CRM
CRM Consultation
Choose the right CRM and design the pipeline, automation and reports around how you really sell.
Overview
A CRM fails when it is bought before the process is understood. We map your lead sources, sales stages, team roles and reporting needs for your industry, then recommend a platform and a setup plan, or tune the CRM you already pay for.
Industries
CRMs set up for how your industry sells
Pick your industry in the form below to see what we typically build for it.
- Real Estate & Property
- Travel & Tourism
- Hospitals & Healthcare
- Clinics, Dental & Diagnostics
- Colleges & Universities
- Schools & K-12
- Education & Study-Abroad Consultancy
- Coaching & EdTech
- Retail & E-commerce
- Automotive Dealerships
- Banking & Financial Services
- Insurance
- Hotels & Hospitality
- Restaurants & Food Service
- Manufacturing & Industrial
- Logistics & Supply Chain
- Construction & Interiors
- IT, SaaS & Software
- Legal, Accounting & Consulting
- Fitness, Salon & Wellness
- Events & Weddings
- NGOs & Non-profits
- Pharma & Life Sciences
- Telecom & Utilities
- Agriculture & Agri-tech
- Government & Public Sector
What you get
Deliverables
- Sales and service process mapping
- Platform comparison and recommendation
- Pipeline, stage and field design
- Automation, assignment and follow-up rules
- Dashboard and report specification
- Adoption and training plan
Process
How we deliver
- Understand
Workshops with sales, marketing, support and leadership.
- Design
Blueprint of pipelines, data model and automations.
- Recommend
Platform, licences, integrations and cost.
- Enable
Configuration support, training and adoption tracking.
Outcomes
What changes for you
A CRM your team actually uses
No more lost leads
Reports leadership can trust
Frequently asked questions
Which CRMs do you work with?
We work with the major platforms (Salesforce, HubSpot, Zoho, Microsoft Dynamics, Freshsales, Odoo and LeadSquared among them) and we also build custom CRMs when an off-the-shelf product would force you to change how you work.
Can you fix our existing CRM rather than replace it?
Often that is the better option. We audit what you have first.
Free consultation
Talk to us about CRM Consultation
Share a few details and our team will get back to you within one business day.
- Reply within one business day
- No-obligation proposal
- Your details stay confidential