Business challenges
01
The Head of CRM role is vacant and the function has no direction
The last Head of CRM or VP RevOps left. The CRM team operates reactively. There is no strategy, no roadmap, and no one accountable for connecting CRM investment to business outcomes.
02
CRM team is technically competent but lacks strategic leadership
The admin team can configure and maintain the CRM. They make decisions reactively, ticket by ticket. Nobody is setting a strategic direction or connecting the CRM function to leadership priorities.
03
Leadership wants CRM ROI data that does not exist
The CRM costs significant money annually. The board wants to understand the return on that investment. Nobody in the organisation can produce a credible answer.
04
Revenue operations function needs to be built from scratch
Sales, marketing, and customer success are misaligned on definitions, pipeline metrics, and handoff processes. The business needs a RevOps function but has never had one and does not know where to start.
What is included
Own the CRM strategy -- platform decisions, roadmap prioritisation, vendor relationship management, and technology investment governance -- with accountability to the CEO or CRO for outcomes, not just activity.
Deliverables
How it works
Onboarding
2-week onboarding covering CRM configuration audit, team capability assessment, stakeholder mapping, and identification of immediate priorities requiring attention.
90-day plan
A structured 90-day plan with defined deliverables -- strategy document, roadmap, team operating model, and first board report -- delivered within the first quarter.
Embedded leadership
Regular embedded days with the business -- attending leadership team meetings, leading CRM team reviews, and driving the roadmap delivery.
Quarterly review
Quarterly review with the sponsoring executive covering progress against the roadmap and strategic priorities for the next quarter.
Succession support
If the engagement is transitional, active support for the permanent hire -- job specification, interview process participation, and structured handover to ensure continuity.
Success stories
We had a CRM team with no strategic direction and a board that kept asking what the CRM was contributing. The fractional CRM leader gave us a credible answer to both within 90 days. The cost is 30% of what a permanent VP would cost and the output is measurably better.
The fractional model means we get someone whose entire career has been revenue operations -- not someone who grew into it from a sales manager background. The quality of the strategic thinking, the board reporting, and the team development has been excellent throughout.
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
Job specification template, 90-day onboarding plan, and board reporting template for bringing a fractional CRM leader into your business.
From our team
FAQ
Ready to start?
We respond within 1 business day with an honest assessment -- no commitment required.
Client results
