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CRM consultancy for industrial B2B sales
A CRM is not just a contacts book: properly thought out, it is the tool that puts your sales in order and connects marketing with the sales team. We help you define the sales process, choose the right CRM and implement it so your team really uses it. First the judgement; the implementation afterwards.
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We analyse your sales and tell you which CRM fits. No commitment.
CRM consultancy helps an industrial SME put its sales process in order and choose and implement the right CRM, independently, so the sales team actually uses it and marketing and sales work connected. Here we work on the strategy and the selection; the implementation is carried out afterwards, in “Work better”.
You have a CRM (or you do not), but your sales are still in spreadsheets
Many industrial SMEs run their sales out of the sales rep's head and out of spreadsheets. When that person is away or leaves, the information goes with them.
And those that do have a CRM often have it under-used: it was bought, nobody configured it properly and the team does not use it.
CRM consultancy solves it at the root: first it puts the sales process in order, and then it chooses and configures the tool to fit that process.
What CRM consultancy is, and what it is not
It is sales strategy with a tool attached, not installing a program. Three key ideas:
How we put your sales in order with a CRM
1
Sales process
How you sell today and how you should be selling.
→
2
Requirements
What your CRM needs in order to support it.
→
3
Selection
Independent comparison and choice.
→
4
Implementation
Configuration and adoption by the team.
What you gain
What you get from CRM consultancy
So your sales stop depending on each sales rep's memory.
Sales in order
Every opportunity, under control and followed up.
Information kept safe
The knowledge stays in the company, not in one person.
Marketing and sales together
From lead to sale, in one single funnel.
Real adoption
A CRM the team uses because it helps them.
Forecasting
You know what is coming in and when.
An independent choice
The CRM that suits you, not the one that pays us.
What CRM consultancy includes
Order in your sales process, with the tool that supports it.
Analysis of the current sales process
Designing the sales funnel
Defining the CRM requirements
Independent comparison of solutions
Configuration and customisation
Connecting marketing and sales
Training and team adoption
A sales dashboard
How we work
From putting your sales in order to a CRM the team uses, implementation included.
Phase 1
Process
We put the way you sell in order.
Phase 2
Selection
We choose the CRM that fits.
Phase 3
Implementation
We configure it and put it into use.
A CRM without strategy vs. one with consultancy
| Judgement | Without a strategy | With consulting |
|---|---|---|
| Starting point | The software | Your sales process |
| Team usage | Avoids it | Adopts it |
| Mkt and sales | Separate | Connected |
| Result | One more diary | More sales under control |
From the process to the sale
How putting sales in order turns into business
An orderly sales processhow you sell, step by step
A CRM that supports itchosen and configured
A team that uses itfollow-up on every opportunity
More sales closedwith no opportunities lost
Consultancy (strategy) vs. delivery (Work better)
Here we work on strategy and selection: how to put your sales in order and which CRM to choose. The technical implementation and the integration live in the Work better area, where we configure HubSpot and others.
The CRM is also the point where marketing and acquisition connect with sales: that is where the incoming lead converts (or is lost).
Who it is for
For industrial SMEs whose sales live in spreadsheets or in the sales rep's head, with the risk that entails.
Also for those who bought a CRM that nobody uses, because it was implemented without first putting the sales process in order.
The CRM, within your copilot
CRM consultancy is one of the areas of your digital copilot: the one that professionalises your sales.
And it starts with a assessment that measures how you sell today and spots where opportunities are slipping away.
Common mistakes when implementing a CRM
The first is buying the CRM before putting the selling in order. Without a clear sales process, the tool only adds work and ends up abandoned.
The second is loading it with fields and obligations. If filling in the CRM is a punishment, the sales rep avoids it; it has to help them, not get in their way.
The third is not connecting marketing and sales. If the leads marketing captures never enter the CRM, you lose traceability and opportunities.
And the fourth is not measuring. A CRM without a dashboard is an expensive diary: the value lies in forecasting and deciding with data.
Signs that you need a CRM (properly thought out)
These symptoms come up again and again in industrial SMEs. If you recognise several of them, it is worth assessing before deciding.
Why us
Why get your CRM consultancy from induSmart
Because we understand industrial B2B selling: a long cycle, several decision-makers and a technical purchase. We do not configure a generic CRM, but one that fits how you really sell.
And we are independent: we choose the CRM that suits you and we stay until your team is using it and it connects marketing with sales.
We answer your questions
Frequently asked questions
Why is buying a CRM not enough?
Because a CRM laid over a disorderly sales process puts nothing in order: the team does not use it and it ends up abandoned.
First you put the way you sell in order, then you choose the tool.
Do you sell any particular CRM?
No. We are independent: we recommend the one that best fits your process and your budget.
The decision is taken in your interest, not in ours.
Do you work with HubSpot?
Yes, among others. HubSpot is one option we implement, but only if it fits your case.
We keep a tool-agnostic approach.
And if my team resists the CRM?
It is the most common outcome. We avoid it by designing a CRM that makes their work easier and by training them properly.
Adoption is the project's real goal.
How do you connect marketing and sales?
By making the lead marketing captures enter the CRM and agreeing how it is worked and measured.
That way no opportunity is lost along the way.
Is it any use if I already have an under-used CRM?
Yes: very often the problem is not the software, but that it was implemented without a strategy.
We turn it around by putting the process in order and reconfiguring the tool.
What is the difference between a CRM and an ERP?
The CRM manages the client relationship and sales; the ERP manages internal operations.
Many companies need both, connected.
How much does a CRM cost?
There are options for every size, from free ones to pay-per-user. The consultancy helps you not overpay.
We fit the tool to what you need.
How long does it take to implement?
Putting the process in order and configuring the CRM is usually a matter of weeks; full adoption takes a little longer.
We go in phases so as not to slow the sales team down.
For what size of company?
For the industrial SME that wants to professionalise its sales without setting up a big department.
We adapt the scope to your reality.
How much does the consulting cost?
It depends on the scope and on whether we do the implementation; we define it once we know your case.
It is framed as an investment that pays for itself in sales that used to be lost.
Why work with you?
Because we bring together knowledge of industrial selling, independence and our own delivery.
We put your process in order and stay until the CRM is being used.
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Are your sales still in spreadsheets?
Request your CRM assessment: we analyse how you sell, put your process in order and tell you which CRM fits and how to get your team using it.
Request your CRM assessment
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