CRM Platform Strategy, Selection & Readiness

Written By Vikram D'Mello

A modern CRM foundation starts with choosing the right system — and preparing your data, processes, and teams for success

We guide organizations through a structured, objective platform selection process that evaluates:

  • Business goals and operational requirements

  • Sales, marketing, and service workflows

  • Reporting and forecasting needs

  • Integration requirements (including QuickBooks, HubSpot/Pardot, ZoomInfo, and other systems)

  • Data quality and migration readiness

  • Scalability and long‑term governance

Once the platform is selected, we prepare your organization with clear process maps, data cleanup plans, foundational architecture recommendations, and a rollout strategy that ensures adoption and long‑term success.

Vikram D'Mello