Services
Our Services
At Ascent, we’ve delivered hundreds of successful CRM implementations across multiple sectors – and we’ve seen where projects go wrong. CRM projects rarely fail because of a single mistake. They fail due to a combination of misaligned goals, rushed decisions, and skipped steps.
That’s why we’ve developed our Six-Pillar Methodology to guide your CRM journey – from strategy to continuous optimisation. It combines industry best practices with real-world business insight to ensure your CRM delivers measurable, lasting value.
Each pillar is designed to align people, processes, and technology – so your CRM becomes more than just software. It becomes a driver of growth, efficiency and customer experience.
Our Six-Pillar Methodology
Strategy & Business Alignment
Align the CRM with your business objectives – beyond just the technology.
What we do:
- Define CRM scope and objectives tailored to your business
- Set clear, measurable business goals (e.g. sales growth, retention, customer insights)
- Map out customer journeys to uncover pain points and new opportunities
- Capture detailed requirements to drive successful adoption
- Define OKRs, KPIs, and success metrics
- Identify challenges across people, processes and systems to optimise resource allocation
- Align stakeholders across sales, marketing, and service around shared goals
- Develop a phased CRM roadmap that delivers value at every stage
Output:
- A clear CRM vision
- A compelling business case
- Realistic budget and timelines
- A detailed business transformation plan
Process Optimisation
Build streamlined processes that boost efficiency and elevate the customer experience.
What we do:
- Review current sales, marketing, and service workflows to identify inefficiencies
- Standardise lead management, funnel stages, opportunity tracking, and support procedures
- Set target funnel metrics to measure performance and drive growth
- Identify automation opportunities to reduce manual work
- Eliminate duplication and speed up processes
- Design future-state (to-be) process flows aligned to your business goals
- Build a Target Operating Model (TOM) that supports scalability
Output:
- Optimised and documented process maps
- A future-ready Target Operating Model (TOM)
Technology Enablement
Configure and deploy the right CRM platform to support your strategy and growth.
What we do:
- Select the CRM platform that best fits your business (Salesforce, HubSpot, Zoho, etc.)
- Design the solution architecture and key integrations (ERP, marketing & support tools, etc.)
- Build a scalable data model to support reporting and analytics
- Define workflows, automation rules, and dashboards aligned to your processes
- Manage testing, data migration, and deployment with structured governance
- Ensure the platform is configured for adoption, usability, and future growth
Output:
- A fully configured CRM platform
- Integration-ready architecture designed for scale and adoption
Data & Insights
Turn your customer data into actionable insights that drive smarter decisions.
What we do:
- Review your existing data to identify quality issues and gaps
- Consolidate data into a single, unified customer view
- Design reporting and analytics to deliver meaningful insights
- Build forecasting and performance dashboards that provide real-time visibility
- Implement AI or predictive insights where relevant
- Ensure your data is structured to support ongoing optimisation and decision-making
Output:
- Clean, trusted data in one place
- Insightful dashboards and reports that drive better decisions
Adoption, Training & Change Management
Ensure users embrace the CRM to sustain long-term success.
What we do:
- Agree on the scope of change and launch a digital transformation programme
- Identify and address cultural or behavioural barriers to adoption
- Engage stakeholders early and establish strong project governance
- Deliver role-based training to equip users with relevant skills
- Introduce incentives and feedback loops to reinforce adoption
- Set up ongoing support and governance to maintain momentum
Output:
- High user adoption across teams
- A user base driving measurable business impact
Continuous Optimisation
Continuously optimise and evolve your CRM to maximise ROI over time.
What we do:
- Conduct quarterly health checks to assess CRM performance
- Implement enhancements to improve functionality and usability
- Confirm ongoing user and stakeholder engagement with the CRM system
- Track ROI and re-align CRM goals with your evolving business needs
Output:
- Quarterly action plans for continuous improvement
- Virtual CRM consultancy to fill skills gaps and support your team
Client Success Stories
Ready to Transform Your CRM Journey With Our Six-Pillar Framework?
Book a call with one of our consultants today.
Email us: info@ascentbusiness.co.uk
Call us: 0121 392 8140