Customer Relationship Management
CRM setup and customisation (Salesforce Sales/Service/Marketing Cloud, Dynamics 365, HubSpot, Odoo, Zoho, Pipedrive). Sales funnel automation, AI lead scoring, integration with ERP and marketing automation, omnichannel campaigns, sales dashboards, custom APIs for vertical integrations.
What we deliver
- Configuration and customization of Salesforce Sales Cloud, Service Cloud, and Marketing Cloud
- Implementation and development on Microsoft Dynamics 365 Sales and Customer Service
- Setup and custom development on HubSpot CRM, Odoo, Zoho, and Pipedrive
- AI/ML lead scoring models built on behavioral and firmographic data
- Sales funnel automation: workflows, triggers, email sequences, and automated task management
- Bidirectional CRM-ERP integration (SAP, NetSuite, custom) via REST/GraphQL APIs
- Custom API development and connectors for vertical platforms and marketplaces
- Commercial dashboards and pipeline reporting on PowerBI, Tableau, or native CRM tools
When you need it
Sales team managing contacts in spreadsheets and email threads
You have 10 to 50 sales reps, each running their own contact lists with no shared visibility. Pipeline forecasting is guesswork, deals fall through the cracks. You need a centralized system that fits real daily workflows, not just a tool that gets abandoned after onboarding.
Migrating away from a legacy CRM or switching platforms
Your current CRM has become a bottleneck — high licensing costs, broken integrations, no vendor roadmap that fits your needs. You've already picked the new platform and need someone to handle data migration, process remapping, and rollout without disrupting live sales activity.
Connecting CRM with ERP and marketing automation
Marketing runs on HubSpot, sales on Salesforce, finance on SAP. Data doesn't flow between them, leads get lost in handoffs, and double entry wastes hours every week. You need a real-time integration that syncs records and eliminates manual reconciliation.
Omnichannel campaign automation for e-commerce or retail
You want automated flows across email, SMS, and push notifications triggered by purchase behavior. The CRM needs to feed dynamic segments into each campaign and attribute revenue by channel — without manual intervention every time a campaign runs.
Frequently asked questions
How long does it take to go live with a CRM from scratch?
For a standard Salesforce or HubSpot setup with a team of 5 to 20 users, go-live typically lands between 4 and 8 weeks. Complex ERP integrations, historical data migrations, or heavy custom object development push that to 3 to 6 months. The biggest variable is how quickly your team can validate process decisions in the first two weeks.
Can we keep the current CRM and just add specific automations?
Yes. You don't need to replace the whole platform. We can work on isolated layers — adding workflows, building a connector to an external tool, or implementing lead scoring on your existing data model. We assess each case individually and only touch what actually needs changing.
Who handles data migration from the old system?
We do. That means analyzing the source data structure, mapping it to the new schema, deduplicating records, running the import, and verifying data integrity afterward. Expect 1 to 3 test cycles before production cutover. It's the highest-risk phase of any CRM project and needs a structured approach.
How does the AI lead scoring work and what data does it use?
The model trains on historical CRM data: website behavior, email engagement, sales touchpoints, and firmographic attributes like industry, company size, and geography. It outputs a real-time score that helps reps prioritize without relying on gut feel. You need at least 500 to 1,000 historical leads with known outcomes to get a reliable calibration.
Do we need dedicated internal resources to make this work?
You need at least one process owner — typically a sales manager or sales ops lead — who understands how your actual sales cycle runs. Without that person, there's a real risk of automating the wrong things. Technical skills aren't required internally, but someone needs to be available to validate configuration decisions as they're made.
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