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CRM & Marketing Platform Setup
The CRM as the system behind sales and follow-up.
Problem and approach
The Problem
Your CRM has messy pipelines, weak lead scoring, and your sales team ignores it: because it was never configured for how you actually sell.
Our Approach
We clean data model, stages, and scoring, migrate what matters, and train the team so the tool matches how you actually sell.
What You Get
- Data audit, cleanup rules, and a migration plan
- CRM pipeline and stage mapping aligned to your sales process
- Lead scoring model and criteria
- Lead lifecycle workflows (nurture, alerts, and handoffs)
- Website and form data sync to CRM
- Email and sequence setup (templates and tracking)
- Reporting dashboards with KPIs you check weekly
- A/B testing support for messaging and campaigns
- Team training sessions and user documentation
- Go-live validation and rollback plan
Platforms we configure
- HubSpot
- Pipedrive
- ActiveCampaign
- Mailchimp
- Brevo
- Segment
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Who Is This For?
SMBs adopting or fixing HubSpot, Pipedrive, ActiveCampaign, or similar: especially when marketing and sales must share one source of truth.
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