Your sales first.
Then our CRM.
We don't set up EP365 CRM from a template. Its sales logic is based on Markéta Karman's B2B Customer Lifecycle System methodology: first we work out with you how you sell, and only then do we turn it into the CRM.
A CRM doesn't start with software
Maybe you already have a CRM. Maybe you are choosing one right now.
But before you start comparing the features of different systems, you need to answer far more important questions.
- Who do you consider a lead?
- When does a sales opportunity arise?
- What stages does your sales process have?
- What must a customer do to move to the next stage?
- Do you have different sales processes for different products or customers?
- Who is responsible for each step?
- What data does a salesperson need, and what does management need?
- What do you do with a customer after the first purchase?
If the company has no shared answer to them, a new CRM won't solve the problem.
It will only move today's chaos into a new system.
That is why we approach an EP365 implementation the other way round.
Two companies. Two different paths to a CRM.
Your sales process is already defined
You know your sales lines, stages, qualification criteria, customer statuses and the data you need to track? Excellent.
We go through your inputs together, check that they are ready for implementation, and we can start configuring EP365.
You don't have a defined sales process
No problem. First we set up a Customer Lifecycle System together — a system that describes the customer journey from the first contact through the sales process to customer care.
Only then do we turn its agreed logic into the CRM.
A CRM is not a contact database.It is a tool for managing sales.
A good CRM shouldn't just tell you who is in your database. You need to know who is where, why they are there, what should happen next, who should do it — and what sales potential lies ahead of you.
That is why EP365 works with the whole customer journey.
A contact is not a lead
Having someone's e-mail or business card doesn't yet make them a potential customer.
A lead is not a sales opportunity
A customer moves to the next stage only once the defined qualification conditions are met.
Each sales line can have its own path
A different product, service or type of customer may need a different sales process. The CRM has to be able to adapt to that.
Management sees the real state of sales
Pipeline, expected revenue, individual stages and sales potential are not just reporting after the fact. They are the basis for deciding what the company should do next.
Ing. Markéta Karman
Author and guarantor of the EP365 CRM sales methodology
marketakarman.czThe sales logic of EP365 is based on Markéta Karman's B2B Customer Lifecycle System methodology.
Markéta combines experience from B2B sales and marketing and helps companies set up a system that lets them manage the whole customer journey — from winning the customer through the sale to further development.
Within EP365 she is responsible for the methodological logic of the sales process and for translating it correctly into the CRM. EP365 provides the technology, the implementation and the further development of the app in Microsoft 365.
“A CRM should not be a database that salespeople fill in because they have to. It should be the single source of truth, where the whole company can see its customers, its sales and how the business is running.”
More about Markéta Karman
Markéta has spent more than 20 years in B2B marketing and sales. She works with technical, technology and manufacturing companies as well as firms that provide B2B services, from consulting to training. She helps them connect marketing, sales and customer communication into one working system.
At EP365 CRM she is responsible for making sure the app is built around the needs of small and mid-sized companies. She makes sure the CRM is not used by salespeople alone, but that marketing, accounting and management find their work in it too. She judges every new feature by whether it saves the company time or brings in business.
A CRM should support your sales. Not dictate them.
Don't start by choosing features. Let's start with how you want to manage your sales.