Connect Customer Records with the Work Behind Every Relationship
Design a CRM around your sales and service processes. Bring contacts, conversations, opportunities, and follow-up tasks into a shared system that reflects how your team actually works.
Discuss your CRM workflowContacts
Structure customer profiles, organizations, and relationship history.
Leads
Capture enquiries with the context needed for qualification.
Pipeline
Track opportunities through defined sales stages and ownership.
Follow-up
Assign next actions and keep communication records together.
Service
Connect customer requests with cases and responsible staff.
Reporting
Review pipeline movement, activity, and unresolved customer needs.
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Keep Customer Context Connected
Design a CRM around the relationships, sales stages, and service handoffs your team actually manages.
Customer records
Connect account details, contacts, and interaction history.
Discuss your CRM workflow →CRM Engineering
Carry Customer Context Across Teams
Understand CRM Engineering
Design customer relationship workflows around accounts, sales opportunities, and the service activity that follows.
Plan CRM Engineering Workflows
Define the customer record and sales stages before connecting team tasks, communications, and reporting.
- Account ownership: Agree who maintains customer details and relationship history.
- Sales stages: Define the criteria for advancing or closing an opportunity.
- Service context: Specify what information delivery teams need after a sale.
Define how account ownership, sales stages, service context connect to the people and systems responsible for CRM Engineering.
Build for CRM Engineering
Plan customer profiles, opportunity tracking, follow-up tasks, service handovers, crm connections, sales reporting as connected parts of the CRM Engineering scope.
Customer profiles
Organize account, contact, and interaction details in shared records.
Opportunity tracking
Represent sales stages, expected next actions, and deal ownership.
Follow-up tasks
Connect reminders and assigned work with the relevant customer.
Service handovers
Carry account history into support and delivery workflows.
CRM connections
Validate customer data exchanged with other business applications.
Sales reporting
Review pipeline and activity using consistent CRM field definitions.
Build customer workflows around shared context
Structure the customer record
- Connect account details, contacts, and interaction history.
- Define ownership of each customer relationship.
- Review duplicate and incomplete records.
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closed sales
CRM Engineering
With Customer Context
Bring customer records, team activity and service handoffs into CRM workflows that reflect how the business manages relationships.
Structure Customer Information
Define accounts, contacts and relationship links so staff can understand which records belong to the same customer context.
Coordinate Team Activity
Connect notes, tasks, opportunities and service events to clear owners and the next relevant action.
Integrate Without Losing Meaning
Map external customer updates to explicit field rules, duplicate handling and reviewable synchronization outcomes.
Records
Exchange
Handoffs
Workflow
Keep customer records and team actions connected.
Accounts
Structure contacts and company relationships.
Contacts
Define pipeline stages and sales activities.
Activities
Set conditions for CRM automation actions.
Handoffs
Connect CRM records to external services.
Exchange
Trace customer-record and workflow changes.
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Get a preview of our enterprise PPC services
Growing PPC’s performance starts with a plan customized to your business, industry, and audience. So, we build a customized enterprise PPC service plan for your organization, providing you with a roadmap for how we’ll achieve your goals for paid search, from greater brand awareness to bigger market share.
Custom PPC Plans
Starting at
$650 / month
How we determine pricing
Your Ad Spend
Your advertising budget will not only determine your monthly management costs, it will also help determine which advertising channels we’d recommend investing in to maximize your marketing budget.
Networks and Targeting
Your custom strategy will depend on where you are looking to advertise- Google, Bing, Programmatic, etc. Your WebFX strategist can recommend PPC channels for you based on your business goals!
Creative Needs
If you have an in-house designer, you may not need WebFX’s support with the creation of branded ad creative. However, many of our clients trust WebFX’s design team to create professional, branded display ads for any campaign type.
Included for All PPC Plans:
- In-depth keyword research and advanced selection
- Competitor and industry analysis
- Data-backed keyword development
- Ongoing ad strategy management and optimization
- Access to our in-house revenue acceleration software RevenueCloudFX
Engineering Insights
Explore our most frequently asked questions to understand our approach to front-end architecture, performance optimization, and scalable design systems.