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.
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.
Pipeline and permissions
Stages, transition rules, mandatory fields, loss reasons, roles and access. Automated tasks only where managers genuinely forget.
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.
Database migration
Transfer from spreadsheets or a legacy system: deduplication, phone and email normalisation, reconciliation of record counts after import.
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.
Our clients’ results
Reviews
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.
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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.
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.
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.
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.
Describing the sales process
System choice and specification
Configuration and migration
Training and go-live
Additional services
Web sites
Landing Page
E-commerce
PWA
Advertising creatives
Frequently asked questions about CRM implementation
The questions that come up before the work starts.