01
CRM installed but not implemented
Salespeople use it as a calendar. Reports nobody reads.
Sales Automation · Mexico City
Mexico City is the largest B2B hub in Latin America. We serve financial services, SaaS, retail, professional services with 2-week sprints, fortnightly demos, and reports sales actually uses on Monday.
The problem
Repeated patterns in B2B Mexico City 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.
Enterprise multi-agent with CRM integration. We implement via 360dialog, Twilio, MessageBird.
Zero. Accounts, data, integrations stay in your name.
Related services
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