Pipedrive
Asana
en 
Implementation of CRM systems in sales departments
We help you configure CRM properly, train managers and the sales team, provide information and technical support, sell software licenses with bonuses
We implement cloud CRM solutions
Pipedrive CRM Implementation Services
Customization
Business Process AnalysisWe analyze the company’s business processes, examine lead acquisition channels, review their processing system, describe key sales stages, and map out optimization strategies.
Audit
Business AutomationOur business analysts and technical experts configure sales funnels, access rights, custom fields, reports, documents, and connect communication channels.
Training
Useful knowledgeWe train managers and the sales team, demonstrate CRM usage examples, hold Q&A sessions, and conduct a knowledge test.
Support
Information and technical supportPrompt support: troubleshooting and answering questions. We use convenient communication channels such as phone, messengers, and e-mail.
Stages of CRM implementation
Stages
1
2
3
4
5
6
∞
Course “Sales Management in CRM”
1
2
3
Pre-project survey
2
3
Preparatory stage
3
System customization
4
Course “Sales Plan in CRM”
4
5
Post-project support
6
Technical support
∞
Effects of Implementing a CRM System
Cost of CRM implementation
We will tailor the ideal work package to meet your specific needs
How to Implement CRM
Download our guide and discover how to successfully implement a CRM system in your business, and how this can enhance your operational efficiency.
Advantages of implementing CRM with us
People trained on effectively using CRM systems.
Since 2016
We’ve been operating since 2016, successfully implementing and supporting CRM systems.
4 Industries
We focus on partnering with companies in four key industries: manufacturing, wholesale, logistics, and professional services.
We’ve successfully completed more than 300 CRM implementations, each tailored to the unique needs of our clients.
300+ realized projects
All our questions were answered promptly and thoroughly. Thanks to Peekssot, we significantly improved the quality of our lead processing, organized client information more efficiently, and saw an increase in sales. The team was responsive to our inquiries and maintained excellent communic…
Peekssot’s efforts led to a significant increase in our online sales. The team expertly managed the seamless and successful implementation of the CRM system, demonstrating both efficiency and professionalism throughout the project. They were highly organized, detail-oriented, and dependabl…
Thanks to Peekssot’s efforts, our company significantly optimized its business processes. The team was diligent in adhering to timelines and deliverables, consistently meeting expectations. Internal stakeholders were highly impressed by their professionalism and customer-focused approach….
Working with Peekssot felt like partnering with true professionals. The project was efficiently broken down into several tasks, each successfully executed. Peekssot demonstrated strong organizational skills and responded promptly to all our needs. Their professionalism and ease of collabor…
Peekssot consistently responds promptly to customer requests and implements tasks with impressive speed. Thanks to their efforts, we have significantly shortened our sales transaction cycle and reduced our advertising budget. Additionally, we have seen a 20% increase in orders and a 10% ri…
View all articles
Frequently Asked Questions
A CRM system (Customer Relationship Management) allows sales teams to efficiently manage their sales processes through intuitive sales funnels, automate routine tasks, and streamline customer communication.
Managers gain access to detailed reports, sales analytics, and forecasting tools, which help standardize sales operations and enhance overall business efficiency.
We begin by conducting a pre-project analysis of your sales process, collaborating with your marketing team, sales staff, and company leadership.
Using this information, we design a customized CRM solution that includes sales funnels, process automation, data management, user roles and permissions, reporting, and integrations with your website and other systems.
After presenting this concept to you, we make any necessary adjustments based on your feedback.
Once approved, we proceed with system customization and testing. We also train your sales manager and team, followed by a knowledge assessment.
Our work packages start at $300 and typically cover basic customization needs.
The final cost of implementation depends on factors such as the size of your sales team, the complexity of processes to be automated, and any required integrations with other systems.
Submit an inquiry, and after a brief consultation, we’ll provide you with a customized quote.
The entire CRM implementation process usually takes between one and four weeks.
The initial phase, which includes concept development, often requires the most time, followed by final adjustments and refinements.
Active involvement from company leadership can significantly accelerate the implementation timeline.
Yes, we offer comprehensive support for CRM users, addressing any issues and answering questions.
Unlike standard vendor support, we provide multiple communication options, including phone, messaging apps, Zoom, Google Meet, and email, ensuring you receive help in the most convenient way possible.
Free presentation
of an optimized sales system
Streamline your workflow by reducing time spent on creating tasks, generating reports, sending emails and notifications, managing approval processes, and collecting client data.
