Trigg Digital partnered with FluidOne to design and deliver a modern CRM foundation that unified sales and marketing, improved data quality, and enabled smarter revenue execution from acquisition through to retention.

Rather than a point solution, the focus was on building a scalable platform that supported day-to-day execution while enabling future growth.

Our approach included:

• Establishing Salesforce Sales Cloud as a single system of record for customer and pipeline visibility
• Simplifying and standardising sales processes to improve pipeline management and forecasting
• Connecting digital touchpoints (web, email, call activity) to create an end-to-end customer view
• Introducing attribution and insight models with to optimise marketing spend and conversion
• Enabling automated upsell and cross-sell identification through white-space and next-best-action frameworks
• Improving data quality and governance through cleansing, deduplication, and process controls
• Embedding proven sales qualification methodologies to drive consistency and deal quality
• Supporting ongoing optimisation via managed services to sustain adoption and performance