Sales Funnel and CRM
We implement and optimize complete sales funnels, integrating marketing and CRM platforms such as RD Station and Pipedrive. This helps companies track leads from the first click through to negotiations, eliminate bottlenecks, and increase conversion rates.
Delivered by Post Digital, a VitaminaWeb group company.
What you get
- 01CRM implementation and integration with media channels
- 02Mapping the lead journey, from generation to negotiation
- 03Lead qualification automations and workflows
- 04Sales funnel monitoring and analysis
- 05Bottleneck diagnosis and ongoing optimization recommendations
How it works
- Diagnosis
We map how leads come in, where they get stuck, and how your sales team works today.
- Structure
We design the funnel stages and qualification criteria.
- Integration
We connect CRM, media, and automations so leads move through the funnel without manual work.
- Optimization
We monitor conversion rates and adjust bottlenecks.
When it makes sense
Leads come in through several channels and get lost before reaching the sales team.
We don't know at which stage of the funnel we're losing sales.
Marketing and sales use tools that don't work together.
The sales team spends time on contacts who will never buy.
Frequently asked questions
Which CRMs do you work with?
We work with leading platforms such as RD Station and Pipedrive. If your company already uses another CRM, we'll assess the integration during the diagnosis.
Do you only set up the CRM, or do you also monitor the funnel?
We do both. We implement and integrate the platform, then monitor the funnel to identify bottlenecks and recommend ongoing improvements.
What changes for the sales team?
Leads arrive qualified and with their history, the stages are clear, and repetitive tasks are automated. Sales reps can spend more time with prospects who have a real chance of buying.
Can you integrate the CRM with media campaigns?
Yes. We integrate the CRM with media channels to see which campaigns generate sales, not just leads.
How long does implementation take?
It depends on the number of channels, the volume of automations, and the current state of your data. We define the timeline and investment in the proposal after the diagnosis.