Service
CRM implementation and development
A CRM configured around how your business actually works, connected to the systems that feed it, and handed over to people who will use it.
The situation
A system of record that nobody trusts
Most of the CRMs we are asked to look at are contact lists with a sales module attached. The company's real pipeline lives somewhere else — in a spreadsheet one person maintains, in an inbox, or in the head of whoever is closing the deal. The CRM is updated after the fact, when someone remembers, which means it is always slightly wrong.
Once it is slightly wrong, people stop relying on it and start keeping parallel records. From that point the CRM costs money and produces nothing. Reporting becomes impossible, not because the data is missing but because the stages mean different things to different people, and nobody can say what a number represents.
The usual cause is not the software. It is that the system was configured for a generic company — often by whoever sold the licence — and never adjusted to how this business actually sells, delivers and invoices. Stages that do not match reality do not get updated.
A CRM earns its place when the fastest way to do the work is to do it inside the system. That is a configuration problem and an integration problem before it is a training problem.
We are paid for the implementation, not for the licences. What the system costs you to run is a line you negotiate directly with the vendor.
Deliverables
What you receive
Pipeline that matches how you sell
Stages defined by what has to be true to enter them, not by optimism. A stage nobody can misinterpret is a stage that gets updated.
Properties that mean something
The fields your business actually decides on, with the rest removed. A form with forty fields is a form nobody completes.
Data migration
Existing contacts, companies and deals moved in, deduplicated, with the history preserved rather than flattened into a single import date.
Automation of the forgettable steps
Follow-ups, assignment, notifications and record creation handled by the system, with the decisions left to people.
The systems that feed it
Website forms with the traffic source preserved, email and calendar, invoicing, telephony where it applies. A record created once, where it happens.
Custom objects and extensions
Where the standard object model does not fit the business — a project, a contract, an audited installation — we model it properly instead of forcing it into a deal.
Reporting people act on
A small number of reports that answer questions somebody actually asks, built once the data is reliable enough to support them.
Handover and adoption
Documentation and working sessions with the people who will use it daily. The measure of success is that they stop keeping the spreadsheet.
Process
How the engagement runs
How you sell
We map the real process: who does what, where a deal actually changes state, what gets handed over to delivery, and where the current system is bypassed. Usually two sessions.
Configuration
Pipeline, properties, permissions and automation built against that map, then reviewed with the people who will use it before anything is migrated.
Migration and connections
Existing data moved in and deduplicated, then the systems that feed and read from the CRM connected and tested with real records.
Handover
Documentation, working sessions, and a defined support period. You should not need us to add a field.
Fit
Who this is for
A good fit
Companies whose pipeline exists but only in people's heads or in a spreadsheet. Companies running a CRM configured by whoever sold it, which never matched the business. Companies about to add salespeople, where the system has to exist before the headcount does.
Not a fit
Running your sales administration for you on an ongoing basis. We build the system and hand it over; operating it permanently is a different arrangement and we do not provide it.
Next
Where to start
Tell us how a deal moves through your business today, including the parts that happen outside any system. That conversation is usually enough to say whether the problem is configuration, integration, or something that is not a CRM problem at all.