Your customers in one place. Your process transparent. Your growth measurable.
CRM implementation that works for your team, not against it. Every customer interaction tracked and optimised.
CRM implementation and optimisation is the practice of setting up and tuning a customer-relationship management system, such as HubSpot, Pipedrive or Salesforce, so customer data sits in one place, deal stages and workflows match how the team actually works, and the sales pipeline becomes visible and forecastable. Valont delivers it for Australian SMEs as one function of a connected back office, handling selection, data migration, integration and training so the CRM becomes the shared working record for the growth function.
Visible
Know where every deal sits in the process
Less admin
Workflows that cut manual data entry
One source
Every customer interaction in one place
You're losing deals, duplicating information, and flying blind.
Customer information is scattered across email inboxes, Google Sheets, business cards, and people's memories. When someone leaves, their deals go with them. You don't know where deals are in the sales process. You send a follow-up email not realizing the customer already bought from you six months ago. You have no forecast because you have no visibility.
You bought a CRM once, HubSpot, Pipedrive, or Salesforce. You never really implemented it properly. It's been gathering dust. Your team uses it because you make them, not because it makes their job easier. It's become a data entry box, not a tool that helps them sell.
Pain Points We Solve
- Data scattered everywhere
- Lost deals and context
- No pipeline visibility
- Abandoned CRM tools
- Team resistance
What's Included
CRM Selection
Choosing the wrong CRM wastes time, money, and damages team adoption. We analyse your processes, team, and budget to recommend the CRM that actually fits your business. Then we guide implementation so you get value from day one.
Learn more →CRM Migration
Migrating CRMs is complex, customer data is messy, workflows need rebuilding, team needs training. We handle the entire migration: data cleaning, mapping, transfer, validation, and team training so you switch systems without disruption.
Learn more →Pipeline Design
A sales pipeline in CRM is only valuable if it matches reality. We design a pipeline structure that reflects your actual sales process, sets clear stage criteria, and creates visibility into what's closing and when.
Learn more →Automation Setup
Manual data entry and task management are time killers. We set up CRM automations, email follow-ups, task creation, lead assignment, field updates, that handle routine work. Sales team focuses on selling; CRM handles busywork.
Learn more →Reporting & Dashboards
CRM data is only valuable if you can see it. We build dashboards showing pipeline health, sales productivity, win rates, and forecasts. Leadership sees the metrics they need; sales team sees what drives them forward.
Learn more →Team Training
Great CRM implementation fails if your team doesn't know how to use it. We provide comprehensive training, workshops, documentation, one-on-one coaching, ensuring everyone is confident and productive on the new system.
Learn more →How It Works
Assess your current state
We map your current customer data, sales process, and tools. We understand where you are now and where you want to be.
Design and configure
CRM selection, deal stage definition, workflow design, integration planning, and team role configuration. We design around your process, not generic best practices.
Migrate data and launch
Data migration, user setup, integration activation, and team training. We go live with your team confident they know how to use the system.
Optimise and scale
Continuous optimisation, reviews, and adjustments as your process evolves. We stay involved to ensure your CRM continues to work for you.
Who This Is For
Any business with a sales team, a multi-step sales process, or multiple customer touchpoints. Particularly valuable for businesses implementing other Growth Hub services (digital marketing, lead generation) where you need to track and nurture leads systematically.
Your CRM is the foundation of your growth engine
Without a CRM, lead generation and digital marketing produce activity but not results. With a CRM, you have visibility into where deals are, what's working, and what needs attention. Your CRM connects to revenue intelligence (showing which channels produce profitable customers), to your sales process (showing where deals are stalling), and to financial forecasting (converting pipeline into cash flow prediction).
Try it yourself
FreeFree interactive tools to help you understand where you stand right now.
Growth Readiness Audit
A CRM is only as effective as the systems around it. Assess if your business is ready to get full value from a CRM implementation.
Try it nowBusiness Maturity Score
3-minute assessment scoring your business maturity across Finance, People, Operations, and Growth. See where CRM fits in your priorities.
Try it nowFrequently asked questions
The short answers are here. For anything else, ask below or get in touch.
It depends on your business complexity and team size. HubSpot works well for SMEs under 100 employees and is easiest to implement. Pipedrive is purpose-built for sales teams and great for businesses where deal management is the priority. Salesforce is powerful but requires specialist implementation for businesses with complex requirements. We recommend based on your actual business needs, not feature lists.