CRM & Sales Systems
We bring customer information, enquiries and sales opportunities into a structure you can track. From first contact to the quote and the sales outcome, your team works from one shared system.
Who is this service for?
For businesses whose customer information is spread across spreadsheets, email and different tools, that find it hard to follow up enquiries and quotes consistently, or that want to measure their sales process.
Sub-services
Start with the service you need, and we will develop the system together as your business grows.
CRM setup and customisation
We arrange customer fields, sales stages and task structures around your business process. Ready-made CRM tools are configured to suit your needs.
Data migration and record clean-up
We move your existing customer data into the new system. Before migrating, we plan field mapping, duplicate clean-up and data checks.
Bringing form and ad enquiries in
We connect enquiries from web forms and supported ad lead sources to the CRM. The source of each enquiry and its campaign details are stored with the record.
Lead assignment and prioritisation
We route enquiries to the right people using rules such as service, region, language or team availability. We set follow-up priorities based on agreed criteria.
Sales process and task tracking
We make visible which stage each opportunity is in, who is handling it and what the next action is. We set up reminders for overdue follow-ups and upcoming tasks.
Quote and document automation
We make it easier to prepare quotes and sales documents with customer and service information. Document creation and approval steps are tied to the sales process.
Sales performance and management reports
We report on indicators such as the number of enquiries, movement between stages, quote outcomes and the sales cycle. We prepare dashboards that suit management and team needs.
User roles and access management
We arrange access to customer records and sales data according to each employee's responsibilities. We create user and permission structures that can keep up as the team grows.
How could it work in your business?
The scenarios below are examples of how the service can be used; they do not describe completed client projects.
Assigning ad enquiries
An education provider assigns form and ad enquiries to the right advisor by programme and city; a follow-up task for the first call is created automatically.
Tracking the quote process
A B2B service company follows opportunity stages in the CRM, prepares quote documents from the customer record and ties approval steps to the process.
Consolidating scattered data
A sales team working from several spreadsheets moves its customer data into one CRM without duplicates and arranges access by team role.
How do we work?
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01
Needs and current-state analysis
We review your goals, current tools and workflow together.
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02
Scope and implementation plan
We put the scope, responsibilities and implementation steps in writing, based on your priorities.
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03
Setup or development
We set up or build the planned solution and share the interim stages with you.
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04
Testing and approvals
We test the solution against real usage scenarios and obtain the necessary approvals before going live.
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05
Training and handover
We train your team and hand over access and documentation.
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06
Maintenance and improvement, by agreement
Where agreed, we monitor the system and plan improvements based on usage results.
What is delivered?
The delivery scope is agreed after the needs assessment. Depending on your project, it can include:
- Configured CRM fields and sales stages
- Data migration and check report
- Form and enquiry connections
- Task, reminder and assignment rules
- Report dashboards and user training
Scope and usage costs
CRM licences, migration scope, number of users and integrations are agreed at the start of the project. Campaign and win-back flows are covered by the Marketing Automation & Conversion Optimisation service.
Common questions
Let's define what you need together.
Tell us about your current setup and goals, and we will define the scope and implementation plan together.