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datalance
CRM implementation for mid-sized companies

A CRM implementation your team will finally trust

Most CRM projects end with a licence and a training session. We finish when the CRM shows the real state of sales and saves your reps time instead of costing it.

Book a call (30 min)Time: 4–8 weeks

Who it is for

  • ✓Companies moving from spreadsheets to a CRM
  • ✓Companies switching CRMs (e.g. Pipedrive → HubSpot)
  • ✓Teams where the CRM is “for the boss”, not for the reps

Who it is not for

  • ✕Projects that need a custom ERP built from scratch

Symptoms we fix

  • Reps track customers in personal notes
  • The forecast is a guess
  • Customer data is duplicated and outdated
Before

Spreadsheets, notes and a CRM nobody updates.

After

One CRM with a real pipeline, automated tasks and a forecast.

Scope of work

  1. 01Pipeline and stage design
  2. 02CRM and permissions setup
  3. 03Data migration and cleaning
  4. 04Task and reminder automations
  5. 05Training and 30 days of support after launch

What exactly you get

  • ■A configured CRM with migrated data
  • ■Process and field documentation
  • ■Sales dashboard for leadership

Time: 4–8 weeks

Pay for results

How we bill

You do not pay for hours. Before we start, we agree a business goal in money and bill on reaching it.

Typical goal: more won deals or more revenue from existing leads.

Billing model: [TO FILL: e.g. fixed fee from X + % of the increase]

No result, no [TO FILL: bonus / payment].

See billing details →

Questions about this service

We already have a HubSpot partner. Why you?

Partners usually sell and configure the licence. We are accountable for whether the CRM turns into revenue, and that is what we get paid on.

We are afraid of data migration.

We migrate in stages, on a copy of your data, with a test before switching. The old system stays live until the new one passes.

Let’s check whether it pays off for you

A 30-minute call. We will tell you where we see the biggest leak and which business goal makes sense. No sales pitch.

✓ After the audit you get a process map, priced leaks and a proposed goal, even if we do not continue.

Book a call (30 min)