We will implement a CRM system based on strategic methodology
You will receive a CRM solution perfectly tailored to your company’s needs, enabling you to make data-driven decisions.
What happens when business implements CRM without a proper methodology
Your business can be missing out on growth opportunities due to inefficient CRM usage
Sales managers treat CRM carelessly
CRM fields do not reflect the real sales process, so employees see no point in filling them out.
CRM becomes a notebook on steroid
Most functionality remains unused, and an expensive system essentially replaces a simple task-manager.
You lose visibility on profit bottlenecks
The data entered into CRM cannot be analysed meaningfully, preventing any useful insights.
You miss growth opportunities
Without mature analytics and integration of at least four data types, you cannot properly assess commercial performance.
Deals and potential clients are lost
Sales processes become chaotic and unmanageable.
What is the essence of the CRM implementation methodology used at Kynera?
We model CRM logic based on the 4R model - Reach, React, Refresh, Reengage. We adapt it to the specifics of your company's sales model, implementing the most effective sales support tools.
How we make CRM effective
Build Conceptual & Logical CRM Architecture
We develop the high-level structure of your CRM - how leads, deals, accounts, contacts, channels, and revenue streams will be captured, connected, and managed.
Design Target Data Model
We define the exact data required at each stage of the funnel, ensuring every field, metric, and attribute supports analytics, forecasting, and decision-making.
Develop Integrated Marketing Strategy
We align CRM workflows with your commercial strategy: lead acquisition, conversion mechanics, pipeline logic, customer lifecycle, and retention triggers.
Analyze Business Processes, Market Specifics, and Customer Behavior
We deconstruct your operational processes, industry specifics, buying patterns, and communication logic to tailor the CRM to the real conditions of your business.
Create Technical Specification for the CRM System
We translate business requirements into a precise technical document that defines functionality, automation rules, integrations, roles, permissions, pipelines, and analytics.
Configure Low-Code / No-Code CRM or Manage Integrator Work
We directly implement the CRM (e.g., HubSpot, Bitrix24) using low-code tools. For more complex systems, we supervise your IT integrator to ensure quality and adherence to the model.
Build Analytics Layer & Performance Dashboards
We set up dashboards, reporting logic, and automated insights - giving you visibility into sales performance, revenue bottlenecks, forecasting, and customer behavior.
Develop User Guidelines & Internal Documentation
We create clear, structured documentation covering CRM processes, automation logic, reporting rules, and operational standards for managers and administrators.
Establish Unified Reporting & Management Framework
We align the entire sales team around a consistent reporting logic - daily, weekly, monthly - ensuring the CRM becomes the single source of truth for all performance metrics.
Results of methodologically integrated CRM
You will begin to make data-driven decisions based on analytics and real-time metrics.
Higher Conversion Rates, Stronger Retention, and Growing LTV
By understanding customer behavior at every stage of the funnel, you can execute precise actions that increase conversions, enhance customer lifetime value, and create consistent revenue growth.
Faster and More Confident Strategic Decision-Making
You receive clear and structured insights across customers, products, channels, and sales activities - enabling leadership to make informed decisions faster and with greater confidence.
Shorter Sales Cycles and Accelerated Cash Flow
CRM data reveals exactly where deals stall and why. Eliminating these bottlenecks speeds up the entire pipeline, allowing your business to close deals faster and receive payments sooner.
Reduced Time Spent on Operational Control
Unified reporting standards and automated dashboards remove the need for manual oversight. Managers and executives instantly see what’s happening - without chasing updates or assembling reports.
More Accurate Sales Forecasting and Demand Planning
A richer, more complete data layer allows you to forecast revenue, plan inventory, and manage resources with far greater accuracy - reducing financial risks and improving operational stability.
A Scalable System That Supports Growth Instead of Limiting It
Your CRM becomes a strategic asset: flexible, structured, and capable of expanding as your company grows - instead of turning into a cluttered tool that slows the business down.
Common Questions
Everything you need to know about marketing strategy from with Kynera. Can’t find the answer you’re looking for? Please contact our team.
What’s included in a marketing strategy?
We offer flexible pricing tailored to the specific needs of each project. The cost depends on factors like the project’s scope, objectives, and the level of customization required. Whether you’re seeking a full growth system or specific optimizations, we ensure a solution that aligns with your goals and budget.
How long does it take to develop a marketing strategy?
We specialize in working with digital-first, growth-focused businesses across various industries like E-commerce, SaaS, and DTC brands. Whether you’re an established company or a startup, we tailor our approach to meet your specific needs and growth potential.
What if we already have a marketing team?
We offer a comprehensive range of services to optimize your entire growth funnel. From CRO and landing page redesigns to paid media strategies, funnel creation, and data-driven retention systems, we build long-term growth engines for brands.
While we excel at providing a complete package, we also offer specific solutions like full-funnel management or custom tech implementations as needed.
While we excel at providing a complete package, we also offer specific solutions like full-funnel management or custom tech implementations as needed.
Can you help implement the strategy afterward?
We typically work with brands that have a monthly revenue of at least $15,000 - $20,000, but we welcome businesses of all sizes. If you’re a new brand looking to scale or a growing brand aiming to refine your systems, we’re happy to discuss how we can help.
What is required from our side?
Yes, we’ve worked with brands across North America and Europe, and we’re experienced in building multilingual funnels and adapting messaging for different regions, including local offer strategy and regulatory considerations.
How do we get started?
Everything starts with a discovery call. We’ll learn about your goals, audit your existing systems, and define where the biggest growth levers lie. From there, we propose a custom scope that delivers the fastest, most meaningful impact.