Our Services
Sales Process & CRM Advisory.
TrueNorth Sales Advisory helps
businesses improve their sales processes,
maximise CRM value, and design customer journeys that drive sustainable, measurable growth.
We work with businesses who know their
sales operation can perform better — but want practical support rather than generic consultancy or technology-led solutions that don’t embed.
Our approach is experience-led, commercially focused, and designed to fit the reality of how our clients operate.
What We Help With.
Sales Process Mapping & Improvement
We review and map your current sales process, identify gaps and inefficiencies, and design clearer, more effective ways of working that improve consistency, conversion, and forecasting accuracy.
CRM Implementation, Optimisation & Adoption
We support CRM selection, implementation, and optimisation — helping teams use their CRM as a practical sales tool, not an administrative burden. This includes pipeline structure, data quality, reporting and user adoption.
Pipeline Management & Sales Effectiveness
We help leadership teams improve pipeline discipline, forecasting confidence, and sales effectiveness through clearer stages, better qualification, and consistent management rhythms.
Customer Journey Mapping & Sales Handover
We map customer journeys end-to-end, improving handovers between sales, operations, and delivery to reduce friction, improve customer experience, and protect margin.
Expertise You Can Trust
Lean Six Sigma Black Belt: Bringing a "marginal gains" mindset to every process, Simon identifies friction points that cost businesses time and revenue.
CRM Specialist: Proven track record in implementing and optimising systems (including Microsoft D365, Salesforce, Zoho, Hubspot and Monday.com) to ensure they actually serve the sales team, rather than adding to their admin burden.
Strategic Growth: A focus on customer journey mapping and pipeline management that delivers measurable, sustainable results.