Case study · Technology services
From overrunning projects to disciplined, packaged delivery.
CRM development and implementation agency
- Client
- CRM development and implementation agency
- Sector
- Technology services
- Stage
- Mid-sized
The client
The business
Builds, customizes and implements CRM systems for sales and customer service teams. Its core operation is delivering implementation projects, from requirements and configuration through data migration, integrations and user training.
The starting point
The challenge
Projects frequently overran scope and timelines, and new business depended almost entirely on referrals.
The transformation
What changed
- 1Introduced a discovery and scoping methodology
- 2Implemented a delivery framework with change control
- 3Packaged implementation offers with clear scope
- 4Added partner and outbound lead generation
The result
Growth, on a stronger foundation
- More projects delivered on time and on budget
- A predictable pipeline beyond referrals
- Improved project profitability
These are real businesses Shermand has served over time. To protect our clients, names and sensitive information have been withheld. More details, and references where clients agree, can be shared on request.
Request more detailsMore case studies
Next: International vehicle shipping company- Construction
Leading commercial construction contractor
From spreadsheet-run projects to controlled, predictable delivery.
- Operations & Processes
- Transformation & Digitalization
- Data & Performance
- Automotive services
Nationwide roadside assistance network
From a fast-growing provider list to a network that scales.
- Operations & Processes
- Transformation & Digitalization
- Data & Performance
- Business process outsourcing
International contact center and BPO
From site-by-site performance to one standard across the operation.
- Operations & Processes
- People & Culture
- Data & Performance
Next step
Ready to write your next chapter?
Tell us where you want to take the business. We’ll show you how to get there: bigger, leaner, and more profitable.