Services / CRM
Salesforce and other CRMs implemented, stabilised, rationalised — or, when the numbers say so, replaced. Independent, vendor-neutral, and comfortable saying no.
CRM is where a lot of good ideas go to die: bought too big, extended too far, and eventually feared by the people it was meant to help. We've spent years inside Salesforce, HubSpot, and Dynamics estates. We know when to fix, when to simplify, and when to have the harder conversation about whether the platform is still the right home for the business.
Who is this for?
Teams evaluating crm & salesforce decisions with urgent manual overhead.
How fast?
Typical first output is a clear decision and implementation sequence, usually within a 1–4 week discovery window.
What will it cost?
A fixed-scope first step is available from our pricing page; discovery scope is defined up front to avoid open-ended work.
What result should I expect?
Reduced manual burden, clearer ownership, and a practical roadmap that makes the next decision easy.
Not a fit if you need a large transformation without any phased first slice.
The right CRM decision usually isn't the one your current partner is incentivised to recommend.
Managed packages, custom code, and years of well-meaning changes have made the CRM slow, expensive, and risky to touch.
The seat count, edition mix, and add-ons no longer reflect how the business uses the system. Nobody has run the numbers in years.
Every change goes through a third party, at rates that make small improvements not worth requesting.
Licence, code, automation, integration, and usage — reviewed with no allegiance to a vendor or partner.
Stabilise, simplify, migrate, or replace — costed, sequenced, and presented for a board-level decision rather than a delivery workshop.
Whether that's licence renegotiation, automation cleanup, integration hardening, or a controlled migration — we deliver, and we hand over.
Documentation, governance, and internal capability so the CRM is yours to run — not ours to keep billing against.
A written, defensible view of what your CRM costs, what it does, and what you should do next.
Licence and package spend reduced where the audit reveals it's justified.
A stable, governed CRM that operational teams trust and admins can maintain.
Independence from any single partner or vendor for future evolution.
Implementation, licence optimisation, stabilisation, and integration across Sales, Service, and Experience Cloud.
Marketing, sales, and service implementation and rationalisation, including migrations to and from other CRMs.
Dynamics 365 for organisations already invested in the Microsoft ecosystem, integrated with Azure and M365.
Custom CRM when the packaged options are wrong for the business — usually where operational workflow dominates sales cadence.
Controlled migrations between CRMs with data continuity, parallel run, and clear cutover plans.
Independent review of contracts, seat mix, and add-ons, with negotiation support where useful.
Operational overhead and handoff gaps in a high-volume workflow.
A UK care provider's Salesforce estate had accumulated four managed packages, hundreds of flows, and a growing incident backlog. We ran a structured audit, retired what wasn't earning its keep, and stabilised the remaining automation — giving the ops team back a predictable platform without a full replatform.
Typical delivery duration: Usually visible within the first release cycle.
Operational overhead and handoff gaps in a high-volume workflow.
A recruitment operator had been quoted a large partner-led Salesforce rebuild. Our independent review showed a smaller, custom operational platform integrated with a lighter CRM was better commercial fit — and we delivered it.
Typical delivery duration: Usually visible within the first release cycle.
Vignettes are anonymised composites drawn from engagements and product work. No client names, logos, or performance figures are implied.
We work extensively in Salesforce estates and we operate independently. Where a formal partner is needed for a specific piece of work, we're transparent about how we structure that.
Yes, if the numbers say so. We've done it. We've also told clients to stay when a rebuild wasn't going to pay back.
Yes, both directions, and we've also migrated to bespoke platforms where CRM wasn't the right home for the operation.
We're not incentivised by licences, referrals, or long-running managed service contracts. Our engagements have a defined shape and a defined end.
For a defined period, yes — but our recommendation is almost always an internal admin capability, with us on call for the harder work.
A focused audit gives you a decision-ready view — including whether the platform you're on is still the right one.
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