CongruentX - Alpharetta

Welcome to CongruentX where we help companies to align their people and technologies using Data, AI, and a New Approach to consulting. 

Why We Do What We Do

We started this firm because we saw an opportunity to serve clients that was hidden in plain sight. We are Customer Relationship Management folks.  We have all been in this space for about 20 years. Many of the team has worked with Microsoft as well as run consulting businesses with several partners – including some of the biggest in the industry.

50% CRM Success is Not OK?

It has become clear to us that as companies increasingly see customer experience as competitive advantage, they are buying increased CRM software as a service. The CRM space has gotten a second wind and has become a 50-billion-dollar industry – headed to 80 billion in 5 years.  When it goes well companies can often get up to eight dollars back for every dollar invested.  Unfortunately, more often than anyone lets on – it does not. Most analysts say about 50% of clients are happy with CRM.

We started to ask ourselves – outside of the software as a service companies – when is 50% ok? Medical procedures, plane landings, the drive home from work…  50% is hardly ever ok. Why do we live with a flip of the coin in the CRM software as a service space?

What We Learned over 20 Years in the CRM Industry

The more we looked at it, the more we saw that while CRM technology integration has advanced, the way we implement the software has barely changed in 20 years. In fact, it has gotten worse. CRM used to mean a strategy for building your people processes and technology roadmap around your customer. That has shifted to something more akin to “front Office technology.”  These new CRM technology roadmap projects are treated like – well projects – buyers try to implement as many features as possible, sellers shorten timelines and users followed by the buyers, sellers and ultimately customers – suffer. 

A Fresh Approach to CRM Success

We decided we need to start a different kind of consulting firm to help companies to align their people and technologies using Data, AI, and a New Approach to consulting so that they can drive better customer experience and ultimate business outcomes. Our clients get value from their CRM investments – often leveraging what they already own. We do this by focusing on

• Clients not Projects
• People not Resources
• Outcomes not Just Hours

About our Team 

Our team – has run the largest practices in the industry, worked with the most complex custom IT solutions, and includes Microsoft MVPs, Microsoft Certified Trainers (MCTs), Cricket Players, Rock Stars, Veterans, Basketball players, pro fishermen, Soccer players, Gear Heads, NFL Sideline  and Motocross Crazies.  

At the end of the day they are all servant leaders - working though a new consulting model built for client outcomes, with managed network infrastructures and not just the consulting companies’ typical billable hours.

We value putting people first, amplifying each of our strengths, innovating relentlessly and leading by serving. 

We look forward to serving you.