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.
The software works, but enquiries get stuck between systems.
Contacts sit in mailboxes and spreadsheets. Marketing can see where enquiries come in, but not what happens next. Sales misses context or gets the enquiry too late. Reports contradict each other. As long as definitions, handovers and ownership stay unclear, a new CRM mostly moves the same problem.
An enquiry gets a CRM record, but no owner or follow-up task
Marketing and sales use different definitions
Duplicates and outdated records travel with the migration
Nobody manages integrations, permissions and incidents after launch
Site.nu starts with the route from enquiry to follow-up. Then we configure software, data and integrations around that process.
We keep what works and change only what blocks the agreed route.
We define when an enquiry becomes a lead or opportunity, and who may change the status.
We decide which data comes along, which source remains leading, and how duplicates are handled.
Staff and integrations get the access their work needs.
We test source, subject, owner, task and confirmation as parts of the same enquiry.
Staff practise their own tasks and exceptions before the process is handed over.
Monitoring, incidents, changes and the first review get an owner.
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.
Every enquiry stays visible until the right follow-up has started.
Marketing and sales work with the same definitions and up-to-date customer data. The team retypes less, follow-up starts sooner, and new campaigns build on the same foundation. Site.nu manages the agreed integrations, permissions, monitoring and changes.
Enquiries stay visible in one place
Manual handovers decrease
One partner remains responsible for technology and management
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.
01 · Direction
We bring commercial goals, customer journey, process, data, systems and ownership together in one clear plan.
02 · Delivery
We configure CRM, website, forms, email, automation and measurement around the agreed route.
We discuss the reason, the systems involved, and where enquiries, data or follow-up get stuck.
Question and mutual fit
01
We record the route, data, systems, responsibilities and risks.
Route and scope
02
We first build what the most important route needs. Later phases connect to the same foundation.
The most important route first
03
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
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
The setup followed from the routes and the management Wiertz had to bring together.
View the Wiertz project
This approach fits organisations that want to run CRM, website and follow-up as one process. When a simpler solution makes more sense, we say so.
Operational importance ↑
Managed digital foundation
Critical process, few dependencies
Commercial Operating System™
Connected systems are part of the operation
Lightweight website
Supporting role, limited complexity
Simplify first
Many moving parts, limited commercial impact
Systems, teams and handovers →
Answers on existing systems, integrations, migration, planning, cost and management.
