CRM setup and sales process improvement
CRM and sales systems with a clear next step.
CRM setup and sales process consulting help a team move from scattered outreach to a clear record of each opportunity. Odyssey Apex connects prospecting, cold email, lead tracking, and followup so people know what to do next.
Relevant work and experience
Cold email setup and a structured followup system.
Our work includes improving sales systems through cold email setup and a followup process. Adam also brings earlier sales operations experience: his resume records a 15% pipeline conversion improvement with lead to enrollment tracking, and followup processes associated with 40% referral growth in another role.
Where the work gets stuck
Good opportunities disappear between touches.
A reply arrives in one inbox, notes sit in another tool, and the next followup depends on someone's memory. Managers can see a pipeline total while still struggling to tell which conversations have stalled. The missing piece is often a consistent handoff, owner, and next action.
We review how a lead enters the process, how replies reach the right person, and what qualifies a record to move to the next stage. Stages should represent real decisions. A useful CRM tells the team what happened, what is missing, and who is responsible for the next move.
What we can build
Connect outreach, CRM records, and followup.
Possible scopes include cold email infrastructure setup, reply routing, contact records, pipeline stages, followup tasks, and performance reporting. Your team agrees on ownership and response rules before the workflow is built.
A practical implementation includes instructions for managing replies, closing out records, correcting duplicates, and handling exceptions. We test the handoff from a new conversation to the person responsible for sales. Your existing sales tools and team determine which connections make sense.
Define the result first
A workflow your team can use and measure.
We start with one real example, document the current process, and agree on a result. The proposal defines the included tools, owners, exceptions, and acceptance test. A focused First Fix covers one workflow and up to two existing applications; larger builds receive their own scope.
Testing follows the work your team performs. The handover includes instructions and a walkthrough so the process has an owner after launch. Depending on the project, useful measures include:
- Time from reply to a sales response
- Opportunities without a next action
- Stage conversion for the chosen workflow
- Duplicate or incomplete contact records
Common questions
CRM setup and sales process improvement questions.
Can you improve Salesforce or HubSpot workflows?
Adam has experience with Salesforce and HubSpot. We review your actual configuration, access, and requirements before agreeing which workflow to improve.
Is this just a cold email campaign?
The work can include cold email setup, but the broader service connects outreach with reply handling, CRM records, ownership, and followup. Campaign management must be explicitly included in the project scope.
START WITH THE WORK THAT KEEPS GETTING STUCK