Service scope
Every touchpoint of the customer journey.
CRM Implementation & Optimization
- ›Salesforce Sales Cloud & Service Cloud
- ›HubSpot CRM full-suite setup
- ›Zoho CRM & Zoho One integrations
- ›Pipeline configuration to your sales process
- ›Custom fields, automations and reporting
Marketing Automation
- ›ActiveCampaign & Brevo campaigns
- ›Lead scoring and nurturing flows
- ›Triggered email and SMS sequences
- ›CRM-integrated attribution tracking
- ›ROI reporting per channel
E-commerce Platforms
- ›Shopify Plus — high-volume B2C/B2B
- ›VTEX — enterprise omnichannel
- ›WooCommerce — flexible open-source
- ›Custom checkout and payment flows
- ›ERP inventory synchronization
Loyalty & Retention Programs
- ›Points and rewards engine
- ›Tiered customer segments
- ›Automated re-engagement flows
- ›Churn prediction dashboards
- ›Referral and advocacy programs
Delivery methodology
From diagnosis to full adoption.
Process Audit
Week 1Map current sales and service workflows, identify friction points, define CRM requirements aligned with business objectives.
Platform Setup & Data Migration
Weeks 2–4Configure pipeline stages, custom fields, user roles and automations. Migrate contacts, deals and historical data with validation.
Integrations & Automation
Weeks 5–8Connect CRM to ERP, marketing tools, support platforms and external channels. Build triggered workflows and notification rules.
Training & Go-Live
Weeks 9–10Role-based training, adoption KPI tracking, go-live support. Post-launch monitoring and continuous optimization.
Social proof
Measurable results across industries.
B2B distribution portal with automated credit management and commission tracking on HubSpot + Odoo.
Sales process redesign with HubSpot sequences and automated follow-up for a professional services firm.
Salesforce Service Cloud implementation with automated routing and SLA tracking for a SaaS company.