Service 03
CRM and sales ops that run in the background.
A CRM only works if reps don’t have to babysit it. We build the automations and the hygiene so the data stays right on its own.
What’s included
- CRM setup or clean-up: Dynamics 365, HubSpot or Salesforce
- Quote, opportunity and project stages that match how you sell
- Automations across Outlook, Teams and your quoting tools
- Duplicate, missing-field and stale-deal checks
- Dashboards for pipeline, activity and forecast
- Monthly sales motion scorecard for leadership
What we report monthly
- CRM record completeness
- Admin hours saved per rep
- Forecast accuracy
- Stale deals cleared
Reported in your monthly sales motion scorecard alongside the other services you use.
Start here
Let’s find where your sales motion is leaking.
A two-week sales motion audit maps how leads, quotes and follow-up move today, and shows you exactly what to build first. No hard sell, just a straight answer.