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ROODTSQUARED

Line 05CRM, data and sales enablement

CRM, Data and Sales Enablement

For sales leaders who cannot see the pipeline clearly and know follow-up is slipping.

Leads arrive in different places, follow-up depends on memory, and the pipeline report is a guess.

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Before and after

Typical challenges

  1. Leads from the website, email and events live in different places.

  2. The CRM was set up once and nobody uses it the same way.

  3. Follow-up happens when someone remembers.

  4. Forecasts are built in a spreadsheet the night before the meeting.

What RoodtSquared does

  1. Design the sales process with the people who run it, then shape the CRM to it.

  2. Connect every lead source so each opportunity lands once, in the right place.

  3. Build the follow-up automations, ownership rules and reminders.

  4. Set up pipeline visibility and reporting the leadership team will read.

  5. Train the team and keep improving the process with the data.

What you receive

  1. A CRM configured around your sales process, not a template.

  2. Every lead source connected, with duplicates handled.

  3. Follow-up that happens on time, with clear ownership.

  4. Pipeline and forecast reporting you trust.

  5. A team that uses it, because it was built with them.

Outcome: Connected customer data, clear pipeline visibility and consistent follow-up from opportunity to revenue.

We integrate, build out and automate the CRM around how you actually sell, connect the data that feeds it, and build the follow-up and reporting that turn opportunities into revenue consistently.

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How we deliver it

The same five stops as every RoodtSquared engagement, fitted to this service.

  1. 01

    Diagnose

    Map how deals really move and where they stall.

  2. 02

    Design

    Stages, fields, ownership, automations and reports.

  3. 03

    Build

    Configure, connect and migrate what is worth migrating.

  4. 04

    Implement

    Train the team and switch over.

  5. 05

    Improve

    Review pipeline data and refine the process.

Tools and integrations

  • CRM integration, development and automation
  • Website and chatbot lead capture
  • Email and calendar integration
  • Automations and notifications
  • Dashboards and forecasting

Often runs alongside

An example

No published client example yet; this is the discipline Tom Eaton brings to every engagement.

We do not publish an example for a service until there is a project we can name and a client who has agreed to it.

See all our work

Questions people ask

  1. We already have a CRM. Do we need to change it?

    Not necessarily. We work with what you have if it can support the process. If it cannot, we will show you why and what it would take to move.

  2. Do you only work with one CRM?

    No. We integrate, extend and automate the CRM you already run where it can support the process, and help you choose one where it cannot. We have built on monday.com and know it well, but the process comes first and the platform follows.

  3. Will the sales team actually use it?

    That is the measure of success, so we build it with them, remove the steps that waste their time and train them properly.

  4. Can you connect our website leads?

    Yes. Website and chatbot enquiries can create or update a lead with the source, consent and campaign recorded.

Let's start with the problem that matters most.

One conversation to work out whether this is the right line, and what the first stop would be.

Book a Discovery CallSee how we work

Talk it through with us. No obligation to go any further.