Services - CRM & Sales

CRM & Sales is the systematic organization and optimization of your entire sales process. A professional CRM system is more than just a contact database - it's the central nervous system of your sales. We help you map your customer journey, from initial lead generation through qualification to deal closure and beyond. With tools like HubSpot, we don't just set up the technical infrastructure, but also develop sales processes that your team actually uses. Automated email sequences, lead scoring, pipeline management, and detailed reporting are just some of the components that take your sales to the next level.

A messy CRM is a leaky bucket. We help you organize your customer data, define clear deal stages, and automate the follow-up process. A well-structured CRM is the backbone of every successful sales team - it shows you not only where you are but also where you need to go.

Architecture

We map out your entire customer journey. From the first touchpoint to the closed deal and beyond. We ensure data hygiene and enforce validation rules so your reporting is always accurate.

CRM architecture begins with defining your sales pipeline. We analyze your current sales process, identify all deal stages, and create a customized pipeline design. Each stage has clear criteria for transition: When is a lead qualified? When is a deal ready for a quote? When is a deal lost?

Custom properties are crucial for meaningful reporting. We create properties that fit your business: deal size, contract type, decision timeframe, technical requirements - whatever is relevant to you. These properties are then used in reports, dashboards, and automations.

Data Hygiene & Quality

Dirty data is worthless. We implement validation rules that ensure only correct data enters the CRM. Email validation, phone number formatting, duplicate detection - everything runs automatically. Regular data cleansing workflows remove outdated entries and correct errors.

We set up scoring systems that automatically rate leads. Based on firmographics (company size, industry), behavior (website visits, email opens), and engagement level, leads are prioritized. Your sales team focuses on the hottest leads first.

CRM Setup & Customization

HubSpot is our preferred CRM because it's powerful, flexible, and well-integratable. We set up your HubSpot completely: custom objects for your specific data structures, workflows for automations, sequences for email campaigns, playbooks for your sales team.

Reporting in HubSpot is only as good as the data you collect. We create custom dashboards that show the metrics that matter to you: pipeline velocity, win rate by source, average deal size, sales cycle length. These dashboards are automatically updated and can be viewed by your team at any time.

Email Sequences & Nurturing

Most leads aren't ready to buy immediately. We build automated email sequences that educate and nurture prospects until they are sales-ready.

Our email sequences are not just newsletters. They are personalized, time-optimized, and based on lead behavior. If someone reads a specific blog article, they receive relevant follow-up emails. If someone books a demo, a different sequence starts. Each email is A/B tested to achieve the best performance.

Lead nurturing works across multiple channels. Email is important, but we also use LinkedIn messages, retargeting ads, and personalized landing pages. Everything is interconnected and based on the same data model in your CRM.

Sales Automation

Recurring sales tasks are automated: follow-up emails after meetings, reminders for quote deadlines, automatic deal updates for management. Your sales team can focus on what really matters: having conversations with customers.

We integrate your CRM with your other tools: email client, calendar, telephony system, e-signature tool. When a deal is closed, a contract is automatically generated, sent for signature, and after signing transferred to your accounting system. No manual step anymore.

Sales Training & Adoption

The best CRM is useless if your team doesn't use it. We train your entire sales team: how to qualify leads, how to move deals through the pipeline, how to read reports, how to use automations. We create playbooks and best practices that ensure everyone uses the CRM consistently.

After setup, we remain available as contacts. When new requirements arise, we adapt the system. When your team has questions, we answer them. CRM is not a one-time setup but a living system that grows with your business.