Data & CRM Consulting

"Our data is a mess" sounds familiar?

Your customer information is scattered across spreadsheets, personal laptops, and countless emails. Your CRM is either missing or outdated. Getting a clear picture of any account means hours of searching and piecing together information.

The real cost to your sales team

• Lose 5-10 hours every week searching for customer information
• Miss opportunities because account history isn't readily available
• Look unprepared in customer meetings with incomplete information
• Can't quickly answer leadership's questions about pipeline metrics
• Watch competitors win deals because they respond faster

Transform how your team sells

Deploy best-in-class platforms that work for you

Get modern CRM and data platforms that organize everything automatically. No more scattered information or manual updates.

Finally see the complete picture

• Instant access to full customer histories
• Real-time pipeline visibility
• Complete account information in one place
• Automatic updates across all systems

What this means for your team

• More time building relationships, less time searching for information
• Always prepared for customer meetings with complete insights
• Quick answers about any customer, lead, or opportunity
• Clear pipeline visibility to show leadership exactly what you need

Why our approach is different

Traditional Consultants

• Drop in pre-packaged solutions
• Send junior teams to execute
• Focus on technical specs, not business outcomes
• Treat data projects as pure IT initiatives
• Leave after implementation

Our Partnership Approach

• Take time to understand your business from the inside
• Work alongside your team
• Bridge the gap between sales and technology
• Bring senior expertise to every project
• Stay focused on driving real business results

The Hidden Advantage

Most companies are missing a crucial role - a Chief Digital Officer who understands both business and technology. Without this bridge, even the best technology projects fail to deliver real value.

We fill this gap. By sitting on your side of the table, we:

• Translate business needs into technical solutions
• Ensure projects deliver practical value, not just technical specs
• Help your team build digital capabilities
• Guide long-term digital strategy, not just short-term fixes

As one client put it: "They don't just implement systems - they take the time to understand our business and help us see opportunities we didn't even know existed."

Why sales leaders trust our approach

"We went from scattered spreadsheets to having everything we need at our fingertips. My team now spends 90% of their time actually selling instead of searching for information."

• Sales Director, Industrial Manufacturing

"The transformation was incredible. We can see our entire pipeline clearly, respond to customers faster, and make decisions with confidence. Wish we'd done this years ago."

• Head of Sales, Technical Services

How we make it happen

Our proven approach delivers lasting results through five key pillars:

1. Build Your Foundation

• Deploy modern CRM and data platforms
• Create 360° view of customer activity
• Establish single source of truth
• Clean and organize all data

2. Integrate Everything

• Connect all your key systems
• Bring customer data together
• Eliminate manual data entry
• Enable automatic updates

3. Accelerate Progress

• Implement marketing automation
• Create smart workflows
• Enable faster response times
• Automate routine tasks

4. Transform Operations

• Deploy customer portals
• Streamline processes
• Enable self-service options
• Improve team efficiency

5. Leverage Insights

• Build Power BI dashboards
• Create custom reports
• Enable data-driven decisions
• Track key metrics

Technology Partnerships

We partner with leading platforms to create your modern data foundation. Each platform is carefully selected to serve a specific role in your transformation:

Microsoft Dynamics 365

Enterprise-grade CRM that scales with your business. Perfect for companies that need deep integration with Microsoft tools and want a complete view of their customer journey.

Microsoft Copilot & Azure AI

Transform your unstructured data into actionable knowledge. Use AI to automatically extract insights from emails, documents, and customer interactions - helping your team work smarter, not harder.

Clay

AI-powered data enrichment platform that automatically finds and updates customer information. Helps your team skip the manual research and focus on selling. Clay enriches your data with 50+ tools to find company details, contact information, and buying signals.

Salesforce

World's leading CRM platform with extensive customization options. Ideal for organizations that need advanced sales automation and detailed pipeline management.

Microsoft Power BI

Transform your data into actionable insights with interactive visualizations and real-time dashboards. See your entire business at a glance and make informed decisions faster.

Microsoft Azure

Cloud infrastructure that powers your data foundation. Provides enterprise-grade security, scalability, and reliability for all your business systems.

Microsoft Power Platform

Low-code tools that connect your systems and automate workflows. Create custom apps, automate processes, and build virtual agents without extensive coding - making your data work harder for you.

Frequently Asked Questions

How long does implementation take?

Most clients see significant improvements within 6-8 weeks, with full transformation in 3-4 months.

Will this disrupt our current sales activities?

No. We implement changes gradually and ensure your team can keep selling effectively throughout the process.

What if we have no CRM or very messy data?

Perfect - this is exactly where we excel. We'll help you choose the right CRM and clean up your data properly.

How do you ensure our team will actually use the new systems?

We focus heavily on adoption, providing training, playbooks, and ongoing support to ensure your team embraces the new tools.