Sales process and field requirements
Map lead stages, customer information and ownership to reflect how your team actually works.
CRM SOLUTIONS / CRM SETUP & CUSTOMISATION
CRM setup & customisation
Make your CRM fit your sales process.
Configure the chosen CRM around your lead stages, customer information and responsibilities so the team can work from a shared process.
Discuss your project ↗WHAT WE CAN HELP WITH
What your project can include.
Use these areas to assess your requirements. Your proposal will confirm the deliverables, responsibilities and acceptance criteria.
Pipeline, field and role configuration
Configure pipelines, required fields and permissions so the system supports that process.
Agreed import and integration setup
Set up agreed imports and connections with checks for field mapping and duplicate records.
Team orientation and handover guidance
Walk the team through everyday tasks and provide practical handover information.
BEFORE YOU COMMIT
Plan with confidence.
Platform selection, seat licences and third-party fees are agreed separately. Available customisation depends on the platform and subscription tier.
Bring these to the first discussion
- Your business goal and intended audience
- Your current website, app or system, if applicable
- The features or problems that matter most
- Your budget range and preferred launch date
Please share descriptions first. Do not send passwords or sensitive customer records through the enquiry form.
PROJECT QUESTIONS
Before we get started.
Will my team need to change how it works?+
Some process changes may be helpful, but the setup should start from real responsibilities and customer journeys. We discuss the essential stages and provide guidance for the everyday tasks the team needs to perform.
Can this work with my existing setup?+
We first review the platform, available access and required integrations. Compatibility and any limitations need to be confirmed before the final scope is agreed.
How do we start?+
Send a short description of your goal and current setup. The enquiry form will preselect CRM solutions and include CRM setup & customisation in your project brief. We can then clarify requirements and discuss the next step.