01
CRM installed but not implemented
Salespeople use it as a calendar. Reports nobody reads.
Sales Automation · Mérida
Mérida is the B2B hub of the peninsula and center for professional services. We serve agribusiness, solar energy, B2B tourism, professional services with 2-week sprints, fortnightly demos, and reports sales actually uses on Monday.
The problem
Repeated patterns in B2B Mérida companies running sales automation without real traction.
Salespeople use it as a calendar. Reports nobody reads.
Messages to personal phones. Zero CRM record.
Each salesperson writes the same email. No stage-based sequences.
Forecast does not match closes. No clear advancement rules.
How we solve it
2-week sprints with demos. No "we deliver in three months" promises.
Discovery with your team. Industry-specific custom fields.
Every conversation logged. Approved templates.
Industry-specific sequences. Connected lead scoring.
Forecast, conversion, cycle. My tasks today, my at-risk deals.
Frequently asked questions
Default: HubSpot. Pipedrive for simplicity. Salesforce only if integrated. Zoho for low budgets.
Implementation: $120k-$250k MXN. Monthly retainer: $30k+ MXN. Plus CRM licenses.
No. The API is enterprise (multi-agent, CRM integration, Meta-approved templates). We implement via 360dialog, Twilio or MessageBird.
Yes at first. That's why sprint 1 is co-design. Adoption measured in sprint 2-3.
No. Zero lock-in. Accounts, data, integrations stay in your name.
Related services
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