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CRM Setup & Marketing Automation | BIG12 Pillar 10 | Optimise Your Marketing
BIG12 Pillar 10 — CRM

Never lose a lead. Never miss a follow-up.

We help businesses set up and optimise their CRM — building the pipeline, automations, and follow-up sequences that ensure every enquiry gets the right response at the right time, and every customer relationship is properly managed.

40%
Increase in lead conversion with CRM
£1,200
Starting price for a CRM sprint
100%
Of leads followed up automatically
What a client says
“Before OYM built our CRM system, leads were falling through the cracks constantly. Now every enquiry gets followed up automatically and our conversion rate has increased significantly.”
Professional Services Business
OYM Client
The problem

Most businesses lose more leads than they convert

The average business follows up on fewer than half their leads. A properly configured CRM with automated follow-up sequences can double your conversion rate without generating a single additional enquiry.

Book a free 30-min call
📧

Leads fall through the cracks because there is no follow-up system

Someone enquires, you mean to follow up, it gets forgotten. A properly configured CRM with automated sequences ensures this never happens again.

🗂️

Your pipeline is a spreadsheet or a pile of business cards

If your sales pipeline lives in Excel or your head, you have no visibility over your business. We build the CRM that shows you exactly where every deal stands.

🔄

You have a CRM but nobody uses it consistently

Most CRM failures are adoption failures not technology failures. We build the system your team will actually use — simple, relevant, and embedded in their workflow.

📊

You cannot tell which marketing channels are generating revenue

Without proper CRM tracking you cannot connect marketing activity to revenue. We build the attribution that shows you exactly what is working.

What we do

What’s included in a CRM sprint

Every sprint has a defined scope agreed before we start. Here’s what a typical CRM sprint covers.

🛠️

CRM Setup & Configuration

HubSpot, Salesforce, Pipedrive, or your platform of choice — we set up the pipeline stages, custom fields, and views that match your actual sales process.

🤖

Automation Build

Lead assignment, follow-up sequences, task creation, deal stage triggers — we build the automations that mean no lead ever goes cold without human intervention.

📧

Email Sequences

5-7 email nurture sequences for every stage of your pipeline — from first enquiry through to closed deal — written, built, and activated.

📊

Pipeline & Dashboard

A live pipeline dashboard showing every deal, every stage, every follow-up due — so you and your team always know exactly what needs attention today.

🔗

Integration

We connect your CRM to your website, email marketing, social channels, and any other tools in your stack — so data flows automatically without manual entry.

📚

Training & Adoption

We train your team on the new system and build the habits that ensure consistent adoption — because the best CRM in the world does nothing if nobody uses it.

The BIG12 connection

How CRM connects to the rest of your marketing

CRM doesn’t work in isolation. Here’s how it connects to the other BIG12 pillars that amplify your results.

01
Lead Generation
Lead generation feeds every other pillar — without a consistent enquiry flow, nothing else matters.
03
SEO
SEO drives the organic traffic that fills your funnel without ongoing ad spend.
04
Website
Your website is where every other channel sends traffic — it needs to convert.
12
Test & Measure
Measurement tells you what is working so you can do more of it.
Case study

Real results from crm work

Here’s what happened when a client invested in crm with OYM.

Industry
Professional Services
A professional services firm with no CRM — managing leads in spreadsheets, missing follow-ups, and unable to see which marketing was generating revenue.
891%
Increase in website sessions
997
Keywords on page 1
3mo
To see results
£750
Starting sprint cost

“Before OYM built our CRM, leads were falling through the cracks constantly. Now every enquiry gets followed up automatically and our conversion rate has increased significantly.”

Professional Services Business
Get started

Ready to stop losing leads?

Book a free 30-minute call. We’ll audit your crm across all 12 BIG12 pillars and tell you exactly what to fix first — whether you work with us or not.

Free 30 minutes. No commitment. No hard sales.

Need help with implementing your CRM?

“I’m happy to answer any questions and help you make the right decisions for you business.” - Stuart

Based at Cromford Mills, Derby, serving businesses across Derbyshire, Nottingham, Manchester and the UK