CRM Implementation & Integration Services
Select, configure, and integrate a CRM platform that sales, marketing, and operations teams actually use, with data migration and training built in.
PK Design and Consulting's CRM implementation services take a business from scattered spreadsheets or an underused CRM to a connected system that sales, marketing, and operations teams actually adopt. We select the right platform, configure it around how the business really works, migrate existing data cleanly, and train the team to run it.
Built for businesses ready to move.
Every piece needed to make it work.
CRM Platform Selection
An evaluation of CRM platforms against how the business actually sells and operates, not a generic checklist.
Custom Configuration & Setup
Pipelines, fields, and permissions configured around your actual sales and service process.
Data Migration & Cleanup
Existing customer and pipeline data migrated and cleaned so nothing gets lost in the switch.
Sales & Marketing Integration
The CRM connected to marketing tools and campaigns so leads flow in without manual re-entry.
Team Training
Hands-on training so sales, marketing, and operations teams actually adopt the system.
Ongoing Optimization
Continued tuning of pipelines, automations, and reporting as the business and team grow.
From first conversation to tracked results.
Book a Consultation
Tell us how sales and customer data move through the business today.
CRM Audit & Selection
We assess your current setup and recommend the right platform, or fix the one you already have.
Configure & Migrate
The CRM is configured, connected to your other tools, and existing data is migrated over.
Train & Optimize
We train the team, then keep optimizing pipelines and reporting as things evolve.
Not another vendor to manage.
Connected, Not Siloed
CRM implementation is built to connect with marketing and operations, not sit as another disconnected tool.
Built to Get Used
We have managed sales pipelines valued at hundreds of thousands of dollars a month, so the systems are built for real usage.
Training Included
Every implementation includes hands-on training, so adoption does not stall after launch.