CRM Implimentation & Optimisation
Structured CRM implementation designed to support revenue, reporting and automation.
A CRM system should operate as a structured commercial engine, not a fragmented database. Yet many businesses rely on CRM platforms that are poorly configured, inconsistently used or misaligned with sales and marketing workflows.
CRM Implementation & Optimisation is a defined project engagement focused on building or restructuring your CRM system so that it supports revenue visibility, disciplined automation and reliable reporting. It moves your CRM from passive data storage to active commercial infrastructure.
This service delivers practical CRM implementation aligned to growth objectives and operational accountability.
Investment: Defined following initial scoping discussion*
*Final fee confirmed following initial scoping discussion based on organisational complexity and scope.
Why CRM Implementation Matters
A CRM platform may technically function while still limiting performance.
- Data fields may be inconsistent
- Segmentation may lack clarity
- Automation workflows may be chaotic
- Reporting may fail to reflect real pipeline health
- Sales and marketing processes may be misaligned.
Without structured CRM configuration, commercial decision-making becomes reactive rather than evidence-led. Effective CRM implementation ensures that data integrity, workflow logic and reporting frameworks align directly to revenue objectives.
Who This Service Is For
CRM Implementation & Optimisation is suited to:
- Businesses introducing a new CRM platform
- Organisations with an existing CRM that is underperforming
- Companies struggling with marketing automation structure
- Leadership teams lacking reliable pipeline visibility
- Businesses typically between £2m and £40m turnover relying on CRM for revenue tracking
If your CRM system exists but is not delivering structured commercial insight, implementation or optimisation may be required.
Scope and Structure of CRM Implementation
This is a defined implementation and optimisation project typically delivered over four to eight weeks depending on complexity.
The engagement may include:
- CRM system architecture design
- Field structure alignment and data model configuration
- Segmentation framework design
- Marketing automation workflow implementation
- Lifecycle marketing structure
- Pipeline visibility dashboard creation
- Reporting configuration aligned to commercial KPIs
- Integration with website, analytics and related systems
- Governance and access control design
The deliverable is a configured, structured CRM environment aligned to business objectives, with clear reporting and disciplined automation in place.
This is hands on implementation work rather than advisory commentary.
What This Service Does Not Include
To maintain scope clarity, CRM Implementation & Optimisation does not include:
- Full marketing strategy development
- Campaign creation beyond automation frameworks
- Ongoing CRM administration retainers
- Sales training beyond structured system walkthrough
- General IT consultancy outside marketing infrastructure
Where a diagnostic review is required first, that sits within CRM & Data Infrastructure Audit.
The Outcome
Following CRM implementation:
- Data becomes structured and reliable
- Segmentation aligns with commercial priorities
- Automation supports lifecycle engagement
- Reporting reflects real pipeline health
- Sales and marketing workflows become synchronised
- Leadership gains accurate performance visibility
Your CRM operates as a revenue engine rather than a passive contact database.
Commercial Model
CRM Implementation & Optimisation is delivered as a defined project engagement.
Pricing typically starts from £5,500 depending on platform complexity, integration depth and scope of automation.
Clear scope and deliverables are agreed following initial discovery to ensure structured execution without scope drift.