Service · IT & Digital
CRM Systems
A CRM isn't a sales process. It just shows yours.
Designing the CRM around the sales, marketing and service processes, configuring it and connecting it to other systems. The result is a live CRM with migrated data, integrations and trained users.
Usual
What you often get
A CRM with every feature, set up following a template project. Soon sales is back to its own lists, and marketing uses a second tool. Customer service sees neither.
IntoOps
What you get from us
The starting point is the decisions the CRM has to support: forecasting, follow-up, handover to service. Fields and pipelines follow from that, not the other way round. The rules are agreed with sales operations, so the system fits how your sales team really works.
Service components
5 components. Each one available on its own.
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Requirements, data model and choice of system.
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Pipelines, fields, automations and permissions.
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Cleaning, deduplicating and importing customer data.
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Connecting email, website, ERP and other tools.
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User management, training and ongoing adjustments.
What you'll have at the end. Results you can check.
- A data model with fields someone needs, and clear mandatory fields per stage.
- Pipelines with stages your sales team actually goes through.
- Migrated contact data with a log of what was cleaned, merged or discarded.
- Documented connections that bring enquiries and order data into the CRM automatically.
- A usage report showing which teams maintain the CRM, and how.
- A permissions concept and a guide for each role.
When you need this. And how you'll know.
- Your sales team works with spreadsheets, notebooks and their own inboxes.
- The CRM is in place, but hardly anyone keeps it up to date.
- Marketing, sales and service each see only their part of your customers.
- When someone leaves sales, their contacts and agreements leave too.
- Forecasts are gut feeling, because the pipeline doesn't reflect reality.
Rarely alone. Never bundled.
CRM Systems often works together with these services. We'll tell you honestly when a combination makes sense, and when it doesn't.
Shows up in these initiatives.
You don't need a whole initiative to get CRM Systems. These examples show where the service is often needed.
Good questions. Straight answers.
Does a CRM automatically bring more deals?
No. A CRM shows where enquiries get stuck and who needs to follow up. Deals are still won in conversations.
We set it up so that upkeep only covers fields someone actually uses.
Is it worth switching from our current CRM?
Not always. Sometimes the problem isn't the system but its setup, data and rules. We check that before anyone cancels a licence.
Will you connect newsletters and marketing automation?
Yes, with email marketing & marketing automation in the same team. Contacts, consents and campaigns then run on the same data.
Do you look after the CRM day to day?
Yes: user accounts, permissions, adjustments and questions from the team. Or we train someone on your side to look after the CRM in future.
Proof first. Contract second.
In the free Initiative Check, we listen for 45 minutes and ask the questions that usually only come up after the contract is signed. Then you get a short written assessment: what we see, how we would go about it and roughly what it would take.
No obligation. And if we're not the right fit, we'll tell you.
Or write to us at hello@intoops.com.