CRM Implementation
You've chosen a CRM. Now the real work begins: setup, data migration, integrations, training. We handle it all – so your team can be productive from day one.
Sound familiar?
The Never-Ending Project
The CRM implementation was supposed to take three months. Now it's nine – and you're still not live.
The Data Chaos
Your customer data is scattered across spreadsheets, Outlook contacts, the old CRM, and your team's heads.
Integration Hell
The CRM needs to talk to your ERP, sync emails, connect to accounting. Every integration becomes its own project.
The Adoption Hurdle
The system is there – but nobody uses it properly. Your team struggles with the interface and goes back to spreadsheets.
70% of CRM projects don't fail because of technology – they fail because of poor planning and lack of change management.
What if implementation just worked?
What we handle during implementation
Setup & Configuration
Fields, pipelines, views, user roles, permissions. Everything tailored to your processes – not the other way around.
→ Customized system
Data Migration
Data from spreadsheets, Outlook, legacy systems – cleanly imported. Including deduplication, cleanup, and quality checks.
→ Clean database
Integrations
ERP, accounting, email, calendar, phone, marketing tools – seamlessly connected.
→ Connected ecosystem
Workflow Automation
Auto-assign leads, create follow-ups, send emails, generate tasks.
→ Automated processes
Training & Onboarding
Hands-on training with real scenarios from your daily work. Admins, power users, and end users.
→ Productive team
What's included in your project
Configured CRM System
Fields, pipelines, views, users, roles, and permissions – fully set up and ready to use.
Migrated Data
Your contacts, companies, deals, and activities – cleanly imported and deduplicated.
Working Integrations
Email, calendar, and agreed third-party systems – connected and tested.
Automated Workflows
Lead routing, follow-up reminders, email sequences – configured to your specifications.
Trained Team
Admin training, user training, onboarding materials, and how-to documentation.
30 Days Hypercare
Support hotline after go-live for quick help with questions and issues.
How your project works
Discovery (Week 1-2)
Kickoff workshop, finalize requirements, define migration strategy, create project plan.
→ Clear roadmap
Setup & Migration (Week 3-4)
Configure system, clean and import data, set up integrations.
→ Technical foundation ready
Testing & Training (Week 5-6)
Test system, verify workflows, train team, final polish.
→ Ready team
Go-Live & Hypercare
Launch, intensive support, quick problem-solving, optimization.
→ Productive operations
Investment
Starter
For small teams with clear requirements
- ✓ Basic setup and configuration
- ✓ 1 integration (email/calendar)
- ✓ Data migration up to 5,000 contacts
- ✓ Team training (up to 10 users)
- ✓ 30 days hypercare
Professional
For growing companies with more complex processes
- ✓ Complete setup with workflows
- ✓ 3+ integrations
- ✓ Data migration including cleanup
- ✓ Admin and user training
- ✓ 30 days hypercare
Enterprise
For complex requirements and large teams
- ✓ Multi-pipeline setup
- ✓ Complex integrations (ERP, BI)
- ✓ Extensive data migration
- ✓ Change management support
- ✓ 60 days hypercare
After the discovery call ($499, credited toward project), you'll receive a fixed-price quote for your project. No surprises, no hidden costs.
Is CRM implementation right for you?
Ideal for you if:
- ✓ You're implementing a new CRM or switching systems
- ✓ You need to consolidate data from multiple sources
- ✓ You need integrations with other systems
- ✓ Your team needs structured training
- ✓ You want a dedicated point of contact for the project
Better suited elsewhere if:
- ✗ Your CRM is running and you just need ongoing support → Support & Training
- ✗ You need someone for daily data maintenance → Sales Operations
- ✗ You don't know which CRM is right yet → CRM Consulting
Frequently Asked Questions
Ready for your CRM project?
Let's discuss your requirements. In the discovery call, we'll clarify scope, timeline, and budget – and you'll receive a binding fixed-price quote.