CRM Consulting
Done Differently.

We help B2B companies unlock CRM potential and enable them for continued success.

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10 Reasons CRM Implementations Fail:

1.

Not focussing on business objectives: main reason for failures.

2.

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

3.

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

4.

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

5.

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

6.

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

7.

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

8.

Not explaining benefits: why should salespeople care?

9.

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

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

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

Salesforce 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 Salesforce ready for scale
  • Avoid costly mistakes
Benefits Table

FAQ

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