Enterprise Client CRM & Pursuit Engine for a Strategy Consultancy
CYVERRA designed and deployed a centralised enterprise CRM platform to unify business development, key account management, and engagement tracking across 14 regional offices. The solution streamlined cross-practice collaboration and replaced fragmented legacy pipeline tools with automated pursuit workflows.
Pan-European strategy and management consultancy
- -32%
- Proposal turnaround time
- +24%
- Cross-practice deal origination
- -85%
- Conflict check clearance
- 91%
- Partner active CRM adoption
The Challenge
The consultancy operated across 14 offices in Europe, but business development was severely hindered by decentralised pursuit tracking. Individual partners maintained proprietary spreadsheets and disconnected regional databases, resulting in zero institutional visibility across ongoing client relationships and historical pitch materials. This lack of centralisation created frequent internal conflicts, where multiple service lines inadvertently pitched competing or uncoordinated propositions to the same enterprise accounts. In addition, verifying client conflict-of-interest compliance before submitting tenders was a cumbersome manual process that delayed bid submissions by several days. Executive leadership lacked accurate, real-time pipeline forecasting. Without integrated engagement history and resource utilisation data, the firm struggled to qualify bids effectively, price complex multi-territory engagements accurately, and measure true partner business development performance.
Our Approach
CYVERRA architected and deployed a multi-tenant enterprise CRM solution tailored to the nuances of professional services engagement lifecycles. Built with modular cloud services, the platform established a single source of truth for global accounts, relationship graphs, pitch collateral, and live opportunity pipelines. To resolve compliance and operational bottlenecks, CYVERRA integrated an automated conflict-check engine directly into the CRM opportunity workflow. The system cross-references prospective engagements against active billing codes, existing client covenants, and regulatory compliance lists, reducing clearance times from days to minutes. The deployment incorporated bi-directional data synchronisation with the firm's core ERP and resource scheduling engines via a secure API middleware layer. This allows bid teams to model margin forecasts in real time using actual consultant availability, fee rates, and past project delivery metrics during proposal preparation.
The Outcome
The unified CRM platform transformed the consultancy's commercial operations, standardising pursuit governance across all 14 offices. Bid turnaround times decreased markedly due to automated conflict clearance, pre-approved proposal templates, and integrated fee-modelling calculators. Cross-selling between specialised industry groups increased substantially, as partner teams gained comprehensive visibility into enterprise account relationship histories and executive stakeholders. Real-time pipeline dashboards now provide practice leaders with dependable revenue forecasting and capacity planning data.
Technology used
- Salesforce Core Platform
- MuleSoft API Gateway
- AWS Lambda
- Snowflake Data Cloud
- Power BI
- Azure AD
The consolidated platform gives our practice leaders clear visibility across multi-jurisdiction pursuits while significantly cutting the administrative overhead of proposal generation.