Digital Products & Engineering
CRM
We set up your CRM around how your team really sells, with clean data, clear stage rules, and integrations that make its reports worth trusting.
The problem
We pay for CRM licenses, yet reps keep their own spreadsheets and nobody trusts the pipeline report.
When a CRM rollout stalls, the software gets the blame. Usually the definitions were never settled: what counts as a qualified lead, what must happen before a deal advances, how a lost deal gets recorded.
Low adoption gets read as resistance, so the company orders more training. Reps are being rational: if entering data gives them nothing back, they skip it, and more mandatory fields only produce invented values.
Old data is the quiet problem. Duplicates, ownerless accounts, and contacts with no consent record will follow you into any new system.
You may recognize this
- Sales meetings run on personal spreadsheets.
- One customer exists under several spellings.
- You can't show when a contact gave marketing consent.
How we work
Lifecycle and stage rules
With the sales team, we write down every stage and its exit criteria. A deal advances when something verifiable happens, such as a sent proposal.
Data model and dictionary
We structure accounts, contacts, deals, and activities, then document each field's owner, source, and purpose. Fields nobody reads get removed.
Cleanup and migration
Matching rules on tax ID, domain, and phone merge duplicates. Data loads into a sandbox first, and reps check their own accounts before cutover.
Automation and integration
We add assignment rules, first-response SLAs, and links to web forms, phone systems, and accounting. KVKK legal basis and İYS status live on the contact record.
What we deliver
- Lifecycle definitions and stage exit criteria
- Data dictionary and field policy
- Cleaned, migrated dataset
- Assignment and SLA automations
- Form, email, and accounting integrations
- Role-based dashboards and usage guide
How we measure
- Weekly active reps, because a CRM nobody opens reports nothing.
- Field completeness and duplicate count, which determine whether reports can be believed.
- Stage conversion and time in stage, which locate where deals stall.
Enrollment at a private school
Illustrative scenario: A private school takes parent inquiries by phone, web form, and education fairs, and each advisor tracks follow-ups in a personal notebook. We define stages for first contact, campus tour, application, and enrollment. New inquiries route by campus, and overdue follow-ups surface to the admissions lead.
Common questions
Which CRM should we choose?
Write the process first, then shortlist. Team size, customization needs, integrations, and data residency narrow the field quickly. Feature checklists rarely decide it.
Do we need to replace our current CRM?
Often not. When the issue is definitions and data quality, reconfiguring is safer than migrating. Move only for a hard limit such as data location, integration gaps, or pricing at your scale.
What should we watch for under KVKK?
Each contact needs a traceable legal basis and consent source. Commercial messages need İYS records, retention periods need defining, and hosting abroad raises transfer questions to review with your legal counsel.
Before we work together, let's think together.
Requests are answered by the founder.