Define sales stages.
Define stages, fields and transition criteria from new enquiry through proposal and outcome.
Lifecycle & automation
CRM & sales operations
A structure that records prospects, assigns owners and makes follow-up easier.
Start with your goal
The right scope. Clear deliverables.
We shape the plan around your current setup, goals and priorities. Deliverables, timing and responsibilities are defined in your proposal.
01 / DELIVERY
Deliverables
- Sales stages and data fields
- CRM setup and data migration plan
- Form connections and task workflows
- Usage guide and sales reports
02 / MEASUREMENT
What do we measure?
Tracked opportunitiesResponse timeStage progression
We agree on relevant metrics at the start and use consistent definitions when reviewing progress.
03 / GETTING STARTED
Let’s get started
Sales process, existing customer data, account access and responsible owners.
Compare packages ↗An example workflow
Make stages and next actions visible.
An illustrative sales pipeline for a service business.
ADSIMURG / CRM & sales operations
01New enquiry
Source and owner
02First conversation
Need and scope notes
03Proposal stage
Proposal and follow-up date
04Outcome & next action
Outcome, reason and task
Let’s adapt this flow to your business.
Understand the service
What changes for your business?
Prospects arriving through different channels can create fragmented records and unclear ownership. CRM makes opportunity stages and next actions visible. We define the sales process first, then configure a usable system around it.
Delivery approach
A clear, step-by-step process.
Build the data structure.
Plan required fields, duplicate rules and migration of existing records.
Add tasks and integrations.
Test forms, owner assignment and follow-up reminders.
Support use and reporting.
Provide a usage guide and plan opportunity, stage and response-time reports.
A practical approach
How does it fit your business?
An enquiry can receive an owner, notes after the first conversation and a next task. Outstanding proposals remain visible, with clear responsibility for follow-up.
Common questions
Before you decide.
Is the CRM licence included?
Licence and user costs are separate from setup services.
Can you migrate existing records?
We review format, quality and usage conditions before planning migration.
Does the team receive training?
A usage guide and introductory training can be included.
Explore further
Guides to this service.
CRM & sales01
How to build a CRM sales pipeline: from enquiry to proposal
Define sales stages, owners and next actions to keep enquiries from disappearing between first contact and proposal.
Read article Adsimurg Studio
Marketing automation02
Marketing automation monitoring: missing data and duplicate records
Test incomplete fields, duplicate actions and connection problems as well as the successful scenario to improve workflow reliability.
Read article Adsimurg Studio
Lead generation03
What is lead qualification? Assessing enquiries for sales fit
Evaluate account fit, need and timing together so that every enquiry receives an appropriate next action.
Read article Adsimurg Studio
Social media management04
Social community management: from comments to customer enquiries
Strengthen social communication with clear response, escalation and follow-up routines for comments and service questions.
Read article Adsimurg Studio
Email & automation05
E-commerce email automation: welcome, orders and repeat purchases
Plan welcome and post-purchase communication with clear triggers, conditions and exit rules before expanding your flows.
Read article Adsimurg Studio
Local marketing06
Digital marketing for local businesses: from search to appointment
Connect local visibility, clear service information and consistent enquiry follow-up to help nearby customers reach your business.
Read article Adsimurg Studio
Your next step
Choose the path for your business.
Plan with us
We can identify the right services together. Tell us about your business and goals.
Explore our experience ↗Let’s shape your next stage of growth.
Start with one service or build a package for your business.