Implementation and Onboarding
Our service designs the end-to-end architecture of the customer lifecycle. It structures a coherent experience connecting lead capture, the sales process and after-sales care, designing every touchpoint to build strong relationships and maximize value over time.
Tecnología en la que se ejecuta
Stack & Alianzas
HubSpot
Mercado Libre
Insider One
Shopify
Intercom
AWS
Aircall
Treble2-part engine
From operational friction to Total Traceability
Part A: we design the process and data architecture. Part B: we execute it inside the CRM through Go-Live and team adoption.
Part A — Diagnosis & Strategy
Current situation / Problem
- Teams working in silos (Marketing blames Sales and Sales blames Marketing).
- Informal sales processes: “every rep operates their own way”.
- Data blindness and inability to measure real ROI.
Implementation and Onboarding Service
- Alignment under a shared SLA (Service Level Agreement) and shared metrics.
- Standardized, documented mapping of the Customer Journey.
- End-to-end data architecture with full traceability.
Part B — Technical Execution & Launchpad
Current situation / Problem
- Endless CRM implementations that never reach production.
- Low adoption: the sales team keeps working in spreadsheets.
- Dirty, duplicate and incomplete historical data during migration.
Implementation and Onboarding Service
- Agile sprint-based methodology with functional deliverables every two weeks.
- User-centered configuration and hands-on training by role.
- Cleanup, deduplication and controlled migration of Contacts, Companies and Deals.
Roadmap
Project Phases
Six phases in a single project: three of strategic design and three of technical execution, with verifiable deliverables at the close of each. Duration: from 8 weeks onward.
Part A — Diagnosis & Strategy
- 01
Discovery & Audit
Stakeholder interviews, technology stack audit and mapping of the current state.
“As-Is” (Current State) document approved.
- 02
Process Mapping & To-Be Design
Customer Journey flowcharts, lifecycle stages and sales and service funnels.
“To-Be” flowcharts delivered and validated.
- 03
Data Architecture
Data dictionary, critical properties, custom rules and KPI definition.
Data dictionary (Data Model) completed.
Part B — Technical Execution & Go-Live
- 04
Core Setup & Data Migration
Portal configuration, custom properties and clean migration of historical data (Contacts, Companies and Deals).
System configured with historical data migrated and validated.
- 05
Pipelines & Automations
Creation of active pipelines, custom deal stages and tested productivity workflows.
Pipelines and automations in production, tested end-to-end.
- 06
Go-Live
Official launch, hands-on training for users and executives, and custom dashboards. 5 business days of stabilization support.
Adoption above 80% in the first week of use.
Investment model
One-off Setup Fee covering strategic consulting and technical CRM deployment through Go-Live | Estimated delivery from 8 weeks onward.
RESULTS & CLIENTS
- 80%
- Adoption in the first week
- 300+
- Projects delivered
- 98%
- Customer satisfaction
Awtana as an Implementer
“Awtana supported us wonderfully throughout the entire platform implementation process. Their knowledge and experience were excellent support for our team. Additionally, we truly valued their flexibility in adapting the implementation to the timelines, priorities, and requirements of the business teams.”
Verified HubSpot Partner Review
FAQ
Frequently asked questions
What deliverables does Implementation and Onboarding include?
It delivers the documented architecture of your commercial operations and its technical execution: process map, data dictionary, SLAs, configured CRM, migrated data, and trained team.
- End-to-end process map for Marketing, Sales, and Service.
- Data dictionary with critical properties and validation rules.
- Cross-departmental SLAs with shared metrics.
- Technical roadmap prioritized by impact, effort, and dependencies.
- Configured CRM with pipelines, automations, and dashboards in production.
Does the service include CRM configuration and data migration?
Yes. Implementation and Onboarding is an end-to-end service: it includes strategic design and technical execution within the platform through Go-Live.
- Part A: assessment, process mapping, and data architecture.
- Part B: portal setup, migration of Contacts, Companies, and Deals, pipelines, and workflows.
- Wrap-up: supported Go-Live, role-based training, and executive dashboards.
Why is it necessary before implementing software?
To avoid digitizing flawed processes and ensure a clear return from the first implementation phase.
- Reduces configuration rework and failed migrations.
- Aligns qualification criteria between Marketing and Sales.
- Defines what data must exist before automating any workflow.
How is sales pipeline velocity optimized?
Velocity is optimized by eliminating stages without exit criteria, automating activity logging, and prioritizing opportunities by actual probability.
- Explicit entry and exit criteria for each stage.
- Automation of administrative tasks and reminders.
- Opportunity scoring based on behavioral signals.
- Alerts for stalled deals beyond the defined threshold.
How long does it take, and what is the investment model?
Estimated delivery is 8 weeks or more under a single Setup Fee (One-Off) that covers consulting and technical deployment, with no mandatory retainer.
- Weeks 1-3: discovery, process mapping, and data architecture.
- Weeks 4-6: CRM setup, properties, and historical data migration.
- Weeks 7-8: pipelines, automations, Go-Live, and training.
What happens after Go-Live?
The system is left operational and documented; the client can continue with their internal team or engage Awtana for ongoing enhancement support.