For Founders, Sales Leaders & Revenue-Driven Teams
CRM Implementation Built as Your Business Control Center
Stop losing deals in spreadsheets. Get a custom CRM that gives full pipeline visibility and helps you close faster.
- Custom CRM built for your sales process
- Full setup, migration & onboarding done for you
- Automations that remove manual work and errors
Talk to a Fractional CMO Today
- Customise pipelines around your real sales process
- Automate follow-ups, tasks & deal reminders
- Get full pipeline visibility with live dashboards
- Integrate with your entire tool stack
- Onboard & train your sales team for full adoption
- Migrate existing data — clean and structured
- Go live with a CRM your team actually uses
Trigacy Performance Guarantee
You Should Invest in CRM Implementation If You Have...
Scattered Sales Data Your team tracks deals across spreadsheets, WhatsApp chats, and memory with no single place to see the full picture before sales conversations happen
Leaking Pipeline Leads go cold because follow-ups were forgotten, deal stages are inconsistent, and no one knows exactly where prospects are dropping off
Unpredictable Revenue You want a consistent, forecastable pipeline instead of relying on gut feel, last-minute scrambles, and manual reporting every week
How We Drive Sales Growth With CRM Implementation
Configure & Customise
Build pipelines, stages, fields, and workflows designed around your exact sales process not a generic default template.
Run on Automation
Trigger follow-ups, task reminders, deal alerts, and reports automatically so your team focuses on selling, not admin.
Organise & Centralise
Migrate and structure all your contacts, deals, and data into one clean, connected system your entire team can rely on.
Evolve With Data
Track adoption, monitor pipeline performance, and continuously optimise workflows so your CRM gets smarter as you scale.
Recommended Monthly Marketing Budget
For us to make this campaign profitable for you within 90 days, we recommend you invest at least $5K a month in total. Along with our fees, you must budget for ad spend and the required software purchase. But in the end, the whole campaign will pay for itself 2.5-3 times, giving you a handsome return on investment.
What's Better Than Just Buying a CRM? A Dedicated CRM Implementation Team
- CRM specialists who configure pipelines around your real sales process
- Proven implementation frameworks across B2B industries
- Full-stack setup — from data migration to automation to integrations
- Hands-on team training with SOPs built for long-term adoption
- Your outsourced CRM operations partner not just a one-time setup
Transform Your Sales Pipeline in 90 Days
CRM Audit & Pipeline Architecture
- Map your entire sales process end-to-end
- Identify pipeline gaps and bottleneck stages
- Define custom deal stages, fields & lead scoring
- Design CRM structure around how your team sells
- Deliver a full implementation blueprint before build
Automate & Integrate
- Configure pipelines, workflows and user roles
- Migrate all contacts, deals and history cleanly
- Connect email, calendar and marketing tools
- Build automated follow-ups, tasks and deal alerts
- Run end-to-end testing before go-live
Dashboard Measure, Adopt & Scale
- Train every team member with role-specific SOPs
- Monitor CRM adoption and usage post-launch
- Track pipeline health with live dashboards
- Identify and fix workflow gaps in real time
- Continuously optimise for faster deal velocity
We've scaled 100+ profitable campaigns!
Hear from our clients!
Melanie Amorim
Meaza Orokii
Mark Connect
Joshua Sunny Chuah
Sanatosha Sewar
Raffie Conca
Emma McMahon
Alex Massa Jr.
Renee Walker
Profitable Campaigns for companies of all sizes
Developed ad campaigns & sales funnels and generated a pipeline of USD$400K+ within the first 60 days of Fractional CMO services.
Performed conversion rate optimization, created sales funnels, worked on ad campaigns that resulted in deal pipeline of more than €5M.
Worked on ad campaigns, content marketing & marketing automation, resulting in 25+ qualified weight loss surgery leads a month.
