CRM strategy & selection
Process and data-model design first, then an objective platform choice across Salesforce, Dynamics 365 and HubSpot.
Process-first CRM that sales teams actually use. We implement Salesforce, Dynamics 365 and HubSpot, migrate your customer history cleanly from legacy systems and spreadsheets, connect CRM to ERP and your data platform, and run it with an optimisation backlog, not a ticket queue.
Value comes from three things: a data model that matches how you sell, clean migrated history users trust, and integration so reps never re-key orders or invoices. We design all three before we configure anything.
CRM only pays off when it is joined up with the systems either side of it.
Delivered end to end or as individual services, under our CMMI Level 3 process framework and ISO 27001 certified information security.
Process and data-model design first, then an objective platform choice across Salesforce, Dynamics 365 and HubSpot.
Sales, service, marketing and field service, configured around your pipeline stages, territories and approval rules.
Move accounts, contacts, opportunities, cases and activity history from legacy CRM, ERP or spreadsheets with de-duplication and validation.
Quote-to-cash links with SAP, Oracle, Dynamics and billing tools so orders and invoices flow without re-keying.
Customer 360 analytics by connecting CRM data to Snowflake and BI, including zero-copy data sharing where supported.
Practical use of Salesforce Einstein and Agentforce or Microsoft Copilot: lead scoring, summaries, next-best action, with governance.
Role-based training, in-app guidance, adoption dashboards and manager coaching.
Admin, releases, enhancements and quarterly business reviews against a continuous improvement backlog.
Every phase ends in a documented decision and the evidence behind it — an artefact you own and can take elsewhere.
Sales process, data model, integrations and adoption baseline.
Configuration design, migration mapping and integration contracts.
Configure, integrate and run trial migrations with reconciliation.
Training, cutover and hypercare with adoption tracking.
Quarterly reviews and a prioritised improvement backlog.
| Consideration | Salesforce | Dynamics 365 | HubSpot |
|---|---|---|---|
| Best fit | Complex B2B sales and service at scale | Microsoft-centric firms, ERP in Dynamics | Growth-stage and marketing-led teams |
| Strength | Ecosystem and extensibility | Microsoft 365 and Power Platform integration | Ease of use and marketing automation |
| AI | Einstein, Agentforce | Copilot for Sales and Service | Breeze AI |
| Typical timeline | 3–9 months | 3–9 months | 1–4 months |
| Watch-out | Licence and add-on costs | Licensing across apps | Limits for very complex processes |
Timelines are planning ranges; data volume and integrations drive the real schedule.
| Engagement model | What you get | Typical duration | Typical commercial model |
|---|---|---|---|
| Advisory & roadmap | Assessment, options, business case and roadmap | 4–8 weeks | Fixed price |
| End-to-end implementation | Design, build, migrate, test, train, go live, hypercare | 3–24 months | Fixed price or milestones |
| Migration factory | A dedicated team and tooling that migrates in planned waves | Per wave | Per wave or time and materials |
| Managed services | L1–L3 support, releases, monitoring, optional 24/7 cover | 1–5 years | Monthly fee by service tier |
| Dedicated team / BOT | Pods that run your platform and can move in-house later | 12+ months | Monthly per team |
Durations are typical ranges; commercial terms are agreed per engagement.
| Area | Platforms and tools |
|---|---|
| CRM | Salesforce Sales, Service, Marketing and Experience Cloud; Microsoft Dynamics 365; HubSpot |
| Integration | MuleSoft, Azure Integration Services, native connectors |
| Data | Snowflake, Salesforce Data Cloud, Power BI, Tableau |
| Communication | WhatsApp Business, telephony and email integrations |
| Service management | ServiceNow for internal IT and customer service workflows |
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