Our Approach

Our CRM consultants use the proven methodology of SureStep coupled with our own tried-and-trusted approach to ensure CRM implementation success.

Our approach

Caltech's approach


  • We listen. By listening we can ensure we know your challenges and importantly your goals. We can help to understand these challenges and deliver tangible solutions.
  • Our expertise helps us to ask good questions. Share your business challenges with us, and we will help you overcome them using CRM software. We create your CRM proposal which outlines your current position, objectives and future strategy.


  • We apply our experience of over 20 years’ in CRM consultancy, and our expertise working with Dynamics CRM, to find the best path for your needs. Not one size fits all and we offer a bespoke approach to suit your challenges and your budget, from consultancy to a full agile sure step project.
  • With over 600 implementations of various CRM systems we can really offer great advice on scoping your CRM requirements.


  • We will do what we say we will do. We are truly transparent. Each action we take is set out and agreed prior to us doing the work which means that you feel in control and can see the value of your CRM solution.
  • Your CRM implementation needs to be right first time and we need it to be right as well. We are there every step of the way to ensure CRM delivers the result you set out to achieve.


  • Once your site is delivered it’s time to review. Our support will continue for as long as you need it. We have strong connections with our customers, ensuring they retain their competitive advantage. We strive to help clients get continued value from their software.
  • Every customer has a dedicated account manager who works hard to keep you informed and continue to help to reap the rewards of CRM.

Trust us to make Dynamics 365 a success for you

Contact us