CRM and sales process
Select, adapt and integrate a CRM with your sales process. Stages, ownership, data quality, migration and next-step automation.
Discuss this service ↗30 minutes to discuss your needs and a next step. Work scope and pricing are agreed before we start.
Reply within 1 business day, scope and price proposal within 2 business days after the call, with the option to end the engagement after accepting the first stage.
Illustrative example
Notes live in messages, statuses do not reflect reality and the manager has to ask about every enquiry. We map the journey from contact to proposal, decision and delivery handoff. We define which information must stay current and who updates it.
We compare improving the current CRM, configuring a standard product and building missing functionality. Custom software is one option. The decision includes integrations, migration, licences and the team’s ability to maintain the system.
Before moving data, we agree on field mapping, historical scope and cleanup rules. A trial import checks record counts, relationships and permissions. The launch plan specifies cutover timing and how new enquiries will be handled.
Acceptance includes taking a real case through the stages and checking that the next person has the necessary data. Measurement can cover first-response time, record completeness and overdue actions. Sales growth also requires a suitable offer and sales execution.
In a small B2B firm an enquiry arrives through a form, sales prepares a proposal and delivery later receives only some of the agreed details. We map fields and ownership at each handoff. We configure stages matching actual work, walk through a sample case and decide who fills missing data. This is a possible, illustrative scenario.
The result is a description of stages, required information, access and duplicate handling. For migration we check sample records before switching the full team. The owner can see overdue next steps without asking each person for status.
Bring a sample journey from enquiry to delivery handoff and a tool list to the introductory 30-minute call. Assign a sales owner and users to test the stages. You approve priorities, migration scope and acceptance criteria while assigned staff can prepare data. We agree on the time required and launch date after checking data quality, integration count and user readiness.
Prepare the current sales workflow, a list of tools and sample data fields. The first stage defines the process and system option. Configuration, migration, integrations and support are priced against an agreed scope.
FAQ
No. We start by checking what configuration of the current or an off-the-shelf tool can achieve.
We can build reminders and agreed communication workflows. Automatic sending and approval rules are defined with the process owner.
We define sales stages, ownership, data and integrations. We walk through a sample case and any test import, then hand over operating instructions.
We need your decisions on stages, priorities and data scope. Sales staff join the pilot. We agree on your time commitment after reviewing the data and tools.
Reply within 1 business day, scope and price proposal within 2 business days after the call, with the option to end the engagement after accepting the first stage.
