CRM setup & configuration
Fields, stages, access, and ownership that reflect your sales process.
CRM & SALES OPERATIONS
From first enquiry.
To a clear handoff.
Connect lead capture, ownership, follow-up, and delivery around the way your team sells.
01 / Capture
Enquiry source
Website, referral, or campaign
02 / Assign
Lead ownership
A responsible person or team
03 / Follow up
Next action
A defined task and due date
04 / Hand over
Delivery brief
Context for the next team
Enquiry→CRM→Delivery→Reporting
CONNECT THE SALES PROCESS
Enquiry to owner
Know who is responsible for the next action.
Sales to delivery
Carry the right customer context into the handoff.
Activity to reporting
Use agreed definitions across the pipeline.
WHAT WE CAN SCOPE
A process your team can follow.
Configuration, integrations,
and the work between them.
Lead capture & routing
Connect enquiry sources with assignment rules and the next action.
Follow-up & handoffs
Coordinate reminders, approvals, and the transition into delivery.
Pipeline reporting
Agree definitions and build a view of activity, stages, and exceptions.
DELIVERY
Review. Configure.
Connect and hand over.
Map the sales workflow
Review sources, stages, ownership, handoffs, and the current data.
Configure & connect
Agree the platform changes, integrations, test cases, and rollout plan.
Train & hand over
Document the process, validate reporting, and agree ongoing ownership.
BEFORE WE START
Your tools.
Your operating model.
Can you work with our existing CRM?
We review the current platform, configuration, available integrations, and data quality before agreeing changes. The scope may involve improving the current setup rather than moving to a new system.
Can you help us choose a CRM?
Platform selection starts with your process, users, integrations, permissions, and operating budget. We compare suitable options against those requirements and explain implementation and ongoing costs.
What happens to our existing customer data?
We assess source records, field mappings, duplicates, and access before planning any migration. Validation, backups, and responsibilities are agreed before changes are made.
Does this include lead generation or sales targets?
This engagement covers the systems and processes behind sales operations. Campaign execution, sales staffing, and revenue targets are separate scopes. We agree how workflow improvements will be measured.
NOT SURE WHERE THE ISSUE STARTS?
Start with a Business Systems Review.
YOUR SALES WORKFLOW
Where does the handoff break down?
Share the tools you use and the part of the process you want to improve.