Salesforce Implementation
Sales Cloud, Service Cloud, and Experience Cloud setup, customization, Apex/Lightning development, and integration. Built upgrade-safe with proper sandbox/CI discipline.
CRM & ERP
CRM & ERP implementation that aligns operations end-to-end
Salesforce setup and customization, ERP rollout on NetSuite, Dynamics, SAP and Odoo, plus the process design that connects customer operations to finance and reporting. Vendor-neutral, ROI-anchored, and built for adoption.
When the system fights the business
CRM and ERP projects fail not because the software is bad, but because the implementation is decoupled from the actual operating model. Sales reps work around Salesforce. Finance keeps a parallel spreadsheet because the ERP report doesn't tie out. Customer ops re-enters data into three systems for one transaction.
The cost compounds: bad pipeline data leads to bad forecasts. Bad financials lead to bad investment decisions. And every workaround adds technical debt that makes the next change harder.
Process first, configuration second
We start with the process, not the software. Before configuring a single field, we map your sales motion, order-to-cash flow, and reporting requirements — and document the decisions the system needs to support.
The configuration follows the operating model, not the other way around. Customisations are kept minimal, well-documented, and upgrade-safe. Adoption is measured post-launch, and the engagement isn't done until the system is genuinely being used.
What We Deliver
What we deliver
From greenfield CRM rollouts to ERP modernisation and stuck-implementation rescues — scoped to your business stage and operating complexity.
ERP Implementation
NetSuite, Microsoft Dynamics 365 Business Central / Finance & Operations, SAP Business One, Odoo, and Zoho One — full rollout including financials, inventory, and order management.
CRM ↔ ERP Integration
Two-way, idempotent sync between CRM and ERP — quote-to-cash, opportunity-to-invoice, customer master data. Removes the spreadsheet middleware most companies still rely on.
Sales Operations & Reporting
Pipeline reporting, territory and quota management, forecasting workflows, and revenue operations dashboards that finance and the CRO actually trust.
Implementation Rescue
Stuck mid-rollout, over budget, or post-launch with low adoption? We do focused diagnostic engagements that get implementations back on track — without throwing away the existing investment.
Data Migration
Legacy CRM/ERP data extracted, cleansed, deduplicated, mapped, and reconciled. Validated with business owners in a sandbox before cutover — never on go-live day.
How We Work
A delivery process built for measurable outcomes
From scoping to handover, every engagement follows the same disciplined cadence — designed to remove ambiguity and ship results.
Process Discovery
Map current-state and target-state workflows for sales, customer ops, finance, and reporting. Output: a documented operating model the system can be configured against.
Vendor & Architecture Selection
If you haven't picked a system yet, we run a structured vendor selection — RFP, demos, scoring rubrics, TCO modelling. We don't take vendor referral fees.
Configure, Migrate, Integrate
Iterative configuration, data migration validated in sandbox, integrations to the systems that surround CRM/ERP (marketing, support, BI, finance close).
Adoption & Hand Over
Training, runbooks, change management, and 30/60/90-day adoption reviews. We measure usage, not just go-live — and tune what isn't sticking.
Tools & Stack
Production-grade stack, vendor-neutral choices
We pick the right tool for the job — and document why — so you're never locked into a stack that doesn't fit your team.
Salesforce Sales Cloud
Salesforce Service Cloud
HubSpot
Microsoft Dynamics 365
NetSuite
SAP Business One
Odoo
Zoho One / CRM
Apex / Lightning
SuiteScript
MuleSoft
Workato
Boomi
Zapier / Workato
Outcomes
Outcomes you can expect
Indicative ranges based on typical client engagements. Every project ties to a measurable KPI agreed at kickoff.
85%+
CRM/ERP adoption rate within 90 days of go-live
30–50%
reduction in monthly close time after CRM↔ERP integration
2–3x
improvement in forecast accuracy with clean pipeline data
40–60%
reduction in manual data re-entry across sales and finance
FAQ
Frequently asked questions
Do you implement Salesforce, HubSpot, or both?
Both — and we recommend based on revenue scale, team complexity, and 3-year cost. HubSpot is excellent for smaller, marketing-led teams. Salesforce becomes the right call once you have layered sales motions, complex territory management, or partner ecosystems. We've migrated clients in both directions.
Which ERP systems do you implement?
We implement NetSuite, Microsoft Dynamics 365, SAP Business One, Odoo, and Zoho. We are vendor-neutral — recommendations are based on your industry, revenue, geography, and existing financial controls, not vendor partnerships.
How long does a CRM or ERP implementation typically take?
A focused Salesforce implementation runs 6 to 12 weeks. A mid-market ERP rollout typically runs 4 to 8 months depending on modules, integrations, and data migration complexity. We deliver in phased releases so the business sees value early — not at the end.
How do you handle data migration from legacy systems?
Data migration is treated as its own workstream — extraction, cleansing, deduplication, mapping, validation, and reconciliation. We migrate to a sandbox first, validate with the business owners, and only cut over once reconciliation matches the source system.
Can you rescue a stuck implementation?
Yes — implementation rescues are a meaningful part of our practice. We assess what can be salvaged, reset the operating model, and ship a focused recovery roadmap. We never recommend a full restart unless it's genuinely the cheaper path.
Related Services
Explore complementary capabilities
Make CRM and ERP work for the business
Book a 30-minute consultation. Tell us where your business systems are letting you down — adoption, integration, reporting, or a stuck rollout — and we'll come back with a concrete recovery or implementation plan.
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