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Investment & next steps

08 / 09

Investing in your future growth

01 · Leadership

Controlled implementation, not disruptive rollout

The implementation is structured to reduce operational disruption while creating clear progress throughout delivery. Core foundations are established first so reporting, automation and operational processes are built on stable, scalable architecture from day one.

02 · RevOps

Experience removes expensive mistakes

CRM implementations rarely fail because of software. They fail through unclear ownership, poor process design, inconsistent data structures and low adoption. Senior consultants lead every workstream to reduce these risks before they become operational problems.

03 · Leadership

Protecting the business from CRM debt

The implementation is designed to prevent the operational debt that builds when systems evolve without governance. Reporting drift, duplicate processes, spreadsheet dependency and inconsistent customer journeys become increasingly expensive as the business scales.

04 · Operations

What successful implementation actually looks like

A successful implementation is not simply a live portal. It is a system leadership trusts, teams consistently use, reporting that supports decisions, and operational processes that scale without increasing manual overhead.

Total investment

£18,000+ VAT

A fixed engagement covering strategy, configuration, integration, enablement and launch.

Payment structure

  • 01

    Day 0

    On engagement

    £9,000
  • 02

    Day 30

    14 day payment terms

    £9,000

VAT applied at point of invoice.

What's included

Key stages of your project

  • 01Detailed Discovery
  • 02Blueprint Creation
  • 03Implementation of Sales Ent, Mar Pro, Data Pro. Light implementation of Service Hub, Commerce & Content.

Assumptions

  • · Phase 1 should prioritise Sales Hub, Marketing Hub, core CRM foundations, migration, reporting and governance. Commerce, Service and Content should be validated but not assumed as full Phase 1 delivery unless confirmed as go-live critical.

Out of scope

  • · Custom Integrations are not included in current proposal

6 months after go-live

What good looks like 6 months from now.

Not aspirations — the working state CTO Craft is investing to reach.

Leadership01

Leadership trusts reporting.

Forecast, pipeline and revenue numbers reconcile — board and operators read the same picture.

RevOps02

Teams operate from one commercial system.

Sales, marketing and customer operations work from a Single Source of Truth, not parallel spreadsheets.

Sales03

Forecasting becomes proactive.

Pipeline is reviewed weekly, not reconstructed at quarter end.

Operations04

Automation reduces manual overhead.

Handoffs and tidy-up handled by the platform, freeing senior time for commercial work.

RevOps05

Customer lifecycle visibility improves.

Acquisition, onboarding, expansion and retention on one timeline leadership can interrogate.

Operations06

CRM adoption becomes embedded.

The platform is how the business runs — adoption stops being a project.

Agree next steps

A short working session locks in dates and confirms the architecture.