CRM selection and design
We analyze how the sales, service, and operations teams work, select the appropriate CRM, and define exactly what the system should look like before beginning the setup process
Where clients and data get lost
Contacts are scattered across phones, notes and spreadsheets
We want to build it right the first time, without rework
There is no single repository for client interaction history
Choosing the right CRM among market platforms is difficult
What changes
What you end up with is a document a CRM can be built from
Today
- No CRM is in place or a reliable setup is needed
- It is unclear which system fits business workflows
- Fields, roles and pipeline stages remain undefined
- Risk of buying software that fails to match operations
CRM selection and design
After design
- The CRM is chosen with budget justification
- Detailed specification and process maps are aligned
- Implementation plan with stages and owners is ready
- System choices are validated before buying licenses
Indicative cost
Pricing guidance for budget planning
CRM selection and designWe document technical requirements, pipeline structures, user roles and fields so the CRM setup does not need rework
We analyze how the sales, service, and operations teams work, select the appropriate CRM, and define exactly what the system should look like before beginning the setup process
When this service is needed
You don’t have a CRM yet, or you need to implement one effectively and on a permanent basis, but it’s unclear which system, fields, stages, roles, and automations your business actually needs
What you receive
- analysis of current and future processes
- Compare and choose the CRM that fits your process and budget
- List of roles, access rights, funnels, data, and required integrations
- Agreed-upon technical specifications and an implementation plan with phases and responsible parties
- Customer journey design from first contact to closed deal
- Who it suits
- Companies preparing for CRM integration and setup
- Next step
- CRM Selection and Implementation
What you receive
Analysis of current and future processes
Choosing the CRM that fits your process and budget
Roles, access rights, funnels, data and integrations
Agreed specification, phased plan and responsible parties
Customer journey design from first contact to closed deal
How this runs through our methodology
- Request & Business ContextWe capture the business objective, the expected result, the systems in use and the starting context
- Discovery & AssessmentWe analyse the process, the data, the constraints and the risks, and establish a baseline
- Design & PrioritizationWe design the target process, the solution architecture, the priorities and the plan of work
- Build & ImplementationWe build, integrate, configure and test the solution
- Launch, Training & HandoverWe launch the solution, train the team and hand it over into daily use
- Support, Measurement & EvolutionWe stabilise the solution, measure the result and develop it further over time
The package that includes this
Business analysis and technical specifications, along with CRM integration and setup
CRM Integration & Setup
There is no CRM yet; it needs to be relaunched, or the current system isn’t helping the team sell and manage
- CRM selection and design
- Turnkey CRM implementation
In the packageapproximately $1 400
- Separately
- approximately $1 500
- You save
- approximately $100
Indicative price. The final cost is calculated individually after a short diagnostic and depends on the scope, process complexity, data readiness, number of integrations and support format.
Frequently asked questions
Short answers to the questions that clarify how working together actually works