CRM & Data
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
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
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 CRM & Data project →Sound familiar?
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.
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.
Every migration includes data mapping, deduplication, validation checks and rollback planning before we touch a production record.
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
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 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
37-point checklist to assess your CRM health before you spend another dollar on it.
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
Celumai did not just implement Salesforce -- they designed a data architecture we can scale on for the next 5 years. a controlled migration plan with clear validation checkpoints.
The team understood data architecture problems that other consultants had missed and created an adoption plan our users could actually follow.
Ready to start?
Tell us about your CRM challenge. We respond within 1 business day with an honest assessment.
