CRM setup
Contact structures, opportunity stages, fields and permissions based on your process.
← All capabilitiesEvery conversation.
Our capabilities
Every conversation.
A clearer next step.
A clearer view of your contacts, opportunities and follow-up, built around the way you sell.
Tell us what you have in mindHow we approach it
We help configure CRM workflows, including Salesforce, so enquiries and sales activity have a practical home. The goal is a system your team can use in its day-to-day work.
We map the current sales process, agree the data structure and build the configuration. We test the agreed workflows with sample data before putting them into use.
What we can build together
Workflow design
Follow-up tasks, lead handling and automations that reduce repetitive administration.
Integration & adoption
Connections with relevant business tools and guidance for the people using the setup.
When it makes sense
For businesses managing leads across spreadsheets and messages, or teams that need their existing CRM to reflect how they actually work.
Before we begin
Are Salesforce licences included?
Software subscriptions and licences are separate unless explicitly included in the proposal. We discuss the suitable setup and its costs before implementation.