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Services

CRM help across the whole journey: choosing the right platform, building it well, running it day to day and getting people to use it.

Plan and build

Getting the foundations right.

CRM strategy and platform selection

Not every business needs the same CRM. We help you choose between Salesforce, HubSpot and Zoho based on your size, budget and goals.

  • Current state review and requirements
  • Platform comparison and recommendation
  • Roadmap and budget planning

Business analysis and discovery

Getting everyone clear on the problem before anything is built.

  • Stakeholder workshops
  • Process mapping and user stories
  • Acceptance criteria and sign off

Solution architecture and implementation

Designs that scale and stay maintainable, delivered end to end.

  • Salesforce Sales, Service, Experience and Consumer Goods Cloud
  • HubSpot and Zoho setup and configuration
  • Integrations and data model design

Revenue Cloud and lead to cash

One joined-up flow from quote to cash.

  • Product catalogue, pricing and quoting
  • Contracts, orders and billing
  • Sales and finance reporting

AI and data

Making your CRM smarter, on data you can trust.

AI and agentic automation

Practical AI that takes repetitive work off your team.

  • Agentforce agents and Einstein features
  • HubSpot Breeze and Zoho Zia
  • Use case selection, guardrails and measuring results

Data analysis and reporting

Turning CRM data into decisions.

  • Data quality audits and clean up
  • Data migration between platforms
  • Dashboards, KPIs and Data Cloud

Run and support

Keeping your CRM healthy after go live.

Managed service

A monthly retainer that looks after your CRM so your team can focus on customers.

  • Enhancements and small changes
  • Release and upgrade management
  • Monthly health reporting

Admin support

Hands-on help for day to day administration.

  • Users, permissions and security
  • Reports, dashboards and automations
  • Cover for holidays or while you hire

Org health check

A clear look at what's working, what isn't, and what to fix first.

  • Feature use and adoption
  • Technical debt review
  • AppExchange and marketplace app review

Grow and adopt

A CRM only works if people use it.

Staff training

Training shaped around your processes, not generic demos.

  • Role-based sessions for sales, service and managers
  • Admin and super user training
  • Guides and short videos your team keeps

Business adoption and change

Helping people move to new ways of working.

  • Adoption planning and champions network
  • Communications and launch support
  • Usage tracking and follow-up

Additional support

The extras that make a difference.

  • Nonprofit CRM support
  • Project support and career coaching with Kam's Tech Talk
  • Second opinions on plans and proposals

How we'll work together

  1. Talk

    A short call to understand what's going on and whether we're the right fit.

  2. Shape

    We review your CRM and processes, then share a clear plan with priorities.

  3. Deliver and support

    We deliver together, train your team, and stay on hand as you grow.

Not sure which one you need?

That's fine. Tell us what's happening and we'll work it out together.

Book a call