CRM Consulting
Elevate your sales with tailored CRM solutions designed to optimize your sales pipeline for enhanced productivity and revenue growth.
How can I help?
Setup
Selecting the sales CRM system and oversiing the ground-up setup, ensuring that it aligns seamlessly with your specific sales operations and workflows.
Data migration
Transferring all your existing customer data to the new CRM hassle-free. Fine-tune the data setup to harmonize with your newly established sales process, ensuring optimal functionality and accuracy.
Training and coaching
Facilitating the smooth onboarding of your team to the new CRM. I provide comprehensive training sessions to maximize your understanding and utilization of the CRM, enabling to leverage its full potential.
Let's dive into details
A walk through my methodology that proved to optimize sales pipelines
Step 1: Setup
Define your sales goals and KPIs
Select the right sales CRM
Configure fields, modules, sales stages, and user roles to match your unique business processes.
Create workflow and pipeline
Setup dashboard, reporting and analytics
Step 2. Data migration
Evaluate, segment and clean the existing data
Choose the right migration method: CSV, sync, API or other
Create new data schema
Set up dynamic database structure
Perform test import
Execute the migration
Monitor and optimize
Step 3: Training and coaching
Conduct tailored training sessions based on roles and responsibilities within the sales team
Demonstrate how the CRM addresses real-life sales scenarios
Documentation and resources creation
Feedback collection
On-going support
I work with
industry-leading CRM platforms including Pipedrive, HubSpot, Zoho, Salesforce, and Monday.com, ensuring tailored solutions for diverse business needs.
