& CRM StrategyCustomer Journey Consulting
Connect your data. Align your teams. Grow smarter.
Align your marketing and sales to unlock sustainable growth.
Our CRM strategy consulting transforms fragmented data and disconnected processes into a unified, revenue-focused approach. We use customer journey mapping and data-backed insights to ensure that every interaction, from the first touchpoint to the final conversion, is seamless, personalised, and effective. The result is better-qualified leads, smoother sales handoffs, and a stronger return on your marketing investment.
Challenges We Solve
Customer data is scattered across platforms, making it hard to personalise outreach or track performance.
Marketing and sales operate in silos. Leads get lost, follow-ups fall short, and opportunities slip through the cracks.
Without a defined customer path, prospects get inconsistent messages—and drop off before converting.
What We Do
We align your systems, teams, and strategy through a step-by-step approach
01
CRM Audits & Data Cleanup
We assess the current state of your CRM and eliminate duplicate, outdated, or incomplete data. The result is a unified, accurate customer view that forms the foundation for smarter marketing and sales decisions.
02
Buyer Persona Mapping
We work with your team to define your ideal customers—who they are, what they care about, and how they make decisions—so you can tailor your messaging to resonate at every stage.
03
Lifecycle Segmentation
We segment your audience based on their stage in the customer lifecycle. This allows for more targeted communication, helping you engage the right people with the right message at the right time.
04
Customer Journey Design
We map the entire customer experience from initial contact through to conversion and retention. By identifying gaps and opportunities, we help you deliver a seamless, high-converting journey.
05
Sales & Marketing Alignment Workshops
We facilitate workshops that bring sales and marketing together. These sessions establish shared definitions, collaborative processes, and agreed-upon KPIs—ensuring both teams pull in the same direction.
06
The result
A clear, actionable strategy built on clean data, precise targeting, and aligned teams—all working together to drive consistent, sustainable growth.
Results You Can Measure
When you streamline your CRM and customer journey, here’s what you gain:
A well-mapped journey and targeted outreach turn more leads into paying customers. Firms leveraging buyer personas and journey mapping have seen conversion rates increase up to 70%. On average, highly aligned organisations (where marketing and sales act as one team) achieve 32% year-over-year revenue growth.
Sales-ready leads are passed over with context, reducing drop-offs and boosting win rates. Companies with strong marketing-sales alignment are 67% more effective at closing deals. Your sales team spends time on truly qualified opportunities, leading to a more efficient sales cycle and a better customer experience during the handover.
With full-funnel visibility, you can see exactly what’s working and invest with confidence. Research shows a well-implemented CRM system can deliver an impressive 245% ROI. Our consulting sets you up to capture those gains by ensuring your CRM is not just a contacts database, but a growth engine with measurable impact.
Our AI Marketing Solutions
01 |
Predictive Analytics & InsightsSee what’s next—before it happens. |
02 |
Intelligent SegmentationTarget with precision, not assumptions. |
03 |
AI Chatbots & Virtual Assistants24/7 service that converts. |
04 |
AI-Powered Ad OptimisationLet your ads self-optimise. |
05 |
Personalised Content at ScaleTailored messages—automated. |
06 |
Smarter TogetherEach solution delivers impact on its own, but when integrated, they power a truly intelligent marketing system. We help you connect the dots—and get the most from your AI investment. |
Real results from AI-powered marketing

Retail client used predictive analytics to target high-value audiences, boosting new customer revenue.

B2B software company’s AI chatbot improved lead capture and accelerated sales cycles.

E-commerce business used AI to optimize ads, reallocating budget to top performers automatically.

AI-driven campaigns lowered costs and increased revenue by nearly 39% over six months.
Ready to align your customer journey and drive real growth?
Book a CRM Strategy Session with our experts today.