Independent CRM implementation and selection for Salesforce, Dynamics 365, HubSpot and the rest: the right platform, the right partner and a programme the sales and service teams actually adopt.
Book a confidential conversationA CRM implementation is sold as a software project and fails as an adoption project. The partner configures objects and workflows, the data arrives half clean from three old systems, the integration with billing or the ERP is left to phase two, and the sales team keeps its spreadsheets because the new system asks for more than it gives back. Twelve months later the licence bill is real and the pipeline report is not.
We run CRM implementation from the client side: the process and data design before the platform, the selection without a reseller interest, the partner managed to a fixed scope and the adoption measured after go live rather than assumed at it.
Requirements built from the sales and service process you want, a shortlist from Salesforce, Dynamics 365, HubSpot and the specialists, scripted demonstrations on your data and a commercial negotiation with no commission on the outcome.
Client side programme leadership: data cleansing and migration, integration with ERP, billing and marketing systems, testing on real scenarios, training by role and a cutover that does not stop the sales team selling.
An independent view when a CRM programme has stalled or the users have gone back to spreadsheets, and a replan that gets the adoption the business case assumed.
Every engagement starts with a short diagnostic of the current sales, marketing and service processes and the data that supports them, which produces a plain written view of what a CRM has to do for you and which platforms can do it. From there we agree a fixed fee for selection, implementation leadership or both, name the people and report in the same words to you and your board.
We hold no reseller agreements with Salesforce, Microsoft, HubSpot or anyone else, so the recommendation is about fit, not margin.
Talk to us about your CRMOur CRM work comes in two parts, and you can take either or both.
An independent check on your CRM partner and programme: the proposal and licence mix tested, configuration and data quality reviewed at each stage, and adoption measured before anyone calls it done.
We lead the CRM programme from your side and own the integration with ERP, billing, marketing and telephony, plus data migration, testing, training and a cutover that keeps sales and service running.
Start with assurance and move into the full integration when you are ready, with the same people throughout.
Read HubSpot vs Salesforce vs Dynamics 365 for the platform comparison and what a CRM costs in the UK for licence and running costs.
Six to twelve weeks for a straightforward HubSpot rollout, three to six months for a mid market Salesforce or Dynamics 365 implementation, and longer where the data is poor or the integration with ERP and billing is complex. A timeline of a few weeks for a complex estate usually describes the configuration, not the adoption.
On top of the licences, from around £10,000 to £30,000 for a straightforward HubSpot rollout, £40,000 to £150,000 for a typical mid market Salesforce or Dynamics 365 implementation, and £250,000 or more where data migration and integration with ERP and billing are complex. The partner day rate matters less than the scope control.
It depends on your sales and service model, your existing Microsoft or Google estate, your integration needs and your budget over five years rather than one. We will tell you which, with the evidence, and we earn nothing from the answer.
Yes. The integration design is usually the most important and most neglected part of a CRM programme, and we design it before the platform is configured rather than after.
We run a short independent review of the scope, data, partner performance and adoption, give you a plain view of why it stalled and a replan to get it moving, and can lead the recovery if you want us to.
A confidential conversation about what you need from a CRM, before the vendor demonstrations, costs nothing and tends to save a great deal.
Book a confidential conversation