Service
CRM implementation & optimisation
A successful CRM reflects how your sales, service and marketing teams work and gives management an accurate view of pipeline and customers. We implement new CRM systems and review and improve existing ones, on Salesforce, Creatio or Attio depending on your size and needs.
Who it is for
- Sales teams managing opportunities in spreadsheets or email
- Companies with a CRM that is poorly adopted
- Service centres that need to track requests and response times
- Management teams that need reliable sales and customer reporting
Problems we solve
- Duplicated or incomplete customer data
- Opportunities lost without follow-up
- Teams avoiding a system that is too complex or does not fit their work
- Sales and service performance that is hard to measure
What we deliver
- 01Customer journey and sales stage analysis
- 02System configuration and data design
- 03Automated follow-ups and approvals
- 04Customer data migration and clean-up
- 05Integration with ERP, email and other systems
- 06User training and adoption
- 07Review and optimisation of existing CRMs
Platforms we implement
We choose the platform that fits your size and way of working, and deliver full implementation services on each.
Salesforce implementation
Implementing and extending Salesforce for sales, service, marketing, data and AI agents.
Details
Creatio implementation
We implement Creatio for customer management and low-code process automation, from requirements discovery to post-launch support.
Details
Attio implementation
We implement Attio for companies that want a modern, flexible CRM, building the data model, workflows and integrations around how they work.
DetailsWhat you get
- One view of every customer
- Consistent follow-up of opportunities and requests
- Sales and service reports you can rely on
- A system the team uses every day
How we deliver
Every project follows the same phases, adapted to its size.
- 01
Discovery
We understand your goals, current processes and challenges, and define the project scope and success metrics.
- 02
Design
We design the solution, technical architecture and data flows following platform best practices.
- 03
Build & configure
We configure the system and develop the required customisations in short iterations with regular reviews.
- 04
Integration & data migration
We connect the system to your other platforms, migrate your data and validate its integrity.
- 05
Testing, training & go-live
We test with your team, train your users and go live with a well-planned cut-over.
- 06
Operations & support
We stay with you after go-live with support, continuous improvement and evolution as your business grows.
Let's talk about your next system
Tell us about your processes and the systems you use, and we will propose clear first steps.