Yes, after cleaning it. We agree which history is worth moving, merge duplicates and reconcile the counts with each team before go-live.
Zurich Solutions
Best CRM solutions company in Zurich
Sales, service and investor relations on one customer record, with consent built in. Hosn Al Tomoh works with organisations in Zurich on CRM, agreeing scope, responsibilities and proof of completion for each phase from the start.
CRM work brings sales, service and relationship teams onto one customer record. The effort goes into the data model, consent, integration with ERP and contact channels, and pipeline stages that sales leaders actually use.
We work with clients across the Middle East and beyond. For organisations in Zurich, that usually means a programme with a Gulf footprint: we plan for your home-market data protection rules and for the GCC laws, such as the UAE and Saudi personal data protection laws, that apply where systems and data will sit.
Your teams keep oversight throughout, and before we step back we hand over the runbooks and train the people who will run the work.
Where you already work with systems integrators or vendors, we can deliver in partnership with them, with each party's responsibilities written into the contract.
What the work covers
We measure success in working systems and agreed metrics, not in recommendations.
- One customer record with clear rules for duplicates and ownership.
- Pipeline stages and forecasts defined with sales leadership.
- Consent and contact preferences recorded per channel.
What we check first
CRM rollouts fail when the system becomes a reporting chore for sales. We design around the daily work of each role and keep mandatory fields to the ones that matter.
At the end of each phase we provide the proof your risk and audit teams need to file: test results, access reviews and signed handover documents.
Before you start
Practical questions from IT and procurement teams.
Each phase is scoped and priced separately, with the team, the deliverables and the acceptance criteria written down, and you receive an itemised quote before work starts.
Your team, unless you choose managed services. We name who is responsible for each component before launch, hand over the runbooks and train your people.
How the work runs
Four stages, each with clear criteria for moving to the next.
Discover
We document the current set-up, the people involved and the constraints, and agree what success looks like.
Design and plan
We set the target design, phases, test approach and acceptance criteria, and review them with your architects and risk team.
Build and test in stages
We deliver in increments, testing and demonstrating each one before the next begins.
Hand over
We hand over runbooks, train your team and support the launch, then formally transfer responsibility to the people you nominate.
Ready to mature your operations?
Book a technical consultation with our principal engineers to map out your architecture and transition plan.