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Okiru
Smart Data. Smarter Transformation

  • CRM & Martech Consulting

    Okiru Consulting helps businesses in all sector codes optimise CRM platforms and marketing technology to drive sales growth, improve customer experience, and generate audit-ready B-BBEE compliance data. From strategy to implementation, we align people, process, and technology for measurable ROI.
    Assess Your CRM & Martech Stack
Services / AI & Martech /
CRM and Martech Consulting
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Why CRM & Martech Matters

Your Business has taken the decision to buy a  Customer Relationship Management System. Maybe even integrated the marketing tools but leads are still slipping through the cracks, your team hates using the system and reporting is a weekly pain.

The real problem isn’t the software, it’s the setup, the strategy and the disconnect between what the system can do and what your team actually needs.

At Okiru, we help you make sense of it all. By providing tailored stack, sales team training, process flow and automations. 

Why Clients Choose Us

  • You’ve got leads, but no clear sales pipeline
  • You’ve got tools, but no one’s using them
  • You’ve got automations, but can’t prove ROI
  • You’re tired of paying for features you don’t need

We help you strip things back to what matters, sales, follow-up, data, and decision-making. We know Zoho and Hubspot inside out. But we don’t just implement we make sure it actually fits

What We Help You Do

  • Choose the right CRM (or fix the one you’ve got)
  • Map your sales process and automate the boring stuff
  • Build reports that make decisions easier
  • Integrate your email, marketing, forms, and pipeline
  • Train your team so adoption sticks


All sized and priced for your actual business reality, not some tech fantasy

Is This Right for You?

  • You’ve signed up for Zoho or Hubspot, but haven’t launched properly
  • You’re losing deals due to poor tracking or follow-up
  • Your CRM is bloated, unused, or confusing
  • You need real help, not a webinar
Design a Smarter CRM & Martech Stack

B-BBEE Verification Tracking

Use Case: Create a dedicated “Verification” pipeline in the CRM where each element of the B-BBEE scorecard (Management Control, Skills Development, ESD, SED) is a stage.
How it Works: Every time supporting evidence, like payroll data or supplier affidavits is uploaded, an automated task notifies the responsible manager. A dashboard displays percentage completion and upcoming submission deadlines. Executives can log in at any time to see real-time verification status and outstanding items.

Employment Equity Reporting Oversight

Use Case: Automate Employment Equity (EEA2/EEA4) data collection.
How it Works: Managers receive automated reminders to submit workforce demographic updates. The CRM consolidates these into a single report for HR and flags any gaps before the Department of Employment and Labour deadline.

Skills Development & WSP/ATR Management

Use Case: Map learnerships and bursary spend inside the CRM to monitor SETA grant claims.
How it Works: Each learner is a “record” with fields for funding, start/end dates, and proof-of-enrolment documents. Automated scoring highlights whether the company is on track for Skills Development points and sends alerts if claims are approaching expiry.

Client & Supplier Vetting for ESD

Use Case: Integrate a supplier portal with the CRM to capture B-BBEE certificates and track expiry.
How it Works: Suppliers upload certificates directly; the CRM verifies date validity, sets renewal reminders, and feeds a live procurement-compliance dashboard.

Client & Supplier Vetting for ESD

Use Case: Trigger campaigns based on compliance milestones.
How it Works: When a verification stage hits 75 % completion, an automated email series updates executives and invites them to a strategy session, ensuring decision-makers stay engaged without manual follow-ups.

Specialised Sales Strategy Training Built Around Your Growth Priorities

Build a High-Performing Sales Team

FAQs

What is CRM & martech consulting, and why does my business need it?

It’s the strategic alignment of customer relationship management (CRM) and marketing technology (martech) to drive growth, improve customer experience and ensure compliance—far beyond just buying software.

Many companies invest in CRM and martech tools but fail to realise their full potential because they lack a cohesive strategy. CRM & martech consulting bridges the gap between technology and business outcomes. It starts with understanding your sales and marketing processes, mapping the customer journey, and identifying data gaps and bottlenecks. Consultants then help you select and configure the right CRM and martech platforms (e.g. Salesforce, HubSpot, Zoho), integrate them with existing systems (finance, HR, compliance), and design workflows that streamline lead management, customer onboarding and marketing automation. Beyond functionality, consulting ensures that your technology choices support broader goals such as B‑BBEE and Employment Equity compliance, data privacy, and audit‑ready reporting. In short, it transforms CRM and martech from isolated tools into a central engine for growth, compliance and customer insight.

How can CRM & martech consulting improve sales and marketing performance?

By unifying customer data, automating workflows and providing actionable insights, consulting boosts conversion rates, shortens sales cycles and enhances customer loyalty.

