Agence PumpUp

Succeed with your CRM implementation

Customer Relationship Management (CRM) is an essential contemporary practice for sales forces that improves synergies between marketing and sales and facilitates the realization of commercial contacts between teams and customers. A CRM tool allows you to centralize commercial contacts (customers and prospects), to collect information on them manually or automatically and also to consider the automation of your marketing actions.

Over time, CRM has become the software pillar of companies that excel in marketing, sales and services, because these companies centralize the data in one place and make it accessible to the right people at the right time.


  • Which CRM should I choose to achieve my business objectives?
  • How can I lead the change management within my teams to adopt the tool?


  • Choosing your CRM
  • Implementing CRM correctly
  • Getting CRM adopted by your team

Key Numbers

  • 13% of sales reps feel that manual data entry is the biggest challenge with their current CRM. (HubSpot, 2018)
  • – 38% of sales reps spend at least an hour on data entry daily. (HubSpot, 2018)
  • – 15% of sales reps consider the lack of integration with other tools to be the biggest challenge with their current CRM. (HubSpot, 2018)

Implementing CRM with PumpUp

Connecting the social networks

Improve your social media management by spending more time developing the relationships needed to drive sales. Connecting social networks will allow you to track mentions on multiple social networks, design your campaigns and be able to see the impact of your social network efforts on overall results.

Invitation to teams

CRM works best in multi-disciplinary marketing, sales and service teams. By inviting your teams and defining the right permissions and responsibilities, we’ll get you on track for effective customer relations.

Functional settings

We help you set up your account by configuring it according to your teams and constraints (time zone configuration, subdomain connection, social network connection, settings configuration, email and CAN-SPAM sending domain configuration, email type configuration and unsubscribe options). We also look for potential interactions with your tools.

Data acquisition configuration

An essential step towards perfecting your webmarketing acquisition tunnel, the CRM marketing configuration will enable the best use of the software by replacing the default values with the company’s own (internal IP filters, importing unsubscribe lists), setting up the tracking code, replacing existing forms with HubSpot forms. Also, we will define the stages of the customer lifecycle and configure the blog.

Sales hub setting

We import your contacts, companies, offers, tickets and notes. Then we create a prospecting list and configure the deal pipeline tool, which allows you to see at a glance the progress of deals in a Kanban-like chart.

Migration and integration of your templates

We migrate and integrate your email templates on the new CRM so that you can make the transition to your new work tool as easy as possible. Within a few days you will be able to send your usual emails without any visible change.

RGPD Compliance

The General Data Protection Regulation (GDPR) imposes constraints on private and public organizations that process your data by strengthening the rights of individuals. We ensure that the initial setup of your CRM is compliant with this regulation regarding personal data so that you can start using the software legally.

Blog Setting

Your inbound marketing is also about your content. Your blog is the support of a content strategy designed to propel you to the top. To accompany you in this ascent, we configure the blog part of the CRM so that you can feed it with articles optimized for search results.

They trust us

Groupe Credit Agricole