Services
All Services Application Development Web Applications Website Development CRM Development ERP Development FinTech Applications
Specialisms
🧠 AI Engineering 🔒 Cyber Security 🛡 Defence & Government
Company
About Us Data Center Careers Book a Briefing →
monday.com Certified Partner Cyber Essentials+ NCSC Aligned ISO 27001 Aligned G-Cloud Ready UK GDPR Compliant
CRM & ERP January 2025 6 min read bitConcat Editorial

Most sales teams are sitting on more pipeline than they realise — deals that went quiet, renewals that slipped, referrals never asked for, upsell opportunities never surfaced. A well-implemented CRM doesn't just organise your contacts. It systematically retrieves revenue you are currently leaving on the table.

The £100,000 figure in this title is not aspirational. For a business with a reasonable sales volume and an average deal size above £5,000, it is conservative. Here is where that revenue typically comes from.

The Lost Deals That Aren't Lost

Research consistently shows that the majority of sales — across B2B sectors — require five or more follow-up contacts before a decision. Most sales teams give up after two. The difference, in most pipelines we audit, is worth six figures annually.

A CRM with automated follow-up sequences, task reminders and deal age alerts means no opportunity is forgotten. The rep who used to manage this mentally — imperfectly — now has a system that nudges them at exactly the right moment.

Renewals: Your Highest-Margin Revenue

Selling to an existing client costs a fraction of acquiring a new one. Renewal revenue is your highest-margin, lowest-effort opportunity — and it is frequently mismanaged. Contracts that auto-renewed without a conversation, clients who left because nobody noticed their engagement had dropped, relationships that went cold between projects.

A CRM that tracks contract end dates, monitors account activity and triggers renewal conversations at the right time is worth, in our experience, more to most businesses than any new business initiative.

What Good Renewal Management Looks Like

Alerts triggered 90, 60 and 30 days before contract expiry. Automated account health scoring based on activity, support ticket volume and payment behaviour. Escalation triggers when key contacts go silent. Upsell proposals drafted automatically based on purchase history and usage data.

The Referral Revenue You're Not Asking For

Happy clients refer other clients — but only when asked, and only when the timing is right. Most businesses ask for referrals occasionally, awkwardly, and with no system behind it. A CRM can identify your highest-satisfaction clients at the right point in their relationship lifecycle and trigger a structured referral request with the right messaging.

"The businesses that grow fastest are not always those with the best product. They are the ones who are most systematic about leveraging the relationships they already have."

Pipeline Visibility: Knowing What You Don't Know

Without accurate pipeline data, forecasting is guesswork and management decisions are made on instinct. A properly maintained CRM gives you genuine pipeline visibility — weighted probability, expected close dates, deal velocity trends, and the ability to identify where deals are stalling and why.

That visibility changes sales management fundamentally. Instead of asking reps "how are your deals going?", managers can see which deals need intervention, which reps need coaching, and which parts of the sales process are underperforming — before the end of quarter.

What Makes a CRM Implementation Actually Work

Poorly implemented CRMs are everywhere. Systems full of inaccurate data, fields nobody fills in, reports nobody trusts, and a sales team that views the CRM as admin overhead rather than a tool that helps them sell more.

The difference between a CRM that transforms revenue performance and one that collects dust comes down to a few principles:

Design for the salesperson first

If using the CRM makes a rep's day harder, they won't use it. Every field, every process, every automation should be designed to give the salesperson information they need — not just information management wants to report on.

Integrate with the tools people actually use

A CRM that lives in isolation is not a CRM. Integration with email, calendar, LinkedIn, proposal tools and financial systems means data flows automatically rather than being entered manually. Manual data entry is where CRM implementations die.

Start small, build trust

The biggest implementations often fail because they try to solve everything at once. Start with the core pipeline process, get adoption high, build trust in the data — then expand to marketing automation, service management and analytics.

bitConcat specialise in bespoke CRM implementation and development — including monday.com (certified partner), Salesforce, Dynamics 365 and fully custom systems. If your current CRM isn't delivering, let's talk.

CRM DevelopmentSalesforcemonday.comRevenue GrowthSales AutomationPipeline Management

Ready to Apply This?

Talk to a senior bitConcat engineer about how this applies to your business.

Book a Free Discovery Call →