--- title: CRM Implementation & Setup | Pro Digital Key description: Stop losing leads in Excel. We implement and configure the ideal CRM for your sales team — Pipedrive, HubSpot or Salesforce. canonical: https://prodigitalkey.com/en/crm-setup/ lang: en alternates: en: https://prodigitalkey.com/en/crm-setup/ pt: https://prodigitalkey.com/pt/crm-setup/ --- [Home](/en/) › [Services](/en/digital-services/) › [B2B & Data Specialisation](/en/b2b-data/) › CRM Setup 🗂 CRM IMPLEMENTATION & SETUP # Your Sales Team Is Losing Leads in Excel or WhatsApp? Without a properly configured CRM, every time a salesperson leaves, they take the entire client history with them. **We implement, configure and train your team on a CRM they actually use — adapted to your sales process, not the other way around.** [👉 Assess My Sales Process](/en/digital-diagnostic/?tipo=automacao&_lang=en) [See What We Do](#funcionalidades) +29% average sales increase with a properly implemented CRM –50% fewer lost leads with a visual pipeline and automated follow-ups 30d to have the CRM fully operational with the team trained 3 CRMs we implement: Pipedrive, HubSpot and Salesforce ## A CRM Your Team Actually Uses. Most CRMs fail due to poor implementation, not a poor tool. We guarantee real adoption. 🗺 ### Sales Funnel Mapping Before configuring any tool, we document the actual stages of your sales process — from first contact through to close and upsell. ⚙️ ### Custom Configuration Pipelines, custom fields, follow-up automations, email templates and performance dashboards — all configured for your industry and team. 🔌 ### Full Integration We connect the CRM to email, calendar, website, chatbot and WhatsApp. Any lead that enters through any channel automatically reaches the CRM. 🎓 ### Training & Adoption Hands-on training with the sales team, usage guides and 30-day post-go-live support. Adoption is just as important as configuration. ![CRM and sales pipeline](/images/blog/hero-crm.webp) "The pipeline became visible to the entire team. Sales rose 28% in the first quarter." — Sales Director Car Dealership, Aveiro [View full case study →](/en/case-studies/crm-pipeline/) ## CRM Operational in 30 Days No weeks of endless workshops. We deliver fast and follow up closely. 01 ### Sales Diagnostic We map the current sales funnel, identify where leads are being lost and define the pipeline KPIs that management wants to see. 02 ### Configuration & Integrations Full CRM setup — fields, automations, email sequences, integrations — and migration of existing data from spreadsheets and legacy systems. 03 ### Go-Live & Support Team training with real company cases, 30-day follow-up and dashboards for adoption and performance analysis. ## Supercharge Your CRM with Automation [🤝 AI Sales Agent Feeds the CRM with qualified leads automatically. View → ](/en/ai-sales-agent/)[🔗 ERP & CRM Integrations Connect the CRM to your ERP for end-to-end visibility. View → ](/en/erp-integrations/)[📊 Sales Dashboards Pipeline KPIs, CAC and LTV visible in real time. View → ](/en/dashboard-analytics/) ### 💰 Calculate Your Savings Estimate how much your sales team saves with a properly implemented CRM. Number of salespeople on the team 1320 Estimated annual savings €14,040 [Get a Personalised Estimate →](/en/digital-diagnostic/?tipo=automacao&_lang=en) ## What Our Clients Say Real results. Real names. No fine print. VL Vasco L. Sales Team Leader, Porto ★★★★★ "Before the CRM, every salesperson had their own way of logging contacts. Now we have full pipeline visibility — the close rate rose 34% in 3 months." AP Ana P. SME CEO, Braga ★★★★★ "The CRM integrated with invoicing and email marketing changed everything. I know exactly how much each client is worth and which ones need attention. Churn dropped 25%." LG Luís G. Marketing Director, Lisbon ★★★★★ "I can finally measure the ROI of every campaign all the way to the closed deal. The CRM connects marketing to sales and shows me exactly where the best clients come from." MV Mariana V. Consulting Firm Partner, Porto ★★★★★ "For a B2B consulting firm, every proposal is worth thousands of euros and the sales cycle is long. The CRM with proposal tracking, custom stages and inactivity alerts cut average close time from 67 to 41 days. And nobody forgets a follow-up again — the system reminds you automatically." [View all case studies →](/en/case-studies/) ## Frequently Asked Questions Can I migrate the data I have in Excel to the CRM? › Yes, Excel migration is included in every CRM project. We clean, deduplicate and structure your data before importing, ensuring the CRM launches with quality information from day one. Will my sales team actually adopt the CRM? › It is our number one priority. We configure the CRM to simplify the team's workflow (fewer clicks, not more), and we monitor adoption for 30 days post-launch. If the usage rate does not reach 80%, we work for free until it does. Does it include training for the team? › Yes, every project includes hands-on training sessions tailored to each user profile. We also deliver step-by-step visual guides and short videos for future reference, so nobody remains dependent on us. After the implementation, do you offer ongoing support? › Yes. After the 30 days of included support, we offer monthly follow-up plans that include configuration adjustments, new reports and priority support. Over 70% of our clients choose to keep the follow-up. ## Related Articles [![](/images/blog/hero-crm.webp) CRM in 30 Days: How to Implement Without Stopping Operations Read article → ](/en/blog/implement-crm-30-days/)[![](/images/blog/blog-crm-excel.webp) CRM vs. Excel: When Is It Worth Making the Switch? Read article → ](/en/blog/crm-vs-excel/) ## Every lost lead is revenue that never comes back. A properly configured CRM pays for itself within the first 60 days. We guarantee adoption or we work for free until we achieve it. [Implement My CRM](/en/digital-diagnostic/?tipo=automacao&_lang=en) [Run an Audit First](/en/audit/)