01 · Interest
We identify demand
- Sources
- Signals
- Acquisition
CRM and sales follow-up
We build the sales system that keeps every opportunity moving and helps every customer continue to grow.
We centralise contacts and conversations, define stages, owners and next actions, and connect every channel where demand enters. This gives your team a clear view of what has happened, what needs to happen next and which opportunities require attention.
How we work
We work with the CRM your company already uses, implement a new platform or build a custom system.
First, we understand your sales process, information, tools and how your team works. Then we define what needs to be organised, configured, connected, automated or developed.
You can drag either band horizontally or use the left and right arrow keys.
When it adds value, we combine both approaches: we keep the platform and develop the integrations, automations or functionality your operation needs.
The system
The journey begins before an opportunity exists and continues after the sale.
We do not organise only a pipeline. We connect acquisition, identification, qualification, nurturing, follow-up and account development so marketing, sales and service work from the same history.
Layer 01 · Nurturing
- Identify
- Segment
- Qualify
- Nurture
- Activate
Layer 02 · Relationship
- Interest
- Contact
- Lead
- Opportunity
- Customer
- Account
Layer 03 · Operations
- Assign
- Follow up
- Propose
- Close
- Develop
Shared foundation · Data and control
- Single history
- Consents
- Integrations
- Rules and automations
- Measurement and forecasting
Returns
- Not the right time yet · returns to nurturing
- New need · reactivates the system
- Postponed or lost · remains in follow-up
Implementation
Once the system is defined, we put it into operation.
We work with you to prepare the data, rules and responsibilities. We test the operation before rolling it out and support your team as the system becomes part of their daily work.
01Before activation
We prepare a foundation you can trust.
We inventory the information that already exists, identify duplicates and gaps, define the data model and agree what needs to be migrated. We then configure access and connect the channels and tools that need to exchange information.
- Validated data model
- Data cleaning and migration plan
- Permissions and access matrix
- Channel and integration map
02During implementation
We test the system against the way your team actually works.
We configure stages, qualification criteria, assignments, response times and automations. We test inputs, status changes, exceptions and handovers using real situations before extending its use.
- Validated test environment
- Tested journeys and exceptions
- Working guide for each role
- Activation and support plan
03Once it is in use
We observe how it works and decide with you what needs to change.
We review data quality, response times, opportunities without a next action, conversion by stage and adoption across each team. We prioritise adjustments and deploy new rules, automations or journeys when they add value.
- Regular adoption and quality review
- Prioritised issues and friction points
- Documented and deployed changes
- Shared evolution backlog
We can organise what happens to every opportunity that comes in.
Tell us how contacts reach you today, who handles them and where they stall. We look at the process before talking about tools.