[How we work]

From first call to a running system

A structured, proven method for CRM and integration projects: alignment first, staged delivery, value live early. This page is exactly what working with us looks like.

Watch how we work

[The method]

The 5-step journey

Step 01

Align

We begin by defining goals & vision and ensuring stakeholder alignment across your organization.

In this critical first step, we work closely with your leadership team to understand your business objectives, challenges, and vision for your CRM implementation. We identify key stakeholders and establish clear success metrics to ensure everyone is aligned on what success looks like.

Step 02

Discover

We identify requirements, assess potential solutions, and understand your unique environment.

Our discovery process involves a deep dive into your business processes, user needs, and technical landscape. We document your requirements, analyze your data architecture, and identify integration points with existing systems to create a comprehensive project blueprint.

Step 03

Select

We collaborate with you to choose the right CRM and supporting tools for your needs.

Based on our discovery findings, we evaluate and recommend the optimal CRM platform and supporting technologies that will best serve your requirements. We provide clear comparisons and justifications for our recommendations, ensuring you make an informed decision.

Step 04

Implement

We set up, configure, and integrate the system for a smooth deployment.

Our implementation team follows industry best practices to configure your CRM system, build custom components as needed, integrate with your existing technology stack, and migrate your data. We employ rigorous testing protocols to ensure everything works as expected before launch.

Step 05

Transition

We train your teams, offer ongoing support, and ensure scalability for long-term success.

The final step focuses on ensuring user adoption and ongoing success. We provide comprehensive training tailored to different user roles, establish support processes, and create documentation. We also develop a roadmap for future enhancements to ensure your CRM grows with your business.

[The engagement]

What working with us costs, and how long it takes

You know exactly what you are paying and what you are getting before any work starts.

Fixed-scope project

01

From EUR 10,000

3 to 4 months

  • Scope and price agreed up front, no hidden costs.
  • A full end-to-end system typically starts from EUR 10,000, and the final figure follows the scope.
  • Staged so useful parts go live early.

Ongoing partner

02

Monthly, no lock-in

time and materials

  • For open-ended or evolving work: time and materials, or a simple monthly arrangement.
  • Same team, same standards, no minimum lock-in.
  • Ideal after a project, when the system should keep evolving with you.
[The discipline]

Your CRM is too important to leave to chance

We combine proven methodologies to deliver complex system integrations with predictable results: on time, within scope, on budget, and no surprises.

Structure

PRINCE2

Structure & governance for controlled project delivery with clear accountability.

Adaptability

Agile

Adaptability & iteration to respond quickly to changing requirements.

Sequence

Waterfall

Sequential & thorough planning for comprehensive documentation.

Our teams are certified in: PRINCE2 7 Practitioner · Agile (Scrum & Kanban) · Waterfall

[The results]

What the numbers say

21%+Boost in sales
27%+Increase in customer retention
5h+Weekly time saved on admin tasks

Based on our analysis and client results.

While bigger teams spend quarters reorganizing,an SMB can stand up the system now and compound

See what one system would change

A free 30-minute call: we walk through where your revenue leaks and what fixing it actually takes. No pitch.

The Cogenta perspective

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