Making global CRM work locally.
Our leadership experience includes a Salesforce rollout for more than 1,200 users across global divisions, improving sales visibility, process discipline and customer-data quality.
01Define what is shared.
A global CRM programme needs a common core without assuming every division works in the same way. We establish the shared customer-data and sales-process requirements, then identify the local decisions.
A global-to-local requirements map
02Design for the people using it.
Sales leaders, field teams and programme owners need different views of the same information. We turn those needs into role-based workflows and a practical adoption plan for each rollout wave.
An adoption and rollout plan
03Make visibility dependable.
A dashboard is only useful if the underlying records and working habits can be trusted. We define the measures, data ownership and review rhythm that connect the rollout to day-to-day management.
A measurement and ownership framework
Experience across our leadership’s careers.