CRM implementation that your team actually uses.
A CRM is only valuable when it matches how work is assigned, completed, and verified. We define the pipeline, ownership rules, intake routing, and daily execution views—then implement it in CasperPortal with verification, so the system supports real operations.
- Clear ownership: every lead has a responsible human and a next step.
- Simple stages: stages reflect reality and drive action, not reporting theater.
- Verified intake: forms, calls, chat, and imports land in the right place—every time.
What this service is
CRM implementation is the operational setup of your pipeline: how a lead enters, who owns it, what “done” means at each stage, and what the team sees daily to execute consistently. We keep it clean: fewer fields, fewer stages, stronger rules.
Implementation is not “turning on features.” It’s agreeing on the operating rules, building them into the system, and verifying the loop end-to-end.
1) Pipeline foundation and ownership
We define the minimum viable pipeline: stages that reflect how your team actually moves work, and ownership rules that prevent “no one is responsible” outcomes.
- What it is: stage definitions, entry/exit rules, required actions, and owner assignment.
- Why it matters: clean handoffs and predictable follow-up prevent leakage and stalled opportunities.
- How it works: we map your sales motion, then design stages to match decisions and next steps.
- What happens next: we configure pipeline views and roles so the day-to-day is obvious.
2) Intake + routing rules
Leads should land in the right place with the right context. We set routing rules for your forms, calls, chat, referrals, and imports, so ownership and follow-up are immediate.
- What it is: source mapping, lead types, tags, and assignment rules (person/team/round-robin).
- Why it matters: slow response windows and misrouted leads are preventable operational failures.
- How it works: we inventory every intake point, then implement deterministic routing and notifications.
- What happens next: we validate each intake path with test submissions and review the results.
3) Sequences + exceptions
Follow-up needs a default path and a clear set of exceptions. We build sequences that protect response time and consistency, while handling real-world edge cases without chaos.
- What it is: follow-up sequence logic tied to stage movement, timing, and outcomes.
- Why it matters: defaults create consistency; exceptions prevent “automation doing the wrong thing.”
- How it works: we define triggers, stop conditions, and “human required” breakpoints.
- What happens next: your team gets a simple playbook: what the system does, and when they step in.
4) Implementation + verification
We implement the build in CasperPortal and then verify the full loop: intake → routing → pipeline → tasks → follow-up → reporting. You get a system you can trust, not a setup that “mostly works.”
- What it is: configuration, permissions, views, notifications, and basic reporting aligned to execution.
- Why it matters: if verification is skipped, errors show up later as lost deals and confusion.
- How it works: test scenarios for every intake path and stage transition, with documented results.
- What happens next: we hand off a short operating checklist your team can follow weekly.
If your CRM isn’t driving daily execution, it’s just a database.
We’ll review your current pipeline and intake paths, then propose a clean implementation plan with clear ownership, routing rules, and verification steps.
FAQ
What do you need from us to start?
We start with how leads currently come in, who handles them, and what “good” looks like at each stage. If you have existing scripts, forms, or a current CRM, we map that into an implementation plan.
Will this disrupt our current process?
The goal is controlled change: reduce noise, clarify ownership, and make the day-to-day simpler. We implement in phases when needed, and verify each intake path before relying on it.
Do you build follow-up sequences too?
Yes—when follow-up is part of the operating rules. We define the default sequence and the exception cases so automation supports the team without creating awkward or incorrect outreach.
How do you prevent “CRM clutter”?
We keep stages and fields minimal, define what’s required versus optional, and build views that reflect execution. If a field doesn’t drive action or a decision, it usually doesn’t belong.
What does verification mean in practice?
It means we test the system like an operator: submit forms, run routing scenarios, move stages, confirm notifications, and validate reporting. We document results so the team knows what to expect.
What happens after implementation?
You get a short operating checklist and a clean set of views for daily work. If you want ongoing help, we can support continuous improvement as your team, offerings, or intake sources evolve.
