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CRM Implementation

  • What is a CRM and
    what is it for?

A CRM (Customer Relationship Management) is an essential tool for centralizing all relevant information about your clients and business contacts. From generating new leads to managing quotes, communications, and follow-up tasks, a good CRM enables you to organize your sales processes more efficiently.

In the B2B context, where sales cycles tend to be long and complex, a CRM facilitates the traceability of each opportunity, improves coordination between teams, and helps make decisions with greater precision.

What do we do at LeftArrow?

At LeftArrow, we combine strategy and technology to implement a CRM tailored to your sales processes. Our service includes:

  • Strategic definition of the sales pipeline (sales funnel)
  • Customer segmentation and customized workflows
  • Technical configuration of users, emails, calls, and connected tools
  • Team training for daily use and follow-up
  • Ongoing CRM support based on your business needs

Benefits for your company

  • Better control of opportunities and sales closing
  • Reduction of administrative effort
  • Increased sales efficiency
  • Greater visibility of the complete sales process for company management
  • Better coordination between departments

Types of CRM

  • Sales management CRM: focused on lead acquisition and quote tracking. Examples: HubSpot, Pipedrive, Clientify.
  • Administrative management CRM: more focused on the financial area, such as invoicing and customer data management.
  • Marketing CRM: focused on database creation and nurturing.

Aritz Santiago

Key Account Manager and Sales

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