CRM automation or custom platform: which does the business need?
Improve an existing process with CRM and automation when the workflow is standard. Build custom infrastructure when the operating model genuinely requires it.
Read the insight ↗Practical digital decision-making
Practical guidance on websites, content, search, CRM, automation and digital products.
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Improve an existing process with CRM and automation when the workflow is standard. Build custom infrastructure when the operating model genuinely requires it.
Read the insight ↗
Consistent content requires an audience decision, repeatable formats, a publishing workflow and a clear path from attention to enquiry.
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A useful diagnosis identifies the commercial constraint, the route, the evidence required and the smallest responsible first phase.
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Automation should move information, prepare context and reduce delay. It should not impersonate judgment.
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A redesign is appropriate when the system is wrong. Optimisation is appropriate when the system is sound but underperforming.
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Traffic is useful only when the right visitor understands the offer, trusts the business and sees a sensible next step.
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