CRM Setup & Integration

Most CRM projects do not fail on features. They fail because the CRM was set up to match the software’s idea of a sales process, so nobody updates it, and six months later it is an expensive contact list.

The problem

Sound familiar?

If two or more of these are true, this is the service you want.

What you get

What this service covers

CRM selection

If you have not chosen yet, we help you pick based on your process and budget. Sometimes the honest answer is a simpler tool than the one being pitched to you.

Setup and configuration

Pipelines, stages, fields and permissions configured to match how your team actually sells — not the vendor’s default template.

Data migration

Contacts, deals and history brought in from spreadsheets or an old CRM, deduplicated and cleaned rather than dumped.

Integration

Connecting the CRM to your website forms, email, accounting, support and operational systems so records update without manual entry.

Sales automation

Follow-up sequences, task creation, notifications and handoffs that fire on their own, so nothing depends on someone’s memory.

Adoption and training

Training for the team plus dashboards that make the CRM worth opening. Adoption is the whole battle.

Process

How the work runs

We spend the first part of a CRM project on your sales process rather than the software, because that is where these projects are won or lost.

Map the sales process

How leads arrive, what happens next, who owns what, and where deals actually stall — from the people selling, not the org chart.

Configure to fit

The CRM is shaped around your process. If the process itself is broken we will say so, because automating a broken process just breaks it faster.

Migrate and clean

Existing data comes across deduplicated and normalised. Starting a new CRM with dirty data guarantees people distrust it immediately.

Wire in the other systems

Integrations so the CRM reflects reality without anyone re-entering anything.

Train and review

Training, then a check-in after a month of real use to fix whatever is being avoided. There is always something.

FAQ

Common questions

Still unsure? A 30-minute call usually settles it faster than email.

Which CRM should we use?

It depends on your team size, sales complexity and budget. We are not tied to a vendor and take no referral commissions, so our recommendation is based on fit — sometimes that is a well-known platform, sometimes something much simpler.

We already have a CRM nobody uses. Can it be saved?

Usually yes, and it is normally cheaper than switching. The cause is almost always configuration that does not match the process, or data entry burden nobody agreed to carry. Both are fixable.

Can the CRM connect to our accounting or operations software?

Generally yes, through an API or a middleware layer we build. That is core integration work for us, and it is where most of the value in a CRM project actually sits.

How long does a CRM setup take?

A straightforward setup with clean data is weeks. Complex pipelines, messy historical data or multiple integrations take longer — and the data cleanup is nearly always the part that surprises people.

Will you train our sales team?

Yes, and we would push back on any CRM project that skipped it. Training is the difference between a CRM that gets used and a licence you keep paying for out of embarrassment.

Let us look at your actual setup

Bring the workflow, the spreadsheet, or the system nobody wants to touch. We will tell you what is possible before anyone signs anything.

An I.T. solutions company in Cebu, Philippines. We automate the work between your systems and build the software that runs underneath it — for clients here and worldwide.

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