Turn Your CRM from a Reporting Tool into a Revenue Engine
We help you audit, optimise, and enhance your CRM operations so it becomes your source of truth and operational hub. We create clean data, automated workflows, and actionable intelligence that saves time and improves outcomes across marketing, sales, and customer success.
The CRM Problem
Your CRM should be the central nervous system of your revenue operations. Instead, it’s probably:
- Full of incomplete or inaccurate data
- Requiring too much manual entry
- Not integrated with other systems
- Used for reporting, not driving decisions
- Resented by your sales team
Sound familiar? You’re not alone—but it doesn’t have to be this way.
Our CRM Approach
Foundation: CRM as the Hub for Buyer Group Intelligence
Your CRM should hold more than contact records – it should hold complete Buyer Group Intelligence (BGI).
We configure your CRM to:
- Store complete buying committee maps for each account
- Track engagement across all stakeholders
- Show coverage gaps and relationship strengths
- Surface actionable intel that helps teams sell
This transforms your CRM from a contact database into an intelligence platform.
Methodology: CRM Supporting the 3Cs Framework
We optimise your CRM to support how modern B2B actually works:
Connect: Enable Better Targeting
Your CRM should help marketing and sales identify which accounts to prioritize and which stakeholders to engage. We configure views, filters, and automation that make buyer group targeting effortless.
Converse: Surface Intelligence During Conversations
Sales reps need intel at their fingertips. We build dashboards and workflows that show relevant account intelligence, recent engagement, and stakeholder priorities – right when reps need them.
Convert: Track What Actually Moves Deals
Your CRM should show which activities correlate with closed deals. We implement attribution that connects marketing activity, buyer group engagement, and revenue outcomes.
Learn more about the 3Cs Framework →
Execution: Making Your CRM Actually Work
Assessment & Audit
We evaluate your current CRM operations:
- Data quality and completeness
- Adoption and usage patterns
- Integration with other systems
- Process efficiency and bottlenecks
- Attribution and reporting capabilities
Optimisation & Configuration
We fix what’s broken and build what’s missing:
- Data cleanup and hygiene protocols
- Custom fields for buyer group intelligence
- Automated workflows to reduce manual entry
- Pipeline stages that reflect real buyer behavior
- Dashboards that surface actionable intel
Integration & Automation
We connect your CRM to your broader tech stack:
- Marketing automation platforms
- The Hub™ for LinkedIn intelligence
- Communication tools (email, LinkedIn)
- Analytics and attribution platforms
- Any other systems holding buyer intelligence
Training & Adoption
We ensure your team actually uses the CRM:
- Training on new workflows and features
- Documentation and best practices
- Change management support
- Ongoing optimisation as needs evolve
What Makes Our CRM Approach Different
1. We Start with Intelligence, Not Just Contacts
Most CRM implementations focus on contact management. We focus on Buyer Group Intelligence – ensuring your CRM holds actionable intel on complete buying committees, not just individual leads.
2. We Eliminate Busy Work
We automate everything that can be automated – data entry, lead routing, task creation, follow-ups—so your team spends time on strategy, not admin.
3. We Connect CRM to the Full Revenue Stack
Your CRM shouldn’t be an island. We integrate it with marketing automation, LinkedIn intelligence (via The Hub™), and other tools so data flows seamlessly.
4. We Build for How You Actually Work
We don’t force you into out-of-the-box processes. We configure your CRM around your buyer groups, your 3Cs methodology, and your team’s actual workflow.
CRM Capabilities
CRM Platforms We Work With
- HubSpot
- Salesforce
- Pipedrive
- Custom implementations
Core Services
Assessment & Strategy
Audit current state and design future state aligned to your revenue operations
Data Management
Clean existing data, establish hygiene protocols, and implement enrichment
Configuration & Customisation
Build fields, workflows, dashboards, and automation that support buyer group selling
Integration
Connect CRM to marketing automation, The Hub™, communication tools, and analytics platforms
Attribution & Reporting
Implement tracking that shows campaign-to-revenue impact and buyer group engagement
Training & Enablement
Ensure your team adopts new systems and processes
Get Started with CRM Solutions
Take the 3Cs Assessment to see how CRM issues are impacting your overall revenue operations.
Talk to Our Team about your CRM challenges and how we approach optimization differently.
