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SHARP LYNX
A team planning connected CRM and sales workflows

SHARP LYNX / Marketing services

CRM & Sales Automation

Give every lead a clear owner, next step and place in your pipeline.

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What this means for your business

Connected pipelines, lead scoring and sales handoffs that remove repetitive admin.

A CRM should tell your team who owns a lead, what happened last and what needs to happen next. We organize stages and data around the way you sell, then automate routine handoffs so your team can spend less time updating records and more time talking to customers.

Is it the right next step?

A useful fit for businesses with multiple lead sources, follow-up tasks or sales owners. Cleaning definitions and duplicate records often matters more than adding another tool.

Find your starting point

The problem

Where performance leaks.

Leads scattered across inboxes and spreadsheets.

Sales teams losing track of follow-ups and deal stages.

The decisions behind the work

A closer look at the strategy.

01

Use stages everyone understands

A stage should describe a meaningful change in the sales process. We agree entry and exit criteria so one person's 'qualified' does not mean another person's 'contacted'.

02

Keep one source of truth

Field ownership and deduplication rules prevent integrations from overwriting useful information. Migration planning includes a review of what should be retained, corrected or left behind.

03

Make handoffs visible

Routing, tasks and reminders should have clear owners. We test missing-assignee and failed-integration cases and document the steps your team can take.

Our approach

How we build it.

01

Pipeline design

Define stages, owners and handoff rules around your sales process.

02

Data integration

Connect forms and existing tools with duplicate handling and clear field mapping.

03

Workflow reliability

Test routing, tasks and notifications, with exception handling and monitoring.

Consultants agreeing on customer journeys and project requirements

A practical start

What we need
from your team.

Clear access, current information and agreed responsibilities keep the work moving. We confirm the requirements before the project begins.

  • Current pipeline stages and ownership rules
  • CRM access and field definitions
  • Lead sources and integration requirements
  • Data migration priorities and team training needs

Included

What you get.

  • CRM setup or cleanup
  • Pipeline configuration
  • Lead scoring
  • Owner assignment
  • Task automation
  • Data migration planning
  • Workflow monitoring

Workflow example

A typical campaign cycle.

  1. 01Map sales process
  2. 02Clean data
  3. 03Configure CRM
  4. 04Connect tools
  5. 05Test handoffs
  6. 06Train and monitor

Measurement, not guesswork

Know what the numbers mean.

We review response time, lead progression, overdue tasks and opportunity outcomes. CRM data is only as useful as its definitions and upkeep; an automated dashboard cannot correct inconsistent sales records by itself.

FAQ

CRM & Sales Automation questions.

Can you improve our existing CRM?+

Yes. We can work within your existing platform after checking its capabilities, data quality and integration options.

Will a CRM migration lose our history?+

We assess exports, field mapping and platform limits before recommending a migration. A backup and trial import are important; not every activity or attachment transfers identically between platforms.

Connect the next piece

Related services.

Lead Generation

End-to-end systems that attract, capture and qualify leads your sales team actually wants.

Marketing Automation

CRM workflows, lead routing and follow-up that run reliably in the background.

Analytics & Attribution

Reliable events, channel reporting and customer-level measurement for better budget decisions.

Let's talk about crm & sales automation.

Tell us what is working, what is getting in the way and what a useful next step would look like for your business.

Get a Growth Plan