Frequently Asked Questions: CRM Setup
(01)Which CRM is right for us?
We start with your sales process, not a tool list: team size, sales cycle, existing systems and fixed requirements such as data residency in the EU or the budget per user. From that we derive a reasoned recommendation between HubSpot, Pipedrive, Salesforce, Zoho CRM and Close. You decide. If you already use a CRM, we set that one up properly instead of switching.
(02)Can you move over our existing contacts and deals?
Yes – from Excel or CSV lists, address books or a previous CRM. We remove duplicates, map the fields to the new structure and check samples together with you before switching over. Large migrations from several legacy systems are scoped separately.
(03)How long does the setup take, and how much of our time does it need?
As a Setup, one to two weeks, depending on the number of pipelines, fields and records. From you we need a kick-off, feedback on the pipeline draft, sign-off on the migration and attendance at the training. We quote the work as a fixed price after scoping, with an offer within 48 hours.
(04)Who owns the account and the data?
You do. You sign the licence agreement directly with the vendor; we work with an admin login that you grant and can revoke after handover. You do not become dependent on us.
(05)How do you handle data protection?
We configure what the CRM offers for it: roles and permissions, fields for consent and retention periods. You conclude the data processing agreement with the CRM vendor; we show you where to find it. This does not replace legal advice.
(06)What happens after handover?
You receive documentation of every setting and 30 days of free bug fixing from final delivery. Further automations, reports or connections to other systems can follow as Build & Support if you wish.