CRM transformation consulting
CRM consultancy across Salesforce, HubSpot and Dynamics 365, from greenfield builds to legacy migrations and user adoption.
CRM transformation consulting
CRM strategy, selection and implementation across Salesforce, HubSpot and Microsoft Dynamics 365. From greenfield builds to legacy migrations and user adoption, with a focus on the parts of CRM that actually move the numbers.
Need Salesforce or HubSpot people instead of consulting? See Salesforce and CRM recruitment.
What we deliver
- Salesforce implementation and optimisation, including Agentforce readiness.
- HubSpot strategy and build for B2B SaaS and services businesses.
- Microsoft Dynamics 365 delivery, with field service and customer service.
- CRM data migration and integration, including MuleSoft.
- Sales process re-engineering, pipeline design and forecasting.
- User adoption and training, run by our change and transformation practice.
Greenfield or rescue
We run both. Greenfield builds are scoped with a fixed delivery plan and a defined go-live date. Rescue engagements start with a two-week diagnostic and end with a written plan the existing team can execute against.
Frequently asked questions
Salesforce, HubSpot or Dynamics 365: which is right for us?
It depends on your sales motion, the size of the integration surface, and your appetite for configuration versus code. We run a two-week selection workshop and write up the recommendation.
How long does a CRM implementation take?
A typical mid-market Salesforce or HubSpot implementation is twelve to twenty weeks. Larger enterprise programmes are scoped in workstreams.
Can you fix an existing Salesforce org?
Yes. Our rescue diagnostic identifies the top three issues, with a written plan your existing team or a new partner can execute against.
Do you handle Agentforce?
Yes. Agentforce readiness and implementation are part of our CRM transformation practice. Agentforce recruitment →
Want to talk about CRM transformation consulting?
Tell us the brief and we will come back within one working day with a shortlist, a proposed team or a fixed scope.