CRM & CX STRATEGY DESIGNED FOR HUMANS,
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Halomi Sukhbaatar

With over 20 years of experience in customer strategy across Asia Pacific and Europe, I help businesses simplify and succeed in the CRM and customer experience (CX) space.

My current focus is helping businesses apply AI strategy in CRM and CX, especially where internal resources are limited. From customer segmentation and automation to AI-powered chatbots and predictive analytics, I offer practical ways to integrate generative AI into business operations.

Whether you need a program manager, a strategic consultant to review your initiatives, or hands-on support to deliver AI-led transformation, I offer flexible solutions tailored to your business needs.

Why work with me?
Expertise in CRM and CX transformation across diverse industries
• Developing AI strategy and roadmaps to apply AI effectively across customer operations
• Practical experience leveraging business productivity tools to boost efficiency
• Trusted advisor to organisations looking to scale through data-driven CX
• Available for consulting, interim leadership or full-cycle project delivery

WHERE IDEAS MEET EXPERTISE

Offering tailored professional services to meet the unique needs of businesses across industries. Available for hourly advisory, contract, or full-time engagements—both inside and outside IR35.

Business Consulting & Advisory

Practical guidance through joint business solution reviews to address challenges, leverage successes, explore opportunities and support smarter decision-making. Tailored solutions and clear roadmaps are developed to keep businesses focused and on track to achieve their goals.

This service also includes reviewing digital transformation plans and proposals with a fresh, experienced perspective to simplify ideas, break down complexities, and ensure they make sense for the business.

As AI continues to reshape customer engagement, we help assess where it can deliver real value to your business—whether through automation, insights, or enhanced personalisation. Our goal is to support smarter, faster decision-making and unlock long-term performance gains.

CRM & CX Programme Management

End-to-end CRM and CX program management to deliver projects on time, within scope, and on budget. 

By focusing on collaboration and efficiency, we manage the entire project lifecycle, from aligning deliverables with programme goals to realising transformational change.

Effective stakeholder management is a key to building strong relationships with leaders and partners while ensuring clear, strategic communication at all levels. Clear, strategic presentations are delivered to C-level executives to secure buy-in, drive decision-making, and maintain business alignment.

Agile Scrum and Lean Six Sigma principles are applied to enhance efficiency and drive continuous improvement.

CRM Architecture & Strategy

We help you architect your CRM structure and strategy, ensuring it aligns with your business goals and is ready for the future of customer experience. From selecting the right tools and building integration roadmaps to ensure all components work seamlessly, to streamlining processes and identifying the ideal implementation partner, we guide you every step of the way.

Our approach is grounded in unlocking customer data insights and enabling AI-powered capabilities to drive smarter decision-making, automation, and personalisation. Whether you’re just beginning your AI journey or looking to scale, we help design CRM strategies that are both data-informed and AI-ready.

We work closely with you to craft a solution tailored to your unique business needs and goals. Our focus is on creating CRM frameworks that not only strengthen customer relationships but also feature intuitive, user-friendly (UX) design that teams actually enjoy using.

Built for long-term success, these strategies simplify management, support adoption, and empower users to unlock new opportunities with confidence—backed by actionable insights and emerging technologies.

Customer Experience Design

Working closely with businesses to develop Customer Experience (CX) Strategies and Frameworks that deliver seamless, personalised journeys across digital touchpoints, physical environments, and every moment in between. Each interaction is intentionally designed to reflect your brand voice, feel intuitive, and build trust at every stage of the customer lifecycle.

Beyond journey mapping, we help optimise and automate customer support and service processes, ensuring they are aligned with business goals, scalable, and measurable. By embedding data-driven insights and automation into service design, we create experiences that are not only consistent and efficient but also adaptable to future needs.

This strategic alignment across channels and systems enhances customer satisfaction, builds loyalty, and delivers tangible results—turning CX into a true driver of growth.

LET'S TALK

Got questions or big ideas? We’re here to help you shape seamless customer experiences and smarter CRM strategies. Drop us a message, and let’s create something great together!

ENDORSEMENTS

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