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When the software does not fit the process

Custom Software and CRM

When the software does not fit the process, people become the workaround

Every business hits a point where the off-the-shelf tool almost works. We map the process end to end and decide honestly what to configure, integrate or build.

You might recognise this
  • Critical processes run on a spreadsheet only one person fully understands.
  • Your CRM is either not used or used inconsistently, so the pipeline data is not trusted.
  • Sales, operations and finance each keep their own version of the truth.
  • You bought Salesforce and got maybe a third of the value out of it.
  • Adding a customer or a product means touching four systems.
What we do

We map the process end to end, decide honestly what should be configured in a tool you already own versus built new, then build it. Twenty years of enterprise CRM work means we have seen what happens when custom development is used to paper over a process problem, and we will push back if that is what is being proposed.

What's included
  • Salesforce implementation, customisation, integration and ongoing support
  • Mobile apps for iOS and Android
  • Internal portals and admin tools
  • Custom CRM and ERP where off-the-shelf genuinely does not fit
  • System integrations between existing platforms
In practice

See how this played out with Centum Academy and Tropicana Logistics.

Who this is for
Good fit

Businesses where a defined operational process is costing real money and the current tooling is demonstrably the cause.

Not a fit

Anyone who wants a custom system built before the process itself is settled.

Free assessment

Work out whether to build or buy

A structured ninety minute working call. We map one process with you live on the call.

You get: a one page process map plus a written recommendation, configure, integrate, or build, with a rough cost and timeline. Delivered: within 2 business days of the call.

Questions

Frequently asked

Should we buy Salesforce or build something?

Depends on how standard your process is. The discovery session answers this specifically.

Can you work with our existing developer or IT team?

Yes, regularly.

Who owns the code?

You do.

Let's talk

Let's find out what is worth fixing first

A thirty minute call, no cost, no pitch deck.