Sales process
Define stages, entry/exit criteria, required information, next actions and ownership rules.
Sales transformation
Implement CRM around the way your team sells
A successful CRM project aligns process, data and user behavior. We configure the platform so sellers know what to do next and managers know what is happening in the pipeline.
Microsoft PartnerProcess-led deliveryIntegration & adoption
Overview
Start with the sales process, not the screens
TechLead maps how leads enter, how they are qualified, when an opportunity is created, who owns it, what information is mandatory and when ERP takes over. That process becomes the basis for forms, stages, automation and dashboards.
Sales-stage and qualification design
Accounts, contacts, leads and opportunity data model
Roles, forms, views and business process flows
Notifications, approvals and workflow automation
Migration from spreadsheets or legacy CRM
ERP, Outlook, Teams and Power Platform integration
Capabilities
What we configure in a CRM project
We configure the capabilities your organization actually needs and avoid complexity that does not create value.
Data model
Keep the model useful: accounts, contacts, leads, opportunities, activities, products and only justified custom entities/fields.
User experience
Configure views, forms, dashboards and role-specific navigation to reduce clicks and irrelevant information.
Automation
Automate routing, reminders, approvals and notifications while preserving clear responsibility.
Migration & integration
Clean existing data and connect ERP, Microsoft 365 or other systems with explicit system ownership.
Adoption & reporting
Train using real opportunities, track usage and give managers dashboards that reinforce the agreed process.
Business value
Build adoption into the implementation
Less CRM administration
Reduce unnecessary fields and manual steps so users spend more time selling.
Consistent qualification
Make pipeline stages mean the same thing across sellers and managers.
Manager visibility
See pipeline value, age, next actions, activity and forecast without asking for separate spreadsheets.
Connected process
Pass qualified customer/order context to ERP without re-keying information.
TechLead
Our CRM implementation lifecycle
Structured delivery, visible validation points and a clear handover to your team.
Commercial discovery
Interview sellers/managers and map the real sales journey.
Design
Define stages, roles, data, automation and integration boundaries.
Configure
Build forms, views, permissions, processes, dashboards and alerts.
Migrate & connect
Clean data and connect ERP/Microsoft 365.
Pilot
Run live opportunities with a small representative user group.
Adopt
Train, measure usage and optimize friction points.
Use cases
CRM implementation scenarios
New CRM rolloutSpreadsheet replacementLegacy CRM replacementField salesKey accountsLead managementERP-connected CRMSales forecasting
FAQ
CRM implementation questions
How do you avoid low CRM adoption?
We minimize unnecessary data entry, involve representative sellers, train on real scenarios and make management reporting depend on the agreed process.
Can you customize Dynamics 365 Sales?
Yes. We prioritize standard configuration and Power Platform capabilities before custom development.
Can CRM create orders directly?
It can participate in lead-to-order flows, but we define whether ERP or CRM should own quotes/orders to avoid duplicate commercial documents.
Can we start with a small scope?
Yes. A focused first release for accounts, leads, opportunities and core reporting often improves adoption and creates a foundation for later automation.
Ready to replace spreadsheets or an old CRM?
Share your sales stages, user roles, current data sources and desired management reports. We can define a practical first release.