CRM strategy thatactually gets executed
From chaos to control over your Salesforce. Many CRM initiatives fail due to unclear governance, missing roles and lack of internal understanding. We bring structure and maturity.
Why CRM strategy and project management?
Salesforce is a powerful platform, but only truly valuable when your organization handles it maturely. Many companies start enthusiastically with Salesforce, but get stuck due to missing governance: who is responsible? Who decides on changes? Does the team understand what's happening?
Salesforce only delivers returns when there's clear governance, roles and responsibilities are assigned, and internal people understand what's happening. Maturity is the key.
CRM Force doesn't just help with "configuring buttons", but primarily with bringing structure: setting up governance, defining roles, structuring decision-making. This creates a mature organization with control over Salesforce.
How mature is your CRM strategy?
Answer a few quick questions and discover within 5 minutes where your CRM stands today – and where the biggest opportunities for improvement lie.
Takes approximately 3–5 minutes.
What does CRM Force do in this area?
Our approach consists of four main pillars that together ensure successful Salesforce projects:
CRM strategy & governance
Setting up governance: who decides, who owns, how are changes evaluated? Creating a roadmap with clear roles and responsibilities.
Selection & maintainability
Choosing which Salesforce components to deploy and when. Focus on maintainability: building for the long term, not just for now.
Structure & control
Setting up project structure with clear decision-making. Monitoring scope and quality, ensuring agreements are met and documentation is in order.
Understanding & maturity
Ensuring internal people understand what's happening. Connection with training and adoption so the organization becomes more mature in using Salesforce.
Our approach in 5 steps
From first conversation to working Salesforce environment with engaged users. Here's how we approach it:
Intake & context
Conversation with management, MT and key stakeholders. Mapping goals, current systems, pain points and ambitions. What works well? Where does it get stuck? What needs to change?
Process & data landscape
Mapping customer journeys and internal processes: sales, service, marketing, back office. Identifying where data lives: Excel, legacy systems, email. Laying the foundation for the Salesforce data model without immediately getting technical.
CRM strategy & roadmap
Formulating CRM goals per target group: sales, service, management. Setting priorities: what in phase 1, what later? Creating a concrete roadmap with milestones, results and responsibilities.
Project management & execution
Setting up project structure: sprints, backlog, demos. Coordinating between business, IT and external parties. Monitoring planning, budget and scope. Ensuring agreements are met.
Retention, training & further development
Handover to internal organization. Connection with training and adoption for users. Proposal for further development: what after the first implementation? How do you keep improving?
Who is CRM strategy & project management for?
This service is intended for organizations that need help determining the CRM direction or monitoring execution. Do you recognize any of these situations?
You want to start with Salesforce but don't know how
Organizations that don't have Salesforce yet but want to get started. You know you need to do something with CRM, but you don't know where to begin, which version you need or how to approach it.
You have Salesforce but it's not running smoothly
You already have a Salesforce environment, but there's little structure in the processes, adoption is lagging, many ad-hoc adjustments have been made and no one is really the "owner" of the CRM story.
Your company is growing and needs to professionalize
Scale-ups or growing companies that want to take the next step in professionalizing sales, service and reporting. Your current system needs replacement or expansion.
You want control over a complex CRM project
You're starting a large Salesforce project with multiple teams, external parties and phases. You need someone to take charge, align stakeholders and ensure the project stays on track.
Examples from practice
Below you'll find three fictional examples of what CRM strategy and project management can look like. All examples are based on real situations.
Leasing company with fragmented systems
Situation
Sales works in separate Excel lists, service in another system and reports are created manually. No one has the overview and management wants one source of truth.
Approach
- CRM strategy workshop with management and team leads
- Developing process landscape: from lead to contract and service
- Roadmap to one Salesforce platform (Sales Cloud + Service Cloud)
- CRM Force guides the implementation with external partner and monitors scope
Result
One clear pipeline, clearer tasks for sales and service, management reports from Salesforce and less manual work.
Wholesaler with existing Salesforce that's stuck
Situation
Salesforce was set up a few years ago, but a lot of customization was done and users don't know what the "standard way" is. Adoption is low and frustration is high.
Approach
- Scan of current setup and processes
- Sessions with key users and management about problems and ambitions
- Roadmap: what to clean up, what to standardize, what to automate
- CRM Force takes on project management with internal administrator and external developer
Result
Fewer exceptions and workarounds, better data quality, clear release cycle with backlog and better adoption.
Educational institution focused on relationship management
Situation
Many separate lists with contacts, prospects and alumni. Marketing wants better segmentation and campaigns, but there's no structured overview.
Approach
- CRM strategy focused on segmentation and lifecycle management
- Project plan for implementing Salesforce for relationship management
- Project management and coordination with communications and IT
- Connection with training for different departments
Result
One central source for contacts, better campaigns with segmentation, clear view of effectiveness and more alumni engagement.
From strategy to implementation
After determining the CRM strategy, we often also guide the actual Salesforce implementation. Whether it's Sales Cloud or Service Cloud, we ensure the execution aligns with the strategy.
Adoption and usage are central. That's why training and adoption are always part of our projects.
Further reading
Automatiseren met Salesforce Flow
Leer hoe je met Flow bedrijfsprocessen automatiseert. Praktische uitleg met voorbeelden en best practices.
Wanneer gebruik je Apex en wanneer Flow?
Ontdek wanneer je Flow inzet en wanneer Apex noodzakelijk is. Praktische beslisboom voor functioneel beheerders.
Verschil tussen HubSpot en Salesforce
HubSpot of Salesforce? Ontdek de verschillen in gebruik, inrichting en kosten — en wat beter past bij jouw organisatie.
Gratis Apex adres split tool
Download onze gratis Apex-code om adressen automatisch te splitsen in straat, huisnummer en toevoeging.
Ready for control over your Salesforce?
Schedule a no-obligation session to discuss how we can help your organization become more mature in using Salesforce.