• Digital transformation

    Accelerate small and medium organisations with Zoho CRM tools to increase sales and deliver value

The building blocks of innovation

We envision digital transformation as an innovation-centred enabler. We see innovation as an incremental approach that impacts multiple levels of the organisation.

Delivering innovation step by step. 
Companies need to evolve, adapt and improve. Innovation requires a systemic management approach to the overall organisation. Innovation is the creation of a viable new offering. Innovating requires identifying the problems that matter and addressing them systematically to deliver simple and elegant solutions.

Accelerate the full business cycle for small and medium business

Our innovative approach blends extensive consulting skills with Zoho CRM and platforms and other tools to deliver our client’s integrated value proposition, sales, customer relationship and service delivery. 

   

We orchestrate business transformation and digitalisation, engaging multiple skills and competencies. This allows us to go in-depth to accelerate and innovate your business.

   

We know it works because our client’s sales are growing. They have better insights on their customers. Service delivery is improving and more efficient.

Integrating the building blocks of sales, customer relationship and service delivery

Our innovative approach blends extensive consulting skills with Zoho CRM and other tools to deliver our client’s integrated value proposition, sales, customer relationship and service delivery. 

 

We orchestrate business transformation and digitalisation, engaging multiple skills and competencies. This allows us to go in-depth to accelerate and innovate your business.

 

We know it works because our client’s sales are growing. They have better insights on their customers. Service delivery is improving and more efficient.

Consulting for Small and Medium Enterprises

Business model generator


sales pipeline for Zoho project digital transformation

We use the Business Model Canvas to describe, discuss, and generate ideas about how your organisation creates, delivers, and captures value. This is a flexible and powerful tool to engage teams in changing the status quo.

Value proposition design


sales pipeline for Zoho project digital transformation

Aligning your value map with your customer’s profile will help you build insights into your value proposition. We use Strategyzer Canvas to review your offer and customer segments.

Customer journey


sales pipeline for Zoho project digital transformation

We design your customer journey to create the sales pipeline workflow adapted to your business and customer decision process.

Sales and Customer Relationship Management

Sale cycle management


sales pipeline for Zoho project digital transformation

Design the process of overseeing and guiding potential customers through the various sales process stages, from initial contact to closing the deal and beyond. It involves strategies and techniques to efficiently and effectively move prospects through each sales pipeline stage. 

Service design


sales pipeline for Zoho project digital transformation

Customer service design involves creating intentional and customer-centric experiences across all customer and company touchpoints. It goes beyond resolving issues or answering questions; it encompasses a customer's entire journey when interacting with a brand's support or service channels.

Multichannel customer integration


sales pipeline for Zoho project digital transformation

We build relentlessly a strategic alignment and coordination of various communication channels and touchpoints to provide customers with a seamless and consistent experience. We integrate channels such as in-store interactions, online platforms, mobile apps, social media, email, phone support, and more to meet customers wherever they are and provide them with the information, support, and services they need in a unified manner.

Digital marketing

Search Engine Optimisation (SEO)


sales pipeline for Zoho project digital transformation

We integrate Zoho and Google tools to improve the quality and quantity of your website's traffic from search engines. We aim to improve a website's position in search engine results pages (SERPs), thus increasing the organic traffic the site receives. This can lead to more leads and sales.

Social network management


sales pipeline for Zoho project digital transformation

Our teams manage, create, and maintain a company's social media presence. We engage with followers, monitor and respond to customer feedback, and analyse data to improve social media strategies. Effective social network management can help build your brand, increase online visibility, and connect with customers. 

Search engine advertising


sales pipeline for Zoho project digital transformation

We help you develop a marketing strategy and optimize your Google Ads and other advertising platforms to achieve better results and a higher return on investment (ROI). By continuously testing and refining your campaigns, we can improve their performance and maximise your advertising budget.