We Cover Every Aspect of Conversion Rate Optimization
-
Social Media Graphics
-
Video Marketing
-
Infographics
-
Logos
-
Facebook Ads
-
Google Ads
-
Posters & Flyers
-
Newsletters
-
Blog Images
-
Linkedin Ads
-
A/B Testing
-
Marketing Funnel Development
-
Search Engine Optimization
-
Website Design
-
Website Optimization
-
Landing Pages
-
Web Hosting
-
Product Mock-ups
-
UI & UX Improvements
-
Brouchers
-
Business Cards
-
Label Design
-
Community Enagement
-
Lead Generation
-
Blog Writing
-
Press Releases
-
Email Marketing
-
Website Content Writing
-
Shopify Optimization
-
WordPress Optimization
-
YouTube Ads
-
Reels (Vertical Videos)
-
Instagram Stories
-
PPC Ads
-
Social Media Analytics
-
Google My Business Optimization
Why CRM Implementation Improves Sales Control & Efficiency
Custom CRM Implementation
- Centralize sales, leads, and pipeline activity
- Automate follow-ups and repetitive tasks
- Track every lead across the full pipeline
- Improve team efficiency with structured workflows
- Scale operations with clear reporting and visibility
Traditional Manual Approach
- Scattered tools without centralized visibility
- Missed follow-ups and inconsistent processes
- Limited insight into sales pipeline activity
- Slower workflows with higher manual effort
- Harder to scale and measure performance
Effective CRM Implementation + Execution = Sales Efficiency
We don’t just organize contacts — we build a centralized control system that streamlines pipelines, automates workflows, and improves visibility across every stage of your sales process.
Custom Pipeline Architecture
Lead & Workflow Automation
CRM Dashboard & Reporting Setup
Sales Pipeline Optimization
Deal & Opportunity Management
Team Activity & Performance Tracking
CRM Integration & Data Sync
Process Efficiency Optimization
Automation & Lifecycle Workflows
Scaling Sales Operations
CRM Testing & Workflow Improvements
Pipeline Structure & Process Analysis
Sales Journey Optimization
Revenue Reporting & Insights
Scaling High-Performing Pipelines
Technologies we work with
Our smart marketers will adapt to any tech stack you have!
Companies around the world trust Trigacy!
Explore our latest Blogs
How Does Automated Email Nurturing Improve Conversions for Luxury Brands?
How does automated email nurturing improve conversions for luxury brands without compromising exclusivity, personalization, and brand prestige? Luxury consumers rarely purchase impulsively. Whether they are
How Can AI Customer Support Reduce Ticket Overload for E-commerce Brands?
For growing ecommerce businesses, customer support volume often increases faster than the support team can scale. During promotions, holiday seasons, and product launches, tickets related
How Does AI Lead Scoring Improve Conversions for SaaS Businesses?
How does AI lead scoring improve conversions for SaaS businesses while optimizing sales and marketing efficiency? For many SaaS companies, lead volume is high, but
FAQ
CRM implementation is the process of building and customizing a centralized system to manage leads, pipelines, sales activity, and customer workflows.
Basic setup installs the software. CRM implementation customizes pipelines, automations, reporting, and workflows around your sales process.
We audit your current process, map your pipeline stages, identify inefficiencies, and build a CRM system tailored to your operations.
Most businesses improve visibility and workflow efficiency within the first few weeks after implementation and onboarding.
Pipeline customization, workflow automation, integrations, reporting dashboards, lead tracking, user permissions, and sales process optimization.
Yes. CRM systems work especially well for businesses managing multiple leads, sales stages, follow-ups, or customer touchpoints.
When your sales process feels disorganized, follow-ups are inconsistent, or your team lacks visibility into pipeline activity.
Yes. We build automations, connect tools, and streamline workflows to improve operational efficiency and reduce manual work.
About Trigacy
We are based in Pune, India.
Vedarth founded Socinova & Trigacy on 30th June, 2014. We’re working in the marketing industry for more than 9 years now.
We have more than 20 professionals on our payroll. Their skills include everything from content writing, graphic design, SEO, website development and more.
We assign an experienced professional to be the dedicated project manager for every client. Vedarth will also be a part of your Trigacy project.
No, there is no contract.
We accept all major credit cards, PayPal and international bank transfers. We will invoice you every month for our services in advance.
Every single person in our team is a graduate in marketing or related majors, and has at least one year of experience in their respective field.
Our project managers have more than 3 years of experience each with sufficient qualifications to support their role.
We’ve generated our best results when working with consumer services & B2B brands.
But marketing principles in general are the same for any industry, and now after having worked with 100s of clients, we’re confident that we can generate results for any business.
