CRM modernisation built around how the team actually works.
Nester's existing CRM could not keep pace with a growing business. LOBA delivered a structured five-phase implementation, including data migration and team training, to give Nester a scalable foundation built on Zoho CRM.
Challenge
As Nester scaled, its existing CRM setup introduced friction rather than removing it. The team needed a platform that could be configured to their actual workflows, integrate within a wider technology stack, and support long-term growth without the constraints of an off-the-shelf tool.
Solution
LOBA delivered the project across five defined phases. Discovery and strategic consultancy established the requirements before any configuration began. Zoho CRM was then tailored to Nester's internal processes, ensuring the platform reflected how the team works rather than imposing a new way of working. All existing data was migrated from the previous system with continuity maintained throughout. Hands-on training sessions brought every team member to confidence on day one. A final stabilisation phase embedded the solution and established a framework for ongoing improvement.
Results
- Full discovery and strategic consultancy completed before configuration began
- Zoho CRM configured to Nester's internal workflows, not the other way around
- Complete data migration from previous system with no loss of continuity
- Team fully trained and operational from day one
- CLIENT
- Nester
- SECTOR
- Property Finance
- SCOPE
- Five-phase CRM modernisation with data migration and hands-on team training
- OUTCOME
- Full CRM modernisation across five phases
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