CRM Consulting
Done Differently.

We support B2B companies to identify and implement the right CRM for their needs.

Book a call below to see if we are a fit.

10 Reasons CRM Implementations Fail:
‍

Not focussing on business objectives: main reason for failures.

Not thinking customer first: product differentiation isn't enough.

Not having executive buy-in: “they have to work with it, not me.”

Not approaching CRM in phases: wanting too much at once.

Not sticking to out-of-the-box features: avoiding code.

Not managing the change: it’s not just a technology solution.

Not planning properly: plan, prepare, involve, go-live, feedback.

Not explaining benefits: why should salespeople care?

Not properly migrating the data: unclean data is useless.

10.

Not developing internal knowledge: consultancy lock-in.

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Kickstarter

Learn from anywhere:
On-demand learning platform to self-implement based on:

35+ implementation projects &
4 years working at Salesforce HQ

Get unlimited email support
‍

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Accelerator

All of Kickstarter plus‍
‍
Get up to 4 hrs/ month
individual web conferences

Get up to 10 hrs/ month
developer resources

Pros/ cons of potential technical
solutions with cost estimates

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Scaler

All of Accelerator plus
‍
Get interim CRM project lead

Get a gap analysis workshop
(current vs. desired state)

Get tailored developer/
support resources

Get role-specific enablement

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CRM Consulting.
Reimaged. Accelerated. Proven.

When you’ll work with us you will...

Have a bulletproof sales process that serves your business objectives
Know what KPI you need to work on to increase revenue/ productivity
Be able to forecast revenue accurately and improve close rates
Coach your sales team based on data
Automate repetitive tasks
Speed up onboarding by not having to explain the same things over and over again
Get a solid setup of CRM ready for scale
Avoid costly mistakes

FAQ

Who is this for?

People who want to own their tools. There are plenty of great “conventional” partners out there who do everything for you. We are like a personal trainer, not for the gym but Salesforce. This means you have to do your part and we guide/ support you with our proven frameworks and certified Salesforce experts. Usually by the time a company scheduled a workshop with a “conventional” partner to gather requirements, we are already halfway through the initial setup.

What makes you different?

We focus on enabling our customers for continued success as long as they need it. Our approach is based on working at Salesforce HQ for 4 years and successfully delivering 35+ implementation projects as an official Salesforce certified partner. We reviewed everything and extracted the essentials to realise value from CRM quickly.

How do we know this is going to work for our industry?

The methods within the framework are industry-agnostic. The reason is that they were derived using foundational truths and working with companies across various industries and countries. We did this with teams with sales cycles of one week to two years. Templates will be provided. Find a list of references on this website.

How come you do not always require workshops like other partners?

We did dozens of workshops and began seeing patterns. Every sales team needs a similar foundation. Also, we found that the effort is sometimes not justified. People know your business better than anyone else, and by seeing how fast Salesforce can be customised, they’ll develop more use cases that can be implemented straight away without delay or extra cost. That proved to be a powerful mindset shift. We facilitate that process.

What previous knowledge is required?

None. Getting the foundation in place in Salesforce is done using clicks, not code. If you have a smartphone, you will be fine.

How hard is it to configure the sales process to our needs?

Think of PowerPoint. The slides themselves are easy to create once you are clear about the content. It’s the same with the sales process. Fields are easy to create but knowing which ones serve your business while balancing the needs of your sales team (minimal admin) and leadership (insights) is the hard part. But again, we will support you.

What CRM product is required?

Sales or Service Cloud Professional Editions or above are ideal. The Essentials editions are fine too, but you won’t be able to take advantage of all process automation outlined in our frameworks.

How do we justify the license cost of CRM?

Make sure to compare apples with apples. Comparing license cost alone is not sufficient as customisations in other CRMs either require coding or are not possible at all. When done right, the ROI from Salesforce comes from growing revenue without adding headcount and identifying trends before it is too late. Our customer “The World’s Finest Clubs” was able to increase bookings by more than 50% within 12 months with the existing team (appr. 120.000 GBP in additional headcount saved due to process automation)

Isn’t CRM only for large companies and hard to customize?

This is a common misconception. The great advantage is that you get access to the same functionality, security and reliability regardless of having 10 or 10000 licenses. All three updates per year are seamless and included in the license cost. The approach is a clicks-first, not code. But be careful: just because you can build a feature easily doesn’t mean you should.

We need integrations (e.g. accounting) from the start. How do we do this?

Our experience has been different. People want too much at once and neglect to build a strong foundation. Unless your team needs access to 3rd party data in real-time data in Salesforce (e.g. inventory), to make the sale, you probably don’t need it right away. Salesforce is an open platform. Start small and focus on activities that really drive business results. Later, you can engage integration experts. This time with the advantage of knowing exactly what you need.

We are trying to raise our next funding round. How can you help us?

We experienced that the IT infrastructure and sales methodologies are not sufficiently reevaluated with each funding stage. Series C funded startups inevitably need more mature processes than seed-funded ones. Our customer Scoutbee streamlines their sales and customer success processes and later raises 55 million USD in funding. Disclaimer: They also have a great team so saying it was all us would not be fair.

How do you help me get a promotion?

There is a severe lack of skilled sales operations professionals in the job market. These people support sales leaders to ensure that the sales team is set up for success. We enable you with the essential skills to excel in that role. Companies too often hire the 21st salesperson instead of ensuring that the existing 20 are set up for success.

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CRM Consulting -
Reimagined. Accelerated. Proven.

CRM Consulting Done Differently.

10 Reasons CRM Implementations Fail:‍

Subscribe monthly. Cancel anytime.

Kickstarter

Accelerator

Scaler

When you’ll work with us you will...

FAQ

Free CRM Consultation

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CRM Consulting
Done Differently.

10 Reasons CRM Implementations Fail:
‍

Subscribe monthly.
Cancel anytime.