Business challenges
01
Platform before architecture
Teams configure fields before designing the data model. Everything breaks at scale and costs 3x 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
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
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
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.
Healthcare
180% increase in marketing-influenced pipeline
B2B Healthcare Company
Professional Services
300% increase in qualified inbound
CRM Consultancy (60 staff)
Platforms we use for this service
Free resource
37-point checklist to assess your CRM health before you spend another dollar on it.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
