WHO THIS IS FOR
For CRM Systems Without Structure..
Does your CRM need to run cleanly before you can get started?
- Your CRM stores contacts but lacks pipeline structure and reporting.
Your CRM already works and only data quality is unclear. Choose the CRM and Data Check (890 €).
SCOPE
What the CRM Environment Delivers..
Structure, fields, and pipeline stages
Configured for your sales process.
GDPR-compliant storage
Including consent management.
Import workflow
Existing contacts deduplicated.
Basic reports
Pipeline, activities, and sources.
Team training
90 minutes.
How Your Operational CRM Environment Comes Together.
- 1Workshop on sales process and pipeline stages
- 2Configuration of structure, fields, stages, storage, and consent
- 3Deduplicated import workflow
- 4Basic reports and 90-minute team training
What the CRM Environment Needs From You.
- One technical contact with CRM admin access
- Team availability for the 90-minute training
PROCESS
Operational CRM Environment: The Process.
Process Workshop
Choose a time. We clarify your sales process.
Setup
Structure, fields, pipeline stages, GDPR-compliant storage, an import flow, and basic reports are created. 2 weeks.
Team Onboarding
Your team learns the new environment in a 90-minute session and starts using it right away.
QUESTIONS
Frequently Asked Questions.
How long does setup take?+
2 weeks.
Is team training included?+
Yes, 90 minutes.
Is storage GDPR-compliant?+
Yes, including consent management.
PAIRS WELL WITH