Continuous improvement and support
We become your strategic technology partner. We make sure your CRM evolves at the pace of your business, providing expert support, continuous optimization, fast response and on-demand training.
Technology & coverage
Managed Platforms
HubSpot
Mercado Libre
Intercom
Insider One
Treble
AircallDiagnosis
From technological obsolescence to a platform in continuous evolution
We compare the reality of neglected platforms with the managed administration model we implement.
Current situation / Problem
- The CRM or platform becomes obsolete or neglected months after implementation.
- High staff turnover; new team members don't know how to use the system correctly.
- No dedicated internal CRM administrator or technical specialist.
Our solution: Growth Partner
- Continuous improvement, quarterly audits and constant rollout of new features.
- Ongoing training, documentation and onboarding processes for new users.
- Awtana operates as your Fractional Administrator with fast-response service level agreements (SLAs).
Service comparison
Continuous Improvement vs. Traditional Support
Understand the key differences between maintaining operations and accelerating your business's strategic evolution.
Technical Support
Reactive approach
Focus: Maintenance, bug fixes and operational stability.
Mode: Incident response, ticket resolution and 24/7 user support.
Goal: Ensure existing technology runs without interruptions (“keeping the lights on”).
Scope: Fixing workflow errors, managing access and resolving day-to-day usage questions.
Impact: Constant operational stability.
Continuous Improvement
Proactive, strategic approach
Focus: Constant optimization, scalability and adoption of new technologies.
Mode: Evolution sprints, periodic audits and refinement of RevOps and AI processes.
Goal: Evolve the platform as the company grows (“scaling the business”).
Scope: Creating new pipelines, integrating new AI agents, database optimization and advanced automations.
Impact: Predictable growth, higher productivity and continuous return on investment.
Roadmap
Phases of the Support & Evolution Service
Four phases with a defined scope and a verifiable KPI at each stage of the engagement.
- 01
Entry Audit & Diagnosis (Health Check)
Thorough review of the portal's health status, permissions, workflows and data hygiene.
Delivery of a diagnostic report and an urgent optimizations plan.
- 02
Operational Resolution & Help Desk (SLA Support)
Ticket management, user inquiries, adjustment of reports, dashboards and minor workflows.
Strict compliance with the response SLA (response in under 24 hours).
- 03
Continuous Improvement Projects (Technology Sprints)
Hours allocated to configure new modules (for example, adding the Service Hub or advanced integrations).
Compliance with planned technical deliverables each month.
- 04
Quarterly Strategic Reviews (QBR)
Business review meetings with executives to assess adoption, return metrics and planning for the next period.
Measurable increase in team adoption rate and optimized license usage.
Investment model: monthly retainer (hours or points pool)
Basic, Advanced and Enterprise tiers with a guaranteed fast-response SLA.