CRM Strategy & Sales Efficiency for B2B Growth

"Before, our data was everywhere and nowhere. Today, our pipeline is clear, shared and reliable — and management decisions are based on facts"

Sales Director – B2B Industrial Company

"The biggest shift was not the tool, but the process clarity. Marketing and sales now work with the same definitions and KPIs"

Marketing Director – Ingredients Company

"The CRM became a real management tool. Our pipeline reviews are structured, decisions are faster, and opportunities no longer disappear"

CEO – B2B SME

Are the results guaranteed?

This program is based on co-responsibility. We design the CRM framework, clarify sales processes, support implementation and train your teams. However, the real impact depends on internal engagement, data quality, managerial commitment and consistent use of the CRM. Focus 2 is not just about installing a tool — it is about building sustainable commercial discipline. Adoption and performance depend on collective involvement.

What is the investment?

The investment reflects a 6-month structured transformation process including diagnosis, CRM selection support, process blueprint, configuration, testing, training and adoption monitoring. It is aligned with strategic commercial infrastructure projects in B2B companies.

In addition to the time commitment, on the client side, the Project Lead should plan for approximately 4 hours per week dedicated to the project (meetings, workshops, preparation, follow-up).

Schedule a conversation to define scope based on your size, complexity and current maturity.

Is it eligible for public funding (OPCO, CPF, etc.)?

No. This offer does not fall under public training or CPF frameworks.

Who is this program for?

For B2B companies (agro, food, feed, biotech and industrial sectors) that want to centralize their customer data, harmonize sales processes, improve pipeline visibility and strengthen coordination between marketing, sales and management. It is particularly relevant for companies operating across teams, regions or matrix structures.

What if we only need technical CRM setup support?

Focus 2 goes beyond technical setup. It includes process clarification, KPI definition, governance, training and adoption support. If your need is purely technical implementation, a lighter configuration support may be discussed. However, long-term impact comes from aligning processes and teams — not only from installing a tool.

How much time should we plan internally?

Expect active involvement over 6 months. Key stakeholders (sales, marketing, management, support functions) will participate in interviews, blueprint workshops, validations, testing phases and training sessions. Data cleaning and preparation for migration also require internal time. Strong managerial engagement is critical for adoption.

What happens after the CRM is launched?

After the official launch, two months are dedicated to adoption monitoring and optimization. You receive an adoption report and recommendations. An optional 6-month post-launch mentoring phase can be activated to secure long-term use, optimize processes and increase CRM strategic value.

Can management be involved in the process?

Yes — and it is essential. Leadership must validate KPIs, pipeline structure, reporting standards and process arbitrations. Sustainable CRM adoption depends on managers using the tool actively in pipeline reviews and decision-making processes.

Is the program available in English and French?

Yes. Sessions and exchanges can be conducted in English or French if required.

Will this program help align marketing and sales teams?

Yes. A central objective of Focus 2 is to harmonize processes and create shared visibility across marketing, sales and management. By clarifying pipeline stages, KPIs and reporting standards, the CRM becomes a common operational language and a strategic management tool.

Focus 2: CRM & Sustainable Business Efficiency

What if your CRM became the backbone of your commercial performance instead of a constraint?

Structure your sales processes, centralize your data, and turn your pipeline into a strategic decision-making asset

3 seats available

It’s for you if...

Without a structured CRM and harmonized processes...

The issue is not your teams’ commitment

It is the absence of a clear commercial framework, shared processes and a CRM designed for your maturity and real usage.

With CRM & Sustainable Business Efficiency, you gain a living CRM foundation

Clarified and harmonized sales processes

Transparent pipeline follow-up

Centralized and reliable data

Real daily ownership by your teams

A 6-month structured transformation program

It combines workshops, blueprint design, technical setup, testing, training and adoption follow-up

Ensuring the CRM is not only implemented but actually used.

Diagnosis of current practices

CRM benchmark and selection support

Commercial process blueprint

Pipeline configuration & automations

User rights setup & Pilot testing

Training by profile

Adoption monitoring

Optional 6-month post-launch mentoring

3 seats available

From diagnosis to ownership

Analyze current maturity, design the blueprint, select the right tool, configure simply, test in real conditions, train teams, secure adoption, and anchor managerial piloting via CRM

6-month program

Step 1 - Launch & Scoping

Step 2 - Diagnosis & Needs Analysis

Step 3 - Selection & Specifications

Step 4 - Setup & Configuration

Step 5 - Testing & Adjustments

Step 6 - Training & Ownership

Step 7 - Official Launch & Piloting

Step 8 (Optional) - Post-launch mentorship (6 months)

3 available seats

The results achieved with "CRM & Sustainable Business Efficiency "

Clear pipeline visibility

Harmonized processes across teams and countries

Reliable reporting for management

Improved opportunity tracking, and a CRM actively used instead of bypassed

OPTIONAL

A 6-month post-launch mentoring to secure long-term adoption, optimize processes and maximize the strategic value of your CRM

For B2B agro, food, feed and biotech companies:

3 seats available

A CRM only creates value when processes are clear and teams truly own it. My role is to design a simple, evolving and usable foundation that strengthens your business efficiency over time.

3 seats available

Frequently Asked Questions

OliveTree Partners

A CRM only creates value when processes are clear and teams truly own it.
My role is to design a simple, evolving and usable foundation that strengthens your business efficiency over time.