Customer Experience

We analyze current CRM (or lack thereof) and sales/customer success processes. We interview team members for pain points and existing workflows. We evaluate data quality, current tool adoption, and gaps between desired process and reality. We identify quick wins and necessary strategic transformations.

We configure CRM (HubSpot, Salesforce, Pipedrive) perfectly for your business: custom fields, processes for each deal type, lead scoring models for prioritization. We build email templates, sequences, and automated workflows. We integrate with all existing tools: email, calendar, support, billing, analytics.

We implement advanced automations: automatic lead routing to sales reps, behavior-based nurture campaigns, churn prediction models, upsell triggers. We build dashboards for each role: sales reps see their pipeline, managers see forecasts and team performance, customer success sees health scores and at-risk accounts.

We train teams through hands-on sessions and video documentation. We monitor adoption and collect continuous feedback for improvements. We conduct monthly optimization sessions to refine processes based on real data. We gradually expand to advanced use cases: territory management, revenue operations, customer journey optimization.