Build a sustainable and

agile customer relationship

through a CRM platform

at the service of knowledge,

satisfaction and growth.

CRM program deployment

Make your CRM the living heart of your business: a tool that connects teams, fuels decision-making, and accelerates product development.

We support our customers in the establishment or evolution of their CRM ecosystem, from diagnosis to operational activation.

Our expertise covers both robust platforms such as Salesforce or HubSpot as well as modern and agile tools such as Pipedrive or Folk.

We always favor flexible solutions, capable of evolving rapidly to support continuous improvement and customer knowledge — the real basis of any satisfaction and performance-oriented strategy.

We approach CRM as a central platform for customer management and learning.

Our approach combines design thinking to understand real uses, sprint design to prototype interactions and paths, and agility to make the system evolve at the pace of the field and the needs of teams.

Project process

Between 3 and 9 months depending on the maturity level of your organization and the complexity of the technical ecosystem.

Phase 1 — Diagnosis & strategic framework

Analysis of current processes, customer touchpoints, and business needs.

Assessment of existing CRM maturity and definition of a target vision: data structure, uses, interconnections, governance.

This phase leads to a clear deployment and improvement roadmap.

Phase 2 — Design & prototyping

Definition of the data model, workflows and usage scenarios.

Prototyping of interfaces and user tests to validate simplicity and functional relevance.

At the end of this phase, a first functional perimeter is ready to be deployed.

Phase 3 — Integration & Deployment

Implementation of the chosen CRM (Salesforce, HubSpot, Pipedrive, Folk...), configuration, data migration and automation of critical flows.

Implementation of dashboards, customer segmentation and connection to marketing, sales and support tools.

Training teams in the use and continuous updating of data.

Phase 4 — Follow-up & continuous improvement

Monitoring of uses and performances: adoption rate, data completeness, quality of interactions.

Short iterations to optimize processes, enrich data and strengthen customer knowledge.

This phase guarantees a living CRM, aligned with business priorities and customer satisfaction.

Deliverables

  • Audit of customer and commercial processes

  • Data flow mapping

  • CRM roadmap and deployment goals

  • Target data model

  • Platform choice and integration plan

  • Key workflows and automations

  • User interface prototyping

  • Team training

  • Dashboards and customer segmentation

  • Governance and maintenance plan

Discover our methods
and concrete deliverables

Analysis and

strategic positioning

Identify your growth drivers and define the right place for your brand in a changing market.

Controllable Financial

Business Plan

Transform your vision into a clear, dynamic and actionable financial model to drive growth and convince your investors.

Investors

pitch deck

Structure your vision and tell your ambition through a pitch deck that is clear, credible and memorable.

Customer support

platform

Your turnkey customer relationship ecosystem and content for an optimal experience and satisfaction.

Seamless

mobile experience

Create powerful and consistent applications across devices for seamless and engaging user experiences.

Efficient

e-commerce site

Design a successful online store, designed to sell better, retain and enhance your brand with every click.