CRM Consultancy service provides strategic direction and clarity around how your CRM should support your commercial goals. We work with your teams to understand how processes operate today, identify where friction exists and define a clear, achievable path forward. The focus is on alignment, simplicity and measurable improvement.
- Full audit of CRM structure, data quality, automation, pipelines and reporting
- Process mapping and documentation of key sales, marketing and service workflows
- Identification of gaps, inefficiencies and opportunities for improvement
- Clear recommendations aligned to revenue goals and operational priorities
- A prioritised CRM roadmap that supports better data, cleaner processes and stronger reporting
CRM Administration service provides dependable day to day management of your CRM so internal teams can focus on their core roles. We ensure the system remains accurate, usable and aligned to how the business operates as it evolves.
- Ongoing system management, including users, permissions and access control
- Continuous data hygiene and quality monitoring
- Workflow, automation and pipeline updates as requirements change
- Campaign, form, list and asset setup to support marketing activity
- Responsive support that keeps the CRM running smoothly and consistently
Our MarOps and RevOps service aligns systems, processes and teams across the entire revenue journey. The aim is to create a connected operational framework that improves visibility, accountability and pipeline performance.
- Lifecycle stage definition and governance across teams
- Optimised lead and deal handoffs between marketing and sales
- Attribution and reporting frameworks for pipeline and revenue
- CRM configuration that supports end to end visibility and accountability
- Reduced friction between teams and more predictable revenue performance
This service is designed for organisations implementing a new CRM or restructuring a complex existing environment. We design and build scalable systems that are robust, well documented and ready for long term adoption.
- End to end CRM architecture design based on business processes and growth plans
- Object, data model and lifecycle structure creation
- Automation and workflow logic designed for clarity and scalability
- Integration planning and implementation where required
- Fully configured system with clear documentation for internal teams
Our Marketing Strategy and Execution service connects planning with delivery to ensure marketing activity produces measurable results. We focus on the initiatives that matter most and provide hands on support to turn strategy into action.
- Definition of marketing goals, success metrics and reporting frameworks
- Campaign planning and execution across key channels
- Lead nurturing, segmentation and automation workflows
- Email and content workflows designed to support conversion and engagement
- Ongoing optimisation based on performance data and insights
Hazel Jonhnson
