A CRM that works for your sales
CRM, Implementation, configuration and optimization
Your CRM is underused or poorly configured. The team doesn't enter its data. You don't have a reliable view of your pipeline. Or you simply don't have a CRM at all.
We implement, configure or optimize your CRM so it becomes a true sales-management tool, not an administrative burden.
A CRM configured for your reality and adopted by your team
The CRM is often bought with the best intentions. It often ends up poorly used because it was configured for the vendor, not for the team. The result : salespeople don't feed it, managers have no visibility, and the data is worthless.
We configure or clean up your CRM so it reflects your sales reality : clear pipeline stages, useful fields, tailored automations, actionable dashboards. And above all, we support adoption so it stays in use.
A CRM configured for your reality, adopted by your team
We don't just configure software. We understand your sales process, your reporting needs and the reality of your team, then we configure the CRM to meet them.
Data migration, integration with your tools, automations, user training, everything is included so the CRM is genuinely used and useful.
What you receive
- Needs analysis and platform recommendation
- CRM configuration and customization
- Migration of existing data
- Integration with your marketing and sales tools
- User training
- Configured automations and reports
What you can expect
- A complete and reliable view of your sales pipeline
- Better management of customer relationships
- Automated processes that reduce manual work
- Actionable data to steer your growth
Who is this for?
- A business implementing its first CRM.
- A team whose current CRM is underused or poorly configured.
- A VP of Sales who finally wants a reliable view of their pipeline.
How it works
Analysis
We understand your sales process, your needs and your constraints. We recommend the right platform if you don't have one.
Configuration
We configure the CRM for your reality : pipeline, fields, views, automations, integrations.
Migration and training
We migrate your data cleanly. We train your team so the CRM is genuinely adopted.
Optimization
We adjust based on actual usage. We add the automations and reports that are missing.
This initiative may be funded
Grant programs may cover part of your investment in this type of initiative. Zone Marketing can help you identify applicable programs and prepare your applications.
Field results
« Before, our pipeline lived in Excel files and in people's heads. The CRM finally gives us a complete view, and our forecasts have become reliable. »
Related services
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Frequently asked questions
Your CRM should drive your sales, not slow them down.
A 30-minute conversation to diagnose your CRM situation and identify the next steps.
Schedule a meeting30 minutes · No commitment · With a strategic partner