PDS Consulting / CRM Implementation
CRM Implementation
Most CRM shops only do CRM — usually only one platform. PDS architects the CRM as part of your wider ecosystem, picks the right platform for your business (not theirs), and configures it so your team will actually use it. A CRM nobody fills in is worse than none.
At a glance
- Two tracks
- By company revenue — Quick Start (~$10–100M) · Enterprise Program (~$100–200M)
- Engage
- 5 ways — from a 4-week Optimization Sprint to a multi-month program
- Platform
- Platform-agnostic on fit; deepest experience in Salesforce
- Integration
- Scoped & priced separately via Systems Integration
- Pricing
- Quote, on scope — not on firm size
When a CRM project is on the horizon.
Usually one of these forces the question:
- Sales lives in spreadsheets and the pipeline doesn't roll up — nobody can answer "how's the quarter going?"
- You bought Salesforce two years ago and reps still email each other to coordinate.
- Marketing, sales, and support each keep their own list — and none of them agree.
- Adoption is below 50% and leadership wants the system fixed or retired.
- Acquisitions left you with two or three CRMs that need to become one.
Two tracks. Same capability, right-sized.
A 75-person SaaS company doesn't need a Big-4-style CRM program. A 600-person manufacturer with three CRMs from acquisitions can't fix it with a quick rollout.
Track A · Quick Start
~$10–100M revenue · single sales team
A focused rollout for a business outgrowing spreadsheets or a CRM nobody fills in. Sales pipeline, customer records, and a working dashboard live in 8–12 weeks — with adoption designed in, not bolted on.
Track B · Enterprise Program
~$100–200M revenue · multi-team / multi-acquisition
A multi-month program for multi-team, multi-product, or multi-acquisition complexity: target-state architecture, customization-debt cleanup, multi-org harmonization, and adoption design across regions and business units.
How we run it — five phases.
01 · Discovery
Interviews across sales, service, and marketing, your real process flow, and a customer-journey map — plus a post-mortem of any prior CRM.
02 · Design & configure
Object model, automation, role-based access, and dashboards configured to how your revenue team actually works — with integration-ready interfaces for the downstream build.
03 · Data migration
Customer, contact, and opportunity data migrated, deduplicated, and resolved to a golden record — not a pile of conflicting duplicates.
04 · Test & enable
UAT against real flows, mobile setup, and role-based training — with adoption treated as the deliverable it is, not an afterthought.
05 · Go-live & stabilize
Cutover, then adoption check-ins at 30 / 60 / 90 days. We push past go-live to the point where the team is actually using it.
Advanced Salesforce capabilities (CPQ, Billing, Field Service, Experience Cloud, Marketing Cloud) are scoped as bundled add-ons alongside this engagement — so the core stays predictable.
What you're aiming at.
- A single customer record visible across sales, service, and marketing.
- Real pipeline visibility — the quarter, answered in the CRM, not a spreadsheet.
- Adoption past 70% within 60 days, with a plan to push higher.
- A clean foundation to add Service, Marketing, Field Service, or CPQ without re-architecting.
- For programs: customization debt reduced, cross-BU visibility, governance in place.
What you get.
- Discovery findings & sales-process map
- Configuration plan, automation catalog & migration plan
- Configured, tested CRM with documented decisions
- Integration-ready interface specs for downstream build
- Training, runbooks, adoption checklist & 30-day hypercare
Outcomes are what these engagements are built to deliver, grounded in 20 years across CRM and 15+ years of enterprise-architecture work. As PDS engagements close, this section gets measured numbers.
Five ways to engage.
Start small to de-risk, or run the full program — every engagement is quote-only, scoped to the work.
Optimization Sprint
4 weeks · Fix an underperforming CRM — automation cleanup, field rationalization, dashboard rebuild, adoption.
Quick Start Implementation
8–12 weeks · Single-team rollout — pipeline, records, automation, dashboards. Fixed fee, defined cutover.
Full Implementation
16–24 weeks · Multi-module across sales, service, and marketing, with role-based design and adoption rollout.
Enterprise Program
9–24 months · Multi-team program with customization rationalization and embedded program leadership.
Managed Operations Retainer
Ongoing · Post-go-live admin, configuration changes, and quarterly health reviews.
Why bring PDS in for this.
Whole-ecosystem CRM, not CRM-only
We design what flows in from ERP, out to marketing, and across to BI from day one. Mid-market companies live or die on those connections — most CRM partners don't think about them.
20 years across CRM, not a Salesforce monoculture
Salesforce is our deepest platform, but it's not the only CRM we've shipped. We'll tell you when Salesforce is the right answer — and when a simpler tool would serve you better. A Salesforce-only shop can't.
Hands-on — including adoption
We configure, migrate, test, and drive adoption, then stay through stabilization. Most CRM failures aren't config failures — they're adoption failures. We treat that as the deliverable.
Right-sized between freelancer and Big 4
A boutique partner is one admin with no architectural depth; a Big-4 Salesforce arm is $400/hr partners and 20 sub-consultants. PDS is built for the middle.
Pairs naturally with Systems Integration, Data & Analytics, and Change Management.
No pitch, no pressure
Thinking about a CRM move?
A 30-minute call is enough to pressure-test where you are and what a sensible first step looks like — a full implementation, or just fixing the adoption and data problems in the system you have.
Book a call →Or email directly: info@prendergastdigital.com