We start by analyzing your business processes before recommending technology. Many consulting firms begin with CRM implementation and configure systems based on generic best practices. We design process improvements first, then implement technology that supports those workflows. This approach ensures better adoption because the system matches how your teams actually work.

We also bring technical integration capabilities that many strategy consultants lack. Our team builds API integrations and middleware connections that eliminate manual data entry between systems. Combined with our experience in regulated industries like financial services and life sciences, we understand both the operational challenges and compliance requirements that shape how technology must be implemented

We start with discovery where we shadow users, evaluate your current systems, and assess how well platforms connect to each other. Sometimes we find architecture problems that make integration impossible, forcing manual workarounds that can't be eliminated without replacing the underlying system. Other times systems can't handle transaction volume or data complexity as you've grown.

The assessment process is different for each organization based on your specific setup and operational challenges. We've told clients their current system is fine and they just need better configuration or process redesign. Sometimes organizations don't need significant consulting help at all. When replacement makes sense but timing or budget constraints exist, we help optimize existing systems as a bridge solution until you're ready for larger changes

Most engagements follow our four-step approach: analyze current business processes, design improved workflows, implement integrations and CRM, then measure and optimize results. We begin with discovery to understand how work flows through your organization and where bottlenecks exist. This informs process design before we select or configure technology.

Implementation happens through agile sprints with regular feedback from your teams. We deploy to sandbox environments for testing, gather user input, refine functionality, then move to production. If you come with clear requirements and existing systems, we can accelerate this process and move directly to implementation. We adapt our approach based on your specific situation rather than forcing every client through identical phases.

Yes, many of our clients already have Salesforce or other CRM platforms but need help optimizing configurations, building integrations, or redesigning workflows that aren't working. Organizations often implement CRM systems with the best intentions but discover adoption falls short or the system doesn't connect to other tools their teams use daily.

We assess your current setup, identify what's working and what isn't, then improve the system to better support your operations. This might involve process redesign, custom development, integration with other platforms, or user training. We also help organizations migrate from one CRM to another when their current platform can't scale with business growth or doesn't fit their industry requirements

We offer three types of ongoing support depending on your needs. Some clients prefer managed services retainers where we handle system administration, user support, ongoing optimization, and continuous improvement as your business evolves. This works well for organizations that want dedicated Salesforce expertise without hiring full-time administrators.

Other clients choose ad-hoc support, engaging us for specific projects or issues as they arise. This fits organizations with internal technical teams who need occasional specialized help with complex integrations or custom development. We also work on project-based engagements for defined initiatives like new feature development, additional system integrations, or expansion to new business units. We select a support model to meet your operational needs and internal capabilities rather than forcing one approach

Integration approach depends on your systems, data volume, and business requirements. For real-time data synchronization, we build API integrations connecting your CRM directly to ERP systems, marketing platforms, financial tools, or custom applications. For complex data transformation across multiple systems, we implement middleware platforms that handle routing and business logic.

We start by mapping data flows to understand what information needs to move where and how often. This reveals whether simple point-to-point connections work or if you need more sophisticated architecture. Our goal is eliminating manual data entry and ensuring teams work from consistent information. We also consider system stability, API availability, and your team's ability to maintain integrations long-term

Timeline varies significantly based on complexity. Simple integrations connecting two systems with clear requirements might take 2-4 weeks. Mid-complexity projects involving process redesign, custom development, and system integration typically run 2-3 months. This allows time for agile sprints, gathering feedback from users, iterative refinement, and proper deployment through sandbox and production environments.

Full process redesign with new CRM implementation and multiple system integrations can take several months. The timeline depends on how many systems require connection, whether your team needs significant change management support, regulatory requirements that affect deployment, and the scope of custom development needed. We provide realistic timelines during discovery once we understand your specific situation. Our approach prioritizes delivering working functionality in phases rather than waiting months for a complete system launch