Most CRM projects don't fail because of the software. They fail because the rollout treats a living, cross-functional change like a one-time IT installation.
Start with revenue moments, not modules
Map the three or four moments that actually move revenue — a qualified lead, a stuck deal, a renewal at risk — and design Salesforce around making those moments effortless.
Migrate clean, or don't migrate
Dirty data is the silent killer of adoption. We dedupe, validate and enrich before a single record moves.
