A CRM pipeline that reflects how your business actually sells. Deals your team keeps current without being chased, and a forecast that comes from the system rather than a spreadsheet.
Most sales systems were set up in an afternoon, years ago, by someone who's since left.
The Problem
Every MD we speak to describes the same four problems with their pipeline, in almost the same words.
"I don't trust the numbers."
Deals sit in stages nobody defined, half of them went quiet months ago, and the pipeline total on the board pack bears no relationship to what will actually close. So the forecast gets rebuilt by hand, and the CRM becomes a record of what happened rather than a tool for deciding what to do.
"I don't trust the numbers."
Deals sit in stages nobody defined, half of them went quiet months ago, and the pipeline total on the board pack bears no relationship to what will actually close. So the forecast gets rebuilt by hand, and the CRM becomes a record of what happened rather than a tool for deciding what to do.
"I don't trust the numbers."
Deals sit in stages nobody defined, half of them went quiet months ago, and the pipeline total on the board pack bears no relationship to what will actually close. So the forecast gets rebuilt by hand, and the CRM becomes a record of what happened rather than a tool for deciding what to do.
"Nobody owns it."
The person who set it up has left. An agency touched it, then another one. Workflows fire that nobody can explain, and every attempt to clean it refills within weeks because nothing upstream changed.
"Nobody owns it."
The person who set it up has left. An agency touched it, then another one. Workflows fire that nobody can explain, and every attempt to clean it refills within weeks because nothing upstream changed.
"Nobody owns it."
The person who set it up has left. An agency touched it, then another one. Workflows fire that nobody can explain, and every attempt to clean it refills within weeks because nothing upstream changed.
"My team works around it."
The CRM asks for things that don't matter and ignores the things that do. So reps keep their real notes elsewhere, update the system when chased, and the data everyone relies on is whatever got typed in last.
"My team works around it."
The CRM asks for things that don't matter and ignores the things that do. So reps keep their real notes elsewhere, update the system when chased, and the data everyone relies on is whatever got typed in last.
"My team works around it."
The CRM asks for things that don't matter and ignores the things that do. So reps keep their real notes elsewhere, update the system when chased, and the data everyone relies on is whatever got typed in last.
"We're paying for a tool we use at 10%."
The subscription is there, the features are there, and the business runs on spreadsheets and memory anyway. Not because the team is lazy, but because nothing was ever built to fit how they actually work.
"We're paying for a tool we use at 10%."
The subscription is there, the features are there, and the business runs on spreadsheets and memory anyway. Not because the team is lazy, but because nothing was ever built to fit how they actually work.
"We're paying for a tool we use at 10%."
The subscription is there, the features are there, and the business runs on spreadsheets and memory anyway. Not because the team is lazy, but because nothing was ever built to fit how they actually work.
Our Process
Our Process
The work runs in four stages. It starts with an audit of what you have, ends with your team running a pipeline they trust, and nothing gets built in between until the design is agreed.
Pipeline Audit
Process Design
Implementation & Migration
Adoption & Handover
Pipeline Audit
Every stage, property, workflow, form and report documented, with the evidence against each finding. You get the results and the priority order whether or not you go ahead.
Process Design
The full operating model, agreed before anything is built: sales process, data model, automation, views, dashboards, reporting and forecast logic. Documented, then tested against your real deals before a field is created.
Implementation & Migration
The full build inside your portal, with your live system running uninterrupted throughout. Every change logged with a documented rollback. Your existing pipeline reconciled deal by deal before migration.
Adoption & Handover
Switch-over handled for you, your team trained on the live system, and we work alongside them as real deals move through until the pipeline runs without us. Ongoing support for as long as it's needed.
Pipeline Audit
Every stage, property, workflow, form and report documented, with the evidence against each finding. You get the results and the priority order whether or not you go ahead.
Process Design
The full operating model, agreed before anything is built: sales process, data model, automation, views, dashboards, reporting and forecast logic. Documented, then tested against your real deals before a field is created.
Implementation & Migration
The full build inside your portal, with your live system running uninterrupted throughout. Every change logged with a documented rollback. Your existing pipeline reconciled deal by deal before migration.
Adoption & Handover
Switch-over handled for you, your team trained on the live system, and we work alongside them as real deals move through until the pipeline runs without us. Ongoing support for as long as it's needed.
Book a call and we'll go through your CRM together. You'll leave knowing what's working, what isn't, and what it would take to fix it, whether or not you work with us.
Resources
Legal
Social
Copyright © Heuristic™ 2026
Resources
Legal
Social
Copyright © Heuristic™ 2026