CRM implementation and optimization for marketing and sales

CRM

What does this service include?

We implement and optimize CRMs such as HubSpot, Salesforce, Zoho or Dynamics: sales processes, form and ad integration, automation and reporting.

A CRM organizes the relationship with each customer: where they came from, what they asked for, who they spoke with and which stage they are in. For marketing, it is what shows which campaigns produce sales and not just contacts.

We start by understanding your sales process, then configure the CRM around it: stages, fields, lead routing, automations and reports. We connect site forms, campaigns and WhatsApp, and send conversions back to ad platforms so they optimize on real sales.

What you get

  • Sales process mapping
  • Platform selection or review
  • Stage, field and permission setup
  • Site, ad and WhatsApp integration
  • Automations and lead routing
  • Training and reporting dashboards
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1. Process first

We configure the CRM around how your team sells instead of forcing your team into a generic tool.

2. Marketing and sales connected

Every lead arrives with its source, and every sale can be traced back to the campaign that generated it.

3. Team adoption

We train users and simplify what they need to enter, because a CRM nobody uses is useless.

Connect this service with complementary capabilities and practical planning resources.

ERP

We implement ERPs such as Odoo, Oracle NetSuite, SAP or Zoho: process mapping, configuration, data migration, integrations and training.

View service

eCommerce

We build and optimize online stores on Shopify, WooCommerce, VTEX or custom platforms: catalog, payments, shipping, integrations, SEO and analytics.

View service

Related guides

Before you request a proposal

Frequently asked questions about CRM

Direct answers to evaluate scope, timing, investment and measurement before requesting a CRM proposal.

Which CRM do you recommend?

It depends on team size, sales process, required integrations and budget. We work with HubSpot, Salesforce, Zoho and Dynamics, among others.

Can you migrate data from another system?

Yes. We clean, normalize and migrate contacts, companies and deals from spreadsheets or other CRMs.

Can the CRM connect with Google and Meta?

Yes. We can send offline conversions to ad platforms so they optimize on closed sales, not just form fills.

Do you offer support after implementation?

Yes. We offer support, adjustments and new automations as your operation grows.

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