How We Work → CRM
A CRM that works is not the one with the most features - it is the one the sales team uses every day because it mirrors exactly how they work. We start from there.
The most common problem
"We bought a CRM, we did the training, but three months later the team went back to using Excel."
- The reason is almost always the same: the CRM was not configured around their real process.
CRM IMPLEMENTED FOR:
We do not install software and hand over a password. We first understand how you sell. Then we configure the CRM around exactly that process.
A map of the real sales cycle: where does a lead come from, how is it qualified, who takes it on, how many stages does the negotiation have, how does it close, what happens after the sale. Only then do we know what the CRM needs to manage - and what is pointless to configure.
Based on the analysis, we choose the most suitable CRM - or our Nexo CRM if you are an Italian SME wanting maximum customisation. Then we configure it: pipeline, custom fields, automations, role permissions. No features you will not use, no options that confuse the team.
We migrate data from current systems (Excel, legacy CRM, legacy database) with cleaning, deduplication and field mapping. We connect the CRM to existing systems: ERP, invoicing software, website, email marketing. One unified system - no more data silos.
Not a theoretical lesson: we simulate real workflows together with the team. "A lead comes in from LinkedIn - let's do the first 5 operations in the CRM together." Training uses your company's real data, not invented examples. Duration: half a working day, not a 3-day course.
The first 60 days are critical for adoption. We remain available for adjustments: a missing field, an automation to modify, a report that is not saying what it needs to. Then a quarterly report on actual CRM usage: who uses it, who does not, and why.
The CRM we developed in-house for Italian SMEs. Fully configurable around your process, with dedicated modules per sector. No third-party licence costs: it is ours, and we evolve it alongside you.
Discover Nexo CRM →The problem is not the software. It is that it is sold "for everyone" and installed without understanding how you actually work.
An initial sales process analysis session is included in the quote. It is not possible to configure a CRM correctly without first understanding how you sell.
Pipeline, fields, automations and permissions are configured around your specific process. You do not activate 200 features of which you will use 15.
The CRM connects to ERP, invoicing, website and email marketing. Data is no longer in separate silos - a single view of the client.
For the first 60 days we monitor actual usage. If someone on the team is not using it, we find out why - and adjust. The goal is 100% adoption, not 100% installation.
The CRM is the nervous centre of the system. It collects data from every client touchpoint - website, social, ERP - and makes it accessible to the sales team in a single view.
Two paths, one philosophy: the CRM adapts to your process, not the other way around.
For Italian SMEs, maximum customisation
Fully custom development for specific business requirements
[TO BE ADDED: SME that centralised contact and deal management - result with numbers]
[TO BE ADDED: CRM + ERP/website integration - automatic leads, no duplicate data entry]
[TO BE ADDED: client testimonial - CRM adoption or commercial result]
→ Request from the commercial team: name, role, company and photo.
Every sector has a different sales process. Knowing it in advance makes all the difference.
The most common questions before starting a CRM project.
Half a day with your sales manager. We tell you how to structure the process, which CRM is the best fit, and what to expect in the first 90 days.
