Setup & Configuration
Fields, properties, deal stages and lifecycle stages built for how you sell.
SERVICES
CRM Implementation, Start to Finish
We set up your CRM from the ground up. Data model, stages, automations, integrations, reports and training. Go live with a system your team actually uses.
- Configuration
- Data import
- Automation
- Integrations
- Dashboards
- Training
Let's Talk About Your CRM
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WHAT WE DELIVER
What You Get
Data Import
Your contacts, companies and deals cleaned and imported.
Automation
Lead routing, follow up tasks and nurture built in from day one.
Integrations
Email, forms, calendar and checkout connected.
Dashboards
Reports your leadership will actually open.
Training & Go-Live
Role-based training and support through launch.
HOW IT WORKS
Our Process
Discovery
We learn how your team sells, markets and serves, and what you pay for today.
Plan
Fields, stages, automations and reports mapped out and approved.
Build
We configure the CRM and connect your email, forms and tools.
Test
Real scenarios run end to end with your team.
Launch & Train
Clean data goes live and your team learns the parts they use.
Support
We stay on to fix, tweak and improve.
FAQ
Common Questions
How long does implementation take?
Two to six weeks for most small and mid-size teams.
Will our team be trained?
Yes. Every implementation includes training for each role.
What if we already started setting it up?
We pick up where you left off and fix anything that needs it.
When we hired The Growth Laboratory, our CRM was a disaster. Duplicate leads were everywhere, and the CRM was not working well. The sales team hated logging in. They didn’t just reconfigure the platform; they redesigned it for our reps. Adoption skyrocketed within two weeks, and we finally have reporting we can trust.