CRM consultants who deliver measurable business impact

At Collier Pickard, we help businesses get lasting value from CRM, from selecting the right platform to implementing, integrating, and optimising it across every department.

Whether you’re exploring CRM software for the first time or evolving an enterprise-wide CRM strategy, our consultants provide the experience, technology and support to make CRM work for people, effectively.

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We recommend the best CRM platforms for your goals — vendor-agnostic, experience-driven.

200+ years

of combined CRM consultancy experience.

600+ successful CRM implementations delivered, from enterprise to SME.

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CRM selection

Get your CRM choice right, first time.

Selecting the right CRM system is critical to success. We guide you through the entire process, from defining requirements to comparing platforms and building the business case. Our independent experts work across sales, marketing, service and operations to ensure your new CRM delivers measurable performance improvements and long-term scalability.

What we do:

Implementation & Empowerment

From setup to success; building CRM systems your people love to use.

A CRM only works if your people use it. Our implementation specialists design and deploy CRM systems around real-world workflows — integrating sales, marketing and customer service processes. We handle configuration, migration, and enablement to ensure smooth transitions and confident adoption.

Workflows

Automate repetitive tasks and align every process with measurable outcomes.

We design and build workflows that reflect how your business actually operates, not just how the software expects you to. By automating key sales, marketing and service processes, we remove manual bottlenecks and create clarity around accountability, efficiency and results.

Transition

Seamless CRM migration with zero data loss and minimal downtime.

Whether moving from spreadsheets or a legacy platform, we handle the full transition data mapping, cleansing, and migration. Our structured approach ensures business continuity, giving you a smooth handover to a modern, integrated CRM without disruption or risk to your customer data.

Training & enablement

Tailored training to boost adoption, confidence and daily CRM use.

We deliver hands-on training programmes designed around the way your teams work. From sales enablement workshops to ongoing support clinics, we empower users at every level to feel confident, capable and engaged, making CRM an everyday tool, not an afterthought.

Adoption & effectiveness

Ongoing monitoring, coaching and optimisation to sustain long-term success.

Our work doesn’t stop once the system is live. We track usage, analyse performance, and coach teams to continuously improve. By embedding CRM best practice into your culture, we help you maximise ROI, increase efficiency, and ensure your technology delivers measurable business impact.

Up to 70% of CRM projects underperform due to poor adoption — Collier Pickard ensures yours succeeds.

Growth

CRM success doesn’t end at go-live. As your organisation evolves, we adapt your CRM to evolve too, supporting new departments, products, and market demands. We help you integrate marketing automation, enhance analytics and optimise every process for measurable performance and customer experience.

We grow with you.

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Transform Your Business with Expert Automation

Are you ready to harness the power of automation? Contact Collier Pickard today to explore how our tailored solutions can streamline your business processes and unlock new levels of efficiency and growth.

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