SV-40 / SERVICES
A CRM your team actually wants to use
Many CRM projects fail, not because the software is poor, but because the process and people were overlooked. We start with how your teams sell, serve and follow up, then configure the CRM to support that, migrate your data cleanly and make sure people are trained and confident.
Many CRM projects fail, not because the software is poor, but because the process and people were overlooked. We start with how your teams sell, serve and follow up, then configure the CRM to support that, migrate your data cleanly and make sure people are trained and confident.
What’s included
- Requirements workshops and CRM selection across platforms such as HubSpot, Salesforce, Zoho, Dynamics 365 and Pipedrive
- Pipeline, stage, field and permission design that matches your sales and service process
- Data cleaning, deduplication and migration from spreadsheets or previous systems
- Email, calendar, phone and marketing tool connections
- Reports and dashboards for pipeline, performance and forecasting
- User training, documentation and adoption plan
- Post-launch support and refinement
Best for
Growing businesses outgrowing spreadsheets, teams switching CRMs and organisations with several systems holding customer data.
How we work
- Map processes and requirements. 2) Select and design. 3) Configure, migrate and test. 4) Train, launch and refine.
What you receive
Configured CRM, migrated data, training sessions, user guides and reporting dashboards.
The result
One reliable view of customers and a team that uses it every day.
Frequently asked questions
Which CRM is best for us?
It depends on size, process, budget and integrations. We provide an independent recommendation.
How do you protect customer data in migration?
We follow agreed access controls, work from secure copies and validate results before switching over, in line with UK GDPR obligations.