Experts in operational and organisational change for B2B marketing, sales and success teams in tech.
First, we would like to look at your current CRM setup and workflows for your best-performing elements. We'd like to know how your data works and how you need it to work.
We take our learnings from the previous stage and craft well-researched workflows. This gives your team visibility on the proposed changes.
We implement new processes and 3rd party integrations, and new apps. This includes any data transfer from older or incumbent systems.
Even the best-laid plans sometimes overlook things. We provide aftercare for an agreed period to ensure you're completely supported.
Discover how we: