Sales & CRM
CRM Implementation
Set up a practical CRM foundation for a small sales team: a structured deal pipeline, organized contacts, user access and hands-on training, with clear operating instructions.
- One pipeline, up to 6 stages
- Up to 5 users, plan permitting
- Up to 100 clean contacts imported
- Team training and handover
Delivery: Within 12 business days after platform compatibility, access, data and sales stages are confirmed.
A Sales Pipeline Your Team Can Actually Use
When contacts, notes and deals are scattered across sheets and messages, ownership and follow-up become harder to track. We configure an existing CRM around your team’s sales process, show users how to work with the pipeline, and hand over simple operating procedures.
What’s included
- One discovery call of up to 45 minutes to map the sales journey.
- Configure one client-owned account on a compatible CRM plan.
- Configure one sales pipeline with up to 6 agreed stages.
- Set up standard contacts, deals and tasks, with up to 8 custom fields if the plan supports them.
- Set up access for up to 5 named users, subject to CRM subscription capabilities.
- Map and import up to 100 clean contact records from a client-supplied structured CSV.
- Configure one basic deal view or built-in report, where supported by the CRM plan.
- Test contact creation, a sample deal, stage movement and follow-up tasks.
- One live team training session of up to 60 minutes and a short operating guide.
- Two in-scope revision rounds, plus fixes for delivery defects reported within 7 calendar days of handover.
Not included
- CRM subscriptions, user-seat licensing, third-party charges or applicable taxes.
- Developing bespoke CRM software or a standalone application.
- Website, WhatsApp, email, ERP or accounting integrations and advanced API automation.
- Legacy interaction-history migration, attachments and large-scale data repair.
- Additional pipelines, multiple departments or advanced permissions.
- Lead scoring or a separately designed marketing-to-sales handoff process.
- Ongoing CRM administration or user support beyond the delivery-defect period.
- Guaranteed sales gains, conversion rates or features unavailable in the client’s plan.
What we need to start
- Your chosen CRM platform and owner access, or approval to select a suitable platform first.
- Team members and approval of who owns deals and manages access.
- Proposed sales stages and safe sample records to validate fields.
- A structured CSV of contacts you are authorized to import.
- A sales owner to approve the setup and attend training.
- Secure delegated access without plaintext passwords.
FAQ
FAQs
هل يشمل السعر اشتراك برنامج CRM؟ Does this include the CRM subscription?
لا. سعر MartGain مقابل التهيئة والتدريب، أما الاشتراك وعدد المقاعد المدفوعة فتتحمله شركتك مباشرة. No. MartGain charges for implementation and training. Your company pays platform licensing and user seats separately.
هل تختارون منصة CRM المناسبة؟ Can you recommend a CRM platform?
نراجع منصة شركتك الحالية أو نرشح خيارًا مناسبًا ضمن جلسة تحديد المتطلبات؛ أي رسوم للمنصة منفصلة. We review your existing CRM or recommend an option during scoping. Platform charges are separate.
كم مستخدمًا ومسار مبيعات يشمل الإعداد؟ How many users and pipelines are included?
مسار واحد حتى 6 مراحل، وحتى 5 مستخدمين إذا كانت اشتراكات المنصة تسمح بذلك. One pipeline with up to 6 stages and up to 5 users, provided your CRM plan supports those seats.
هل تنقلون بيانات العملاء القديمة؟ Will you migrate our old contacts?
يشمل الأساس استيراد حتى 100 سجل اتصال نظيف من CSV منظّم. الزيادة أو ترحيل سجل المحادثات والمرفقات تُسعّر منفصلة. The base includes up to 100 clean contacts from a structured CSV. Additional records or message history require separate scoping.
هل يشمل ربط CRM بواتساب أو نموذج الموقع؟ Does this include WhatsApp or website integrations?
لا. ربط النماذج والتطبيقات وواتساب والأتمتة المتقدمة خدمات إضافية بعد التحقق من المنصة والتصاريح. No. Form, messaging and advanced workflow integrations are separate services, subject to feasibility and permissions.
هل تضمن الخدمة زيادة المبيعات؟ Will the CRM guarantee more sales?
لا نضمن نتائج بيع؛ نسلم نظامًا مهيأً ومسار متابعة واضحًا ونختبر التشغيل. تعتمد النتائج على استخدام الفريق والعملاء وجودة العملية التجارية. No. We deliver a configured, tested sales workflow. Outcomes depend on sales execution, adoption and lead quality.
ماذا تستلمون في النهاية؟ What do we receive at handover?
حساب CRM مهيأ في ملكيتك، ومسارًا واحدًا وملفات عملاء منظمة ضمن النطاق، وتدريبًا مباشرًا ودليل إجراءات مختصرًا. A CRM configured in your account, one pipeline, scoped contact records, live training and a short operating guide.
Build a Clearer Sales Process in Your CRM
Tell us which CRM you use, your team size and how deals are tracked today. We will validate compatibility and confirm the setup scope before booking.