CRM Consulting: Personalised Outreach, Zero Grunt Work
Your CRM can save you hours, but only if you’re using it right. Our consultants will help you automate sales tasks, so you can collect data and send personalized emails in your sleep. All you’ll have to do is talk to leads, ‘cause the CRM will handle the rest.
Leads want individual attention— and CRMs make that scalable
Old school isn’t effective anymore. Many businesses have done partial CRM integrations, but haven’t made your CRM earn its keep. You might be collecting data from leads but then following up manually, for example. But each time you do work a CRM can automate, you’re losing money (and brain cells.)
CRM integrations and automatizations are smart business, and we love setting them up. Cyberlobe’s consulting team will help you find the right vendor, automate lead management, and corral your sales data into one place. You’ll cut down on work and deliver sales with a personalized touch—isn’t that the dream?
Let’s automate your
whole customer journey
Use every inch of your CRM
We’ll help you make full use of your CRM, or get you set up for the first time.
Take the grunt work out of closing
We’ll create automations for mind-numbing sales tasks, so you can focus on the human parts that close deals.
Unclog your sales funnel
We’ll help you track blockers in your sales funnel, so you can keep leads opening their wallets.
How we'll support you
Discovery
We’ll identify gaps and opportunities in your current CRM strategy.
CRM Implementation
We’ll create automations, integrate new systems, and train you up.
Transformation
You’ll master your CRM, personalize your customer journey, and drive more sales.
OUR IMPACT
We helped a market intelligence firm achieve a 35% increase in operational efficiency by implementing a CRM
Take it from their team
“Cyberlobe helped us master our CRM, manage workflows, and offer new services through an e-learning platform. They fixed ongoing IT issues that were plaguing our team, and helped us get a CDAP grant to fund our business transformation. They’re very responsive, and they always deliver work on time.”
Aaron
Owner, Market Intelligence Firm
FAQ
Have questions about CRM consulting?
CRM integration connects your CRM to the rest of your business systems — email, calendar, accounting, marketing and sales tools — so data flows automatically instead of being re-typed. It also covers automating repetitive sales tasks, configuring pipelines around how you actually sell, and making sure your team uses the system rather than working around it.
CRM setup configures the platform itself — pipelines, fields, users and basic workflows. CRM integration goes further: connecting the CRM to your existing tools, migrating historical data, building automations for your specific sales process and training your team to adopt it. Cyberlobe handles both.
If your team is doing manual data entry, missing follow-ups or keeping side spreadsheets, the CRM isn’t configured for your real workflow. Cyberlobe starts by mapping your current sales process before touching the platform, so the CRM is built around how your team works — not the other way around.
Many small teams can handle a basic setup themselves. Outside help pays off when you’re connecting several systems, migrating messy data, choosing between platforms, or when a previous setup never got adopted. In those cases, getting the process and structure right first saves months of rework.
All major CRM platforms, including HubSpot, Salesforce, Zoho, Pipedrive and Creatio. We don’t sell, push or steer you toward any software. The recommendation is always based on what fits your business: your sales process, team size, integrations and budget.
It varies with scope: the platform, the number of users, how many systems need connecting, how much data needs migrating and how much training your team needs. Cyberlobe scopes each engagement with you and agrees the cost before work begins.