Use Case · All phases

CRM Transformation

69% of CRM implementations fail to meet expectations. The gap is always between what Sales, Marketing, and CS each need — and what IT thought they needed.

69%

Of CRM implementations fail to meet business expectations

47%

Cite poor user adoption as the primary failure cause — a discovery problem, not a technology problem

5.3×

Higher success rate when requirements are captured from all user groups before platform selection

The Problem

Why this keeps going wrong.

CRM transformations fail when Sales, Marketing, and Customer Success can't agree on what 'customer' means. Each function has different workflows, different data requirements, and different definitions of a successful implementation. IT leads discovery without the business context that makes requirements meaningful.

The structural failure

1

Sales, Marketing, and CS each have different definitions of “customer”

2

IT leads discovery without business context

3

Workflows documented by the wrong people

4

User adoption fails because requirements missed actual daily use

How MAXION Solves It

Phase by phase. Nothing lost between them.

01Discover

Cross-function stakeholder coverage

Sales, Marketing, Customer Success, Finance, and Operations interviewed simultaneously — each group's workflows, data requirements, and success criteria captured independently, then synthesised across conflicting perspectives. No single function dominates the requirements.

02Planner

CRM architecture for your platform

Salesforce, HubSpot, Microsoft Dynamics, Zendesk — APEX generates architecture grounded in your actual business processes and integration landscape, not the platform vendor's template.

03Builder

Platform-native configuration and development

Apex classes, Lightning components, custom objects, and integration code generated in Salesforce Developer Console or VS Code with SFDX — every change traceable to the business requirement that justified it.

What You Get

Deliverables. Not slide decks.

Unified customer data model agreed across Sales, Marketing, and CS

Process maps for every customer-facing role with conflict resolution documented

Platform architecture verified against integration landscape and compliance requirements

Platform-native configuration and custom development with full traceability

Explore connected transformation programs

ERP Transformation

ERP implementations average 189% budget overrun. The root cause is always the same: what was discovered and what was built were never connected.

Data Management & Analytics

85% of data lakes fail to deliver value. The root cause is always the same: built around what the data team wanted to build, not what business users need to decide.

AI-Augmented Service Delivery

MAXION delivers enterprise transformation at a depth and speed no traditional approach can match — on its own. AI-Augmented Service Delivery is our optional programme for customers who want a certified consulting partner alongside the platform for additional human oversight, strategic support, or change management.

Ready to see it in action?

Request a Pilot →