CRMManagement

specializes in implementing top-tier CRM solutions, designed to cater to small, medium, and corporate businesses. Our team is competent in the CRM universe and guarantees a seamless, efficient, and ideally functioning CRM system in a solid six-week timeframe.
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We offer personalized workshops and consultancy sessions to fine-tune your CRM system. With an aim to streamline and unify your platform, we ensure each feature aligns with your business goals.

How it works

Our process

Our CRM implementation methodology is designed to help sales teams make the most of the advanced features on, but also to get them up and running fast with a CRM that meets their own unique needs.

Pre-workshop prep

We kickstart the requirements capture process with video interviews with key stakeholders across your business, as well as a survey circulated around the wider team.

CRM strategy delivered

The outcome of the workshop is a documented CRM strategy that describes in depth how we propose to implement Sales Hub Enterprise in light of your unique challenges.

CRM setup

We populate your HubSpot Enterprise CRM with contact and company data, build reports and templates, and map your sales process to features within HubSpot.

Integration

We ensure your CRM is connected with any supplementary tools required by you or recommended by us, such as Drift for conversational sales and marketing, Pandadoc for document automation, and Databox for real-time reporting.

Automation

We build deal workflows and sales sequences to automate repetitive and low-value tasks, allowing your sales team to focus on selling.

Training and support

We provide tailored training and support to upskill your team and help them make the most of HubSpot, getting them certified and delivering group and one-to-one training.