Change that works for your people and your business.

Founded in the UK in 2009, Shaping a Vision Ltd has been working with a wide range of businesses with an end goal of improving customer experience, increasing staff retention, automating or digitising processes, reducing costs and increasing profits.

We have a proven track record of Helping organisations make lasting change.

Discuss your project Explore our services
People and technology working together

Customer experience

Staff retention

Smarter processes

Lower costs

Stronger performance

How we help

Practical expertise from strategy through delivery

Clear thinking, hands-on support and solutions designed around the way your organisation actually works.

01

CRM consulting services

CRM that people can use and the business can rely on

We listen to our clients and translate their ideas and functionalities into the kind of simple-to-use, indispensable CRM they have always desired.

If you are looking for one off assistance, straight forward help to effectively implement your initial design or need full project life cycle management, we provide the expertise to maximise your return on investment. We have the solution for you.

  • Evaluation and solution design
  • Configuration and modification
  • Data migration and cleansing
  • Consulting, training and ongoing support
CRM cycle connecting marketing, sales, feedback and support

Examples of previous engagements

Hands-on delivery, from first requirements to lasting adoption

02

Change management & process improvement

Change Management and Process Improvement

Any change management effort will only be successful if both the technical and human aspects of the change are fully considered and addressed.

Too often change programmes fail due to lack of thought, focus and action to engage with stakeholders at all levels.

At Shaping a Vision we have the knowledge, skills and experience to work with businesses to deliver lasting change, using tried and tested tools and methodology.

Six Sigma certificationSix Sigma certified with significant experience of running multiple complex projects within a variety of industries, contact us today to start your change journey.

DMAIC improvement cycle
03

Customer loyalty

Turn customer feedback into focused action

Your customers form opinions about your organisation as they interact with your products and services, and through key touch points such as service and support. The combination of these experiences impacts the overall relationship with your customers and their likelihood to repurchase or refer.

If you are waiting for clients to complain, rather than soliciting their positive or negative opinion, you may not get the feedback until it is too late.

At Shaping a Vision, we help organisations by using Net Promoter® Score, a simple but highly effective metric. The output of a Net Promoter Score is a clear measure of your organisation’s performance as seen through your customers eyes.

Having this proactive feedback helps you target key improvement areas and customer segments.

  • Net Promoter Score programme setup
  • Management reporting and dashboards
  • Customer feedback analysis
  • Customer service culture development
Net Promoter® is a registered trademark of Bain & Company, Inc., Fred Reichheld and Satmetrix Systems.

Client feedback

Trusted to lead change and deliver the detail

“Led and supported our business transformation, engaging leaders and peers to shape a common vision while delivering change down to the minute details.”
“Neville’s knowledge of Salesforce is strong, and he communicates complex technical features in terms a non-IT sales audience can understand and use.”
“A genuine change leader in terms of strategic thinking and tactical delivery.”

Start a conversation

What would you like to change?

Tell us a little about the opportunity or challenge. Your message will open in your email app, ready to send directly to Neville.

neville.shaw@shapingavision.co.uk