CRM implementation
CRM implementation starts with the process.
A CRM does not replace strategy or process. It enables execution, tracking and measurement. That is why we define the stages before configuring the tool.
When it makes sense
Signs that this is your next step
- The company has a CRM, but the team does not update it.
- Opportunities are tracked in spreadsheets or in the salesperson’s memory.
- There is no clear view of the pipeline or next actions.
What we do
How DMX works
- 01
Pipeline design
Stages, advancement criteria and reasons for lost deals defined with the team.
- 02
Configuration
Fields, sources, owners and next actions configured in the chosen tool.
- 03
Integrations
Forms, WhatsApp and campaigns feeding the CRM with context.
- 04
Training
A team prepared to use the CRM in its daily routine, not just on implementation day.
Technologies we have experience with: RD Station, Pipedrive, Kommo, HubSpot, GoHighLevel, Pipefy.
Connection to the ROTA Method
Organize: we put people, responsibilities, processes and numbers in order.
UNDERSTAND THE METHODRelated case studies
Where we apply this workstream
Aesthetics and plastic surgery clinic
TRĒ Clinic
From disconnected departments to one integrated sales operation.
View case study
Plastic surgery
Dr. Germano Lima
From social attention to a structured sales process.
View case study
Plastic surgery
Dr. Caio Uemura
Marketing and sales working on the same journey.
View case studyFrequently asked questions
Common questions
Which CRM do you recommend?
It depends on the operation. We have experience with RD Station, Pipedrive, Kommo, HubSpot, GoHighLevel and Pipefy, among others.
Is there a rapid implementation offering?
Yes. The 30-day sales system implementation is detailed on the implementation page.