B2B Sales · CRM Integration
When do you need to integrate your CRM?
One system that holds every contact and every opportunity
We connect your CRM to your website, forms, email and the tools you already use, so every lead comes in automatically, with its source, and reaches the right person. The goal isn’t more software: it’s marketing and sales working from the same data, with nothing falling through the cracks.
Yes. We train the sales and marketing team in day-to-day CRM use and set clear rules to keep data up to date. If you want to document your whole sales process, we can complement it with a sales playbook.
It depends on the number of tools and the state of your data. After the initial review we give you a plan with phases and specific timings, so you know when each part will be up and running.
We review it, remove duplicates, standardise the fields and import it into the CRM so the team starts working with a clean database.
Typically your website and its forms, email marketing, LinkedIn, your meeting calendar and, if needed, your ERP or invoicing. Before we start, we review which integrations add value and which don’t.
Not necessarily. In many cases it’s enough to tidy up the one you have and connect it properly to your website and other tools. We only recommend switching when your current CRM can’t cover what the business needs.
We work with the CRMs most common in B2B companies, such as HubSpot, Pipedrive, Zoho and Salesforce. If you already have one, we start from it; if not, we help you choose the one that best fits your team and budget.
What do you get from integrating your CRM?
You go from chasing data in spreadsheets to a sales system your team actually uses.
Book a free 30-minute meeting
Are your leads getting lost between email and spreadsheets?
Leave us your details and we’ll review how contacts come in today, where they are stored and where they get lost. Then we’ll tell you what to connect and where to start.
