Finally Know Where Every Deal Stands
Stop managing customers in spreadsheets. We set up, configure, and integrate your CRM so your sales team has complete pipeline visibility, automated follow-ups, and every customer interaction in one place. Training included.
Facing These Challenges?
Customer Data in Spreadsheets
Your customer information lives in Excel files, email threads, and sticky notes. Finding a customer history requires searching through multiple tools. When a team member leaves, their knowledge of customer relationships walks out the door with them.
No Sales Pipeline Visibility
You cannot answer basic questions like "How many deals are in the pipeline?" or "What is our expected revenue this quarter?" Without a visual pipeline, forecasting is guesswork, and management decisions are based on gut feeling rather than data.
Lost Deals from Poor Tracking
Follow-ups fall through the cracks. Proposals sent weeks ago have no reminder attached. Hot leads go cold because nobody tracked the next step. Every lost deal due to poor follow-up tracking is money that should have been in your account.
Disconnected Tools
Your email, calendar, invoicing, and project management tools do not share data. Your sales team re-enters information manually across systems, wasting time and introducing errors. Disconnected tools create a fragmented view of each customer relationship.
Why Choose HTD Solutions?
Centralized Customer Data
Every email, call, meeting, note, and deal associated with a customer lives in one place. Your entire team sees the same information, picks up where colleagues left off, and never asks a customer to repeat themselves. One source of truth for all customer relationships.
Automated Sales Pipeline
Deals move through your pipeline automatically with stage-based tasks, follow-up reminders, and notification triggers. Your sales team knows exactly what to do next for every opportunity. No deal slips through the cracks because the system tracks everything.
Email + Calendar Sync
All emails and calendar events are automatically logged to the correct contact and deal records. Meeting scheduling is built in, and email templates save your team from writing the same messages repeatedly. Communication history is always complete and up to date.
Team Training Included
A CRM is only as good as the team using it. We provide hands-on training sessions tailored to your workflow, role-specific guides, and ongoing support to ensure adoption. Your team will actually use the CRM because we make it easy and valuable for their daily work.
What's Included
Timeline: 3+ weeks
What's Included
- CRM Provisioning & Configuration
- One Sales Pipeline with Stages
- Email & Calendar Synchronisation
- User Roles & Permissions
- Import & Dedupe Contacts
- Basic Dashboards & Reports
- 2-hour live training + PDF guide
Available Add-ons
- Migration of Larger / Multiple Data Sets
- Additional Pipelines or Custom Objects
- Automation Workflows & Lead Scoring
- Third-Party Integrations (ERP, Support Desk, Slack/Teams)
- Single-Sign-On & GDPR Consent Tooling
- Ongoing Admin & Support Retainer
Deliverables
Our Process
Requirements Analysis
Map sales process, fields and user roles
CRM Provisioning
Create tenant, enable modules, connect email & calendar
Data Migration
Clean, de-duplicate and import contacts, companies and deals
Configuration & Automation
Build pipeline, dashboards and starter automation rules
Training & Go-Live
Live training, hand-over docs and 30-day hyper-care support
Frequently Asked Questions
Related Services
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