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  • Services
  • CRM Discovery Strategy

If your CRM feels messy, slow, or underused — the problem is in the strategy behind it.

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  • Evaluate your entire CRM ecosystem
  • Define the right models and workflows
  • Get the best-fit technology stack

Your Business is Underperforming…

Because of the broken CRM ecosystem, data model, and undefined requirements.

Your current CRM ecosystem evolved accidentally.

Tools were added over time, creating a patchwork of workflows, systems, and integrations that no longer make sense.

No one defined requirements.

So reps, managers, and leadership all use the CRM differently — and expect conflicting outcomes.

Your data model doesn’t support your process.

Fields, objects, and lifecycle stages don’t match how customers actually move through your funnel.

Key workflows aren’t documented.

Everything is “tribal knowledge,” which means inconsistencies and duplicated effort multiply.

Your tech stack doesn’t match your needs.

Either you’re overpaying for features no one uses or relying on tools that can’t scale with you.

You need clarity, consistency, and a CRM that finally works the way your business works.

ISC’s CRM Discovery & Strategy identifies what’s broken and builds the blueprint to fix it.

We begin by mapping your existing CRM environment: platforms, objects, fields, integrations, automations, and dependencies with a right-sized technology stack.

Schedule a FREE Consultation call so we can:

Identify your CRM’s biggest gaps.

Get a CRM architecture built around business goals.

Have a clean, consistent data model that supports forecasting and reporting.

Gain a defined, documented process that becomes the single source of truth.

Own a clear roadmap showing what to fix, what to prioritize, and why.

Receive vendor-agnostic guidance for choosing tools and integrations.

Schedule a FREE Consultation

Real Clarity Gives Real Results.

And here’s what happens when companies finally understand the gaps in their CRM ecosystem.
Case Study

HubSpot → Salesforce Migration

Problem: Conflicting tools, duplicated lifecycle stages, and team
misalignment.

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Read Full Case Studies

Consultation Call Output

  • Requirements documentation
  • redesigned lifecycle
  • stack recommendations

Services Provided

  • Salesforce configuration
  • CRM auditing
  • CRM Requirements refinement
  • Implementation support

Results

  • 70% reduction in time spent reconciling records
  • 65% improvement in cross-team visibility
  • 30% improvement in alignment tracking

We partnered with the best-in-class tools and automation platforms for durable integrations, faster implementations, and broader capabilities.

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  • FAQ’s

Quick Answers to Common CRM Discovery Questions.

How long does Discovery take?
Typically 2–4 weeks for a Discovery Sprint with quick wins identified immediately.
Not always. Most fixes are process and data changes. If a platform change is required, we recommend it based on measurable needs — not brand preference.
We define 2–3 success metrics at kickoff (e.g., admin hours saved, % data improvement, lead-to-opportunity conversion lift) and report against them.
We work across a wide range of industries, including Healthcare, Manufacturing, Higher Education, Entertainment, Retail, and Non-Profits.

Once you’re clear on direction, we can help you to efficiently implement it.

Explore Project Management Services

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