Business challenges
Why CRM Implementation projects fail
01
Platform before architecture
Teams configure fields before designing the data model. Everything breaks at scale and costs 3× to fix after go-live.
02
Low team adoption post go-live
CRM built around how someone imagined the team works — not how they actually work. Reps go back to spreadsheets within 60 days.
03
Integration as an afterthought
ERP, marketing, and support tools connected after go-live. Attribution breaks, data duplicates, and two sources of truth emerge immediately.
04
No data governance rules
No ownership rules or validation. Duplicates accumulate. Pipeline reports become unreliable within 6 months of go-live.
What is included
Everything in this service
Discovery
Structured discovery covering stakeholder interviews, current state assessment, data audit, and integration mapping. Output: a written project brief and data architecture blueprint you approve before we configure anything.
Deliverables
How it works
Our delivery process
Discovery
Stakeholder interviews, data audit, and current state mapping. We document what exists before designing what comes next.
Architecture
Data model design — entity relationships, field hierarchy, ownership rules. You approve every decision before we build.
Configuration
Sprint-based builds with weekly demos. You see progress every two weeks and can redirect at any point.
Testing & QA
Three rounds: unit, integration, and UAT with your team against real data.
Go-live
Cutover on a defined date with a full rollback plan. 30-day hypercare included.
Success stories
Client results
Celumai did not just implement Salesforce — they designed a data architecture we can scale on for 5 years. Zero data loss, under 14 weeks, exactly as promised.
CRM adoption went from 40% to 91% within 30 days of go-live. The team understood architecture problems three other consultants had missed.
Platforms we use for this service
Free resource
CRM Audit Checklist — get it free
37-point checklist to assess your CRM health before you spend another dollar on it.
From our team
Related insights
FAQ
Your CRM Implementation questions, answered
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