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.
IS YOUR CRM A BURDEN?
If you recognise yourself in any of these situations, your CRM needs a professional configuration.
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.
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.
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.
WHAT YOU GET WITH OUR
CRM SETUP & CONFIGURATION
Un CRM configured custom that devient le cockpit de your growth commerciale.
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
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
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
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
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
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.
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- check Personalised video guides
- check 30 days of post-launch support
HOW WE CONFIGURE YOUR CRM
A structured 4-step process for an operational CRM that accelerates your sales.
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 1-2Configuration & 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 3-4Tests & 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 5-6Launch & 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.
OngoingWHAT OUR CRM CONFIGURATION DELIVERS
Team adoption rate
Sales productivity
CRMs configured
Companies equipped
+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.
-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.
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.
YOUR QUESTIONS ABOUT CRM SETUP
Which CRM do you recommend? expand_more
How long does a CRM setup take? expand_more
Can you migrate our data from our old system? expand_more
Do you train our teams on how to use the CRM? expand_more
Can the CRM integrate with our existing tools? expand_more
Do you offer support after implementation? expand_more
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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