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Development 2–6 weeks
Your CRM Was Supposed to Close More Deals. Why Isn't It?
CRM Consulting & Custom Implementation
A properly configured CRM that your team can actually use, built for how your business works instead of the software defaults.
You invested in Salesforce or ZOHO, but your team still reverts to spreadsheets because the system was never configured for how your business works. The CRM you bought is not doing its job.
What to expect
Scoped before kickoffBuilt for service businessesMeasured against calls and bookingsSupport after launch
01 - The Problem
Sound Familiar?
Enterprise CRM platforms like ZOHO and Salesforce are powerful, but only when they are configured for your specific business. Many organizations deploy them out of the box, use only a fraction of the functionality, and end up with teams falling back to spreadsheets. Poor data migration, untrained staff, and generic setup can waste the investment while the sales process stays manual.
Cost of Doing Nothing
Your CRM investment is collecting dust
02 - The Solution
Here's What We Do About It
We begin with a discovery engagement to understand your sales process, your data, your reporting requirements, and your team's workflows. From there, we design a custom ZOHO or Salesforce configuration that mirrors how your business operates. Full data migration, module customization, third-party integrations, and structured training are all included.
How We Work
Our Implementation Process
Experience across ZOHO and HubSpot
Discovery, migration, training, and support included
Configured around your current workflows
01Step
Discovery
We map your current sales process, data, and team workflows in a 2-day deep dive
02Step
Design
We configure your CRM around how your business actually works, not how the software defaults
03Step
Migrate
Clean data migration from spreadsheets, legacy CRM, or manual tracking with zero data loss
04Step
Launch
Full testing, team training, and go-live support so the handoff is smooth
05Step
Optimize
90-day optimization period with weekly check-ins and performance tuning
03 - The Result
Here's What Changes
After implementation, clients usually have a CRM that is easier for the team to use because it matches the way they already work. Clean data pipelines reduce manual entry, automated handoffs reduce missed follow-up, and managers gain a clearer view of the process.
CRM configured for your exact sales process
Team actually uses it because it makes their job easier
Single source of truth for every customer interaction
No more re-buying tools you already own
Deliverables
What You Get
Timeline: 2–6 weeks
Custom CRM configuration
Full data migration
System integrations
Documented workflows
And comprehensive team training sessions.
Ready to Close the Gap?
Book a free audit. We'll show you where the gap is showing up and give you a practical plan to fix it.
We'll set expectations for timing before the work starts.
No contracts No commitment You keep the roadmap we build
Common Questions
Frequently Asked Questions
Proof It Works
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