A well‑implemented CRM platform captures every interaction with prospects and customers—from the first marketing touchpoint to post‑sale support. When paired with marketing automation tools, it enables personalised campaigns, targeted lead nurturing and real‑time tracking of engagement. Consultants help you design pipeline stages, define scoring models for leads, automate repetitive tasks (such as follow‑up emails, contract generation and meeting scheduling), and build dashboards that provide visibility into performance. Marketing teams gain deeper segmentation and can run multi‑channel campaigns with consistent messaging. Sales teams receive qualified leads, recommendations for next best actions and faster access to client history. Customer service benefits from a 360‑degree view of each account. Together, these improvements reduce friction, improve customer satisfaction and create a data‑driven culture that drives revenue growth.

What services does Okiru offer in CRM & martech advisory?

Okiru provides end‑to‑end services—from strategy and system selection to implementation, integration, training and compliance optimisation.

Okiru’s CRM & martech advisory covers the full lifecycle of your digital customer platforms. Key services include:

  • Discovery and strategy: analysing your current sales, marketing and compliance processes; defining objectives; and creating a roadmap for technology adoption.

  • Platform selection and configuration: helping you choose the right CRM and martech tools based on functionality, scalability and budget; configuring them to reflect your sales stages, marketing workflows and reporting needs.

  • Data integration and migration: cleansing and migrating legacy data; connecting the CRM with email, social media, finance, HR and compliance systems; and setting up APIs to automate data flows.

  • Compliance and reporting: designing verification pipelines for B‑BBEE scorecard elements, automating WSP/ATR and Employment Equity data collection, and ensuring POPIA/GDPR alignment.

  • User adoption and training: developing role‑based training programmes, creating user guides and dashboards, and providing ongoing support to ensure the system is used effectively.

  • Continuous improvement: monitoring usage, measuring ROI, identifying process gaps and implementing enhancements such as AI‑powered analytics, chatbots or custom modules.

By combining technical expertise with regulatory knowledge, Okiru ensures your CRM and martech investments deliver both business and compliance value.

How long does a typical CRM or martech project take, and what does it involve?

mall optimisations can be completed in 4–6 weeks; full implementations or overhauls typically take 3–6 months, following a structured set of phases.

The duration of a CRM or martech engagement depends on the scope. A focused project—such as configuring a new module or optimising a sales pipeline—might be delivered within four to six weeks. A full implementation or major overhaul generally involves several phases:

  1. Assessment and planning (1–3 weeks): documenting requirements, auditing existing systems and designing solution architecture.

  2. Tool selection and procurement (1–2 weeks): evaluating vendors, negotiating licences and defining budget.

  3. Configuration and customisation (3–6 weeks): building data models, workflows, automations and integrations; designing reports and dashboards.

  4. Data migration and testing (2–4 weeks): cleaning and importing legacy data, testing scenarios and ensuring data integrity.

  5. Training and deployment (2–3 weeks): preparing users, rolling out in phases and resolving issues.

  6. Post‑launch support and optimisation (ongoing): monitoring adoption, gathering feedback, implementing refinements and adding new features.

Okiru tailors timelines based on your resources, readiness and goals, using agile methods to deliver quick wins while building towards a comprehensive solution.

How much does CRM & martech consulting cost, and what return can we expect?

Costs vary widely—from R50 000 for targeted optimisations to R300 000 or more for enterprise deployments—while ROI is measured in increased revenue, efficiency and compliance savings.

Project fees depend on factors such as the complexity of your processes, the number of users, the need for custom development, and the extent of integrations. A mid‑sized business implementing or optimising a platform like HubSpot or Zoho might invest R50 000–R150 000 in advisory and implementation services. Larger enterprises or organisations requiring bespoke modules, deep integrations and change management can spend R250 000 or more. However, the returns typically outweigh the costs. Improved lead capture and qualification boost conversion rates; automated workflows free up staff time for higher‑value tasks; better data improves forecasting and budgeting; and integrated compliance reporting reduces risk and consultant fees. Companies often recoup their investment within one to two years through increased sales and operational savings. Okiru provides clear proposals with expected benefits, helping you quantify ROI before committing.

How does Okiru ensure successful adoption and long‑term value from CRM and martech investments?

Through user‑centred design, comprehensive training, change management and continuous data governance, Okiru embeds the new tools into daily practice and measures impact.

Technology alone doesn’t guarantee results—people and processes make the difference. Okiru starts by involving stakeholders from sales, marketing, customer service, compliance and IT in the design phase to ensure the solution fits actual needs. We create intuitive, role‑based interfaces and dashboards so users see only what’s relevant. Training is tailored to each group, with hands‑on sessions, reference materials and on‑call support. We work with leadership to drive change from the top, set KPIs, and incentivise adoption. Post‑deployment, we monitor usage metrics, data quality and process adherence; address bottlenecks; and implement enhancements based on feedback. Data governance policies ensure that information remains accurate and compliant. Over time, we introduce advanced features—such as AI‑driven insights, predictive analytics or marketing orchestration—to continually unlock new value. By focusing on people as much as technology, Okiru makes CRM and martech investments stick and evolve with your business.