01 · Direction
The Commercial Blueprint
We bring commercial goals, customer journey, process, data, systems and ownership together in one clear plan.
- What can stay in your current CRM
- Which data and forms carry over
- What the first delivery has to do
CRM implementation that connects website and follow-up
A CRM only works when enquiries, customer data and follow-up run without loose handovers. Site.nu connects website, forms, email, automation and CRM in one managed environment. We improve what works and replace only what stands in the way of the agreed route.
Organisations that organise their commercial environment with Site.nu
The problem
Software without an owner just moves the problem
The software works, but enquiries get stuck between systems.
As long as definitions, handovers and ownership stay unclear, a new CRM mostly just moves the same problem.
Contacts live in mailboxes and spreadsheets, not in one system
Marketing and sales work from different definitions
Duplicates and outdated records carry over into the migration
Nobody owns integrations, permissions and incidents after go-live
A working CRM starts with the process
Site.nu starts with the route from enquiry to follow-up. Then we configure software, data and integrations around that process.
CRM implementation by Site.nu
- Starts with the route from enquiry to follow-up
- Sets definitions and leading data in advance
- Connects website, forms, email and CRM
- Tests the full route, including failure scenarios
- Keeps technology and management with one accountable partner
Software configuration alone
- Fields, pipelines and licences as a limited brief
- Process choices left to the internal team
- Website and form integrations handled separately
- Acceptance of the full enquiry organised apart
- Management and changes agreed with the parties involved
We keep what works and change only what blocks the agreed route.
How it works
How your enquiry route can work.
A request comes in
Website · A visitor requests a flex desk for her team through the website form.
The details are ready
Automatic · Request and contact details land in the agreed CRM record.
Follow-up gets an owner
Automatic · The request gets an owner and a next action.
A colleague responds
Your team · A colleague handles the request and books the next step.
Progress stays visible
Your team · The status shows what happened and what is still open.
From enquiry to follow-up
What we set up for you.
Customer data in the right place
We decide which contacts and company details are needed, what carries over and where data is managed from now on.
A sales process you recognise
We set up the key statuses, fields and views around the way your team already handles enquiries.
Enquiries to the right colleague
We connect the relevant forms and set up the agreed routing and next steps.
Follow-up with less manual work
We decide which tasks, notifications and automations are useful, and which actions stay with your team.
A team that can work with it
People practise their own tasks and know where to find and update information.
Clarity after go-live
We agree who handles support, technical checks and changes.
Where does it get stuck now?
Tell us which CRM you use or are considering, which other systems are involved, and where enquiries, customer data or follow-up get stuck. We will contact you in person to discuss the situation and the timing you want.
Costs
What does a CRM implementation cost?
The one-off investment depends on the scope. The subscription is recurring.
The one-off investment depends on the number of processes, the data that has to carry over and the integrations you need. We agree up front what we deliver and which work falls outside that scope. If you use Site.nu, the chosen subscription comes on top of that. With an existing CRM environment, we set out separately which software licences and management arrangements stay in place.
One-off: setup, migration and the agreed integrations
Recurring: platform or existing licences, plus the agreed management
Additional: changes and services outside your package
Direction first, then delivery
The Commercial Blueprint sets out what the environment must deliver, which route has to work first, and what that requires. Then we configure CRM, website, forms, data and follow-up in phases.
02 · Delivery
CRM implementation and management
We configure CRM, website, forms, email, automation and measurement around the agreed route.
- Forms connected to the agreed CRM
- Enquiries with an owner and a next action
- A tested route and handover to your team
Five fixed steps
From plan to a working CRM process
1. Introductory call
We discuss the reason, the systems involved, and where enquiries, data or follow-up get stuck.
Question and mutual fit
01
2. Commercial Blueprint
We record the route, data, systems, responsibilities and risks.
Route and scope
02
3. Phased implementation
We first build what the most important route needs. Later phases connect to the same foundation.
The most important route first
03
4. Testing
We test the full route from form to owner, task, confirmation, status and reporting, including error messages, temporary outages and safe recovery.
From form to reporting
04
5. Launch and management
We record monitoring, the incident route, change ownership and the first review. Site.nu watches the technology; your team remains owner of commercial choices and customer relationships.
One point of contact
05
Wiertz
After growth and acquisition, one managed environment again
Wiertz
One structure for content and management
The setup followed from the routes and the management Wiertz had to bring together.
View the Wiertz project
Clear agreements
Questions about CRM implementation
Answers on existing systems, integrations, migration, planning, cost and management.