CRM Services

CRM consultancy Services that turns systems into commercial leverage

Most organisations do not suffer from a lack of CRM software.
They suffer from CRMs that slow teams down, fragment data, and fail under scale.
our CRM Services, design, rebuild, and govern CRM systems so they support revenue execution across marketing, sales, and operations — without becoming another layer of complexity.

b10 is an approved vendor on gartner peer insights

Commercial Alignment

CRM structured around how revenue actually moves — not how tools are configured.

System Control

Clear ownership, clean data, and predictable behaviour across teams.

Scale Readiness

CRM designed to hold as volume, complexity, and headcount increase.

assess CRM performance

b10 CRM Partners

We work across leading CRM platforms. Platform selection follows commercial fit, not vendor preference.

Why CRM services Matters

CRMs fail quietly.

Adoption drops. Workarounds appear. Reporting becomes unreliable. Over time, teams stop trusting the system and revert to spreadsheets, inboxes, and memory. What began as a growth investment becomes an operational drag.

CRM consultancy restores purpose to the system — aligning structure, process, and governance so the CRM supports decisions instead of slowing them down.

When CRM adds Admin Overhead

If a CRM adds friction instead of removing it, teams disengage. Data quality drops and confidence erodes.

Reduce CRM Friction

When Scale Breaks the System

What works at low volume often collapses under growth. Without redesign, scale amplifies every weakness.

Stabilise CRM at Scale

Where CRM’s breaks down

Low adoption
Duplicate data
Manual workarounds
Disconnected tools
Unreliable reporting
Unclear ownership

The CRM Services Model

Our CRM consultancy services model focuses on commercial outcomes first, with technology serving the system — not the other way around.

CRM Strategy

with you, b10 defines the role of your perfect CRM within your commercial system — clarifying scope, ownership, and how it supports growth.

Clarify CRM Role

CRM Selection and fit

We assess which CRM platform fits your commercial reality, not vendor narratives — ensuring alignment with process and scale.

assess CRM Fit

CRM Implementation

b10 implements and rebuilds CRM systems around real optimised workflows, reducing friction, increasing adoption, and improving signal quality.

implement my CRM

CRM optimisation

An optimised CRM a difference. We refine structure, fields, and workflows so teams use the CRM naturally without enforcement or workaround.

improve my CRM

CRM Automation

b10 implements automation where it reduces manual effort or risk — without creating brittle, over-engineered systems.

automate my CRM

CRM reporting

We design reporting that leadership can trust — focusing on decision-making, not dashboard volume.

improve CRM insights

CRM Governance

We define who owns the system, how changes happen, and how quality is maintained as the business evolves.

establish CRM Governance

CRM Management

b10 remains involved where required — monitoring performance, refining structure, and preventing regression over time.

Manage CRM long term

What A CRM Consultant actually does

A CRM consultant is responsible for making the system work commercially — not just technically. That includes selecting the right platform, implementing it around real workflows, optimising performance over time, automating where it reduces friction, and governing the system as the business scales.
The outcome is not a configured tool.
It is a CRM that teams use, leadership trusts, and revenue depends on.

Select and Implement

We assess platform fit, design CRM architecture, and implement the system around real sales, marketing, and operational workflows — not vendor defaults.

implement CRM properly

optimise and automate

b10 refines structure, fields, and workflows while applying automation selectively to remove manual effort without introducing fragility or complexity.

optimise CRM performance

manage and govern

b10 proudly provides ongoing CRM management, governance, and optimisation so the system remains reliable as scale, complexity, and headcount increase.

manage CRM long-term

Signs you’ve outgrown your CRM

Most organisations do not outgrow their CRM because it stops working. They outgrow it because growth exposes structural weaknesses the system was never designed to support. When these signals appear, optimisation alone is rarely enough — structural review becomes necessary.

Fragmented Work

Teams rely on spreadsheets, inboxes, or side tools because the CRM no longer fits how work actually happens.

Assess CRM Fit

Unreliable Insights

Reports arrive late, conflict with reality, or require manual correction before decisions can be made.

restore CRM visibility

Process Friction

New workflows, products, or routes to market require workarounds instead of configuration.

review CRM structure

Commercial Silos

Sales, marketing, and operations operate with partial visibility and inconsistent data.

align CRM and Revenue

Scale Degradation

As volume increases, automation breaks, adoption drops, and confidence in the system erodes.

stabilise CRM at scale

CRM ROI and Commercial impact

CRM return on investment is not created through features or dashboards. It is created when the system reduces effort, improves decision-making, and gives leadership confidence in commercial performance.

operational efficiency

Manual effort drops as workflows, handovers, and updates become structured and reliable.

reduce manual overhead

decision confidence

Leadership gains timely, trusted visibility across pipeline, performance, and outcomes.

improve commercial insight

revenue control

Sales execution becomes predictable, scalable, and less dependent on individuals.

strengthen revenue control

CRM services Engagement Structures

CRM consultancy can be engaged as a defined intervention or as an ongoing commercial capability. The right structure depends on whether the priority is correction, scale, or long-term governance.

