Grow
CRM implementation: an organised sales team with the pipeline in plain sight
We choose, implement or rescue your CRM, clean up the data and train the team to use it every day. Because a CRM is only useful if it gets used.
Does this happen with your sales?
- Opportunities live in Excel, in email or in each salesperson's head.
- You have a CRM, but the team doesn't use it.
- You don't know how much you'll invoice next quarter.
- Customers go cold because nobody follows up.
What's included
- Choosing the tool. We recommend the CRM that fits your team and budget, with no ties to any vendor.
- Data migration and cleanup. We move your contacts and opportunities across, with no duplicates or errors.
- Sales funnel and automations. Clear stages, automatic reminders and effortless follow-up.
- Forecast reports. Pipeline, sales forecast and profitability per customer, in real time.
- Training. Hands-on sessions so the team adopts it from day one.
Frequently asked questions
Which CRMs do you work with?
The ones most common among SMEs (such as HubSpot, Pipedrive, Zoho or Salesforce). We choose the one that suits you best.
Can you fix the CRM we already have?
Yes. Often you don't need to change tools, just organise and simplify the one you have.
Does it connect with our other tools?
Yes. We integrate it with your email, website, invoicing and campaigns.