Practice 04
Your systems, finally on one number.
The CRM, the automation, and the reporting for companies that want to grow. Set up so your teams use it, connected so the systems agree, and reported so leadership reads it.
If any of these sound familiar
We paid for a CRM. Sales still lives in a spreadsheet.
Bought, never adoptedMarketing says the leads are good. Sales says they are cold.
Two systems, two storiesIt takes a week to find out how last month went.
Reporting by handEvery tool we add makes the picture worse.
Data nobody owns
The work, named plainly
What we do, and why.
Systems fail when nobody uses them. We start with how your team works, then make the tools fit.
- CRM set-up and adoptionThe one your team will use
- Automation between the systems you runERP, CRM, finance, marketing
- Reporting leadership readsThe same view, every month
- Lead routing and follow-upThe right person, the same day
- Data clean-up and ownershipYour data, in your accounts
- Replacing a tangle of tools with fewerOnly where it pays
How we set up systems
Built for the people who have to use it.
Six rules that hold on every systems engagement, written down so you can hold us to them.
- We watch how the team works before we choose a tool
- Adoption is the measure: usage, not licenses
- Every automation has an owner and an off switch
- Leadership’s report is built first, not last
- Your data stays in your accounts, exportable at any time
- A recorded handover and a written runbook
What we don’t do
Saying no is part of the job.
A shorter list than most, and an honest one. It keeps the work we do take on worth doing.
- A CRM for the sake of having one
- Automating a process that is broken
- Dashboards with forty charts and no answer
- Locking your data inside a tool you cannot leave
- Replacing a system that works because it is unfashionable
Bring us the three reports.
Thirty minutes. We will tell you why they disagree, and what would make them agree.