CRM & Data
CRM implementation and data architecture that actually works
We design the data model before touching the platform. Every project starts with a blueprint -- not a login. Serving growing businesses across the UK, US, Europe, and Asia-Pacific and internationally.
Overview
Why most CRM & Data projects fail
CRM projects fail because organisations configure the platform before designing the data architecture underneath it. We reverse that. Every engagement starts with a detailed entity relationship diagram, ownership rules, and integration topology -- then we build. The result is a CRM system your team actually uses, with data your leadership actually trusts.
40+
CRM projects delivered
98%
On-time go-live rate
$0
Data lost in migrations
8 wks
Average go-live time
Sound familiar?
Problems we fix
in this practice
Your CRM has 40% duplicate records
Broken automations fire on wrong contacts. Pipeline numbers are unreliable. Reports are manual. We clean, deduplicate, and build governance rules so it never happens again.
Go-live was 6 months ago -- adoption is still 40%
Your team uses spreadsheets instead of the CRM. Deals don't get updated. Leadership can't forecast. We rebuild the CRM around how your team actually works.
You are migrating CRM and terrified of losing 5 years of data
Every migration includes a full data mapping exercise, deduplication pass, and rollback plan before we touch a single production record. Zero data loss, guaranteed.
CRM, ERP, and marketing all have different customer records
Five systems, five versions of the same customer, zero single source of truth. We architect the integration layer and MDM strategy that joins it all together.
What is included
CRM & Data -- full service breakdown
Our process
How we deliver CRM & Data
Every project follows this process. You have full visibility at every step -- weekly demos, documented decisions, and no surprises at go-live.
Start your projectDiscovery & scoping
We run a structured discovery -- stakeholder interviews, current state assessment, and data audit. Output: a detailed project brief and data architecture blueprint.
Data model design
Before touching the platform, we design the entity model, field hierarchy, ownership rules, and integration topology. You approve every decision before we configure anything.
Platform configuration
Sprint-based configuration with weekly demos. You see progress every two weeks and can redirect us at any point. No big-reveal launches.
Testing & QA
Three rounds of testing -- unit, integration, and UAT with your team. Every automation, integration, and workflow is tested against real data before go-live.
Go-live & cutover
Cutover on a defined date with a proven rollback plan. We manage the go-live weekend and stay on-site (or online) until the system is stable.
Hypercare & adoption
30-day hypercare period after go-live -- daily check-ins, issue resolution, and adoption tracking. We do not hand over and disappear.
Free resource
CRM Audit Checklist -- get it free
37-point checklist to assess your CRM health before you spend another dollar on it.
Client outcomes
Results from this practice
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Marketing Operations Rebuild for a B2B Healthcare Company — From Campaign Chaos to Scalable Engine
Read case study -> Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Brand Repositioning for a CRM Consultancy — 300% Increase in Inbound Qualified Enquiries
Read case study -> SaaS & Technology
Cost per SQL reduced 61%
B2B Enterprise SaaS Company
Performance Marketing Programme for a B2B SaaS Company — Cost Per SQL Reduced by 61%
Read case study ->Platforms & partners
From our team
Related insights
FAQ
Your CRM & Data questions, answered
What clients say
From teams who have been through this
Celumai did not just implement Salesforce -- they designed a data architecture we can scale on for the next 5 years. Zero data loss in migration, under 14 weeks, exactly as promised.
The team understood data architecture problems that three other consultants had missed. CRM adoption went from 40% to 91% within 30 days of go-live.
Ready to start?
Start your CRM project
Tell us about your CRM challenge. We respond within 1 business day with an honest assessment.