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CRM
CRM Setup & Configuration

A CRM THAT
WORKS FOR YOU,
NOT AGAINST YOU.

Your CRM is supposed to simplify your commercial life, not complicate it. Yet the reality is often different: disorganised data, misconfigured pipelines, teams that do not use the tool because it is too complex or poorly suited to their process. We configure your CRM to make it your best sales tool. Installation, data migration, pipeline customisation, automations and team training. Whether you are starting from scratch or need to bring order to an existing CRM, we transform your tool into a genuine commercial growth engine that saves your teams time and lets no opportunity slip through the net.

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CRM SETUP star HUBSPOT star SALESFORCE star PIPEDRIVE star MIGRATION star INTEGRATION star CRM SETUP star HUBSPOT star SALESFORCE star PIPEDRIVE star MIGRATION star INTEGRATION star
The problem

IS YOUR CRM A BURDEN?

If you recognise yourself in any of these situations, your CRM needs a professional configuration.

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Disorganised data

Your contacts are duplicated, information is incomplete, deals are in the wrong pipelines. Your team no longer trusts the CRM data and goes back to Excel files. You have a powerful tool but unusable data that distorts all your commercial decisions.

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Teams that do not use the CRM

You invested in a CRM but your sales team does not use it. The tool is too complex, poorly suited to their daily workflow or simply not intuitive enough. They continue managing their contacts in their head, in notebooks or in personal files. You have no visibility on your pipeline.

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Opportunities falling through the cracks

Prospects are contacted then forgotten. Follow-ups are never done. Deals remain stuck without anyone noticing. Without a properly configured CRM, your commercial pipeline leaks and you lose sales simply because nobody tracks the journey of each opportunity.

Our livrables

WHAT YOU GET WITH OUR
CRM SETUP & CONFIGURATION

Un CRM configured custom that devient le cockpit de your growth commerciale.

settings

Installation & Configuration

We install and configure your CRM from A to Z. Custom sales pipelines, custom fields, deal stages suited to your commercial process, team permissions and reporting dashboards. Every element is configured to reflect exactly how you work.

  • check Custom pipelines and stages
  • check Custom fields and properties
  • check Team permissions and roles
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Data Migration

We migrate all your data from your old system: contacts, companies, deals, notes, email history and documents. Cleaning, deduplication and data enrichment during migration so you start on a clean and reliable base.

  • check Migration from any existing system
  • check Cleaning and deduplication
  • check Field mapping and validation
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Integrations & Connectors

We connect your CRM to your existing tools: email platform, website, forms, calendar, billing, Slack, Zapier and many more. Zero double data entry, zero loss of information. Your CRM becomes the central hub of your entire commercial activity.

  • check Email and calendar integration
  • check Website and form connection
  • check Zapier/Make automations
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CRM Automations

We automate the repetitive tasks in your CRM. Automatic lead assignment, follow-up reminders, status updates, team notifications and escalation of stuck deals. Your sales reps focus on selling while the CRM handles the admin.

  • check Automatic lead assignment
  • check Automatic reminders and follow-ups
  • check Inactive deal escalation
dashboard

Dashboards & Reporting

We create custom dashboards that give you instant visibility on your pipeline, your commercial performance and your revenue forecasts. Every manager sees the KPIs that matter to them at a glance.

  • check Dashboards by team and by role
  • check Automatic revenue forecasts
  • check Exportable reports
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Training & Documentation

A CRM is only useful if your teams use it. We train each profile (sales, managers, marketing) with hands-on sessions and create personalised video documentation. New team members can train themselves independently within a few hours.

  • check Training sessions per team
  • check Personalised video guides
  • check 30 days of post-launch support
Our process

HOW WE CONFIGURE YOUR CRM

A structured 4-step process for an operational CRM that accelerates your sales.

01
Audit & Architecture

We analyse your current commercial processes, your existing data, your tools and the needs of each team. We design the architecture of your CRM: pipelines, fields, automations and integrations needed so the tool adapts to your way of working.

Week 1-2
02
Configuration & Migration

We configure the CRM according to the validated architecture. Pipelines, custom fields, automations, integrations and dashboards. In parallowl, we migrate and clean your data from your old system for a clean and reliable starting base.

Weeks 3-4
03
Tests & Training

We test every workflow, every automation and every integration end to end. Then we train your teams with hands-on sessions suited to each profile. Your sales reps, managers and marketing teams know exactly how to use the CRM day to day.

Weeks 5-6
04
Launch & Support

The CRM goes live in production. We provide 30 days of support to answer questions, adjust configurations and ensure adoption is maximised. We then offer monthly support to evolve your CRM as you grow.

Ongoing
Results

WHAT OUR CRM CONFIGURATION DELIVERS

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Team adoption rate

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Sales productivity

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CRMs configured

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Companies equipped

Agency marketing

+60%

GrowthLab Agency

Commercial pipeline visible for the first time. Closing rate improved by 60% thanks to automatic follow-ups and structured tracking of every opportunity in HubSpot.

SaaS Scale-up

-50%

CloudVault

Sales team admin time reduced by 50% after migrating to Pipedrive with automations. The team finally spends its time selling instead of entering data.

Real estate firm

x2

Prestige Immo

Number of mandates doubled in 6 months thanks to a HubSpot CRM configured with seller scoring and automatic follow-ups by segment.

Frequently Asked Questions

YOUR QUESTIONS ABOUT CRM SETUP

Which CRM do you recommend? expand_more
It depends on your size, your budget and your needs. For SMEs and startups we often recommend HubSpot for its powerful freemium or Pipedrive for its excellent price-to-value ratio and simplicity. For larger businesses with complex needs, Salesforce remains the reference. We analyse your situation and recommend the most suitable tool, without bias toward any platform.
How long does a CRM setup take? expand_more
For a standard setup with data migration, allow 3 to 6 weeks. For an advanced configuration with multiple integrations and complex workflows, the timeline can extend to 8 to 12 weeks. We proceed in phases so your team can start using the CRM in the first few weeks, even before the full project is complete.
Can you migrate our data from our old system? expand_more
Yes. Data migration is an integral part of our service. We migrate your contacts, companies, deals, interaction history and documents from your old CRM, your Excel files, Google Sheets or any other system. We clean and deduplicate the data during migration so you start on a clean and usable base.
Do you train our teams on how to use the CRM? expand_more
Absolutely. Training is a key step in our service. We train each team with hands-on sessions suited to their role: sales, managers, marketing and support. We also create personalised video documentation with your specific workflows so that new team members can train themselves independently.
Can the CRM integrate with our existing tools? expand_more
Yes. We configure integrations with your existing tools: email platform, website, forms, calendar, billing tools, Slack, Zapier, Make and many more. The goal is for your CRM to become the central hub of your entire commercial activity, connected to all your tools without double data entry or loss of information.
Do you offer support after implementation? expand_more
Yes. After launch, we provide 30 days of included support to answer your teams' questions and adjust configurations as needed. Beyond that, we offer monthly maintenance and optimisation contracts to evolve your CRM as you grow, add new workflows and train new team members.

READY TO TRANSFORM YOUR CRM?

Request your free CRM audit. We analyse your current system and show you how to transform it into a commercial growth engine.

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