Discover
A focused discussion of your business processes, existing tools, users and decision criteria.
CRM & Systems Assessment
Know what to do next. Before you spend more.
An independent, structured review for businesses deciding whether to buy, build, replace or improve their CRM. Understand your options, the risks and the next steps before committing to a larger project.
A small engagement that answers the big questions.
We begin with your business goals, current systems and shortlisted options. Then we examine technical fit, integration, licensing assumptions and long-term flexibility before recommending a practical way forward.
Evaluate
Review shortlisted platforms, proposed architectures, dependencies, licensing and ownership questions.
Recommend
A concise written assessment and walkthrough, with risks, trade-offs and a recommended route forward.
How we work
Clear advice, a defined scope and no unnecessary commitment.
Free call
Tell us what you are trying to achieve and where you need clarity.
Focused review
We agree the questions, evidence, scope and fee before starting any paid work.
Clear next steps
Receive practical recommendations and decide how you want to move forward.
Questions worth asking
What does the assessment cost?
We scope the review first and agree a fixed fee based on the systems, options and depth of analysis required.
Will you inspect the actual product architecture?
Where access is available and included in scope, we can examine technical artefacts rather than relying solely on vendor claims.
Do we have to use Trevelyn for implementation?
No. The assessment is a standalone advisory engagement; you can use the findings with your own team or supplier.
What’s included?
A review of your processes, your current system and any shortlisted options, conversations with the people who use it, and a written assessment with risks, trade-offs and a recommended route forward, followed by a walkthrough.
How long does it take?
A focused assessment is usually delivered in a few days, and larger reviews take longer. We confirm the timescale when we agree the fixed fee.
What do you need from us?
Access to the system or a demo of it, any relevant documents or proposals, and time with a few of the people who use it.
Who this is for
Leaders who need a clear, evidence-based answer about their CRM before committing to a bigger spend.
Your CRM is up for renewal
You want to know whether it’s still the right choice.
Users have stopped trusting it
Data is out of date, workarounds are everywhere and adoption is low.
A big change is coming
Growth, a merger or a new process means the system needs to do more.
Based in Swindon, working with businesses across the UK. Meetings are usually on Teams, with on-site sessions available around Wiltshire, Bath, Bristol, Oxford, Reading and the South West.
Not sure where to start?
Explain the decision you are facing. We will tell you whether a focused review makes sense and what it should cover.
Talk through your projectBook a call
A free 30-minute conversation about your project, current systems or CRM decision. You will get a straightforward view of the best next step — even if that is not working with us.
- Choose a convenient time
- Share a little about your challenge
- Talk it through on Teams