CRM Implementation & Configuration
Deploy and configure a CRM around the way your commercial team works.
Built around
your process.
You need a CRM that people can use to manage customers, prospects and opportunities consistently. That means translating the commercial process into clear records, stages, ownership and reporting.
For B2B SaaS businesses deploying a CRM or improving a defined part of an existing setup. Platform suitability, required access and the depth of configuration are confirmed during discovery.
A practical CRM.
Ready for your team.
Discovery establishes the scope. Phases, milestones, timing and fees are agreed before implementation begins.
Process and configuration design
Agree the record structure, lifecycle stages, opportunity pipeline, ownership and reporting requirements for the named scope.
Platform deployment and setup
Establish the agreed environment and configure users, roles, access, fields, views and pipelines around the process.
Data, routing and workflows
Implement the agreed import or migration mapping, validation and duplicate rules, routing, notifications and workflow automation.
Testing and reporting
Test the agreed user journeys and data handling, and configure the named reports or dashboards needed to operate the process.
User handover and operating guide
Walk the team through the setup, provide documentation and agree ownership, launch acceptance and any subsequent support.
Design.
Build.
Make it work.
- Define how the CRM should work.Agree the process, users, records and decisions it needs to support.
- Deploy and configure.Set up the agreed environment, data model, access, stages and workflows.
- Test the working setup.Review data, routing, reports and representative user journeys with your team.
- Launch and hand over.Complete agreed acceptance checks, document the setup and equip its owners.
Clear requirements.
Defined delivery.
What we’ll need from you
Commercial requirements, platform and licence information, access to the agreed environment, source data and examples, current sales processes, and named people for configuration decisions and user acceptance.
How we agree the scope
A bespoke implementation with a named platform, user scope, data structure, configuration backlog and acceptance criteria. Migration volume, cleansing, integrations, custom development and training depth are defined explicitly. Software licences and third-party subscriptions are separate. Platform fit is confirmed before agreeing delivery.
How bespoke engagements work →Before
we start.
Which CRM platforms do you implement?
We confirm suitability for your named platform and requirements during discovery, before agreeing the implementation. Describe your current tools or intended platform when you enquire.
Can you work with an existing CRM?
Yes. We can scope a defined configuration or improvement project around the existing setup. Discovery establishes the dependencies and access needed.
Does this include migration?
Any migration is specified by source, destination, data volume, mapping, cleansing responsibilities and validation checks. It is not assumed to be an unlimited data-cleaning exercise.
How does this relate to Lead Management & CRM Foundations?
The Foundations project defines lifecycle, ownership, handovers and implementation requirements. This service deploys and configures the agreed working system.
Let’s make your
systems work together.
Tell us about your current tools, the process you need and the gaps you want to close.