Corporate Website & CRM
Marketing and sales share one measurable workflow from first contact onward.
Client
Helix Advisory
Industry
Professional services
Project type
Connected website and CRM
Duration
16 weeks
Launched
2026
Marketing, sales and project teams work from one customer history.
Demonstration case studyOne customer context from search to active project
This case study connects a corporate website to a focused CRM shaped around how a consulting team qualifies and develops opportunities.
The new website needed to communicate expertise clearly while every inquiry continued into a structured CRM workflow without losing context.
The business problem
Enquiries arrived in a shared inbox without structure, follow-ups were invisible and marketing could not see which sources became real engagements.
After a win, the operations team collected requirements again. Leadership lacked a shared forecast of opportunities, value and expected capacity.
The proposed solution
We created structured forms, automated qualification, a sales workflow and reporting that connects source to outcome.
The custom CRM creates a customer and opportunity, assigns an owner, manages meetings, proposals and next actions, then creates an initial project framework when accepted.
Delivered functionality
Content management
Services, industries and case studies connect around the visitor’s question.
Protected forms
Fields and prompts change according to project type and budget.
CRM workflow
Source, service, location and scale determine priority and owner.
Tasks and notifications
Pipeline, tasks, meetings, notes, documents and reminders.
Attribution
Approved modules and terms become a versioned PDF document.
Connected public and internal screens
One visual language guides the client through the website and the team through the next operational actions.
01 / Public website
Industry service
A clear proposition, evidence and relevant path to conversation.
02 / CRM
Sales pipeline
Value, next action and risk by opportunity.
03 / Customer
One history
Contacts, meetings, proposals, files and active projects.
Engineering and adoption
9 weeks for shared strategy, website, CRM and team training.
Customer journey
Sales and project interviews plus inquiry and content analysis.
Content and prototype
Website architecture, CRM model and a test of the hand-off between them.
Connected delivery
Public pages, CMS, form, CRM, notifications and reporting.
Migration and training
Active customers and deals, role-based training and two weeks of enhanced monitoring.
Key challenges
The process needed to stay light enough for daily adoption while capturing dependable decision data.
Qualification without friction
The form reveals further questions only when the answer has practical value.
Sensitive sales information
Team and record permissions, protected documents and an administrative audit trail.
Adoption across roles
Salespeople and leaders received distinct views and short scenario-based training.
Demonstration outcomes
Demo outcome: every enquiry has an owner and next step, while channels can be compared by actual value. The indicators represent a realistic scenario four months after launch.
+41%
qualified inquiries
at a similar level of traffic
−29%
time to first proposal
through templates and clear next actions
96%
opportunities with a next step
from 61% before the system
100%
won deals with a hand-off
structured context for the project team
“We now know where every qualified enquiry came from and who owns the next action.”
Даниел Костов
Managing Partner · Helix Advisory
Do not let a good inquiry lose its context.
We will trace the customer journey and show where the website and CRM can work as one.