Our Services
Ready to upgrade your CRM? We;re here to help you escape your legacy system and re-energise your sales pipeline. We’ll find the value in your existing data, map every key process and get everyone on board.
This is a fully-managed service where you get support from an experienced Attio and sales technology partner to ensure your implementation goes smoothly and delivers value fast.
Contact Will Sawney today for an initial consultation
- Phase 1: The Blueprint – First I’ll get a complete picture of your business, its current technology setup and the key stakeholders involved. I’ll then map out the new setup in a clear visual format.
- Phase 2: The Build – Next I’ll follow the blueprint to configure your Attio workspace, build automations, create integrations with the rest of your tech stack and import data so it’s ready for use.
- Phase 3: The Handover – Finally I’ll ensure your team are trained and empowered to use their new system. My goal is to maximise adoption and make everyone’s work easier.
Got Attio but need a specific problem solved? Our Quick Wins are perfect for solving a specific, immediate problem or making a targeted improvement within a few days.
We’ll focus on a single, high-impact task – like building a custom reporting dashboard to give you immediate visibility over your deals, or setting up a crucial workflow to automate a tedious task. We can also setup targeted training programs to empower your team long-term.
Contact Will Sawney to explain your requirements or book a call today.
Custom services including:
- Reporting dashboards and insights
- Time-saving automated workflows
- Data import and enrichment
- Integrations for efficiency
- Marketing automation setup
- Sales team enablement
- Team training workshops
- Guides and resources
To get the most from your investment, your CRM setup needs to evolve with your business.
Our retainer service is designed to give you peace of mind and long-term value. We’ll act as your go-to expert, proactively optimising your Attio setup, creating new reports and lists as your needs change, and ensuring you’re always leveraging the latest features to stay ahead of the competition.
Ongoing support including:
- Strategic advisory
- On-demand updates
- Bespoke support
- Feature implementation
- Integrations
- Workflows
- Team onboarding training
- Guides and resources
Ready to get started?
Contact me today to learn more and get clear next steps for your CRM upgrade
Book A Free Consultation