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CRM Implementation & Transformation

Connected Customer
Platforms Built for
Insight, Scale & Growth

Jarvis designs and delivers modern CRM platforms that give organisations a single, trusted view of the customer — across sales, service, marketing and operations.

Certified partners: Salesforce SAP CX
Customer Lifecycle View
Real-time
🎯
Marketing & Lead Generation
Campaign analytics · lead scoring · attribution
+34%
🤝
Sales & Pipeline
Opportunity management · forecasting · quoting
+29%
⚙️
Service & Support
Case management · SLA tracking · knowledge base
−41%
💛
Loyalty & Retention
Churn prediction · upsell signals · NPS tracking
360°
CRM Platforms We Deliver
Salesforce SAP CX Sales Cloud Service Cloud Experience Cloud SAP S/4HANA
Why Modern CRM

CRM Is Now the
Core System of Engagement

CRM is no longer just a sales tool. When implemented correctly, it becomes the connective tissue of your entire organisation — enabling smarter selling, consistent customer experiences and real operational clarity across every team.

Jarvis works across leading CRM ecosystems with deep delivery expertise in Salesforce and SAP CX — ensuring your CRM integrates seamlessly with ERP, commerce and data platforms.

Book a CRM Assessment
🧠

Smarter Selling & Service

Data-driven insights at every customer touchpoint — giving sales and service teams the context they need to act decisively and build lasting relationships.

🔗

Consistent CX Across Channels

A unified customer record across web, mobile, in-store and contact centre — ensuring every interaction feels connected, not fragmented.

📊

Accurate Forecasting

Real-time pipeline visibility and AI-powered forecasting that give leadership the confidence to plan, invest and allocate resources effectively.

Automation at Scale

Eliminate manual data entry, repetitive tasks and approval bottlenecks — freeing your teams to focus on relationships, not administration.

Platform Expertise

Deep Expertise in the
World's Leading CRM Platforms

We don't recommend platforms — we deliver them. Jarvis holds certified expertise across both leading enterprise CRM ecosystems, ensuring you always get the right fit for your business context.

Sales · Service · Experience · Commerce Clouds

The world's leading CRM platform — purpose-built for customer-centric organisations that want to connect sales, service and marketing on a single, AI-powered platform.

✓ Best for customer-facing teams prioritising CX and AI

Sales Cloud: Opportunity management, AI-powered forecasting, pipeline analytics and quota management for high-performing sales teams

Service Cloud: Omnichannel case management, knowledge base, SLA tracking and AI-powered agent assistance for service excellence

Experience Cloud: Customer, partner and employee portals delivering real-time access to cases, orders, accounts and insights

Commerce Cloud: Connected commerce integrated with CRM for unified B2B and B2C customer experiences

SAP Customer Experience Suite

The enterprise CRM suite built for organisations already running SAP ERP — delivering deep integration between customer-facing operations and back-office processes.

✓ Best for SAP ERP environments needing native integration

SAP Sales Cloud: Native integration with SAP ERP for real-time pricing, inventory and order management within the sales process

SAP Service Cloud: Field service, contact centre and knowledge management natively connected to SAP back-office operations

SAP Commerce Cloud: B2B and B2C commerce tightly integrated with SAP CRM and ERP for a single customer and product record

SAP Customer Data Platform: Unified customer profiles across every channel, consent management and real-time personalisation at scale

Our CRM Services

End-to-End CRM Services
Across the Customer Lifecycle

We design, build and evolve CRM platforms that connect teams, systems and data — from frontline users to the executive suite. Our role is to turn CRM strategy into an operational reality.

🗺️
Strategy

CRM Strategy & Design

Customer journey design, process optimisation and CRM architecture aligned to your commercial objectives and operating model — before a single line of configuration is written.

⚙️
Implementation

Platform Implementation

Full implementation of Salesforce Sales, Service and Experience Clouds and SAP CX — configured to reflect how your teams actually work, not a generic out-of-the-box setup.

🌐
Portals

Portal & Experience Development

Customer, partner and internal portals built on Salesforce Experience Cloud — delivering real-time access to cases, orders, account data and actionable insights.

🔌
Integration

Integration & Data Connectivity

Seamless integration with SAP S/4HANA, ECC, commerce platforms and data layers — creating a true single source of truth across your enterprise technology landscape.

🛠️
Development

Customisation & Extension

Platform-native extensions and low-code/pro-code development that support complex business logic — built upgrade-safe so every release adds value without breaking what works.

🛡️
Support

Deployment & Managed Services

Secure deployment, ongoing optimisation and 24/7 AMS support to keep your CRM platform reliable, performant and future-ready as your business continues to evolve.

The Risk of Underperforming CRM

What Happens When
CRM Becomes a Bottleneck

Without a connected, well-designed CRM, the consequences are felt across every customer-facing team — and ultimately by your customers themselves.

💡

Jarvis ensures CRM becomes a trusted foundation for growth — not a system your teams work around. We have delivered CRM transformations for enterprises across ANZ, EMEA and North America, consistently turning fragmented, low-adoption CRM environments into high-performing customer platforms.

⚠️

Fragmented Customer Data

Customer records scattered across spreadsheets, legacy tools and disconnected systems — making a single customer view impossible and creating a poor experience for every rep who touches the account.

⚠️

Unreliable Forecasting

When teams don't trust their CRM data, they maintain shadow pipelines. Leadership loses confidence in forecasts. Board-level decisions get made on gut feel rather than evidence.

⚠️

Missed Revenue Opportunities

Without full pipeline visibility, high-value opportunities fall through the cracks. Upsell and cross-sell signals are missed. At-risk customers churn without warning.

⚠️

Inconsistent Customer Experience

Customers are asked the same questions repeatedly by different teams. Service doesn't know what sales promised. Marketing campaigns reach customers who just churned.

Our Delivery Approach

Five Steps to a CRM That Actually Works

A structured delivery methodology that starts with your business objectives and ends with a CRM your teams use, trust and rely on — not one that gathers dust after go-live.

01
Discover
Discovery & Requirements
Define objectives, success metrics, user journeys and data requirements with all stakeholders.
02
Assess
Platform & Architecture
Evaluate your current CRM and technology landscape to define the right foundation and integration architecture.
03
Design
Process Modelling
Design and refine business processes aligned to real-world operations — not theoretical best practice.
04
Validate
Testing & Data Governance
Ensure accuracy, security and reliability across all systems and data flows before go-live.
05
Evolve
Continuous Improvement
Iterate and optimise based on real usage data, user feedback and business performance metrics.
How We Work

Built Around
Your Reality

We embed CRM into daily workflows rather than forcing process change. Every configuration decision is anchored to a real user need — not a vendor best-practice template.

Start the Conversation
Phase 01

Discover

Align CRM goals with business strategy, users and data — understanding how your teams actually sell and serve before designing anything.

Phase 02

Design & Build

Configure and extend CRM platforms to reflect how your teams actually work — iterating based on real user feedback throughout delivery.

Phase 03

Validate

Test rigorously to ensure performance, security and data integrity — covering integration flows, user acceptance and governance requirements.

Phase 04

Run & Evolve

Continuously enhance your CRM as your business, customers and markets change — with AMS support and guaranteed innovation hours built in.

CRM That Connects People,
Data and Decisions

Delivered by Jarvis — with proven SAP and Salesforce expertise built over 13+ years of enterprise CRM delivery across ANZ, EMEA and North America.

Certified Salesforce & SAP CX Partner →