Sales process
We design before touching the CRM. If the process is not clear, the system will not clarify it.
SS-04 · Enterprise CRM
Enterprise CRM
Enterprise CRM implementation with migration from legacy systems, ERP integration, and scoring rules and pipeline automation.
The right CRM depends far more on your sales process than on the tool itself: HubSpot works best for inbound companies with strong marketing; Salesforce scales better in large organisations with complex processes; Dynamics makes sense if you are already in the Microsoft ecosystem.
We operate all three platforms and, before implementing, we design the sales process the system will support. If the process is not clear, the CRM does not clarify it — it complicates it.
We cover migration from legacy systems, ERP integration, scoring rules, pipeline automation, monitoring dashboards, and training for the sales team.
Lead142 opportunities
Qualified68
Proposal22
Negotiation9
Closed4 won
The Enterprise CRM process.
The process · four stagesImplementation
Configuration, data import, scoring rules, automation.
Integration
With ERP, marketing automation, telephony, email.
Training
By sales role.
What is included
What Enterprise CRM includes.
The operational detail: what we deliver as part of the engagement and what we keep active afterwards.
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HubSpot for inbound and SMEs
Integrated marketing + sales.
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Salesforce for large enterprises
Complex processes, multiple products, long cycle.
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Dynamics in the Microsoft ecosystem
If you are on Dynamics 365 BC, the natural choice.
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Migration from legacy systems
Clean data, preserved history.
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Scoring and pipeline rules
Tailored to your actual sales cycle and real signals.
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ERP integration
Contact, lead, opportunity → customer, order, invoice.
Summum cluster
How it intersects with related services.
CRM connects with ERP, marketing and data.
Frequently asked questions about Enterprise CRM.
Which one for my SME?
It depends on your process, marketing and ERP. A 45-minute call for the diagnosis.
How much does it cost?
HubSpot starts free; Salesforce from €75/user/month. Implementation at a fixed cost.
The migration?
We handle it: clean data, full history, no loss.
Modular catalogue
The modules we implement.
The catalogue is broad. We implement the modules your operations require.
HubSpot
Free CRM + premium modules. Inbound and SMEs.
Salesforce
Large enterprise. Complex processes, long cycle.
Dynamics
When you live in Microsoft 365.
Pipeline
Scoring rules tuned to your actual sales.
Automation
Follow-up workflows, email cadence.
ERP integration
Customer–order–invoice with no double entry.
Field notebook
Field logbook.
Operational notes from real implementations.
2026-04 SaaS · 24 users
HubSpot + Sage integration
Clean pipeline in 4 weeks. MQL→SQL conversion rate +34%.
2026-02 Industrial · 12 users
Salesforce from a legacy CRM
Import of 11k historical opportunities with recalculated scoring.
2025-12 Services · 18 users
Dynamics + Outlook
Approvals from Outlook. Meetings logged automatically.