CRM consulting with a 100% B2B focus
In B2B environments, the key is not just in capturing leads, but in managing them correctly to turn them into lasting relationships.
Our approach combines strategy, technology, and automation to ensure every interaction counts and every opportunity moves forward in the funnel.
Advantages of our approach
Full integration between marketing, sales and after-sales service.
Automation of repetitive processes to gain efficiency.
Advanced analysis of business performance and pipeline.
Improvement in data quality and lead management.
Implementation with ongoing training and support.
B2B CRM consulting and implementation services
Strategic CRM Consulting
We evaluate your current processes and define the ideal structure for your business, tailored to your commercial objectives.
CRM implementation and configuration
We develop and integrate systems such as HubSpot, Salesforce, Zoho, or Dynamics, ensuring rapid and effective adoption.
Sales process optimization
We redesign your business flows to increase productivity and reduce conversion time.
Integration with marketing automation tools
We connect your CRM with email marketing, lead scoring, and tracking platforms to maintain continuous communication with your customers.
Management, maintenance and training
We support your team in using the CRM, ensuring that they take full advantage of its potential with constant support and optimization.
Results obtained in CRM projects
B2B Technology Company
of increased productivity of the sales team
in reducing the time it takes to close opportunities
of increased lead traceability
Case: Industrial company
in sales tracking efficiency
Full CRM integration
in improvements to the MQL to SQL conversion rate
SHERIDAN Methodology
to optimize your CRM
Diagnosis of business processes and objectives.
We analyze current marketing and sales processes and define clear business objectives so that CRM drives efficiency, control, and real growth.
CRM selection and implementation planning.
We select the most suitable CRM solution according to your processes and plan an orderly implementation, aligned with commercial and operational objectives.
Configuration, customization, and integration of tools.
We configure and customize your CRM, integrating it with your marketing and sales tools to ensure a connected, efficient, and scalable ecosystem.
Training and support for marketing and sales teams.
We train and support marketing and sales teams to ensure effective CRM adoption and use aligned with business objectives.
Analysis, optimization and continuous evolution of the system.
We analyze the use and performance of the CRM, optimize processes, and evolve the system so that it continues to support the long-term growth of the business.
Aimed at B2B companies looking for
efficiency and sustained growth
Ideal for companies that need
to organize your data, improve your sales processes and optimize your customer relationships
Technology, SaaS and industry
Energy, construction and logistics
Professional services and education
Frequently asked questions
Request your free CRM diagnostic
Discover how to optimize your business processes and integrate your CRM with your B2B marketing strategy.