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CRM Development
Implementation, migration and deep customisation of Blitz CRM around how your revenue team actually sells.
Typical timeline · 3–8 weeks
Why teams buy this
What you get out of it
- Clean migration with no lost history
- Pipeline stages matched to your sales motion
- Automated hygiene rules and reporting
- Adoption programme for every rep
Process
How the engagement runs
- Step 01
Discovery
Audit of current CRM, data quality assessment and revenue process interviews.
- Step 02
Design
Object model, pipeline design, permission matrix and dashboard specification.
- Step 03
Build
Configuration, data migration, integrations and automation build.
- Step 04
Launch & iterate
Team enablement, adoption tracking and a 30/60/90 optimisation plan.
Deliverables
What lands in your hands
- Configured CRM instance
- Migrated and deduplicated data
- Automation library
- Enablement sessions
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