Ironworks

Technology

Built in the workshop · CRM and digital transformation

CRM Selection and Transformation Programme

A business-led CRM programme covering requirements, platform selection, data preparation, process design and phased adoption.

Zoho CRMData migrationWorkflow automationMicrosoft 365Reporting

The challenge

A real business problem ready for a better approach.

Sector

Sales, customer service and distribution

Customer and prospect activity was fragmented across systems, spreadsheets and local working practices. The organisation needed a common CRM approach without losing the specialist processes used by different commercial teams.

The approach

From problem to working solution.

  • Mapped prospect, customer, sales activity and onboarding processes with business stakeholders.
  • Compared leading CRM platforms against business requirements, usability and commercial fit.
  • Defined phased scope, data mappings, user roles, pipelines and supporting forms.
  • Coordinated implementation, dry runs, user feedback and adoption planning.

The outcomes

Improvement people can see and use.

  • Created a clearer single view of prospects, customers and sales activity.
  • Aligned different teams around common processes and definitions.
  • Reduced implementation risk through phased delivery and data preparation.
  • Established a foundation for improved reporting, follow-up and customer experience.

Capabilities demonstrated

CRM strategyPlatform selectionProcess mappingData migrationChange leadership

What the work reinforced

Lessons worth carrying forward.

  • →CRM programmes are business-change initiatives, not software installations.
  • →Early agreement on data ownership and definitions prevents expensive rework.
  • →Phased adoption gives teams space to improve the design before wider rollout.

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Your business, your next build

Where could better technology remove friction or unlock growth?

Start with Ironworks Insight™ for a practical maturity score and roadmap, or contact Paul about a specific challenge.

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