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How we work

Cogenta's approach

We believe in a structured, proven methodology for CRM and System Integration projects that delivers predictable results while mitigating risks. Our 5-step journey ensures alignment, clarity, and successful outcomes for every client engagement.
Our process

The 5-step CRM journey

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.

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.

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.

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.

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.
Our framework

Project management excellence

Your CRM is too important to leave to chance. Our project management approach combines the best elements of multiple methodologies, creating a framework specifically optimized for complex system integrations.

Your CRM is too important to leave to chance. We combine proven methodologies to deliver complex system integrations with predictable results, exceptional quality, and no surprises.

PRINCE2

Structure & governance

Agile

Adaptability & iteration

Watefall

Sequential & thorough

PRINCE2

Structure & governance for controlled project delivery with clear accountability.

Agile

Adaptability & iteration to respond quickly to changing requirements.

Watefall

Sequential & thorough planning for comprehensive documentation.

Quality assurance

Ensuring excellence every step of the way

Rapid iteration

Delivering results faster, adapting quickly.

Timely delivery

Meeting your deadlines, every time.

Stage planning

Structuring success from start to finish.

Integrated approach

The perfect balance for CRM聽success

Clear governance

Transparent processes, reliable outcomes.

Team collaboration

Working together for optimal results.

Knowledge transfert

Sharing insights, building expertise.

Continous improvement

Evolving constantly for better performance.

Beyond implementation expertise

With certifications across PRINCE2, Agile, and Waterfall, we apply the right frameworks at the right time. This ensures your CRM project is delivered on time, within scope, and on budget. Our hybrid approach brings both flexibility and precision to every integration we undertake.

Agile iterations

Regular sprint cycles with continuous feedback loops that adapt to your evolving business needs.

Structured governance

Clear roles, decision points, and business justification at every stage for maximum transparency.

On-time delivery

Proven track record of meeting deadlines and milestones across complex CRM implementations.
Let's discuss your project
Wat numbers say

How CRM drives results

Cogenta keeps you ahead of CRM trends, analyzing the latest technologies and strategies so you don鈥檛 have to. Our 2024 analysis and client results reveal key performance metrics:

Data Driven Insights
Advanced Technologies

5H+

Weekly time saved on admin tasks

21%+

Boost in sales

27%+

Increase in Customer Retention
Testimonials

Hear feedback from our clients

Success stories powered by Cogenta

Edward Massaut
Co-founder @Bravos Research

"Cogenta delivered a system that worked for our team, adapting quickly without overcomplicating things. They focused on needs."

April 25th, 2025
Bettina Boon Falleur
Head of EthCC @ETH France

"They unified our complex, fragmented data into one seamless CRM system that truly works for how we operate."

April 25th, 2025
Ga毛l Van Gijsegem
BU Director @Hive5

"Achieved project readiness on time! Cogenta formalized our expansion plan, implemented PRINCE2 governance, and built key internal capabilities."

April 18th, 2025
Ga毛l Van Gijsegem
BU Director @Hive5

"Achieved project readiness on time! Cogenta formalized our expansion plan, implemented PRINCE2 governance, and built key internal capabilities."

April 18th, 2025
Bettina Boon Falleur
Head of EthCC 聽@ETH France

"They unified our complex, fragmented data into one seamless CRM system that truly works for how we operate."

April 25th, 2025
Edward Massaut
Co-founder @Bravos Research

"Cogenta delivered a system that worked for our team, adapting quickly without overcomplicating things. They focused on needs."

April 25th, 2025
Ga毛l Van Gijsegem
BU Director @Hive5

"Achieved project readiness on time! Cogenta formalized our expansion plan, implemented PRINCE2 governance, and built key internal capabilities."

April 18th, 2025
Edward Massaut
Co-founder @Bravos Research

"Cogenta transformed how we manage client relationships by implementing HubSpot, automating workflows, and providing clear business insights"

April 25th, 2025
Ga毛l Van Gijsegem
BU Director @Hive5

"Achieved project readiness on time! Cogenta formalized our expansion plan, implemented PRINCE2 governance, and built key internal capabilities."

April 18th, 2025
Bettina Boon Falleur
Head of EthCC 聽@ETH France

"They unified our complex, fragmented data into one seamless CRM system that truly works for how we operate."

April 25th, 2025
Edward Massaut
Co-founder @Bravos Research

"Cogenta delivered a system that worked for our team, adapting quickly without overcomplicating things. They focused on needs."

April 25th, 2025
marketing effectiveness
client-centricity
sales growth
data-driven insights
seamless operations
sustainable adoption
system integration
mobile CRM access
marketing effectiveness
client-centricity
sales growth
data-driven insights
seamless operations
sustainable adoption
system integration
mobile CRM access

Your CRM
success partner

Expert guidance from strategy to successful deployment.
Book a free call
Book a free call
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