Managed & Advisory
Monthly retainers, fractional CRM leadership, team training, and advisory -- all SLA-backed. We become the CRM expertise your team can call on without hiring a full-time head.
Overview
Most CRM projects end at go-live. Ours do not. We offer ongoing managed support, fractional CRM leadership, and team training to ensure your CRM continues to perform, evolve, and deliver ROI months and years after implementation. One retainer covers support, enhancements, reporting, and strategic advisory.
30-day
SLA response commitment
Less
Internal CRM admin load
Retain
Ongoing support model
12mo+
Engagement options
Executive decision guide
Built for CEOs, CROs, COOs, RevOps leaders, CRM directors and marketing operations heads who need to connect technology work to revenue visibility, operational control and adoption.
CRM, data and automation issues affect forecasting, customer visibility, sales productivity, marketing ROI and executive confidence. That makes them business operating problems, not only technical tasks.
The biggest risks are poor data ownership, unclear process design, weak adoption, disconnected systems and reporting that looks polished but cannot be trusted.
Leadership should intervene when CRM work keeps expanding without a clear operating model, business owner, roadmap or measurable adoption plan.
The first 30 days should produce a clear current-state view, a prioritised issue map and an implementation roadmap tied to commercial outcomes.
Success should be judged by cleaner decision-making, better adoption, trusted reporting, reduced manual work and a CRM/data model the business can scale.
Celumai needs the business goal, current systems, known pain points, stakeholder ownership and decision timeline.
Use these answers to decide whether this page matches your current CRM problem. If it does, ask Celumai for a focused audit and implementation plan.
Start a Managed & Advisory project →Sound familiar?
Fields accumulate, workflows break, data degrades. Without an active admin and improvement programme, every CRM slowly becomes a liability.
A full-time CRM Director costs $120,000+ per year. Our fractional model gives you senior CRM leadership for a fraction of that -- with the full depth of our team behind it.
Staff turns over. New features get added. Processes change. Regular training keeps your team using the CRM correctly and getting the most from new capabilities.
What is included
Our process
Every project follows this process. You have full visibility at every step -- weekly demos, documented decisions, and no surprises at go-live.
Start your projectOnboarding & handover
We spend the first 2 weeks documenting your CRM setup, understanding your team, and establishing the support and communication processes.
Baseline assessment
We run a health check on your CRM and produce a prioritised list of quick wins and strategic improvements for the first 90 days.
Monthly support cycle
Each month: support requests addressed within SLA, one enhancement sprint, one reporting package, and a monthly review call.
Quarterly business review
Every 90 days we review performance against goals, present a CRM health scorecard, and plan the next quarter's priorities.
Annual strategic review
Once a year we reassess the overall architecture, platform roadmap, and team capability -- and update the 12-month CRM strategy.
Continuous improvement
As your business evolves, so does your CRM. We proactively recommend improvements and implement them within the retainer scope.
Free resource
Template SLA for CRM support engagements -- covering response times, escalation paths, change management, and reporting requirements.
Client outcomes
SaaS & Technology
2.1x increase in qualified demo requests
B2B SaaS Company, Early Growth Stage
SaaS & Technology
9 years of customer history migrated with zero disruption to active renewals
B2B SaaS Company, Mid-Market Segment
BFSI
Reporting time cut from 3 weeks to 4 days
Mid-Size Property & Casualty Insurer
Platforms & partners
From our team
FAQ
What clients say
The retainer model means we always have senior CRM expertise on call. Issues get fixed within hours, not weeks. It is the most cost-effective CRM investment we make.
Having Celumai as our fractional CRM leader means we get the strategic direction of a CRM Director without the overhead of a full-time hire. Exactly what a growing company needs.
Ready to start?
Tell us about your current CRM setup and support needs. We will propose the right retainer model.
