CRM Transformation

Close the gap between a deployed Customer Relationship Management (CRM) system and one every revenue team can actually rely on

A fully activated CRM gives every team complete customer context before an interaction begins

For most mid-market companies, the platforms are already in place. The gap is activation — getting the data model, AI workflows and integrations right so every team can act on what the CRM already holds.

Your pipeline is live. Your forecast should be too.

Anaplan connects CRM pipeline data, customer data management, and financial, quota and territory planning in a single real-time platform so revenue forecasts reflect what's actually in the funnel. No reconciliation at quarter-end.

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Every team connected. Every customer better served.

Modernize Salesforce with CRM consulting services across sales, service and operational workflows using Agentforce, Data Cloud and industry-leading Salesforce expertise.

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Businesses earn an average of $8.71 in ROI for every $1 spent on CRM.¹

The CRM is live. The sales team isn't.

Below-50% adoption means forecasts are guesses and leadership has stopped trusting the pipeline data it produces.

Every call starts from scratch. Every customer knows it.

When contact center agents lack real-time CRM context, handle times are high, first-contact resolution stays low and customers repeat themselves on every interaction.

AI is in the contract. It hasn't been turned on.

AI capability is included in the existing platform license. The data model required to activate it has not been built.

The pipeline says one thing. The forecast says another.

When CRM pipeline data and financial forecasting live in separate systems, the number that reaches leadership is always stale by the time it arrives.

DELIVERY TIMELINE

Live, adopted CRM in 3-6 months

Timelines and scope are defined upfront, with no open-ended implementation or second discovery phase before go-live.¹

AI PERFORMANCE

AI-powered CRM delivers 30% higher ROI

That lift comes from activation: a data model built for AI, with agents embedded in CPQ, contract review and renewal management before go-live.²

DECISION QUALITY

Forecast accuracy improves by 42%

When every team operates from the same CRM data, leadership has a pipeline number they can act on. We build the data foundation that makes forecast accuracy a measurable outcome, not a quarterly estimate.¹

OUR APPROACH

Built around your CRM, not a template

We start from the current state of your CRM — where adoption has stalled, where integration gaps exist and how revenue workflows run today.¹

CRM Transformation Health Check

Evaluate the health of your CRM across technology, data, workflows and adoption. Receive clear recommendations on where to focus next for the greatest business impact.

Talk to us

01

Define

Before anything is built, we assess the current state of your CRM data model, workflow adoption, integration gaps and AI readiness. The implementation plan is built on what we find, not on a pre-configured approach applied regardless of context.

02

Deploy

Data model design, workflow architecture and AI configuration decisions follow directly from what the assessment uncovered. Deployment decisions are defined before implementation begins, so your teams know exactly what comes next before work starts. .

03

Prove

A live CRM with an adopted data model, configured AI workflows and platform integrations operating from day one. Milestones are agreed upfront and measurable from the first sprint.

04

Expand

As the first use cases deploy and deliver, the scope grows — additional AI workflows, new channels and evolving integrations built on the same data model. The team that built the foundation keeps building on it. No re-scoping. No context reset.

Outcomes your teams can measure from day one

A deployed CRM data model with AI activated across configure-price-quote, contract management and customer service workflows, with adoption metrics tracked from go-live
Contact center connected to CRM. Agents have real-time customer context at every interaction, eliminating the context gap that drives repeat contacts and high handle times
Real-time supervisor visibility across agent performance, queue status and CSAT metrics in a single contact center interface
CRM pipeline data integrated with financial and operational planning in a single connected model, giving leadership one view from open opportunity through to recognized revenue
Delivery in three to six months with milestones, adoption targets and performance benchmarks agreed on upfront

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¹ SellersCommerce and SLT Creative, Key CRM Statistics 2026.

² Integrate.io, SuperAGI 2025.}}

CRM Transformation

Close the gap between a deployed Customer Relationship Management (CRM) system and one every revenue team can actually rely on

A fully activated CRM gives every team complete customer context before an interaction begins

Whether you have a platform or are still choosing, we’ve  got you covered

Deploy new CRM solutions or connect across existing CRM instances. We start from where you are.

Businesses earn an average of $8.71 in ROI for every $1 spent on CRM.¹

Signs you're ready to move

What sets us apart

CRM success depends on more than implementation. We build the data, workflows and adoption strategy that drive lasting business value.

CRM Transformation Health Check

Know what to expect before we start