We help you get the most out of your CRM system so you can improve efficiency and drive profitable growth. We do this by truly understanding your business, then seamlessly connecting your strategy, people and technology. This commercial acumen matched with technical expertise is what makes us different.


Do you identify with these three statements?

You’re a new or established business with ambition to scale up

You’re looking to boost revenue and/or improve efficiency

You have the financial capital in place to back your plan

If yes, you have a strategy. It’s likely that you have good people. You may already be using CRM technology. Through our decades of experience, we know that all three elements need to be in place and aligned with each other, otherwise you’ll face avoidable challenges.

That’s where we can help. 


We’re CRM experts, registered Salesforce partners, and authorised partners of OwnBackup. Note that we’re different from most CRM consultancies because we don’t jump straight into suggesting a techie solution.

We’ve been involved in sales, operations and technology for over 30 years. This experience means we understand the business rationale behind your objectives and decisions and are therefore best placed to help you.

First, we analyse your organisation to understand the who, what, when, where, why and how it works. Only then do we advise on how you can use your CRM system for optimal effect. It’s this rare blend of technical expertise and commercial acumen that gets results.


CRM systems can deliver an enormous amount of value, but most organisations don’t make the most of their investment.

Wondering which CRM system to implement?

Want to optimise the CRM system you’re already using?

Need to integrate your CRM with your other technology?

Our skills cover the whole range of CRM projects, whether it’s building a system from the ground up, customising an existing system, or ensuring all your tech works smoothly together.

Let’s chat about the challenges you’re facing, and together we will determine the best way to achieve your goals.

WhAt clients say

“After two months of trying to get to grips with Salesforce we decide we needed some expert help. Lee was the only consultant to ask how our business worked rather than instantly trying to railroad us into one of their ‘development packages’. The finished product is great.”

Damian McShane, Select and Build

“Very knowledgeable on implementing and enhancing CRM systems, Lee was instrumental in rolling out to over 600 people worldwide, which involved in-depth training in multiple countries. Lee understands what is required to drive adoption and sales productivity.”

Werner Schmidt, Sage

“Lee is my ‘Go-To’ guy for getting things done around our internal business systems. He was able to deliver results quickly in support of my team’s field activity and project initiatives. A great partner to have when trying to drive change and evolve business systems to support a growing team.”

Mark Murtagh, Websense

“Lee has a tremendous knowledge and enthusiasm for all matters sales. Combine this with his clear understanding of business process and thorough know-how and you have a powerful concoction, dedicated to achieving sales excellence.”

Richard Gilder, Sales Methods

“I’ve had the pleasure of working with Lee on a variety of projects that have required his expert knowledge on and operational process. In all these projects, Lee was instrumental in insuring that it could ‘work’, providing guidance, ideas and cohesion between the US and EMEA/APAC teams.”

Sarah Goodchild, Aqua Security

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