Work out what needs to change. Then make it happen.
Kongo helps sales, marketing, service and finance leaders improve how their teams win, serve and grow customers.
We start with your commercial goals, examine how the work happens today and design a practical way forward. Then we bring the technical expertise to turn that thinking into a working solution.
Start with the commercial problem.
Perhaps opportunities stall without a clear next step. Marketing and sales disagree about what makes a qualified lead. New customers repeat information your team already collected. Finance spends too much time working out what was actually sold.
These problems can appear in your CRM, but they rarely belong to the CRM alone.
We look at the process, the responsibilities and the systems behind the problem before recommending what should change.
Turn commercial goals into a delivery plan.
Understand what matters.
We work with your stakeholders to establish the outcomes you are pursuing and what is getting in the way. That gives the engagement a commercial purpose, rather than a growing list of software requests.
Design the process and the ownership.
We examine how work moves between teams, where decisions are made and who is responsible for the next step. Together, we define a better approach to qualification, sales, onboarding, service, renewals or revenue collection.
Work out what the technology needs to do.
We translate that process into solution architecture: what belongs in the CRM, what needs to happen elsewhere, which systems need to communicate and where automation or AI could help.
Agree what happens first.
Not every improvement needs to happen at once. We sequence the work around value, dependencies and your team’s capacity to absorb change, with clear priorities and a basis for reviewing progress.
CRM strategy, with the commercial process in view.
Your CRM should support how your teams win, serve and grow customers. Choosing a platform or adding more features is only part of that decision.
Our CRM advisory work can include reviewing an existing setup, clarifying requirements, assessing options and planning improvements or a migration. We consider the information your teams need, the decisions they make and the systems the CRM must work with.
HubSpot is a major area of expertise. It does not set the boundary of the problem we examine, and we do not assume every issue requires a new CRM.
See the thinking, not just the software.
A feature list will not tell you whether someone understands your business.
We use process designs, relevant examples and, where useful, demonstrations built around your requirements to make the proposed solution tangible. You can see how it could work, question the assumptions and refine the approach before committing to the build.
The aim is not to impress you with a platform. It is to show that the solution makes sense for your business.
From direction to delivery.
Depending on the engagement, the work can produce an agreed process design, clear responsibilities, a solution architecture and a prioritised delivery roadmap.
Kongo can also deliver the CRM implementation, integration and orchestration that follows. Change Management and Training and Adoption help turn the design into everyday practice, while AI and Technology Governance informs the controls and operating responsibilities.
These considerations belong in the design, not just at the end of a project. We agree the relevant scope with you. A focused advisory engagement does not require buying every service.
Common questions.
Is GTM Advisory the same as marketing strategy?
Not in our approach. We focus on how the commercial operation works across marketing, sales, service and finance. That includes the processes and technology behind winning customers, delivering on commitments and growing relationships, rather than advertising or campaign production.
Do we need to be using HubSpot?
No. The starting point is your commercial challenge and current environment. HubSpot is our core CRM implementation specialism, but our advisory work considers the wider processes and systems involved. We will be clear about where our delivery capabilities fit.
Will you deliver the solution as well as advise us?
Yes, where the agreed solution fits our delivery capabilities. We connect the advisory work with solution architecture and technical implementation, and define which responsibilities sit with Kongo, your team or other suppliers. You can also engage us for a defined advisory scope.
Can you help with one specific problem?
Yes. You do not need to begin with a complete transformation programme. A defined issue, such as a poor sales handover or an unreliable quoting process, can be the right place to start.
Bring us the commercial problem.
Tell us what you want to improve and what is making it difficult. We will help you work out what needs to change, what is worth doing first and how to deliver it.