CRM Implementation: the same methodology, no matter the platform
Not every company needs Kommo specifically, but all of them need their CRM to be well implemented from day one. Our CRM implementation service applies the same proven methodology we use with Kommo, adapted to the platform you've chosen: HubSpot, Pipedrive, Salesforce, Zoho, Monday CRM and others.
What is this service?
It's a comprehensive CRM setup process, designed from your real sales process and not from the generic template the software comes with by default. We work in a platform-agnostic way: first we understand how your team sells, and then we translate that process into the specific tool you use.
The result is a CRM your sales team truly adopts, with reliable reports and automations that actually save time instead of creating extra work.
What does the implementation include?
- Assessment of the business's current sales process, stage by stage.
- Sales pipeline design adapted to the chosen platform.
- Setup of fields and properties relevant to the business.
- Automations for lead assignment, tasks and notifications.
- Integrations with communication, marketing and billing channels.
- Definition of roles and permissions according to the team's structure.
- Reports and analytics dashboards tuned to actionable indicators.
- Team training to ensure real adoption of the tool.
How do we work?
Timelines vary depending on the platform and the complexity of the sales process, but in most cases the project is completed in two to four weeks.
- 01
Initial diagnosis
We understand the business, the sales team and the current sales process, whether or not a CRM already exists.
- 02
Solution design
We translate that process into the specific logic of the chosen platform.
- 03
Setup and testing
We implement the tool and test every flow before moving it to production.
- 04
Training and support
We train the team and remain available during the first weeks of real use.
Who is this service for?
For companies that are choosing a CRM for the first time, migrating from one platform to another, or that have an active CRM so messy that it makes sense to rebuild it from a solid foundation. If you don't know what state your current configuration is in, start with our CRM audit.
Is your platform Kommo?
If you've already decided to work with Kommo specifically, go straight to our Kommo implementation service, designed for 15 days and with features exclusive to that platform such as Salesbot and the unified WhatsApp and Instagram inbox. You can also learn the platform first with our free Kommo course.
The next step: applied artificial intelligence
Once your CRM is implemented and running stably, the next level is automating sales processes with artificial intelligence: automatic lead qualification, conversational replies and scheduling without human intervention. Learn about our AI agents for CRM service.
A CRM your team actually adopts
Leave your details and we'll schedule the initial diagnosis of your sales process.
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