CRM program | Tiwis

Notre approche

Make your CRM the living heart of your business: a tool that connects teams, fuels decision-making, and accelerates product development.

We support our customers in the establishment or evolution of their CRM ecosystem, from diagnosis to operational activation. Our expertise covers both robust platforms such as Salesforce or HubSpot as well as modern and agile tools such as Pipedrive or Folk. We always favor flexible solutions, capable of evolving rapidly to support continuous improvement and customer knowledge — the real basis of any satisfaction and performance-oriented strategy.

Methodologie

We approach CRM as a central platform for customer management and learning. Our approach combines design thinking to understand real uses, sprint design to prototype interactions and paths, and agility to make the system evolve at the pace of the field and the needs of teams.

Déroulement projet

Between 3 and 9 months depending on the maturity level of your organization and the complexity of the technical ecosystem.

Phase 1 — Diagnosis & strategic framework

Analysis of current processes, customer touchpoints, and business needs.

Assessment of existing CRM maturity and definition of a target vision: data structure, uses, interconnections, governance.

This phase leads to a clear deployment and improvement roadmap.

Phase 2 — Design & prototyping

Definition of the data model, workflows and usage scenarios.

Prototyping of interfaces and user tests to validate simplicity and functional relevance.

At the end of this phase, a first functional perimeter is ready to be deployed.

Phase 3 — Integration & Deployment

Implementation of the chosen CRM (Salesforce, HubSpot, Pipedrive, Folk...), configuration, data migration and automation of critical flows.

Implementation of dashboards, customer segmentation and connection to marketing, sales and support tools.

Training teams in the use and continuous updating of data.

Phase 4 — Follow-up & continuous improvement

Monitoring of uses and performances: adoption rate, data completeness, quality of interactions.

Short iterations to optimize processes, enrich data and strengthen customer knowledge.

This phase guarantees a living CRM, aligned with business priorities and customer satisfaction.

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Livrables

Audit of customer and commercial processes
Data flow mapping
CRM roadmap and deployment goals
Target data model
Platform choice and integration plan
Key workflows and automations
User interface prototyping
Team training
Dashboards and customer segmentation
Governance and maintenance plan
Performance indicators and continuous improvement

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