CRM & DATA STRATEGY.
We adopt and adapt a marketing and sales system to save you time and sell more.
Our team implements CRMs and AI automations.
Growth in Q1
CRM: Total Control Over Your Sales.
We design data architectures that convert complex pipelines into clear revenue signals.
Implementation
Initial data load/Database migration, custom fields mapping for Contacts/Accounts/Opportunities.
Training
Training sessions and support for Marketing & Sales teams (CRM users).
Reporting
Marketing and sales KPI management, lead scoring. Mktg and sales pipeline reporting.
Campaigns
"Customer journey" definition: email marketing newsletters, WhatsApp (1toM), sales email sequences (1to1).
AI Data Entry Automation
Alert rules and automated messages.
Contact scoring.
AI data entry via Voice and Photos.
Does your CRM adapt to you, or do you adapt to it?
Let's build a system that works for you, not the other way around.
How we implement CRM.
Intelligence
Audit & Data Hygiene
Initial deep analysis and scrubbing of existing legacy data architectures.
RevOps Architecture
Building custom pipelines and object mapping for industrial B2B sales cycles.
Workflow Automation
Deploying zero-friction logic for automated lead handoff and deal progression.
Force Adoption
Specialized training to ensure the CRM remains the undisputed source of truth.
Revenue Intelligence
Real-time dashboards for true revenue attribution and board-ready growth reporting.
Example Campaign
Ads CRM Integration.
We connected a lead generation Paid Media campaign directly to the CRM. Every new prospect was automatically recorded, instantly creating an opportunity and followup tasks for both an AI and Human agent.
ActiveCampaign
CRM implementation and customization for a B2B sales model in Oil & Gas.
Personalization
Custom sales funnels and field building for Oil & Gas buyers. Automated deals and tasks dynamically updated with Drag & Drop.
Reporting
Sales reporting dashboards built in ActiveCampaign and Looker Studio to reflect # of Contacts, Opportunities, Closed Won $, and Return on Investment $.
Integrations
CRM connection with Meta, WhatsApp, Claude, and Antigravity for data entry via Voice and Photos, lead enrichment, and lead scoring.
Get in Touch.
Ready to stop the guessing game? We're ready to help you scale. Fill out the form and Juani or Andy will be in touch.