New CRM Builds
Building CRM Systems That Drive Your Business Forward
Whether you’re starting fresh with HubSpot or Salesforce or reimagining your entire sales process, we’ve launched numerous new instances and successfully rebuilt even more to optimize operations and deliver results.
Description
We streamline CRM builds by defining key metrics, optimizing pipeline stages, and creating actionable dashboards, giving your team clarity and focus to drive revenue
Our Tried-and-True Process for Building Your CRM
Our process begins by identifying the key metrics you need to track in reports and dashboards. This often includes defining critical stages in your sales and marketing pipeline, such as:
- Marketing to Sales Handoff (MQL to SAL): Tracking how effectively marketing passes leads to sales and the rate at which sales accepts them.
- Pipeline Qualification (SAL to SQL): Monitoring the rate at which accepted leads turn into meetings and how many of those meetings result in qualified pipeline.
To achieve this, we work with you to establish key Person Statuses in your CRM, such as:
- New, Working, Qualified, and Disqualified.
For disqualified records, we help track disqualification reasons to provide marketing with actionable feedback to improve lead quality. For qualified records, we monitor how effectively they progress to meetings and ultimately to validated pipeline.
Next, we define and optimize Deal and Opportunity Stages, tracking the movement of deals through your pipeline. This includes measuring the conversion rates and time spent in each stage to gain insights into your pipeline velocity and identify bottlenecks.
Throughout this process, we build reports and dashboards that give you full visibility into your sales pipeline, including:
- The quality of leads entering the pipeline.
- Where deals are getting stuck.
- Which records are most likely to close as Closed/Won.
Our goal is to keep the process as straightforward as possible so your team can focus on what matters most: driving revenue—not data entry.