1. Set-Up
Alignment with business objectives and company processes
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Define CRM objectives and KPIs
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Customize fields, dashboards, and workflows
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Set up user roles and permissions
8-Step CRM Roadmap
Our eight-step CRM roadmap helps businesses unlock data-driven features while staying simple and flexible to changing needs
2. Data
Ensure all CRM data fields are relevant and trustworthy
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Clean and validate existing data
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Standardize naming conventions and formats
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Schedule regular data audits
3. Adoption
Leverage CRM to manage data, interactions, sales and marketing actions
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Provide onboarding and training sessions
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Share best practices and usage guidelines
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Monitor user activity and engagement
4. Automation
Automate repetitive tasks, reducing manual effort and improving efficiency
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Configure lead assignment rules
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Set up follow-up reminders
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Automate email campaigns and notifications
5. Integration
Connect with other applications and sources to enable seamless information flow and operational efficiency
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Connect CRM with marketing tools
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Integrate with ERP systems
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Sync with customer support platforms
6. Analytics
Data-driven techniques to gain insights on customer behaviour, predict trends, optimize sales and marketing
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Create dashboards for KPIs
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Schedule regular performance reports
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Review conversion rates and sales cycle metrics
7. Compliance
Adherence to legal, regulatory, and business standards. Ensure data is secure, ethical, and in accordance
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Enable role-based access
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Update CRM software regularly
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Ensure GDPR and data privacy compliance
8. Evolve
Optimising and enhancing to ensure aligned with evolving business needs and customer expectations
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Collect feedback from users
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Update workflows as business needs evolve
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Stay informed about new CRM features
We provide all our clients value-added services to complement the data-driven CRM experience. Extending beyond standard offerings by delivering additional, integrated, support across the four pillars of data-driven CRM.
Sales Forecasting
Calculate sales outcomes based on historical and real-time data using analytical models and statistical techniques
Pipeline Management
Organising, tracking and monitoring stages of sales. Reporting progress as per the predetermined pipeline stages
Lead Scoring Algorithm
Algorithm used to rank and prioritize based on likelihood to convert. Assign values based on evolving delineations
Custom Reports
Tailored reports based on business needs, metrics or data sets visualization formats that best suit their objectives
Data-Driven CRM
Sales Forecasting
- Scenario planning that provides optimistic, realistic, and pessimistic forecasts
- Data-driven forecasting combines historical and real-time data with statistical and machine learning methods for objective, accurate insights
- Replacing guesswork with data-driven forecasting builds confidence for strategic decisions
Data-Driven CRM
Pipeline Management
- Pipeline is a structured series of stages to guide opportunities from initial engagement through to completion
- We collaborate with businesses to tailor their chosen CRM platform, ensuring alignment with their pipeline management requirements
- Progress tracking and automation
- Performance measurement
Data-Driven CRM
Lead Scoring Algorithm
- Perceptual map of ideal customer profile (ICP) and sales ready behaviours (actions)
- Develop custom lead scoring algorithm. Choose scoring criteria and assign values
- Configure automation inside CRM, align sales and marketing and test, measure regularly
Data-Driven CRM
Custom Reports
- Analytical models and frameworks to optimize ROI
- Marketing Reports that reveal sources that attract, yield and convert
- Sales Reports to monitor your team's results, manage the pipeline, and keep an eye on deal revenues
- Create innovative analytics initiatives in your business
