CRM Implementation & Data Infrastructure

Build the data foundation your growth system deserves.

We help you choose, implement, and clean up CRM and data infrastructure so leads, deals, and revenue are tracked properly — and your team can finally trust the numbers on the dashboard.

CRM architecture & setup
Integrations & data sync
Clean data & clear fields
Request a CRM review See how this powers automation
Ideal if your CRM feels messy, underused, or disconnected from your real sales and marketing process.
Make your CRM match how you actually sell

We design pipelines, fields, and views based on your real-world process — not just whatever the default template provides.

  • Pipelines that mirror your true sales stages
  • Deal, company & contact fields that actually get used
  • Views and reports that answer real questions
What typically improves
Cleaner
pipeline & contact data
Faster
answers to “what’s working?”
Built around your tool of choice

We work with the CRM and data tools that fit your stage — and make sure they’re configured to support automation, reporting, and everyday use by your team.

Who this is for

For teams who want to make data a strength, not a headache.

CRM Implementation & Data Infrastructure with AUJ is for companies who know their growth system is only as good as the data behind it.

Founders & leadership who are tired of manually asking for numbers and getting different answers from different systems.
Sales & marketing teams who don’t trust their CRM because it feels messy, clunky, or irrelevant to their daily work.
Ops & revops leads who want a cleaner, more reliable pipeline and reporting stack to support decision-making and automation.
What changes with a solid data foundation
From “we think” to “we know”
  • Aligned definitions – everyone agrees on what a lead, MQL, opportunity, and customer actually mean.
  • Cleaner records – less duplication, fewer missing fields, and more structured data for reporting and automation.
  • Useful views – reps, marketers, and leaders each get the dashboards and lists that matter for their day.
  • Stronger automation – better triggers, scoring, and segments because the underlying data is reliable.
  • Faster decisions – less time fighting over spreadsheets, more time acting on clear performance signals.

A good CRM setup doesn’t slow your team down — it makes it easier for everyone to see and move the work that matters.

What’s included

The building blocks of your CRM & data stack.

We design, implement, and refine your CRM and data flows so they support marketing, sales, and leadership — not just live as a database.

Discovery

Discovery & current-state audit

We review your current tools, pipelines, fields, reports, and data quality to understand what’s working and what’s broken.

  • CRM & data stack audit
  • Process and usage interviews
  • Gap analysis & quick wins
Architecture

CRM architecture & configuration

We design pipelines, objects, fields, and permissions so your CRM structure matches your real-world sales and customer lifecycle.

  • Pipeline & stage design
  • Object & field structure (contacts, companies, deals, etc.)
  • Permissions, roles & basic governance
Integrations

Integrations & data sync

We connect your CRM with the rest of your stack — website forms, marketing tools, support, and other key platforms.

  • Form & website integration
  • Sync with email, marketing, and support tools
  • Basic rules to avoid duplicates & conflicts
Data

Data cleaning & migration

We help you migrate from old systems and clean up existing records so you can start from a stronger, more reliable base.

  • Data mapping & migration planning
  • Duplicate reduction & normalization rules
  • Field cleanup & standardization
Reporting

Core reporting & dashboards

We design key views and dashboards so leadership, sales, and marketing can see the metrics that matter every week.

  • Pipeline and forecast views
  • Lead, source & conversion reporting
  • Basic dashboards by role (founder, marketing, sales)
Enablement

Training, documentation & governance

We document how the system works and train your team so they know what to do, what to log, and how to keep things clean.

  • Playbooks for daily usage
  • Field & stage definitions everyone understands
  • Light governance & data hygiene routines
How it works

From “CRM chaos” to a clean, trusted system.

We work in clear phases — audit, design, implementation, and enablement — so your team gains confidence as the system improves.

Phase 01

Understand & assess

We dig into how you sell, how you track today, and what’s missing. Then we audit your CRM and data stack against that reality.

Output: current-state report, key issues, and recommended priorities.

Phase 02

Design & configure

We design pipelines, fields, and integrations, then configure your CRM and connected tools according to that blueprint.

Output: configured CRM, mapped integrations, and documented structure.

Phase 03

Clean, launch & enable

We migrate or clean data, set up core dashboards, and train your team. From there, we can stay involved to refine and extend as you grow.

Output: live system in daily use, with a team that knows how to keep it healthy.

FAQs

Questions about CRM & Data work with AUJ.

Getting your data and CRM in order can feel like a big lift. Here’s how we make it practical and grounded in your reality.

Do we need to switch CRMs to work with you?

Not by default. We start from what you already have and only recommend a switch if your current setup truly blocks your growth. Many issues can be solved with better configuration, processes, and training on the tools you already pay for.

How deep do you go into reporting & BI?

This service focuses on getting your CRM and core reporting into a healthy state — accurate, reliable, and usable. For advanced analytics and BI, we can either extend the engagement or collaborate with your data/BI team.

Can you help our team use the CRM better day to day?

Yes. Adoption is a major part of the work. We provide role-specific views, simple guidelines, and short training so reps, marketers, and leaders all see how the system helps their work instead of adding friction.

How does this connect to automation and funnels?

A strong CRM and data layer is the backbone of good automation. Clean fields, clear stages, and reliable events make it much easier to build nurture journeys, routing rules, and performance reporting that actually work.

Let’s talk

Ready to turn your CRM into a real source of truth?

Share how you’re using your CRM today, where it breaks down, and what decisions you struggle to answer with data. We’ll map out what a stronger setup could look like.

We’ll review your current structure and reports before the call.
Concrete, prioritized steps — even if you implement with your own team.
Request a CRM & data review
A few details here help us give you more specific feedback on the first call.
We typically reply within 1–2 business days.