CRM configuration
Align fields, stages and work queues with the operating process.
CRM & INTEGRATIONS
A clearer record. A smoother handoff.
Connect customer information, documents and activity so the next person can pick up the work without starting again.
01 / GROWBIZ SOLUTIONS
Keep useful systems. Remove the gaps.
We assess your CRM setup, data quality, duplicate records and the information passed between systems. The solution may be configuration, integration, migration or a focused custom extension.
02 / GROWBIZ SOLUTIONS
Build around the work your team needs to do.
Integration and migration
Map data, validate records and make failures visible to an owner.
Reporting you can trace
Define statuses and sources so reports reflect what happened in the workflow.
YOUR BUSINESS / YOUR TECHNOLOGY
Choose the platform around the process.
Your next step might be an improvement to the CRM you already use, a connection between systems or a purpose-built application. Start with the requirement.
CRM, PORTALS & EXTENSIONS
Build on the Salesforce investment you already have.
Bring customer records, work queues, approvals and portals into a connected operating system.
- Sales & service workflows
- Experience Cloud portals
- Custom objects & integrations
We have delivered Salesforce extensions across finance, logistics, healthcare operations and foundations. We assess the existing configuration before recommending a rebuild.
Explore Salesforce & AICUSTOMER RELATIONSHIPS
Keep customer conversations connected.
Connect marketing, sales and service around shared customer records. This can be useful when the gaps are in follow-up and the handoff between teams.
- Lead handoff
- Deal stages
- Service context
We assess pipeline needs, integration access and subscription requirements before recommending the scope.
Discuss your CRM optionsCRM & WORKFLOW
Give everyday sales work a consistent structure.
Structure leads, deals, activities and routine follow-ups in a CRM that fits the operating process.
- Lead & deal records
- Task ownership
- Workflow rules
We review how Zoho would fit the wider stack, including data migration and the connections your team needs.
Discuss your CRM optionsBUSINESS APPLICATIONS
Look beyond the sales pipeline.
Consider a connected business application suite when CRM needs to work alongside sales, inventory and accounting.
- CRM & sales
- Inventory
- Accounting connections
The fit depends on the processes involved, the apps required and how much configuration or custom development is needed.
Discuss your operating systemsFLEXIBLE RELATIONSHIP DATA
Shape the CRM around your relationships.
Model people, companies and other business records around the relationships your team needs to manage.
- People & companies
- Custom records
- Relationship views
We assess the data model, workflows and integration requirements before recommending it for a particular business.
Discuss your CRM optionsPURPOSE-BUILT CAPABILITY
Build for the work that makes your business different.
Build the part that standard software cannot handle well. Connect portals, applications and AI tasks to the records and systems that already matter.
- Customer & partner portals
- Business applications
- Focused AI workflows
Keep AI’s role specific: interpret a document, prepare a draft or retrieve an answer. Define review points before allowing changes to business records.
Explore custom solutions04 / GROWBIZ SOLUTIONS
Change systems without losing the thread.
A migration needs more than an export and an import. We agree how the business will validate and take ownership of its records.
- 01
Map records and rules
Identify source systems, required history, field ownership and the rules that should carry across.
You review: the data map and exclusions.
- 02
Rehearse with representative data
Check duplicates, relationships, missing values and access with a sample migration.
You review: exceptions and reconciliation results.
- 03
Plan the move and handover
Agree the cutover window, recovery plan, final checks and who supports the first days of use.
You receive: a migration record and operating notes.