03 / Software & Integration

CRM Implementation

We deploy customer relationship management and contact centre solutions, and stay until your teams use them every day. Configuration, integration and data migration matter, but adoption is the real measure, so we plan training and change support alongside the build.

Scope

What we deliver

  • CRM configuration for sales, service and marketing processes.
  • Contact centre solutions covering voice, email and digital channels, with routing and case management.
  • Integration with ERP, billing, core business systems and telephony.
  • Migration and cleansing of customer data from spreadsheets and legacy systems.
  • Dashboards and reporting on pipeline, service performance and customer activity.
  • Training and adoption support so teams use the system in their daily work.

Outcomes

What changes for you

  1. A single view of each customer across sales, service and the contact centre.

  2. Customer requests routed, tracked and resolved through a consistent process.

  3. Managers with clear visibility of pipeline and service performance.

  4. A CRM your teams actually use, not one they work around.

Questions

Frequently asked

Which CRM platforms do you implement?

We start from your processes and channels rather than a single product. Tell us which platforms you are considering and we will be clear about our experience with each.

Can the CRM connect to our contact centre and other systems?

Yes. We integrate the CRM with telephony, email and digital channels, and with systems such as ERP and billing, so agents see the full customer record in one place.

How do you make sure our teams adopt it?

We involve users in configuration, train them on their own processes and support them through the early period of live use. Adoption is part of the scope, not an afterthought.

How does an engagement start?

With a review of how you manage customer relationships today, the channels you serve and the systems involved. That shapes a scope covering configuration, integration, data and adoption.

03 / Software & Integration

Put your customers at the centre of your systems.

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