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.
If you recognise yourself in any of these situations, your CRM needs a professional configuration.
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.
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.
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.
Un CRM configured custom that devient le cockpit de your growth commerciale.
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.
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.
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.
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.
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.
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.
A structured 4-step process for an operational CRM that accelerates your sales.
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 1-2We 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 3-4We 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 5-6The 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.
OngoingTeam adoption rate
Sales productivity
CRMs configured
Companies equipped
+60%
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.
-50%
Sales team admin time reduced by 50% after migrating to Pipedrive with automations. The team finally spends its time selling instead of entering data.
x2
Number of mandates doubled in 6 months thanks to a HubSpot CRM configured with seller scoring and automatic follow-ups by segment.
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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