Three services: configure the system around your processes and provide the right licences, for both the portal and the website.
CRM configured for your funnel, tasks and projects, company structure and access rights, telephony and email, plus automation of routine actions. We migrate the client database and train your staff to use the system.
Choosing a plan for your headcount and the tools you need, renewal without downtime, and moving between cloud and on-premise.
Editions matched to the site scope, from Start for a business card site to Business for an online store. We help you avoid paying for features you will never use.
The first decision in any implementation. Switching between the options is possible but costs time, so it is better to choose up front.
Option 1
Cloud
The portal runs on the vendor side; you pay a subscription and maintain nothing.
Option 2
On-premise
The portal sits on your server: more freedom and more responsibility.
Bottom line
Which to choose
Switching between the options is possible but costs time, so decide up front.
The main reason implementations fail is not technology but the absence of rules. If a salesperson is allowed to track a deal in a notebook, that is where they will track it. So every implementation includes agreed rules: what counts as a deal, who creates the client record and when the stage changes.
We configure one block at a time rather than everything at once: sales first, then tasks, then the rest. That gives employees time to adjust.
We look at how a deal currently runs from enquiry to payment and where customers are lost. We build the funnel from reality, not from a textbook.
Stages, fields, access rights and connection of email, telephony and website forms. Leads stop getting lost in personal inboxes.
We import the client database and run training by role: a manager and a salesperson use the system differently.
The most important stage: we adjust the setup to the real objections of employees before habits set in.
The most common request. Usually the cause is that the system was set up like everyone else has it rather than around the company processes, and no rules were agreed. We start with a review: what gets in the salesperson way, which fields are redundant, where data is entered twice. After reconfiguration and training the system usually comes back to life without buying anything else.
Yes, the exchange is set up in both directions: invoices and payments from 1C appear in the deal card, and new counterparties from the CRM go into the accounting system. The scope depends on the version and on how customised your configuration is.
It is counted by the number of employees who need access, not by departments. It often turns out that half the company only needs basic access to tasks, and the plan works out cheaper than expected.
The data does not disappear, but vendor updates and support stop and some features are disabled. We remind you about renewal in advance so it does not coincide with your peak season.
Tell us how you manage clients today and what falls through the cracks. We will propose a portal setup and quote the licences at partner prices.
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