CRM Setup & Pipeline Automation
End-to-end CRM implementation, deep customisation, and sales pipeline automation — turning your CRM into a revenue engine, not just a contact database.
Capabilities
What We Deliver
CRM Implementation
From requirements gathering and data migration to go-live and post-deployment training — end-to-end CRM rollout.
Sales Pipeline Design
Custom pipeline stages, deal scoring, probability weighting, and win/loss analysis tailored to your sales motion.
Workflow Automation
Automated lead assignment, follow-up sequences, stage progression triggers, and approval workflows.
Email & Engagement Integration
Bi-directional email sync, LinkedIn Sales Navigator, WhatsApp Business, and Twilio SMS integration.
Reporting & Dashboards
Sales performance dashboards, forecast reports, activity metrics, and cohort analysis for leadership and reps.
Lead Management & Scoring
Automated lead capture from forms, ads, and inbound channels — scored and routed based on ICP criteria.
Team Training & Adoption
Role-based CRM training, documentation, and change management to drive adoption across your sales team.
Integration Services
CRM connected to ERP, marketing automation, customer support, and billing systems for a unified revenue view.
CRM Platforms
- Salesforce — Sales Cloud, Service Cloud, CPQ
- HubSpot CRM — Free, Professional, and Enterprise
- Zoho CRM — including Zoho One suite
- Microsoft Dynamics 365 — Sales and Customer Engagement
- Pipedrive — SMB and mid-market deployments
- Custom CRM development on open-source frameworks
Automation & Integration
- Lead capture — web forms, landing pages, ads
- Automated lead scoring and ICP matching
- Round-robin and rules-based lead assignment
- Follow-up email sequences and task reminders
- ERP integration — SAP, Oracle, Odoo, Tally
- Marketing automation — Mailchimp, ActiveCampaign, Klaviyo
Analytics & Revenue Intelligence
- Pipeline velocity and conversion rate analysis
- Sales forecasting with ML-assisted projections
- Activity tracking — calls, emails, meetings
- Win/loss analysis and reason-code reporting
- Territory and quota management
- Revenue operations (RevOps) alignment
Key Benefits
Technologies & Platforms
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