CRM CONSULTING
The CRM your sales team actually uses.
Most CRMs are a glorified database: filled in because someone has to, consulted never. We change that starting from the sales process, not the vendor's price list.
The problem
Licences paid, 30% adoption, incomplete data, reports nobody reads. The CRM was installed without being designed. And every integration with the ERP is an Excel sheet passed around on Friday.
What we do
- Audit of the current sales process: stages, ownership, where data stops
- Platform selection based on the process, not the demo: Salesforce, HubSpot, vTiger, Pipedrive or custom
- Configuration of objects, pipelines, automations and permissions
- Two-way integration with ERP, e-commerce, phone system, email
- Data migration with deduplication and cleaning, not copy-paste
- Role-based training: sales, marketing, management
Stack
Salesforce Sales & Marketing Cloud · HubSpot · vTiger · Pipedrive · REST APIs · n8n · Zapier · Make
What you keep
A configured, documented CRM, migrated data, a trained team, a 12-month evolution plan. Full admin access, the system is yours.