Email marketing


sales pipeline for Zoho project digital transformation

Deploy the Zoho Campaigns email platform to promote products or services, build customer relationships, and drive sales. In compliance with GDPR, send targeted, personalised emails to a list of subscribers. We use A/B testing to optimise subject lines, email content, and other elements to improve open and click-through rates.

Website optimisation and personalisation


sales pipeline for Zoho project digital transformation

We use Zoho PageSense and other website optimisation and personalisation tools to track and analyse visitor behaviour. We identify areas for improvement and make data-driven decisions about optimising their sites and increasing conversions.

Project and change management

Agile project management


sales pipeline for Zoho project digital transformation
Project management and deployment are always agile-based. We firmly believe in working hand-in-hand with the customer to build value. We report on the new features built monthly and discuss the next steps. 

Change management


sales pipeline for Zoho project digital transformation
We help organisations manage digital transformation by identifying its impact and minimising disruption during change. Effective change management is essential because it allows organisations to adapt to new circumstances and stay competitive. It can also help to reduce resistance to change and improve employee engagement and buy-in.

Knowledge transfer


sales pipeline for Zoho project digital transformation

Building internal team capacity is a compelling case. Our approach includes sharing knowledge, skills, and expertise with the customer’s teams. This helps organisations retain valuable knowledge and skills, improve productivity and efficiency, and foster innovation. We often include on-the-job training, mentoring and knowledge-sharing sessions.

Marketing and content development

Graphic design    


sales pipeline for Zoho project digital transformation

Good design is effective, efficient, and aesthetically pleasing. It meets the user's needs and goals while also being visually appealing and easy to use. Our designer builds brands, design elements, colour, and typography to communicate their message effectively. We believe in clarity, simplicity, functionality, consistency and aesthetics.

Video content


sales pipeline for Zoho project digital transformation

We develop video content for websites, promotions and presentations. These can include product demos, explainer videos, customer testimonials, and promotional videos. Video content can effectively engage and communicate with an audience, as it allows businesses to convey complex information clearly and concisely. It can also be an effective way to build brand awareness and connect with customers more personally.

Content design


sales pipeline for Zoho project digital transformation

The content design aims to create engaging, informative, and compelling content that achieves the business's marketing goals. This involves understanding the needs and preferences of the target audience and creating content that meets those needs in a way that is clear, concise, and easy to consume. We plan, build, and manage content for our clients aligned with the marketing strategy and optimises for SEO.

Website design    


sales pipeline for Zoho project digital transformation

Overall, the goal of web design is to create a website that is visually appealing, easy to use, and effective at communicating the business's message and meeting its marketing goals. We

Create, implement, and maintain websites integrated with CRM and Search Engine Optimization. A website should be permanently evolving and easy to maintain, so we always prefer simple-to-use tools. 

Marketing strategy   


sales pipeline for Zoho project digital transformation

We drive a factual marketing strategy by clearly defining your target audiences and their expectations. Then, we deploy a consistent approach across multiple media and channels, such as advertising, content marketing, social media marketing, email marketing, and search engine optimisation (SEO). The tactics will depend on the business's goals, target audience, and budget.

Business management

Business strategy


sales pipeline for Zoho project digital transformation

Approaching strategy can be intimidating for small companies. We provide research and team workshops to establish a clear direction, considering the company's competitive landscape, market trends, and customer needs. Even more important, we set up practical deployment steps and revise regularly to assert focus.

Business plan, budget and control


sales pipeline for Zoho project digital transformation

A business plan, budget, and budget control are essential for managing a company's financial performance and achieving its goals. A well-crafted business plan provides a clear direction for the company, while a budget helps to allocate resources effectively and monitor financial performance. Budget control helps ensure the company stays on track financially and takes corrective action when necessary. By using these tools effectively, companies can improve their financial performance, make informed decisions, and achieve long-term success.

Analytics and business intelligence


sales pipeline for Zoho project digital transformation

Based on Zoho Analytics, we deliver business insights, identify trends and opportunities, and make data-driven decisions. We integrate Zoho platforms and other tools, including business spreadsheets, to provide a 360º business vision and decision-based dashboards.

