ALOMA CONSULTING GROUP
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Digital Strategy & Growth

We clarify your digital roadmap and translate it into pragmatic, sequenced initiatives—from platform modernization and workflow upgrades to customer journey improvements and data foundations—focused on adoption, ROI, and scale.

What We Deliver

  • Digital strategy and prioritized roadmap aligned to business goals
  • Platform modernization: CRM/ERP/collaboration stack fit, selection, and rollout
  • Customer journey mapping and conversion optimization
  • Data integration and analytics: definitions, pipelines, and dashboards
  • Change management, enablement, and adoption plans

Our Approach

  1. Discover: Interview stakeholders, map journeys, review tools/data, and identify constraints.
  2. Prioritize: Define KPIs, size initiatives, and sequence a realistic 90/180‑day plan.
  3. Pilot: Prove value with small, high‑leverage experiments to reduce risk.
  4. Scale: Roll out platforms and processes with governance and clear ownership.
  5. Enable: Train teams, embed dashboards, and tune based on outcomes.

Example Initiatives

CRM Consolidation & Lifecycle Instrumentation

Unify leads, accounts, and opportunities in one CRM; define lifecycle stages and SLAs; automate handoffs and alerts.

  • Consolidate tools (e.g., Pipedrive/HubSpot/Salesforce) and reduce duplicate effort.
  • Implement stage‑based automations and required fields for data quality.
  • Build dashboards for conversion, velocity, and pipeline health.

Analytics Foundation & Executive Dashboards

Create a clear data model and pipelines; deliver role‑based dashboards for marketing, sales, operations, and finance.

  • Define KPIs and event tracking (GA4/Segment) tied to outcomes.
  • ETL to a warehouse (BigQuery/Snowflake) or lightweight store (Airtable/Sheets).
  • Visualize in Looker Studio/Power BI with weekly cadences.

Tools We Work With

HubSpot, Salesforce, Pipedrive, Airtable, Slack, Google Workspace, Microsoft 365, Segment, GA4, Looker Studio, Power BI, BigQuery, Snowflake, Zapier, Make, Power Automate.

Ready to build your roadmap?

We’ll co‑create a practical plan, start with high‑leverage wins, and set up the metrics that matter.