We Set Up CRM Systems That Actually Get Used
Most businesses buy software and then struggle to make it work for their team. We spend time understanding how you operate before touching any settings. Our clients tell us the difference is that we care more about adoption than features.
Talk About Your SetupWhy We Started Doing This
After watching too many businesses waste money on systems they couldn't figure out, we decided someone needed to bridge the gap between software sales and real-world use.
The Problem We Keep Seeing
A company buys a CRM platform because they need better organization. The sales demo looked great. But three months later, half the team isn't using it. Data gets entered inconsistently. Reports don't match reality.
It's not the software's fault — and it's not the team's fault either. The issue is that nobody took time to map out actual workflows before flipping the switch.
- Settings configured without understanding daily operations
- Training sessions that cover features instead of processes
- No follow-up after the initial setup period
- Assumptions made about how people will adapt
We've watched this pattern repeat across industries. So we built our approach around preventing it.
How We Actually Work
Shadow First, Configure Later
We spend a week watching how your team operates before changing anything. Most consultants start with a template. We start by understanding your reality.
Build Around People
Your system should match how people work, not force them into rigid processes. We design setups that feel natural instead of complicated.
Gradual Rollout
Big launches usually fail. We bring features online one department at a time, making sure each group is comfortable before moving forward.
Real Training Sessions
We teach using your actual data and scenarios. No generic examples or feature lists — just practical guidance on daily tasks.
Three-Month Check-Ins
After setup, we stay involved. Monthly reviews help catch issues early and adjust configurations as your needs evolve.
Documentation That Makes Sense
We write guides in plain language with screenshots from your system. No technical jargon or assumptions about prior knowledge.
Meet The Team
We're not a large agency. Just two people who care deeply about making technology work for businesses instead of creating frustration.
Henrik Sundqvist
Lead CRM Strategist
Henrik spent his early career in tech support, which taught him something important: most software problems aren't actually technical. They're communication problems.
After years of helping frustrated users over the phone, he moved into consulting. He realized businesses needed someone who could translate between what software can do and what they actually need it to do.
"The best system is one your team doesn't have to think about. It should just make their work easier."
Henrik now focuses on workflow analysis and initial setup. He's good at spotting inefficiencies and figuring out how technology can address them without adding complexity.
Ivana Marić
Implementation Specialist
Ivana came from operations management at a manufacturing company where she dealt with constant process challenges. She understands the gap between how things should work in theory and what actually happens on busy days.
She joined Westmontdata because she wanted to help other businesses avoid the data chaos she experienced firsthand. Her background means she thinks about implementation from a practical, operational perspective.
"I've been the person stuck with a system that didn't match reality. I know what that feels like."
Ivana handles training and ongoing support. She's patient, thorough, and has a talent for explaining technical concepts in ways that make immediate sense to busy business owners.