CRM Implementation Consultant


CRM experts to maximize success and minimize time, cost and risk

What We Can Achieve Together

Save Time and Money

Our Accelerated Implementation Methodology (AIM) achieves predicted results in the least time, cost and risk

Maximize your CRM ROI

CRM ROI increases by 3 times with our best practices that focus on user adoption and process automation

Fixed Fee Implementations

Our fixed fee Implementation services make investments predictable and reduce the risk of cost overrun

A Better Way

Most CRM deployments state goals in software terms and not people terms. They apply design to software and not user experiences. They emphasize ascetics over usability. They blindly add features and functions at the expense of simplicity and ease of use. They operate under the assumption that if they build it, the users will come.

Unfortunately, three decades of CRM history suggest otherwise. Prioritizing technology over people and software features over business outcomes has clearly contributed to the staggering and often cited CRM failure rate.

There’s a better way. And two overarching critical success factors.

CRM becomes wildly successful when it drives staff performance improvements and the most important business outcomes.

To achieve these objectives and make CRM software successful and sustainable, we apply an Accelerated Implementation Methodology (AIM) that has been refined over three decades. The 4 cornerstones of this approach are shown below.

CRM Implementation Consultant

Here's a summary.

  • We use Agile Scrum to structure the deployment into small increments that can be delivered quickly, show measurable value, and build upon progressive accomplishments. Agile can also reduce business interruption during an implementation. We use the agile principals, roles, rules and artifacts as a roadmap to a defined destination.
  • Our Accelerated Implementation Methodology (AIM) increases time to value, decreases risk and supports fixed fee implementations. Most importantly, is aids the delivery of on-time, on-budget and on-quality software deployments.
  • Our User First approach recognizes that all benefits start with user adoption. Users embrace the application when the benefits exceed the effort. If many of the users don't use the app, it doesn't matter if the software was installed correctly, on time and on budget.

Our methodology makes the user our North star and designs the system so that it achieves what is most important to them, what they identify as their performance, productivity, and personal goals, or what we call their WIFFMs (what's in it for me.)

The simple but often ignored truth is that most users will not fully accept the software unless and until it helps them do their jobs better. For many companies that means a shift in focus from data input to information output. From feeding the system to getting value out of it.

  • We target the most important business outcomes, such as increasing customer acquisitions, customer lifetime value and customer retention. But achieving these types of results does not occur by happenstance. It only occurs pursuant to a methodology that engineers CRM software to achieve them.

Our approach works because it is data-driven, implemented by use cases and measured by improved productivity and financial outcomes.

Applying CRM for Improved User, Customer and Company Outcomes is our Business

Helping clients use CRM to grow customer relationships and company revenues is our core competency.

We are experts and certified with the market leading CRM technologies. We are well versed in applying technologies to achieve staff objectives and business outcomes.

Our prescriptive methods, best practices and acceleration tools bring proven techniques to achieve significant and sustained improvements. Our purpose-built implementation analytics bring visibility and predictability to progress and forecasted results.

And to de-risk our programs, we round out our services with program management, organizational change management and governance programs.

What Sets Us Apart

We apply four standout differences to achieve better results for our clients.

Our staffing model upends the industry norm. Our consultants have personally led many CRM implementation and optimization projects. They are certified on the applications and Agile methods. The average tenure is 24 years of full-time CRM experience.

So instead of the norm which is a part-time senior consultant supported by junior staff, our entire team consists of seasoned professionals.

Simply installing CRM software and hoping for the best will leave you with a system that captures data and not much more. But there's no ROI from capturing data. You only earn a payback from actions and best practices that deliver measurable business outcomes.

Best practices are prescriptive plays to achieve things like improved marketing campaigns, sales win rates and customer satisfaction scores. Outcomes include things like increased customer acquisitions, customer share and customer tenure.

So, a better approach is to start with the end goals and configure the application to those ends. We design CRM actions that directly drive the most important business outcomes. We create a clear line of sight from technology to performance results.

Our evidence-based Best Practices are engineered plays derived from research that repeat learned actions to achieve predictable results.

They are also instrumental in prioritizing efforts by investment and ROI.

When you apply best practices you eliminate guesswork, avoid trial and error exercises, and pursue the shortest path to forecasted success.

CRM can tell you what leads will convert, which buyers will buy, which customers will churn and the optimal prices for your products or services.

But data must be converted from a raw material to a finished product of information or insight. That's when sales, service and customer data become your most valuable company asset.

We have the use cases and accelerators to transform data into insights that drive actions to improve user, customer and business outcomes and make better customer, product, sales and service decisions.

The most successful companies are defined by their ability to collect and curate the right data and use that data to create differentiating customer experiences and make better decisions.

Flexible Services

We offer flexible services to accommodate different levels of engagement.


Guide Me

An Advisor Approach
  • Maximum flexibility
  • Minimum business interruption

Do It With Me

A Co-creation Approach
  • Maximum collaboration among teams
  • Maximum learning and knowledge transfer

Do It For Me

A Turnkey Approach
  • Fastest time to value
  • Highest performance results

We welcome an introductory call with a CRM implementation consultant to discuss the options that best achieve your goals.