We are Data Architects.

We will work with sales & marketing to look for areas in need of improvement in your CRM: 

- Leads are unorganized

- Too many spreadsheets that don't add up

- Important properties don't match with signed contracts

- Pipeline management is unreliable, resulting in inaccurate forecasting 

We will either revamp your CRM or implement a new CRM.

Common procedure during this step is to discuss & create necessary properties in your CRM. We will also transfer/upload your data.

For example, if you have numerous spreadsheets with invoice information, we will work with you to standardize invoice-related properties. 

Then, we will transfer your spreadsheet data & create one source of truth in your CRM. 

This way, we can enable accurate reporting & forecasting in one system without the frustrations of going through multiple files. This will also prepare your data for automation.

After the infrastructure is complete, we will onboard team leaders to make sure that the data hygiene remains clean. We will standardize procedure to scale your business.

You can also choose whether you'd like us to continue managing your CRM on a monthly basis.