Sales process design
Stages, entry criteria and forecasting rules agreed with sales leadership before configuration.
Service offering
CRM rollout
A CRM your sales and service teams use every day, because it fits how they already sell and serve.
We roll out CRM so that sales and service teams actually use it: sales process design, territory and account rules, integration with ERP for orders and invoices, and role-based training. Adoption is tracked after go-live, and the backlog is shaped by what users report.
Customer data in the CRM falls under the UAE PDPL and the Saudi PDPL, so consent, marketing preferences and retention rules are configured before any data is migrated.
What the work involves
Territories and accounts
Account ownership and territory rules that prevent duplicates and disputes.
Adoption and training
Training by role, and adoption measures reviewed with managers after go-live.
Business ownership
Process owners from finance, HR or sales sign off designs and test results, not IT alone.
Configuration before code
Standard features first, with extensions only where a gap cannot be closed another way.
When a CRM rollout needs help
Help pays off when a CRM was chosen or bought but the pipeline still lives in spreadsheets.
- Sellers keep their real pipeline outside the CRM.
- Accounts are duplicated and ownership is disputed.
- Orders and invoices in ERP are not visible to sales or service.
Talk to us about CRM rollout
Share your constraints, compliance themes and timeline. We will return a phased approach, a staffing model and a risk register for your stakeholders to review.