A CRM that makes customer follow-up clear
We help you bring customer information together and give each deal an owner, a stage and a next step. Your CRM is configured around how the team works, with the integrations and training needed to support it.
Illustrative example
- Clear ownership and next steps
- A CRM built around your workflow
- Training for the team
When it fits
When follow-up happens in separate inboxes, customer data is scattered or your current CRM is used inconsistently.
What can be included
Sales process mapping, CRM selection or improvement, customer data structure, import and data cleansing, permissions, integrations and training. The proposal defines the scope.
Scope and price
Before work begins, the proposal sets out what is included, the price and what your team needs to contribute.
Examples of what a good CRM does
Every business is different, so here are a few examples, grouped by need.
Have other needs?Tell us, and we'll find a way
Sales
- Every deal in a clear sales process
- A reminder when a deal stalls
- Forecasts without Excel
Marketing
- Web leads straight into the CRM
- Segments for mailings and campaigns
- See which channels bring in deals
Management and customer service
- The full customer history in one place
- Reports that update themselves
- The right access for every role
Sound familiar?
Today
- Customer data in several systems, and no one knows which is right
- Web inquiries that nobody follows up in time
- The same details entered in several places
- Reports that take a day to piece together in Excel
How you get a CRM that gets used
We define the process and data first. We then configure the CRM, test real working scenarios and help the team get started.
Understand
We go through how you sell today, which systems you have and where your customer data lives.
- You get
- A picture of your workflows and what needs solving first.
- From you
- A couple of hours with sales and marketing.
What you receive
This is what you have in place when the work is done.
- Process
A sales process in your CRM
An agreed sales process, set up in your CRM.
- Overview
Views for each role
Useful views for the different roles in your team.
- Follow-up
Clear responsibility
Owners, reminders and shared views make it easier to spot missing next steps.
- Maintenance
Documentation
A description of the solution, so it can be maintained.
How it fits together
Visitors find you online, the inquiry lands in the CRM, automation takes the next step and the report shows what delivers results. The CRM is the hub of the whole chain.
Illustration, not a client solution.
- Website – Visits and leads
- Forms – Inquiries
- Email – Conversations
- CRM – One shared view
- Automation – Workflows that run themselves
- AI – Summarises and sorts
- Reports – Decision support
We work in the CRM that suits you
We're not tied to one system. Here are some we often work in, and we're just as happy to work in what you already have.
Already have a CRM? Then we start there.Tell us what you use
Attio
Flexible and modern, built around your data
HubSpot
Sales, marketing and service in one
Pipedrive
Simple and focused on the sales process
Salesforce
For larger sales organisations
Microsoft Dynamics 365
When you already run Microsoft
Lime CRM
Swedish and easy to customise
And more. We assess other CRM systems, including SuperOffice, against your requirements.
Data you can trust
A CRM is only as good as the data in it, so we agree rules for data quality and access from day one.
Rules for customer data
We check for duplicates and agree rules for creating and updating customer records.
Data handling
We identify the data the solution needs, who should have access and how the providers involved process it. The selected services and storage arrangements are documented as part of the project.
Permissions
We configure permissions around roles and tasks, and verify access with your team.
More time to sell and data you can trust.
These figures come from separate studies. They describe the populations studied and are not results from NOD³ client projects.
- 28%
of a sales rep's working week is spent actually selling. The rest goes on other work, such as deal admin, internal meetings and data entry.
Source: Salesforce, State of Sales, 5th edition (2023) - 76%
of CRM users surveyed say less than half of the data in their CRM is accurate and complete.
Source: Validity, State of CRM Data Management 2025 - 47%
of newly created data records had at least one critical error when 75 managers reviewed their own data.
Source: Nagle, Redman and Sammon, Harvard Business Review 2017
CRM questions
Ask us directly. No question is too small, and there's no obligation.
Ask us a questionIt depends on how you sell, how many people will use it and which systems it needs to talk to. We compare the options with you, and sometimes the advice is to keep what you have.
Yes. We map the fields, clean the data and test the import. We then check the results against the agreed criteria and plan the transition with your team.
We build the CRM around how you actually work, remove unnecessary fields and automate what would otherwise be entered by hand. Then we train the team and follow up.
We set up data cleansing, permissions and consent fields, and document where your data is stored. Legal assessments are something you make with a lawyer.
It depends on how much data needs moving and how many workflows need connecting. After the systems and workflow review, you get a clear timeline.
What would you like to improve in your customer follow-up?
Tell us how you manage customers and deals today and what needs to improve. One of our founders will reply within two working days with a suggested next step. The first conversation is free and there is no obligation to proceed.
What happens next?
- We review your inquiryWe read your inquiry and reply within two working days.
- We clarify the next stepWe ask follow-up questions or suggest a first conversation.
- You decide whether to proceedIf we can help, you receive a proposal for the next step with a defined scope and price.