Phase 2 · Strategy & Planning · From Idea to Executable Plan
CRM Implementation & Optimisation
A CRM that nobody uses is not a CRM — it is a subscription that makes the data problem worse by adding another place where data does not live.
CRM implementation and optimisation is the selection, setup, and adoption management of the customer relationship management system that becomes the single source of truth for every commercial relationship in the business — contacts, pipeline, communications, and customer history — integrated with the tools the team uses daily and configured to support the sales and customer success processes the business actually runs. We implement the CRM that gets used, not just purchased.
The Pain We Solve
You may recognise yourself in one of these.
Three audience scenarios · because the same service produces a different transformation depending on where you are in the business journey.
Scenario 1
The business managing its commercial relationships in spreadsheets, email inboxes, and the salesperson's memory
Customer data is not centralised. Pipeline is tracked in a shared spreadsheet that is always slightly out of date. Deal history exists in the salesperson's inbox and nowhere else. When that person is on holiday or leaves, the commercial continuity breaks.
Scenario 2
The business that bought a CRM and found the team reverted to their old habits within six months
The CRM was selected, implemented, and launched. Training was delivered. And within six months the team had stopped using it because it was not set up for how they actually work, the data entry was too burdensome, and the benefit to the user was never clearly demonstrated.
Scenario 3
The business with a CRM that is configured for the wrong process and contains data nobody trusts
The CRM exists but the data quality has deteriorated to the point where the reports are not trusted. Deals are in stages that do not reflect reality. Contact records are incomplete or duplicated. The system is used for some things and avoided for others — and the result is the worst of both worlds.
The Impact It Creates
The Moment You Will Feel the Difference.
Single source of truth for all commercial relationships — contacts, pipeline, and history
CRM actually adopted by the team because it is configured for how they work
Pipeline visibility that management can trust and act on
Customer data that is clean, complete, and maintained by the people who use it
What You Receive
The Specific Deliverables.
Tangible outputs · documented, dated, and yours to keep.
- CRM requirements definition and platform selection
- CRM configuration and data migration
- Sales process mapping into CRM workflow
- Integration with email, marketing, and other tools
- Team training and adoption programme
- CRM data quality framework and governance
The Outcome
Where You Will Be on the Other Side.
The business has a CRM that the team uses, that contains trustworthy data, and that gives leadership the commercial visibility to make better pipeline and forecasting decisions — configured for the processes the business actually runs rather than a generic template.
Primary Focus
Selecting, implementing, and driving adoption of a CRM configured for the business's actual processes to create reliable commercial visibility.
KPI Measurement
- CRM adoption rate by commercial team
- Data completeness and quality score
- Pipeline forecast accuracy
- Sales cycle length vs pre-CRM baseline
- Revenue attributed to CRM-supported pipeline management
Investment & ROI
Pricing Engineered Around the Value You Create.
Every engagement is sized against the value we believe we can create with you · the fee is always a fraction of the outcome. Four tiers · so the investment matches your stage of business.
Tier 1
Foundations
£5,000 – £15,000
Right for
Pre-startup, startup, and micro-business founders ready to build on evidence rather than instinct.
Typical Value Created
£100K+ in sharper resource allocation and avoided strategic missteps
Engagement
4 – 8 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 2
Acceleration
£15,000 – £50,000
Right for
Growing SMEs and established small businesses ready to scale a working model into the next revenue band.
Typical Value Created
£500K – £3M in faster execution and pipeline acceleration
Engagement
8 – 16 weeks
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 3
Transformation
£50,000 – £250,000
Right for
Medium enterprises and scale-stage businesses ready to commit to a multi-quarter, organisation-wide shift.
Typical Value Created
£2M – £20M in strategic value through repositioning, model redesign, and growth-system installation
Engagement
3 – 9 months
Target Return
5 – 10× ROI
within 12 – 18 months
Tier 4
Enterprise
£250,000 – £2M+
Right for
Large enterprises, global operators, and complex organisations ready for a multi-year strategic partnership.
Typical Value Created
£10M+ in major strategic initiatives, capital deployment efficiency, and competitive repositioning
Engagement
12 months and onward
Target Return
5 – 10× ROI
within 12 – 18 months
Why We Price This Way
Every engagement is sized around the value we believe we can create with you. The fee is always a fraction of the outcome · typically 10 – 20% of the expected first-year return.
This is how we make sure pricing aligns with results. The conversation is never “what does this cost?” · it is always “what is this worth to your business?” We answer that together in the first call, transparently, and decide the right tier from there.
If we cannot articulate a credible 5–10× return for your specific situation, we will tell you in the first call. That honesty is part of why our clients trust us with the work that matters most.
Why This Conversation Matters
“The CRM that gets used is not the one with the most features. It is the one that makes the salesperson's job easier in the moment — that requires less data entry, surfaces more useful information, and saves time rather than consuming it. We build that one.”
A 90-minute structured strategy session · produces a usable roadmap whether you engage further or not.
More in Phase 2