CRM System Implementation

Designed for organisations implementing or rebuilding CRM structure. We design, configure, stabilise and optimise the system, then transition ownership once clarity, adoption, and confidence are established.

implement sales systems

Ongoing CRM Management

For organisations where CRM underpins revenue execution. We provide continuous optimisation, oversight, improvements, updates, and control as scale and complexity increase with business growth.

Manage CRM long term

b10 CRM services are platform agnostic by design

We work with leading CRM platforms, but we are not driven by resale targets or vendor lock-in. Platform choice follows commercial fit, operating model, and scale — not feature lists.

Fit Over Features

The right CRM supports your process, not the other way around. b10 ensures the chosen CRM fits your business.

Assess Platform Fit

No Vendor Bias

Recommendations are based on commercial reality, not partnership quotas.

Get Unbiased Guidance

system first

We at b10 believe that the CRM platform supports the system. The system supports revenue.

Design the Right System

Questions About Our CRM Services

Choosing the right CRM consultancy often raises practical, commercial, and operational questions. Below, we answer the most common questions founders, CEOs, and commercial leaders ask when evaluating CRM consultancy services — from platform selection and implementation to optimisation, ROI, and long-term governance. Each answer is designed to give clarity, reduce risk, and help you decide whether your CRM is supporting growth or quietly holding it back.

What does a CRM consultant actually do?

A CRM consultant designs, implements, optimises, and governs how your CRM supports revenue execution. Rather than configuring software in isolation, we align your CRM with sales, marketing, operations, and leadership reporting so the system drives measurable commercial outcomes.

How is CRM consultancy different from CRM implementation?

CRM implementation focuses on setup. CRM consultancy focuses on commercial fit. We assess how revenue flows, how teams operate, and where friction exists before any system decisions are made. As a result, implementation becomes faster, adoption improves, and scale does not break the system later.

Do I need a CRM consultant if I already have a CRM?

Yes — most organisations engage CRM consultants after implementation. Common reasons include low adoption, unreliable reporting, stalled deals, broken automation, or lack of visibility. CRM consultancy ensures the system evolves with the business instead of becoming operational overhead.

Which CRM platforms do you work with?

We are platform-agnostic. We regularly work with Microsoft, monday CRM, SuperAGI, HubSpot, Capsule, Close, Pipedrive, and Keap. Platform selection always follows commercial requirements, operating model, and scale — not feature lists or vendor incentives.

Can you fix a CRM that was implemented badly?

Yes. Many clients come to us after a failed or rushed CRM implementation. We diagnose structural issues, clean data models, redesign workflows, and rebuild automation so the CRM supports execution rather than resisting it. In many cases, replacement is unnecessary once structure is corrected.

How long does CRM consultancy typically take?

It depends on scope. A CRM assessment may take days. Structural redesign and optimisation typically spans weeks. Ongoing CRM managed services operate monthly. Importantly, we sequence work to reduce disruption while delivering value early.

Will CRM consultancy disrupt my team or sales activity?

No. We design CRM improvements to run alongside live operations. Changes are phased, documented, and validated before rollout. Adoption improves because teams see immediate benefits instead of forced change.

How do you measure CRM ROI?

CRM ROI comes from reduced manual effort, improved data quality, faster decision-making, and increased conversion efficiency. We track impact through pipeline velocity, reporting confidence, automation coverage, and adoption — not vanity metrics.

Is CRM consultancy suitable for SMEs or only large organisations?

Both. Startups and SMEs benefit from CRM consultancy because early structural decisions determine future scale. Larger organisations benefit because complexity, governance, and visibility become critical. The approach adapts to maturity, not company size.

What Is the First Step to get started with Sales Services?

We begin with a structured CRM assessment to understand your current setup, commercial goals, and constraints. From there, we recommend a clear, prioritised path forward — whether optimisation, rebuild, or managed support.

Get in touch here to arrange a date and time

We build commercial systems that help organisations operate with clarity, momentum, and predictable growth — backed by hands-on execution and measurable outcomes.

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