Once you have decided on a CRM platform and strategy, our team will handle the implementation with speed and precision. We understand that implementing a new CRM can feel daunting – data migration, customizations, user setup, oh my! But fear not, we’ve done this many times and have refined processes to make it smooth and painless for you.
We configure your chosen CRM to fit your business. This means creating custom fields, pipelines, and stages that mirror how you work. For instance, in Pipedrive we might set up multiple pipelines (one for new sales, one for renewals) with stages that match your sales cycle. In Salesforce or Zoho, we can customize objects and layouts so your team sees exactly the information they need. We also set user permissions, roles, and teams according to your org structure – ensuring everyone has appropriate access.
![[interface] realistic interface design on a laptop showcasing client management features](https://cdn.prod.website-files.com/image-generation-assets/8a2f5d66-a0b3-4516-9ff3-7c94ca2a641e.avif)
If you have existing customer data (from spreadsheets, old CRMs, or other databases), we take care of importing it into the new system. We pay extra attention to data cleaning and mapping – making sure, for example, that your “Client” in Excel becomes a “Contact” in the CRM with all details intact, and that no duplicate records clutter your fresh new system. Reliable data is crucial because CRM is only as good as the information in it.
Rarely does a CRM stand completely alone. You might want it integrated with your email (Gmail/Outlook), calendar, website forms, marketing software, customer support system, or even your ERP/accounting tool. We have deep integration expertise – connecting CRMs to a variety of third-party applications is one of our specialties. (And this addresses a common pain point: nearly 41% of businesses say integrating their CRM with other tech is a top challenge. We have got you covered. Whether it’s using native integrations, APIs, or middleware like Zapier, we ensure your CRM shares data seamlessly with your other systems. Imagine getting a new lead from your website and it automatically appears in your CRM, triggers an alert to your sales rep, and schedules a follow-up task – that’s the power of integration.
For more advanced needs, our developers can create custom functionality or automation scripts. Perhaps you want a specific workflow: e.g., when a deal is marked “Closed Won,” automatically create a project in Monday.com or a task for the onboarding team. Or you need a custom dashboard that combines sales and support data. We can often achieve these with the CRM’s built-in tools (Salesforce’s Flow, HubSpot’s workflows, Zoho’s Deluge scripts, etc.), and for truly custom requirements we’ll write code or use integrations. Our status as partners of platforms like Salesforce and Zoho gives us access to additional resources and support for custom development if needed
Throughout implementation, speed of delivery is a priority.
We know that the sooner your CRM is up and running, the faster you’ll see value. We work in an agile way – often configuring in a sandbox or test environment first, getting your feedback, then moving to production. This collaborative approach means no long black-box development periods; you’ll see progress in real-time and can course-correct with us as needed.
Many CRM projects that take months elsewhere are completed in weeks with Grownue, thanks to our focus and experience.