06Capabilities
CRM & Customer Operations
CRM projects rarely fail on technology. They fail when the system is designed around reporting the sales team resents rather than work the sales team needs. We design for the person doing the job first — adoption follows.
- CRM
- APIs
- Analytics
- Automation
01What we do
- 01CRM implementation, configuration and pipeline design
- 02Sales, service and after-sales process definition
- 03Integration with ERP, finance, support and marketing systems
- 04Customer data consolidation and de-duplication
- 05Service and case management workflows
- 06Adoption support and reporting that helps rather than polices
02Where it helps
If any of these sound familiar, this is usually the right place to start.
The pipeline lives in one person's spreadsheet
Sales closes a deal and delivery hears about it late
Customer history is scattered across inboxes
A CRM was bought, rolled out, and quietly abandoned
Have a technology challenge?Let's figure it out.
Tell us what isn't working. If we're the right people to help, we'll say so — and if we aren't, we'll say that too.