Sales & Revenue Consulting
CRM strategy and adoption
CRM strategy and adoption sits in our Sales & Revenue Consulting practice. You get a specific recommendation you can act on, with the reasoning shown, rather than a deck that restates what you already told us.
How it works
- Describe the job. Tell us what's broken or what you need built. Screenshots and links welcome.
- Review the estimate. See the expected hours, scope, assumptions, exclusions, and $95 service-hour value before work starts.
- Delivered to the approved scope. You get the agreed deliverable and a walkthrough. Report a validated scope issue within 30 days and we correct that delivered scope without deducting more credits.
Related in Sales & Revenue Consulting
CRM strategy and adoption: what people ask for
Requests from the HanDI catalog that this covers, with the hours each usually takes.
Package the entire sales process into templates, CRM stages, automations, and reports.
Your whole sales process packaged as templates, CRM stages, automations and reports.
Set up a simple CRM for a small business.
A CRM set up around how you actually sell, not the vendor's demo data.
Clean duplicate contacts in a CRM.
Duplicate contacts merged without losing history.
Common questions
CRM strategy and adoption: how much does it cost?
It is quoted as an hour estimate at $95 a service hour, and you see the number before any work starts. Jobs of this type on HanDI typically land at $285 to $1900. If the work comes in under the estimate you are not charged for hours nobody worked.
CRM strategy and adoption: how long does it take?
3 to 20 hours of work is typical, scheduled once you approve the estimate. If the job turns out to need more than that, we stop and tell you what we found and what it adds before carrying on.
CRM strategy and adoption: what do you need from me to start?
Your current pipeline or CRM export, your pricing, and how deals close today.
CRM strategy and adoption: get an estimate
Tell us what’s wrong. We’ll reply with what it takes and an estimate before any work starts.