From CRM to Profit: Consulting for B2B, B2C, eCommerce & Retail

We transform your CRM from a cost center into a growth engine. We optimize licenses, activate data for marketing with Lead Enrichment, and enhance content creation with AI. Technology-independent approach with TOGAF-certified expertise.

TOGAF Certified
Partner 24 Ore Sole24Ore Partner
Technology Independent

CRM Solutions for Every Market

Every sector has its specificities. We design tailored CRM solutions that address your business's unique needs.

B2B

Complex sales pipelines, account-based marketing and enterprise relationship management with long sales cycles.

B2C

Omnichannel customer journeys, loyalty programs and personalized communication at scale.

eCommerce

E-commerce platform integration, marketing automation and abandoned cart recovery.

Retail

Unified commerce, in-store clienteling and cross-channel behavioral analytics.

Our CRM Services

From strategic analysis to implementation, we guide you through every phase of the CRM journey.

Software Selection

Analysis of your needs and selection of the most suitable CRM platform among Salesforce, Dynamics, HubSpot, Odoo and others, ensuring the best technology and budget fit.

Implementation & Configuration

Complete CRM setup with customization of Sales, Marketing and Customer Service modules. Through partnerships with industry leaders, we ensure flexible delivery based on your budget and timeline.

Data Migration

Secure data transfer from your current system with cleaning, deduplication and information enrichment. We also offer dedicated data quality projects to ensure clean and reliable data.

User Training

Customized training programs to ensure effective CRM adoption. In some cases, training can be funded: we have strategic partnerships with grants up to 100%.

Support & Maintenance

Ongoing post-go-live assistance with our Fractional C-Level model that integrates with your company board to ensure constant evolution.

Custom Development & Integrations

Advanced customizations and connection with ERP, marketing automation, e-commerce and all systems in your digital ecosystem.

CRM Platforms

We work with leading CRMs like Salesforce, Dynamics 365, HubSpot, Odoo or vTiger. Your CRM, even if custom, is not outside our scope thanks to our network of technology partners supporting your solution.

Technology Independent

We're not tied to any vendor. We analyze your real needs and recommend the best solution for your business, regardless of technology. Every company has its specificities: for marketing, sales and customer service there are different optimal packages and products.

Our Method

A structured and proven approach that ensures measurable results at every stage.

1

Discovery & Assessment

Using our Battleplan method, we analyze your current processes, identify inefficiencies and license waste, map necessary integrations and define measurable business objectives.

1-2 weeks
2

Strategy & Design

We design the ideal CRM architecture with TOGAF approach. Design can be segmented into phases, allowing the company and people to gradually adopt new features while reducing change resistance.

2-3 weeks
3

Implementation

We configure the CRM and develop necessary customizations. Through partnerships with industry leaders, we ensure flexible delivery based on your budget and timeline.

4-12 weeks
4

Training & Go-Live

We train your team with expert Change Managers using ADKAR methodology or custom approaches to guide adoption. We manage UAT and go-live with intensive support to ensure success.

2-4 weeks
5

Continuous Evolution

Beyond traditional AMS services, we offer fractional governance that goes well beyond standard hypercare. Our Fractional C-Level model integrates with your board to guide strategic CRM evolution with AI and automation.

Ongoing

Why Choose Us

What makes us different from other CRM consultants.

In-depth audit to eliminate waste and rightsizing licenses. We analyze actual usage, identify underutilized licenses and optimize costs while ensuring necessary functionalities.

We transform your CRM data into actionable insights. We enrich leads with external information, predictive scoring and intelligent segmentation for more effective marketing campaigns.

We integrate generative AI to automate the creation of emails, proposals and personalized content, accelerating sales and nurturing processes.

Enterprise architecture methodology that ensures alignment between business strategy and technology, with complete documentation and structured governance.

Our post-live support integrates with your company board. You're never alone: you have a strategic partner who evolves the CRM alongside your business.

We were chosen as Business Partner by Sole24Ore, confirming our expertise and reliability in the Italian technology consulting landscape.

Integrations

We connect the CRM with your entire digital ecosystem, choosing the most suitable technology for your maturity and budget.

For enterprise companies with complex integration needs and high volumes.

Agile and cost-effective solutions for growing SMBs and startups.

Custom connector development for legacy systems or specific requirements.

Frequently Asked Questions

The cost depends on project complexity, number of users, required customizations and chosen platform. We offer a free analysis to provide you with an accurate estimate based on your specific needs. Generally, projects start from a few thousand euros for basic implementations up to more significant investments for complex enterprise solutions.
Timelines vary based on complexity: from 4-6 weeks for standard implementations to 3-6 months for enterprise projects with many integrations. Our iterative approach allows you to go live quickly with core features and add modules progressively.
There's no "best" CRM overall: every company has specific needs. For marketing there are different optimal solutions compared to those ideal for sales or customer service. That's why we offer a Software Selection service that analyzes your processes, budget and objectives to recommend the most suitable platform. We're not tied to any vendor, so our consulting is completely objective.
Absolutely yes. We manage complete migrations from any existing system, including obsolete CRMs, Excel spreadsheets and custom databases. The process includes data cleaning, deduplication, field mapping and accurate validation to ensure no information is lost.
Yes, training is an integral part of every project. We offer customized training for each company role, from basic training for end users to advanced sessions for admins and power users. In some cases training can be funded: we have strategic partnerships with entities offering grants up to 100%.
We perform an in-depth audit of actual CRM license usage. We analyze which features are really used, identify oversized or unused licenses, and propose rightsizing that maintains necessary functionality while reducing costs. We often detect 20-40% waste that can be recovered.
Yes, integration is one of our strengths. We connect the CRM with ERP, marketing automation, e-commerce, billing systems and any other application in your ecosystem. We use enterprise platforms like MuleSoft and Informatica for complex integrations, or more agile solutions like n8n and Make for mid-market needs, always based on company digital maturity and available budget.
Lead Enrichment is the process of automatically enriching your contact data with additional information from external sources. This includes company data (industry, size, revenue), social profiles, technologies used and much more. It allows you to: better qualify leads, personalize communications, implement predictive lead scoring and create more effective segments for marketing campaigns. The result? Higher conversions and shorter sales cycles.

Start Your CRM Project

Tell us about your current situation and the challenges you're facing. We'll provide a free assessment and customized proposal.

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