Selection service helps you make a confident, informed decision. We start by mapping your business requirements, processes, and strategic goals, then translate these into clear selection criteria. From longlist to shortlist to final choice, we guide you through every step — comparing features, scalability, usability, and integration potential. Whether you're replacing an outdated system or selecting your first CRM, we ensure the solution fits your organization, now and in the future. The result is a well-documented selection process that brings internal alignment and sets the foundation for successful implementation.

CRM Strategy Development‍

Ensuring commercial success requires a structured and strategic approach. Our Strategic CRM Planning service starts with a thorough analysis of your commercial objectives and existing CRM setup to identify bottlenecks and improvement areas. We develop a clear roadmap that aligns with your broader Commercial Excellence strategy, ensuring that your CRM supports long-term growth and efficiency. If needed, we provide implementation support and ongoing monitoring to ensure successful execution. This process is delivered through a strategic CRM plan, a detailed roadmap, and stakeholder recommendations to drive adoption and impact.

CRM Project Management‍

Successfully implementing or optimizing a CRM system goes far beyond technical setup — it requires clear direction, structured change, and strong stakeholder engagement. Our CRM Project Management service ensures your CRM initiatives stay on track, from planning through go-live and beyond. We manage timelines, coordinate teams, and monitor progress while keeping business objectives front and center. With a strong focus on communication, risk mitigation, and user adoption, we help you deliver a CRM that works for your people. Whether it’s a system migration, a new roll-out, or a major reconfiguration, we provide hands-on support to turn your CRM plans into measurable results.


Other CRM services:

·      CRM Readiness Assessment

·      Change Management and User Adoption

·      Business Analysis and Process Insights

·      CRM Dashboards and KPIs

·      Optimization and Continuous Improvements

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