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Montandon Ltd
Data Strategy

Your Single Source
of Truth.

A CRM isn't just an address book. It's the operating system of your revenue. We design CRM architectures that sales teams actually love to use.

The Chaos

Garbage in, Gargage out.

If your sales team is keeping data in spreadsheets on their desktop, your business has no value. You can't value what you can't measure.

We see companies paying thousands for Zoho, HubSpot, or Salesforce, only to use 5% of its power because the implementation was botched.

Want us to keep you running?

Most systems fail after launch because nobody owns them. Our Tech Partner retainer keeps everything stable and improving.

Our Philosophy

Clean Data Structure

Defining custom objects, properties, and relationships before importing a single record.

Automated entry

Minimising manual typing. Emails, calls, and meetings should log themselves.

Lifecycle Stages

Clear definitions of what is a Lead, an MQL, an SQL, and a Customer.

Subscriber
Lead
MQL (Marketing Qualified)
SQL (Sales Qualified)
Opportunity
Customer
Process

Defining the Handoff.

The biggest friction point in business is the handoff between Marketing and Sales. Marketing says "We sent you leads!", Sales says "The leads are trash!".

We implement an automated Lead Scoring Model. A lead only becomes an MQL when they hit a score of 50 (e.g. Visited pricing page + Opened 3 emails). This stops your sales team wasting time on cold leads.

Attract
Qualify
Close
Ecosystem

Tools we master.

Zoho CRM

Best for flexible mid-market setups with strong value and customisation without bloat.

  • Custom Modules
  • Workflow Automation

HubSpot

Best for marketing-led growth and ease of use. We are specialists in the Marketing and Sales Hub.

  • Pipeline Automation
  • Email Marketing

Salesforce

Best for complex enterprise sales cycles and heavy customisation requirements.

  • Apex Triggers
  • Custom Objects
Maturity

Excel vs CRM.

Why your spreadsheet is holding you back.

Google Sheets / Excel
Proper CRM Setup
Access
Siloed (Desktop)
Cloud (Shared)
Data Integrity
Duplicate / Error prone
Validations / Clean
Automation
None
Workflows & Sequences
History
Current state only
Full Timeline of Interaction
Reporting
Manual Pivot Tables
Live Dashboards
Security
Email attachment risk
Role Based Access
Setup

Implementation & Training.

Audit My CRM
Data Migration
Workflow Automation
Website Integration
Team Training
Sales Dashboards
Quote Templates

Frequently Asked Questions

For 80% of businesses, we recommend Zoho because it balances flexibility, cost, and adoption. If you have complex enterprise data needs, we might recommend Salesforce. HubSpot is a strong option for marketing-led teams.

A standard 'Quick Start' takes 2-4 weeks. A full enterprise migration and architecture project takes 2-3 months.

Yes. Adoption is the metric of success. We run live workshops with your sales team and record training videos for them to reference later.

Yes. We use tools like Insycle and custom scripts to deduct, standardise, and structure your data before we import it.

We work as your Tech Partner. You can hire us on a retainer to constantly improve your pipelines and reports, ensuring your CRM evolves with your business.