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.