CRM & Sales Setup

What We Do

Pipedrive Specialist

A CRM should make sales easier to manage, easier to track, and easier to improve.

At Navarra Coach Consult, we help owner-led businesses set up or improve their CRM and sales process so leads are captured, followed up, tracked, and moved through the pipeline with more consistency.

This is not just a technical setup. It is about designing a practical sales system that helps the team know where each lead is, what stage each opportunity is in, what action is needed next, and who is responsible for it.

We have a special focus on Pipedrive — one of the most practical and effective CRM tools for small and mid-sized businesses. But the process works regardless of which CRM platform you use.

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The Challenge

What we hear most often

"We have a CRM but nobody really uses it properly."

"We are losing leads and we do not know where they are going."

"Follow-up is inconsistent — it depends on the salesperson."

"I cannot see what is in the pipeline without asking the team."

"We are not measuring anything, so we do not know what to improve."

"Our sales process is different every time — there is no consistency."

What We Help You Build

A sales system with real structure

We help you build a CRM and sales process that reflects how your business actually sells.

CRM Setup & Configuration

CRM platform review and selection
Pipeline stage design that reflects your actual sales process
Deal fields, custom properties, and data structure setup
Lead capture and entry standards
Activity and follow-up reminders and automation triggers
Dashboard and reporting setup for owner visibility
Team onboarding and adoption support

Sales Process Design

Mapping your current sales process to identify the gaps
Defining the stages, actions, and responsibilities clearly
Creating a follow-up rhythm the team will actually maintain
Setting standards for lead qualification and progression
Building reporting habits that give you real pipeline visibility
Creating sales meeting rhythms and accountability reviews
Coaching the team to use the system properly

The Result

What a properly set up sales system looks like

Full pipeline visibility

You can see every lead, every deal, every stage — without asking the team for an update.

Consistent follow-up

No lead falls through the cracks. Every enquiry is captured, assigned, and followed up on schedule.

A team that uses the system

The CRM becomes part of how the team works — not something they log into occasionally.

Data to improve with

You can see conversion rates, lead sources, and team performance — and use it to make better decisions.

How We Work

The CRM & Sales Setup process

Every CRM setup starts with understanding how the business actually sells — not how it is supposed to sell. The process is practical and hands-on from start to finish.

Discovery & Sales Process Review

We map how you currently sell — from first contact to closed deal — and identify where the gaps and inconsistencies are.

CRM Design & Configuration

We design the pipeline, stages, fields, and automations that match your actual sales process.

Team Onboarding & Adoption

We train and support the team so the CRM is adopted properly — not just set up and left unused.

Review & Optimisation

We check in after implementation to review adoption, address issues, and optimise the setup based on what the team is actually experiencing.