Step 1: Find the Real Problem, Not the CRM Problem

❌ The Problem

You’re frustrated. The CRM isn’t doing what you want. Things slip through the cracks. Reports don’t reflect reality.

So you start to wonder:

| “Do we need a new tool?”

| “Should we switch to something better?”

But changing CRMs won’t fix:

Unclear sales processes no one follows
Conflicting definitions of “qualified”
Reps managing leads in their own spreadsheets
Managers tracking KPIs that don’t match how the team sells.

The real problem isn’t the platform — it’s the invisible chaos behind it.
Switching CRMs at this point is like buying a new car because you forgot how to drive in the first place.

🧩 What We See Too Often

In our audits, we see the same red flags again and again:

🔄 Sales stages that don’t match your actual buyer journey (e.g. “Demo booked” exists, but nobody actually books demos)

❓ No defined owner at key handoff points: Leads get passed from marketing → SDR → AE… and disappear

🔀 Overcomplicated pipelines: Too many stages, too much friction, no clarity

🧩 Fields no one understands: Half-filled properties, custom fields with unclear names, duplicate data points

All of these feel like software issues — but they’re process issues at the core.

🛠 The Fix: Identify the True Blocker

Before you touch the tool, take a step back.
We help our clients zoom out and ask:

What’s the real outcome you're trying to achieve?
Where are handoffs breaking down?
What’s slowing the team down - friction, confusion, or complexity?

Then we break it down with you:

Is this a process design issue?
A role clarity issue?
A training or change management gap?
Or truly a technical setup flaw?

Often, the fix is simple once the true blocker is visible.
And more often than not — the CRM you already have is more than enough.

💬 Real-World Snapshot

A Head of Sales at a growing tech company came to us saying:
“We’re spending thousands on HubSpot — and I still don’t know what’s working.”

The team was frustrated.

Sales stages were all over the place
No one agreed on what "qualified" meant
Reps skipped steps or made up their own pipeline rules

They thought they needed a better tool. What they really needed was clarity.

We mapped their actual sales process, defined clear handoffs, streamlined pipeline stages, and ran one focused training session.

Result? In 30 days, they increased pipeline conversion by 27% — using the exact same CRM they were ready to abandon.

Their HubSpot skills are top-notch, they're pro-active with recommendations when there could be a better way to get something done, and they're always available to get work done or help.

Phil Khuenen

CEO

Amazing experience working with Kamkod. They helped us craft a fantastic deal flow experience for our customers and sales team as well as improve how we manage complex events and cycles within our organisation.

Sebastian Bates

CEO

Theye were extremely quick at understanding our pain points and grasping what was required. And they was always looking for creative ways to address our requirements without breaking the bank.

Nicole Durell

Head of Sales

Their expertise in CRM systems is impressive, ensuring a seamless and efficient workflow.

Sofya Tsiropoulos

CEO

Your CRM Isn’t Broken — Your Process Might Be.