CRM & Marketing Automation

Solutions that organize the work with the client and support the development

We improve sales, marketing and service with tailored systems.

Areas of support

Do you need the basics or full automation? We have experience on both sides

Not sure if you need a CRM system?

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We will help you determine what features can support your business.

Do you have a system, but only use it partially?

We will see how to better integrate it into everyday work.

Are you planning changes in your environment?

We will advise you on how to prepare for migration or expansion.

Do you want to develop automation of activities?

We will design meaningful scenarios for sales and marketing with you.

Design process

From analysis to tool development — step by step

Good implementation does not start with technology. Together, we look at processes, users and needs to align the system with real tasks and business objectives.

you're just getting started

you want to improve the performance of your current system

You are planning a change or integration

you develop automation and analytics

Identifying needs

We set goals and expectations

We audit the current configuration

We analyze data and dependencies

We review the existing scenarios

Selection of approach

We offer a matching tool

We indicate possible changes

We develop an implementation plan

We design the development of automation

Configuration and testing

We create the environment and user roles

We improve existing settings

We carry out integrations

We connect data and channels

Launching the solution

We implement the system in action

We validate the changes

We check the correctness of the data

We test automations and actions

Support and development

We train the team

We monitor the effects

We maintain and develop the configuration

We optimize campaigns and activities

How is the implementation and development of the tool going?

We work in stages, without excessive formalities — in accordance with your processes and team capabilities.

2-4 working days

Analysis and workshops

Identifying sales, marketing and service needs
Mapping data and activities
Determination of the main objectives and requirements

The result: a clear picture of the situation and points for improvement

3-5 working days

Design and schedule

Tool selection or improvement plan
Preliminary division of stages and roles
Coordination of actions and priorities

Result: a concrete implementation or optimization plan

1—3 weeks

Implementation work and integrations

Configuring the environment
Integration with other systems (e.g. ERP, shop, mailing)
Import or sync data

The result: a consistent, test-ready tool

3-5 working days

Operational start

Validation of the action
User training
Implementation of the first scenarios

Result: the launch of the tool in everyday work

continuous process

Further development

Enhance activities and campaigns
Effectiveness monitoring
Support and development based on results

The result: a system that grows with your needs

The time depends on the scope of the project, the number of integrations and the level of sophistication of the processes. Simple implementations and optimizations usually take 2—4 weeks, and more complex projects take 6—12 weeks. We always adapt the pace to your organizational and operational capabilities — so as not to disrupt the daily work of the teams.

We design success

Why Team Connect?

We implement systems with a view to their subsequent use — efficiency and simplicity are as important to us as the capabilities of the tool.

Book a consultation

We understand sales and marketing processes
The system must support daily work, not complicate it.
We have experience with different platforms
We find ourselves well in ready-made systems as well as in tailor-made solutions.
Collaboration instead of imposing schemes
We work flexibly — we complement your team or lead a project from A to Z.
Real effects, not redundant features
We help you implement only what brings value — without unnecessary complications.