CRM
CRM delivery without data chaos.
Stabilize pipeline data, fix automation, and keep revenue reporting trustworthy.
Proof before ask
Who this is for
Good fit
- Revenue leaders who need reliable pipeline metrics
- Teams planning a CRM rebuild or major automation refresh
- Orgs needing governance around data quality and access
Not a fit
- Unofficial tools without owners
- Requests for fabricated metrics
- Projects without RevOps or sales leadership
Problems we solve
Inaccurate pipeline data
We fix data quality, duplicates, and ownership rules.
Broken automation
We rebuild workflows with clear entry/exit criteria and testing.
Reporting mistrust
Dashboards tied to clean data and consistent definitions.
Handoffs failing
Marketing → sales → success handoffs mapped and governed.
Offer ladder
Tier 1 — Easy-to-buy Packages
Fixed-scope engagements that validate fit quickly.
- AI Use Case & ROI Assessment
- CRM Health Check / Automation Blueprint
- ERP Readiness / Process Blueprint
- Ecommerce Conversion + Checkout Audit
- Managed Services Stabilization Sprint
Tier 2 — Core Engagements
Longer-running delivery aligned to governance needs.
- Managed Teams
- Staff Augmentation
- Managed Services Agreement
Tier 3 — High-Value Programs
Complex programs with integration-heavy delivery.
- Full CRM/ERP implementations + integrations
- AI in operations (production-grade)
- Ecommerce rebuild + CRM/ERP/OMS integrations
Process & governance
Audit & align
Data model, fields, automation, and governance review.
Week 1
Blueprint
Future-state design with risks, owners, and sequencing.
Week 2
Implement
Ship fixes and workflows with demos and testing.
Weeks 3–6
Operate
Runbooks, alerts, and quarterly hygiene for stability.
Ongoing
Proof
Ecommerce brand unified CRM and OMS data
Built a single customer view and stabilized checkout handoffs without downtime.
Manufacturing COO gained reliable forecasting
Connected ERP and shop floor data for accurate demand planning.
Security, IP, and compliance
- No fabricated metrics; references provided when approved
- Least-privilege access and documented changes
- Supports US/EU data expectations
FAQs
Talk with us about this solution
Proof before ask