01
Discovery & Gap Audit
- Audit current CRM data & usage
- Map existing vs desired processes
- Identify 'leakage' points in funnel
02
Process & Tech Config
- Clean and migrate legacy data
- Set up mobile-first workflows
- Integrate with existing systems
03
Execution & Adoption
- On-ground training for sales teams
- Standardize partner onboarding
- Ongoing performance consulting