Business outcomes
What problem are you
trying to solve?
We organise our work around the business problems our clients actually face -- not the technical services we provide. Find your situation below.
CRM Data Quality Problems
Duplicate records, missing fields, unreliable ownership and dirty lifecycle data are damaging reports, automation and AI readiness.
Pain point: bad CRM data → Solution: data rules, deduplication, ownership and governance
See the solution ->CRM Adoption Problems
The CRM is live but teams still use spreadsheets, update records late and avoid the system during real work.
Pain point: low adoption → Solution: process fit, role-based training and usage governance
See the solution ->CRM Reporting Not Working
Dashboards exist, but leaders still need manual spreadsheets before pipeline, forecast or marketing decisions.
Pain point: untrusted reports → Solution: metric definitions, data model and executive dashboards
See the solution ->CRM Migration Risk
A CRM migration is planned, but historical data, associations, cutover and reconciliation are not fully controlled.
Pain point: risky migration → Solution: mapping, test loads, validation and rollback planning
See the solution ->Salesforce Org Cleanup
Salesforce has too many fields, flows, reports and unknown dependencies. Every change feels risky.
Pain point: Salesforce org debt → Solution: audit, cleanup roadmap and governance model
See the solution ->HubSpot Portal Cleanup
HubSpot properties, lists, workflows, lifecycle stages and reports have become noisy and hard to trust.
Pain point: messy HubSpot portal → Solution: lifecycle, workflow, property and attribution cleanup
See the solution ->Revenue Operations Leakage
Leads, opportunities and renewals are leaking through weak handoffs, routing gaps and disconnected CRM reporting.
Pain point: hidden revenue leakage → Solution: RevOps operating model and funnel controls
See the solution ->CRM Integration Failure
CRM, ERP, marketing, finance and support tools do not sync cleanly, creating duplicate work and unreliable customer data.
Pain point: broken integrations → Solution: API, middleware and system-of-record architecture
See the solution ->Revenue Growth & Pipeline
Your pipeline is thin, your forecast is unreliable, or your sales team is spending too much time on admin instead of selling. We fix the CRM foundation that drives revenue.
What we fix: pipeline visibility * lead routing * forecast accuracy * sales process automation
See the solution ->Data Quality & Clean CRM
Duplicate contacts, missing fields, incomplete records, and stale data that your team no longer trusts. We design and implement a data governance framework that stays clean.
What we fix: deduplication * validation rules * data ownership * MDM strategy
See the solution ->Marketing Attribution & ROI
You run campaigns, spend budget, and leads come in -- but you cannot prove which activities drove revenue. We connect your marketing stack to your CRM for true attribution.
What we fix: multi-touch attribution * campaign tracking * revenue reporting * marketing ops
See the solution ->CRM Adoption & Training
Your CRM is technically live but your team uses it inconsistently or not at all. 40% adoption is not a training problem -- it is a design problem. We fix the root cause.
What we fix: UX simplification * process alignment * training programmes * change management
See the solution ->System & ERP Integration
Your CRM, ERP, marketing tool, and support system all work in isolation. Data entry is duplicated, reports are inconsistent, and your team wastes hours reconciling systems.
What we fix: CRM-ERP sync * middleware architecture * API design * real-time data flows
See the solution ->Post-merger CRM Consolidation
You have acquired a company or been acquired and now have two or more CRM instances, customer databases and operating processes that need to become one.
What we fix: multi-org migration * data deduplication * process harmonisation * single platform
See the solution ->Failed CRM Project Rescue
Your implementation is over budget, behind schedule, and your team has stopped using the system. We diagnose the root cause and get projects back on track.
What we fix: root cause analysis * data rescue * adoption recovery * project delivery
See the solution ->CRM Compliance
Your CRM stores sensitive customer data and needs consent, retention, access, deletion and audit rules aligned to privacy obligations.
What we fix: data mapping * consent management * retention policies * right-to-erasure workflows
See the solution ->