CRM Implementation Agency

CRM strategy, implementation, integration and automation designed around how your business actually sells, serves and grows.

  • CRM Implementation Built Around Your Business

    Map customers, sales processes, service workflows and data before configuring technology around the way your organisation needs to work.

  • Platform, Integration and Development

    Implement leading CRM platforms or build bespoke functionality when standard configuration cannot meet the requirement.

JAS Digital is a CRM implementation agency helping organisations plan, implement, integrate and improve customer relationship management platforms.

Successful CRM implementation is not simply a matter of creating fields and importing contacts. Your CRM sits between marketing, sales, customer service, finance, operations and management reporting. Getting the structure right can have a significant impact on how efficiently those teams work together.

We begin with your customer journey, business processes, users and data before determining how the CRM should be configured. We can then manage implementation, migration, integration, automation, reporting and bespoke development around the platform.

Our technology-independent approach means we can work with Salesforce, Microsoft Dynamics, Zoho, HubSpot and other CRM platforms, or develop a bespoke CRM where your processes require a more specialised solution.

Planning a CRM Implementation?

Review your CRM requirements

Plan a CRM migration or replacement

Connect an existing CRM with your business systems

Book a CRM Discovery Call

CRM Implementation Services

From initial CRM strategy through to migration, integration and continuous improvement.

  • CRM Strategy and Consultancy

    Define customer journeys, processes, data structures, user requirements and success measures before implementation begins.

  • CRM Platform Implementation

    Configure users, pipelines, records, workflows, permissions, dashboards and automation around your organisation.

  • CRM Data Migration

    Clean, map, transform and migrate customer, account, opportunity and historical data from existing systems.

  • CRM Integration

    Connect CRM with websites, ERP, finance, ecommerce, communications, marketing and bespoke business applications.

  • CRM Automation

    Automate lead routing, follow-up, tasks, notifications, customer journeys and repetitive administration.

  • Bespoke CRM Development

    Extend standard CRM functionality or build a completely custom customer-management platform around specialist requirements.

Start With the Customer Journey, Not the Software

A CRM implementation can fail even when the technology itself works perfectly.

If the underlying sales process is unclear, customer records are inconsistent or users see the system as additional administration, the CRM will struggle to create value.

We begin by mapping how prospects become customers, how information moves between teams and what each person needs to know at each stage.

The technology is then configured around that operating model rather than forcing your organisation into a generic CRM structure.

  • Customer Journey Mapping

    Understand acquisition, qualification, conversion, onboarding, service, retention and repeat business.

  • Process Design

    Define pipelines, ownership, handovers, approvals and the actions required at each stage.

  • User Adoption

    Reduce unnecessary administration and design interfaces and workflows that help teams perform their jobs.

CRM Platforms We Work With

  • Salesforce

    Sales, service, automation, integrations and bespoke customer workflows within the Salesforce ecosystem.

  • Microsoft Dynamics 365

    Connect customer management with Microsoft’s wider business, productivity, finance and data ecosystem.

  • Zoho CRM

    Flexible CRM implementation, workflows, integrations and wider Zoho application connectivity.

  • HubSpot

    Connect marketing, sales and customer-service journeys around a shared customer record.

  • Existing and Legacy CRM Platforms

    Integrate, migrate or progressively replace CRM systems that remain important to existing business operations.

  • Bespoke CRM

    Build custom CRM applications using technologies such as Laravel, React, Node.js and modern cloud infrastructure.

CRM Integration With the Rest of Your Business

A CRM becomes considerably more valuable when it is connected with the systems surrounding the customer.

Website enquiries can create and enrich leads automatically. ERP information can provide sales teams with customer, order and account context. Marketing platforms can respond to CRM status, while customer portals can display information without duplicating data manually.

We design these integrations around clear data ownership so teams understand which system is responsible for each piece of information.

  • Website and Lead Integration

    Send enquiries, registrations, downloads and behavioural information into structured CRM workflows.

  • ERP Integration

    Connect customer, account, order, stock, product and financial information where appropriate.

  • Marketing Integration

    Connect CRM segments and lifecycle stages with email, advertising and marketing-automation platforms.

CRM Automation

  • Lead Routing

    Automatically assign opportunities based on geography, product, value, team or other business rules.

  • Sales Follow-Up

    Create tasks, reminders and communication journeys around opportunity stages and customer behaviour.

  • Customer Onboarding

    Trigger documents, communications, tasks and system updates when an opportunity becomes a customer.

  • Service Workflows

    Route customer requests, escalate issues and maintain a consistent history across teams.

  • Renewal and Retention

    Identify upcoming renewals, inactive customers and retention opportunities automatically.

  • Management Reporting

    Generate pipeline, activity, conversion and forecast reporting without manually rebuilding spreadsheets.

AI-Enhanced CRM

AI can reduce the administrative burden traditionally associated with CRM while helping teams understand customers more quickly.

We can introduce AI selectively into CRM workflows for summarisation, classification, data enrichment, recommendations, drafting and information retrieval.

AI should support the sales and service process rather than introducing uncontrolled automation. Human approval, business rules and appropriate permissions can remain part of sensitive workflows.

  • Customer Summaries

    Turn long histories of interactions, opportunities and notes into concise account context.

  • AI Lead Qualification

    Analyse enquiries and available data to support prioritisation and routing.

  • Intelligent Administration

    Draft notes, classify records, extract information and reduce repetitive CRM data entry.

Our CRM Implementation Process

  • Step 1

    CRM Discovery

    Understand customers, teams, processes and existing technology.

    ...

  • Step 2

    CRM Strategy and Architecture

    Define the platform, data structure and wider integration architecture.

    ...

  • Step 3

    Configuration and Development

    Configure the CRM and build required extensions.

    ...

  • Step 4

    Data and Integration

    Connect the CRM with trusted data and surrounding systems.

    ...

  • Step 5

    Testing and Rollout

    Validate the CRM with real users before wider adoption.

    ...

  • Step 6

    Optimisation and Support

    Continue improving the CRM as users and requirements evolve.

    ...

CRM Migration and Legacy System Modernisation

Replacing an established CRM requires more than exporting a spreadsheet and importing it into a new platform.

Historical records, relationships, notes, activities, permissions, integrations and reporting dependencies all need to be understood before migration.

We can create a phased migration strategy that protects valuable customer information while progressively moving users and processes onto the new platform.

  • Data Audit and Cleansing

    Identify duplicates, incomplete records and inconsistent structures before migration.

  • Migration Mapping

    Define how legacy customers, contacts, opportunities, activities and custom records map into the new CRM.

  • Phased Cutover

    Test migrations and integrations before transitioning business-critical workflows.

    Salesforce, Microsoft Dynamics 365, Zoho CRM