Systems that fit · Both
We bought a CRM. Nobody uses it.
The licences are paid, the data is out of date and sales still works from spreadsheets. We set the CRM up around how you sell and connect it to the rest.
What it looked like
- Leads are entered in the CRM and a spreadsheet.
- Reports from the CRM are not trusted.
- Admissions or sales staff each have their own way.
02 · What we did, stage by stage
What we did, stage by stage
- Assess
We count how leads are entered and where they are lost, and survey the people who should use it.
- Map
We map the sales or admissions process and match it to CRM stages and fields.
- Mature
Stage definitions, required fields, ownership rules and a weekly pipeline review.
- Automate
Website forms, calendars and quotes connect to the CRM so nobody types a lead twice.
- Run
We keep the CRM, forms and reports current as the process changes.
03 · The process
Lead to quote
A website enquiry is qualified, booked into a call and answered with a priced quote the same day.
What changed
- Duplicate entries per lead30Example
- Enquiry to first reply2 days4 hoursExample
Lead to quote
- Website enquiry
- Qualify the lead
- Create CRM record
- Good fit?
- Book discovery call
- Sales lead calls
- Quote from template
- Discount over limit?
- Send the quote
- Quote out same day
- Enquiry to quote: 2 days → 4 hours (Example)
05 · Questions
Questions
Which CRMs do you work with?
Devvion works with HubSpot, Zoho CRM, Salesforce and Dynamics 365, and with student information systems for schools and universities.
Will people actually use it this time?
Devvion designs for the person entering data, not the report. When the CRM saves them work, adoption follows; we measure it monthly.
06 · Contact
Book the assessment.
Tell us what is slowing the business down. We'll confirm the scope and the dates on a first call.