Real World CRM Process Setup


We implement a custom designed sales process that will align with how you actually sell.

The result will be a sales process implemented in FunnelBud that gives you more control, make sales more scalable, aids salespeople in their actual work, and uses all of FunnelBud’s capabilities to make work efficient, effective and scalable.

The process will include a pipeline, helpful reminders for salespeople, a way to track how sales is going in each step, and content that can help your salespeople sell more effectively. (Note: FunnelBud does not include the actual content in this solution, but will work with you to produce it.)

Solution Expert: Yusuf Young

SKU: 2205111454 Categories: , , Included in License Cost: Basic, Standard, PremiumTechnologies: SharpspringResults sought after: Make sales process more effective, Automate sales process, Gain control over your sales processTypes of solution: Setup
What this solution gives you:
  • One or more sales pipelines you can start using immediately.
  • A sales process defined and implemented in FunnelBud so that can start getting more control over your sales.
Process of creating this solution:
  1. We will have one or more discovery calls with your key stakeholders.
  2. We will prepare a sales process internally and propose a template that could work best for your company.
  3. We then hold another workshop with you to test the feasibility of the process
  4. The Manager will build your initial pipelines based on our recommendations and findings.
  5. Have other meetings to go through your new pipeline(s) and perform basic CRM training. These will also include some video guides
What this costs to implement:

Costs are Included for all Funnelbud customers withing the included hours of your package. For more hours, we will charge $65/h, pre-agreement. This process is estimated to take 8 hours for each pipeline we build for you.

Key benefits:
  • You will be able to start using the sales pipeline immediately with standard processes.
  • It provides a solid foundation for your sales activities. So you will be able to build on the process and create additional automations, steps and processes.
  • You will have a well streamlined and effective sales process that guarantees your company’s success.

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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By using FunnelBud's professional, well-structured and helpful support, we were able to implement SharpSpring quickly and easily. In just 3 months, we have already doubled our leads. We are very pleased.

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