Technology Strategy & Systems Integration
We connect customer information, teams and workflows to support more consistent execution and visibility — deciding first whether to improve, customize, integrate or build.
What leaders are facing
Systems were added one at a time. Data is re-keyed, customer information lives in several places, and leaders cannot trust the reports they use to manage revenue and operations.
Desired business outcomes
- Connected systems with less duplicate entry
- A single, trusted view of customers and pipeline
- Better visibility for revenue and operating decisions
- A technology roadmap tied to business priorities
What we assess, design and implement
- Current systems, data flow and integration gaps
- CRM use, intake, follow-up and pipeline discipline
- Build vs. buy vs. customize options
- Target solution architecture and data flow
- CRM and customer lifecycle rules
- Prioritized technology roadmap
- CRM configuration and customization
- Integrations between priority systems
- Reporting and dashboards leaders use
Representative deliverables
- Current-state technology audit
- Build / buy / customize recommendation
- Solution architecture and data-flow map
- CRM and lifecycle design
- Integration plan and roadmap
- Reporting and scorecard definitions
Also within this service
Revenue operations & performance. Intake, handoffs, follow-up, pipeline discipline and the reporting leaders use to manage revenue.
CRM strategy & customization. Configure your CRM around how your teams actually sell and serve.
Analytics & reporting. Measures and dashboards defined before tools are chosen.
Where we’ve applied this
Frequently asked
Will you replace our current systems?
Only if the assessment shows it is the better option. We often improve or connect what you already have.
Do you work with our IT team?
Yes. We coordinate with your IT or systems contacts on feasibility, security and approvals.
Engagements are scoped following an initial conversation. We do not guarantee financial results; measures and targets are agreed with you.
What our clients say.
Feedback from clients across our engagements.
Management made seamless
“Upon contacting AKIRECO, they did not hesitate to help me understand systems and automation and how having them in place could benefit my business. As an educator turned entrepreneur, there were many things I had to learn. The team listened to our needs and goals and guided us through each step. Our website looks great and the OLINX system has made management so seamless. We grew as a team and learned so much.”
I operate like a CEO
“Over the last several years, I have worked with AKIRECO to put automation and systems in place to scale my business. With their guidance, I have been able to increase the profitability of my business. Their coaching has given me a different mindset; they teach business owners to operate as a CEO. The team goes above and beyond the call of duty to help us build and grow our companies. I have gained so much confidence because they continually push me to grow and expand to the next level. They are very knowledgeable and professional.”
We loved every moment
“My team and I have loved every moment of working with the AKIRE team. Their patience, dedication and expansion of our vision has allowed us to build an onboarding system, website and a digital reflection of our community and transformational experiences.”
Discuss your business challenge.
Start with a focused business analysis. We’ll look at what needs to change and recommend whether to improve, customize, integrate or build.