1Process and entities
We describe how you sell and serve customers today.
CRM Implementation
Implement the process, not the interface. Implementation starts with the process, roles and data. Choosing the software comes after.
Sound familiar?The CRM was bought, but the team uses it in different ways, The pipeline doesn't reflect how customers actually make decisions, The setup added fields but not transparency
CRM and Customer Systems
How we work
1
2Configuration
Pipelines, permissions and data quality rules.
3Integrations
The channels and systems you need, no more.
4Training and stabilization
The first weeks with quality control and adjustments.
Sound familiar?
- The CRM was bought, but the team uses it in different ways.
- The pipeline doesn't reflect how customers actually make decisions.
- The setup added fields but not transparency.
What usually lies behind it
A typical scenario: a company gets tired of the mess, buys a CRM, implements it, and six months later goes back to spreadsheets. The official conclusion is "the system wasn't a fit." In reality, the system was placed on top of a process that didn't exist.
What you get
A CRM that mirrors the logic of your business.
A team that knows the working rules.
Data you can manage by.
The cost of waiting
If nothing changes
- 01
The CRM will become an expensive archive.
- 02
The manager won't get a reliable forecast.
- 03
The team will start working around the system.
When you don't need this service
- There's no shared definition of a deal or stage criteria. The logic comes first: CRM and Customer Management.
- You need a specific platform you've already chosen, Bitrix24 or amoCRM. Then the implementation service for that platform.
How to tell it worked
Working around the system
whether anyone runs deals in spreadsheets or chats outside the CRM.
Match with the money
the total of closed deals in the CRM matches actual receipts.
Forecast
whether you can build one from CRM data.
Questions
Which CRM should we choose?
The one that mirrors your process. We work with Bitrix24 and amoCRM as official partners and will tell you honestly if another system would suit you better.
How long does implementation take?
Preparation usually takes longer than configuration, and that's the right ratio. We give an exact timeline after reviewing the process.
How do we keep the team from going back to spreadsheets?
Make working in the system more convenient than working around it.
Related
Services: CRM and Customer Management · CRM Team Training · Bitrix24 Implementation · amoCRM Implementation Materials: Why automation speeds up chaos · A CRM people trust
Related to this service
Public company case analysis
Yahoo
In 2008 Yahoo turned down Microsoft's offer. Nine years later its core business was sold to Verizon for $4.48 billion. An analysis of how to evaluate an offer to buy.
