CRM implementation

We implement CRM so that people actually use it: system selection for your sales process, pipeline design, integrations, data migration and team training.
Project order

What implementation covers

We take the path from describing the sales process to the point where the team works in the system without reminders. Licences and accounts are registered to you.

Sales process audit

Interviews with the sales team and their manager, a map of deal stages, and the points where enquiries get lost. Skip this and configuration becomes guesswork.

AuditProcessPipeline

System selection

We compare a shortlist against your process, database size and required integrations, and show the cost of ownership rather than the licence price alone.

CRM choiceComparison

Pipeline and permissions

Stages, transition rules, mandatory fields, loss reasons, roles and access. Automated tasks only where managers genuinely forget.

PipelineStagesPermissions

Integrations

Website forms, telephony, email, messengers and social inboxes. The enquiry source with UTM and GCLID is stored in the record and carried through to the deal.

TelephonyAPIWebhooks

Database migration

Transfer from spreadsheets or a legacy system: deduplication, phone and email normalisation, reconciliation of record counts after import.

MigrationDeduplication

Training and support

Separate sessions for sales staff and management, short working rules, review of real deals in the first weeks, and configuration fixes based on feedback.

TrainingDocumentationSupport

Our clients’ results

We build long-term partnerships — and the numbers speak for themselves: our average client relationship lasts 5 years, and our partners' financial results grow quarter after quarter.

Reviews

We build long-term partnerships — and the numbers speak for themselves: our average client relationship lasts 5 years, and our partners' financial results grow quarter after quarter.

How we work

We do not drag into the system everything it can do. Each module has to answer a question somebody asks every week.

Process first, system second

Automating a mess produces a faster mess. We agree how the company sells, and only then move that into an interface.

Fewer fields, more data

A long form at first contact guarantees empty fields. What stays mandatory is what a decision cannot be made without.

Success is measured by use

We look at the share of deals actually run in the system, not the number of modules configured. If it drops, we go back to the settings.

Request a consultation or audit

Tell us about your task and we will suggest a solution and show how it adds up in numbers. The consultation is free, with no obligations.
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Why implementation belongs next to advertising

A CRM without the enquiry source tells you how many deals closed but not where they came from. When the same team configures the system and runs advertising and analytics, UTM, GCLID and calls land in the record from day one, and won deals return to the ad platforms as offline conversions. It is a single data loop rather than two separate projects.

01

Licences and accounts stay yours

The system is registered to your company and you pay the vendor directly. Administrator access is yours from the first day.

02

The configuration is documented

Pipeline map, field list and integration diagram stay with you as a document. The next contractor or a new administrator will not need to excavate.

03

Every channel is tested

Before handover we walk an enquiry through each source: form, call, messenger. It has to arrive at the right stage with the right source attached.

How we implement a CRM

The order of the steps matters more than speed here. A system configured before the process is described almost always gets rebuilt.

01

Describing the sales process

We talk to the people who sell and record the real deal stages rather than the ideal ones. The output is a pipeline map and a list of the gaps enquiries fall through.

02

System choice and specification

We compare suitable platforms on process fit, integrations and ownership cost, then agree one document: pipeline, fields, roles and what connects to what.

03

Configuration and migration

We build the pipeline, connect the site, telephony and messengers, and move the database. Every channel is checked with a test enquiry before handover.

04

Training and go-live

We train by role, support the first weeks and fix whatever gets in the way daily. After that the pipeline is revisited whenever the process changes.

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Additional services

All competencies in-house — complex tasks solved quickly, without losing quality or time on communication between contractors.

Web sites

Landing Page

E-commerce

PWA

Advertising creatives

Frequently asked questions about CRM implementation

The questions that come up before the work starts.

01

How long does implementation take?

A basic setup with one pipeline and website forms usually takes two to three weeks. Complex telephony, several departments or migrating a large legacy database adds time; we quote the schedule after the process audit.

02

Which CRM should we choose?

It depends, and here is on what: how many people sell, whether you need several pipelines, which channels bring enquiries, and whether an accounting system has to exchange data with it. There is no universally best platform — there is the one your process fits without workarounds.

03

Do you build a custom CRM for us?

Almost always no. A ready platform configured properly is cheaper and faster than custom development, and you will not be maintaining it alone. Building your own is justified in rare cases and needs a separate conversation about budget over several years.

04

We already have a CRM, but nobody uses it. What now?

We start with an audit: pipeline, fields, permissions and which channels are missing. Simplifying the configuration and connecting messengers fixes it more often than moving to another platform.

05

Will you migrate our database?

Yes. Contacts, deals and core fields move across with deduplication and phone normalisation. Not everything travels equally well: call recordings and internal comments often stay in the old system, and we say so before we start.

06

Will you set up email campaigns and trigger flows?

No, that is a different service — CRM marketing. Here we are responsible for the system, the data and the integrations. Once the database is complete and segmented, campaigns are worth running as their own track.

07

Who pays for the licences?

You do, directly to the vendor, and the account is registered to your company. We do not resell licences or keep the access with us, so the system remains yours whether or not we keep working together.

08

The sales team resists the change. Can that be solved?

Partly. We remove the technical reasons for resistance: extra fields, double entry, messengers left outside the system. But the rule that a deal outside the CRM does not exist has to come from management, and without that decision the rollout does not hold.

CRM implementation and setup for sales teams

CRM implementation: a system people open every day

The usual story: a company buys licences, hands out logins, runs a kick-off — and two months later the team is back to messengers and a notepad. The system is rarely at fault; the pipeline was drawn around a process the company does not follow. Adcore has worked since 2014, and implementation runs next to the people who handle advertising and analytics, so an enquiry does not vanish between channel and deal.

Choosing a system for the process

First we map how a deal travels from first contact to payment: who owns it, where the decision is made, how long the cycle runs. Only then do we look at platforms — KeyCRM, Bitrix24, Pipedrive, HubSpot, Zoho or industry tools. The criteria: does the process fit without workarounds, are the integrations there, what does ownership cost in a year.

Pipeline, stages and fields

A stage has to describe an action, not a mood. We define the steps, the conditions for moving between them, the required fields and a fixed list of loss reasons that can later be counted. At first contact the form stays short: every extra field is a reason to skip the record altogether.

Integrations, data, training

Website forms through webhooks, telephony (Binotel, Ringostat, Asterisk), email, Telegram and Viber. UTM and GCLID travel into the deal record, and won deals go back to Google Ads and Meta as offline conversions. The database moves with deduplication and phone normalisation; then training by role and support through the first weeks.

Why CRM projects quietly die

What the team saysWhat is behind it
faster to write it on paperfifteen mandatory fields at first contact
enquiries still get lostthe web form goes to an inbox and is retyped by hand
nobody trusts the numbersdeals are moved retroactively and a loss reason is optional
the director still uses Excelthe pipeline reflects the desired process, not the real one

When not to order an implementation

  • one person handles sales and deals arrive a few times a month — the system costs more time than it returns;
  • nobody inside will own the process: without that person the configuration falls apart in a quarter;
  • you need stock control or accounting — that is a job for an ERP, not a CRM;
  • you expect the system to sell by itself: a CRM shows where deals stall, it does not make the call.

How this differs from CRM marketing

This page covers the system and its rollout: selection, pipeline, integrations, data, training. Working the existing base — segmentation, campaigns, trigger flows — is a separate service of the agency. First the base becomes complete and clean, then there is something worth sending to it.

Who we have worked with

Agency clients include Hyundai, Heineken, Kärcher, CLAAS, Hilti, PepsiCo, Silpo and Materia Medica, along with residential developments and clinic networks.

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