CRM sits half-configured; team back on spreadsheets.
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/ Sales Ops
CRM Setup
Hubspot, Zoho, Pipedrive, Salesforce or Kylas setup and configuration — pipeline, automation, integration and adoption from day one.
"The CRM your team actually uses — set up right."
Start a projectThe right CRM isn't the CRM with the most features — it's the one your team will actually use. HubSpot, Zoho, Pipedrive, Salesforce, Freshsales: each fits a different sales motion and org size, and picking wrong costs 6–12 months of adoption pain.
PrimeOak sets up CRMs by starting with the actual sales workflow, then configuring the platform around it — pipelines, automations, roles, integrations and reporting — so your reps get value from day one.
01 — Business Problems We Fix
Where growth actually breaks.
Duplicate leads, missing data, no source of truth.
No automation — reps repeat the same 10 tasks daily.
Reporting is unreliable, leadership flies blind.
02 — What You Get
Everything you need, under one roof.
Configured CRM
CRM configured for your exact sales motion.
Automation workflows
Clean data model with dedup and validation.
Reporting dashboards
Automation removing 60%+ of manual work.
Team training + playbook
Leadership dashboards you can actually trust.
03 — Our Process
A clear path from brief to growth.
01
Discovery
Sales motion, tools and data audit.
02
Design
Pipeline, stages, custom fields, roles.
03
Implement
Setup, migration, automation, integration.
04
Adopt
Training, playbook, KPI tracking.
Pipeline design mirrors reality
Most CRM implementations force reps into pipeline stages designed by consultants who never sold anything. We design stages around the actual milestones your reps hit: qualified, meeting held, proposal sent, verbal, contract, closed — with clear exit criteria for each.
Bad pipeline design produces bad forecasting. Get the stages right first and everything downstream (dashboards, automation, coaching) works.
Automation removes data entry, not sales craft
Auto-log calls and emails, auto-progress stages on trigger events, auto-assign leads by round-robin or territory, auto-notify reps of hot signals. Reps stop being data-entry clerks and start being sellers again.
Every automation is documented so you can maintain and evolve it long after we're gone.
04 — FAQ
Questions, answered.
Which CRM should we use?+
For most SMBs: HubSpot or Zoho. Salesforce when you need heavy customisation and enterprise scale.
Do you migrate from other CRMs?+
Yes — with data cleanup during migration.
Which CRM do you recommend?+
Most SMBs and lean B2B: HubSpot or Zoho. Complex enterprise or heavy customisation: Salesforce. Sales-led with tight budget: Pipedrive. We recommend based on team size, workflow and budget.
Can you migrate from our current CRM?+
Yes — full migration including contacts, companies, deals, activities and file attachments. Historic data preserved, no lost pipeline.
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