CRM & STRATEGY
Design, implement, and scale CRM systems + go-to-market strategy to turn leads into long-term customers.
Request a CRM AuditWhy Our CRM & Strategy
We align people, processes and systems — delivering measurable revenue uplift, improved retention and scalable sales motion.
Customer Lifecycle Mapping
Define stages, handoffs and touchpoints so every lead follows a consistent conversion path.
Automation & Workflows
Lead routing, nurture sequences, and SLA-driven automation to reduce friction and speed close rates.
Data & Integration
Unified customer data across CRM, product analytics, support and billing for a single source of truth.
Sales & Revenue Strategy
Pipeline modeling, pricing experiments and sales plays to increase deal velocity and AOV.
Customer Success Programs
Onboarding flows, health scoring, and expansion motions to lift LTV and reduce churn.
Governance & Compliance
Data security, consent and role-based access controls to keep customer data safe and compliant.
Our CRM Implementation Process
A practical, outcome-led approach: audit, design, implement, train and measure.
Audit & Discovery
We audit current systems, data quality, sales process and reporting to find bottlenecks and opportunities.
Strategy & Roadmap
Prioritized roadmap with quick wins and long-term projects aligned to revenue and retention KPIs.
System Design
Data model, field definitions, pipeline stages, automation rules and integration plan for reliable operations.
Implementation & Integrations
CRM setup, API integrations, data migration and testing — with minimal disruption to your teams.
Training & Adoption
Role-based training, playbooks and governance to ensure adoption and consistent usage.
Measure & Optimize
Dashboards, weekly health checks and iterative improvements to workflows and scoring models.
Ongoing Support
Managed admin, monthly roadmap sprints and expansion support as your business scales.
Deliverables
Concrete outputs so stakeholders can track progress and measure impact.
CRM Audit Report
Actionable audit with prioritized fixes, data hygiene checklist and ROI estimates.
Customer Journey Maps
Visual maps for acquisition, onboarding, retention and expansion tailored to buyer personas.
Configured CRM
Custom CRM implementation (objects, fields, pipelines, automations) ready for go-live.
Integrations & Sync
Bi-directional integrations with product analytics, billing, support and marketing tools.
Training & Playbooks
Playbooks, cheat-sheets and hands-on training to embed new processes across teams.
Dashboards & Reporting
Executive and operational dashboards for pipeline, funnel, win/loss and revenue forecasting.
Tools & Platforms We Use
We design solutions around your stack — or recommend the best-in-class tools for your stage.
Salesforce
HubSpot
Zoho CRM
Pipedrive
Zapier / Workato
Segment / CDP
Mode / Looker
AWS / Serverless
Frequently Asked Questions
How long does a CRM implementation take?
Do you migrate data from legacy systems?
How do you ensure adoption?
Can you run strategy workshops?
What Our Clients Say
"DesignerNest redesigned our CRM and sales plays — pipeline clarity improved, and our SDR-to-close conversion rose 42% in three months."
Ready to Transform Your Revenue Engine?
Share your current stack and goals — we'll prepare a tailored CRM audit and strategic roadmap.
Get a Free CRM Audit
Tell us about your systems, pain points and top KPIs — we'll produce an audit with prioritized recommendations.