The operating system for business

Zoho one. CRM and sales deployment. Sales management. Digital marketing. Increase sales
Zoho One has all the applications to run your business. Get your work done from any browser, from anywhere.
We are transforming our customer's management, integrating processes end-to-end, focused on their approach to developing new business and enhancing client interactions
With Zoho we are rapidly improving our customer's business cycle end-to-end. We are often surprised by how fast we can change the management approach, innovating the building blocks of the organization.

Business digitalisation with Zoho platform

Digital transformation is a challenge for small and medium business. We transform your business digital marketing, sales process and service delivery, by deploying Zoho business one.

Deploy Zoho

Set up Zoho platform adapted to your business needs.

Zoho administration

Manage Zoho platform and on-going evolution to adapt to evolving business needs. 

Web site development

Develop and set up your web site, integrated with Zoho CRM.

Digital marketing

Plan and deliver effective digital marketing strategies. integrate email campaigns and social media into your sales process.

Business transformation

Redesign your business to maximise Zoho ecosystem benefits.

Graphic design

Our design team create a consistent and elegant visual language for your marketing.

Interim CIO

Define a strategy and roadmap. Manage your IT and coordinate services and platforms. 

Selected projects

RMD interim CEO and digital transformation

RMD is a multi-brand dental equipment repair workshop. Sales stagnated after COVID-19, and RMD had a patchwork customer management based on EXCEL and manual processes.

With an excellent operational baseline installed capacity, the team couldn’t increase market share.

We set up Zoho One in less than two months, migrating all data from Excel files and the SAGE accounting platform. Using Zoho campaigns, we re-energized digital marketing.

The sales pipeline was redesigned and automated with Zoho CRM. The team gathered customer information to segment it according to dental medical specialisations.

The repair cycle workflow was automated, integrating multi-channel customer communication and automating the existing manual processes.

Analytics

Data is central to understanding business performance. Enables managers to make informed decisions. Analytics requires vital competencies. We understand the underlying processes from data sources. Extract and transform data. Build decision-oriented analytics and dashboards.

Management dashboards

We work extensively with teams to design dashboards that are effective and action-oriented. Each dashboard area is a decision information set. It contains tables, graphics and KPIs that support decisions.

360º vision from fragmented architecture

Fragmented IT architectures are common in business. We build a business intelligence layer to integrate data from multiple sources, deliver new insights, and incorporate them into management processes.

Process support tools

We build the tools to provide managers with practical decision analysis and acting processes.
This includes dashboards, excel powered by live data, process integration with ERP or OSS and messaging agents.

Data research

Specific challenges require ad-hoc analytics. For example, we’ve designed a customer preference profiling to develop targeted marketing.

Data cleaning

Data cleaning/scrubbing involves detecting and correcting (or removing) inaccurate, incomplete, or irrelevant data from a dataset. Identify errors or inconsistencies in the data, such as missing values, duplicates, outliers, or formatting issues, and resolve these issues to improve the quality and reliability of the data.

Selected projects

Silent Living management dashboards

With multiple non-integrated platforms, managing this hospitality group was a patchwork. We integrated all platforms using analytics and dashboards: created a profit centre structure, and restructured accounting. Every month our team sits with Silent Living management to review results and key indicators and work on further analysis.
"Creative Management developed a complete business unit-centred management control model that is key to sustaining our business growth"

João Miguel Rodrigues  Silent Living owner

Cellnex management dashboards

Data cleaning and analytics to support architecture integration
We develop an excel pilot project to extract and integrate multiple data sources. Extensive data quality analysis ensured consistency across sources.
Later we evolved for a Microsoft Power BI for more advanced ETL, data quality analysis and dashboards.
Dashboards provided a 360º vision of tower locations, assets, maintenance, rents paid, revenue assurance and site profitability.
Selected operational dashboards were implemented to support ongoing management decisions.
The data analysis also supported the data migration preparation for implementing the new ‘tower management solutions.