DM Blocks

CRM and marketing automation consultancy DM Blocks starts each engagement by understanding a company's business model, its sales, service and marketing processes, its metrics and its priorities, before it recommends any technical step. The firm says every technical decision is tied to a business goal, and it sets out three pillars of work: strategy, enablement and technical execution. Its website also cites more than a decade of work designing CRM strategies aimed at revenue.

Business processes before platform choice

The strategy work includes taking part in planning, so that the systems built later reflect how the company actually sells, serves and markets. The firm says the difference in its approach is the order of work: the business comes first, and the platform follows from it.

Enablement and coaching for internal teams

Enablement means running workshops and coaching sessions, supporting the person who leads each process closely. The aim is for a client's team to gain autonomy every month, so that knowledge stays inside the company rather than with an outside vendor. The firm says it measures success by how much the team can do without outside help and how well it can decide what to do next.

Journeys, automations and integrations

Technical execution means building the customer journeys, automation flows, system links, APIs and data structures a company needs. The firm builds these pieces with business judgment, so that each one serves an outcome the company can name. For complex work it proposes architecture reviews and platform audits, and it offers licensing and investment advice before a client buys more software.

Salesforce, HubSpot and Zoho

The firm works with Salesforce, which it describes as suited to the most intricate operations, where several teams need depth, control and room to grow. HubSpot suits growing teams that want quick implementation and little friction in adoption. Zoho fits operations that want more from their CRM for the money they invest and that want to keep platform costs under control. The firm says it can also get the most out of a platform a client already runs, before recommending additional licences, and it lists the key indicators it typically moves, such as pipeline conversion, lead generation, cost per lead and sales productivity.

Monthly packages without long lock-ins

Work is sold in monthly packages with no long lock-in or rigid contracts. The packages range from a part-time advisory role for a team already running a CRM to a larger package that adds journey and automation design and build on a growing company's platform. The firm says the relationship is sustained by the value it delivers rather than by the contract.