Most CRM projects are decided before anyone works out what the business needs. At Collier Pickard we get that clear first so the requirements are yours, the business case holds up, and your team ends up with a system it uses.
Helping businesses make better CRM decisions since 2003.
You already know the CRM isn't working. The hard part is knowing what to do about it, so the search usually starts with a vendor demo, and that's where it goes wrong.
The team’s built workarounds. The data’s in three places and nobody agrees which one’s right. The pipeline report that goes to the board is part CRM, part spreadsheet, part guesswork.
You go back to the market. Salesforce, HubSpot, Dynamics. A demo, a proposal, and a six-figure decision made on an hour of slides.
Eighteen months on, the team still isn’t using it and the data still can’t be trusted. You’re back in the same meeting with a smaller budget and less patience.
Forget the licence fee. The real bill is lost pipeline visibility, missed revenue, and the good people who got tired of working around it.
Vendors aren't the problem. They answer the question they're asked, and the question is usually the wrong one. Get the business right first and the technology choice almost makes itself.
Most CRM business cases get written after the platform is chosen. At Collier Pickard we build the commercial case first so the spend is defensible, the risks are named up front, and your board knows what it's signing off.
Each tier includes the work before it, and the output is yours outright. Take it to us, to another partner, or to any vendor you like.
Requirements written from memory miss the workarounds your people have built over time.
At Collier Pickard, we map how the business actually runs so you leave with the full picture, no platform attached, and a blueprint document your team fully owns.
From £3,500
Shortlists drawn up by a reseller tend to arrive at the platform they resell. Collier Pickard takes the Blueprint to the whole market, including platforms we don't implement, so the trade-offs are spelled out, the commercial case is tested, and your board gets a platform recommendation it can act on.
From £6,500
Running a selection process properly takes weeks that nobody has. Collier Pickard manages the vendors, scores the options against what you actually need and checks the references, so you end up with one platform, one partner, and one contract ready to sign.
From £9,500
Doing the thinking properly can pay for itself. If we turn out to be the right people to build your system, the full cost of the Blueprint comes off the implementation.
No-code platform for businesses with processes too specific for off-the-shelf software.
Sales-led CRM for teams who need pipeline visibility without a long build.
Established CRM for businesses running complex operations across multiple sites.
Straightforward sales CRM for smaller teams growing past spreadsheets.
Every consultancy calls itself independent, and most of them still recommend what they resell. At Collier Pickard the parts where we recommend a platform only happen when we’re not the ones building it, so the conflict is designed out, the shortlist can include Salesforce or HubSpot, and you don’t have to take our word for it.
The English-Speaking Union (ESU) came to us after
two failed CRM projects.
Two failed implementations leave a team that doesn’t trust the system or the people selling it.
At Collier Pickard, we took ESU through this exact process, recommended Salesforce Nonprofit Cloud, and managed the delivery, so membership, events and finance run in one place and the whole team uses it.
Importantly: we don’t implement Salesforce.
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I’d like to take this opportunity to thank Collier Pickard (Robbie Brand especially), there were issues involving Maximizer/Microsoft and our server. As always, Robbie dealt with everything extremely efficiently.
Director, Fenner Paper
Thank you for your efforts, you certainly know your product well and your training has been excellent and engaging.
Head of Marketing, StarTraq
My experience told me that the software and the supplier I selected would have to be able to work with us. They would need to be able to respond quickly, and to demonstrate a “can do” attitude.
IT Manager, Hilco Capital
In Collier Pickard, we have found a CRM consultancy that share our passion and value
Millennium Hotels & Resorts
Independent because of how we're structured, not because we say so. The parts where we recommend a platform only happen when we're not the ones building it.
Over 150 years of CRM experience across the team. One consultant has been doing this for 40 years, another for 31.
600+ implementations delivered. We've seen what goes wrong before it goes wrong.
Everything we produce is yours. Take it to us, to another partner, or to any vendor you like.
The first conversation is free, and it’s about your business.
Collier Pickard is an independent CRM consultancy based in Kent, working with clients across the UK. Trading since 2003, with over 150 years of CRM experience across the team.
The Old Calf House
Chevening Road, Sundridge Kent, TN14 6AB, UK
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