CRM Consulting
Your sales pipeline can't live in a rep's head or in WhatsApp screenshots. We implement and fine-tune your CRM, RD Station or our own DashKING, so you see every opportunity, follow up at the right time and sell predictably.
KING's CRM implementation and consulting takes your sales team out of improvisation. We organize your sales pipeline, build automations and follow-up cadences, connect marketing and sales and set up the reports that show where every deal gets stuck. We work with RD Station and with DashKING, KING's own CRM, choosing the right tool for your size. It's for companies that lose sales for lack of process and want more control, predictability and sales productivity.
What's included
- Tool selection and setup, RD Station or DashKING, based on your size, budget and what your operation already uses
- A sales pipeline designed with stages, required fields, loss reasons and clear criteria for moving between stages
- Automations configured: lead distribution, task creation, and automated emails and messages triggered at each stage
- Structured follow-up cadences: call, WhatsApp and email sequences with set deadlines so no lead goes cold
- Marketing-sales integration: leads from the website, landing pages and paid ads entering the CRM with their source already identified
- Migration and cleanup of your current database (spreadsheets, contacts and open deals), organized and free of duplicates
- Dashboards and reports on conversion by stage and by rep, loss reasons, cycle time and closing forecast
- Team training and a usage playbook, so the CRM becomes routine and doesn't die in week two
Why invest in this service
No opportunity falls through the cracks
Every lead enters the CRM with an owner, a stage and a defined next step. No more deals lost in a notebook, contacts forgotten on WhatsApp or the "I'll call them later" that never happens.
Predictability instead of guesswork
With the pipeline broken into stages and conversion rates in plain view, you can forecast how much you'll close in the month. Sales stop being a surprise and become a number you can plan around.
Follow-up that happens on its own
Cadences and automations trigger the task, the reminder and the message at the right time. Reps no longer rely on memory, and leads don't go cold because someone forgot to call back.
Marketing and sales playing together
Leads from ads, the website or a landing page enter the CRM with their source identified. Sales knows where they came from, and marketing sees which campaign generates closed deals, not just clicks.
A more productive sales team
With message templates, automatic lead distribution and centralized history, reps stop wasting time on manual tasks and duplicate data entry, and spend that time selling.
Managing by dashboard, not by hunch
You track conversion by stage, performance by rep, loss reasons and cycle time. It becomes clear where the pipeline leaks and which bottleneck to fix to sell more with the same team.
How it works
Sales process assessment
Before configuring any tool, we map how you sell today: stages, lead sources, bottlenecks and where the pipeline leaks. You can't set up the board without understanding the game.
Configuration and integration
We build the pipeline, fields, automations and cadences, connect your marketing channels and migrate your current database. Everything is tested end to end before the team logs in.
Training and adoption
We train your reps, deliver the usage playbook and stay close through the first days of operation. A CRM only delivers results when the team actually uses it every day.
Follow-up and adjustment
We review the reports with you, fine-tune automations and cadences and calibrate the pipeline based on real numbers. The process gets sharper every cycle, moving toward checkmate.
Frequently asked questions
RD Station or DashKING: which one is better for me?+
It depends on your size, your budget and what you need to automate. DashKING is KING's own CRM, lean and tailored for companies that want to organize their pipeline without a hefty monthly fee. RD Station is more robust for those who need advanced marketing automation and many integrations. During the assessment we frankly recommend the tool that makes sense for you, not the one that pays the biggest commission.
I already have a CRM, but nobody on the team uses it. Can you fix that?+
That's the most common case we see, and the problem is almost never the tool. It's a poorly designed pipeline, too many fields, too little automation and an untrained team. We reorganize the process, simplify whatever slows down the routine, train the reps and, when it makes sense, migrate to a better-suited CRM. The goal is for the team to use it because they want to, not because they have to.
How long does CRM implementation take?+
In most cases, 2 to 6 weeks, depending on the complexity of your sales process, the number of integrations and the size of the database to migrate. We work in stages with deadlines set from the start, and you follow every deliverable: no project that disappears for months and comes back finished.
Does the CRM integrate with my WhatsApp, website and ads?+
Yes. We connect the leads coming from your website, landing pages and Google and Meta campaigns so they land directly in the CRM with their source tagged, and we integrate WhatsApp into the customer service flow. That way no contact gets lost between channels, and you see the whole journey, from first click to closed deal.
Does it work for a small company, or do I need a large sales team?+
It works, and it's often where it makes the biggest difference. Even with one or two reps, organizing the pipeline and automating follow-up recovers sales that currently slip away for lack of process. The CRM grows with the operation: you start simple and add stages and automations as the team grows.
Does KING work with companies outside Brazil?+
Yes. KING is based in Marília, Brazil, and CRM implementation is entirely digital. We serve clients in Brazil and abroad remotely, with focused video meetings and the same close day-to-day attention.
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Ready to get started?
Stop losing sales for lack of process. Talk to KING and give your sales team a CRM, a method and predictability, moving toward checkmate.