CRM and AI sales process. Sales that works without your supervision.
CRM deployment with SPIDER methodology, BANT and MEDDIC lead qualification, AI call notes in 2 minutes. HubSpot, Pipedrive, LiveSpace, virtual phone system. 21–30 days.
For a business owner or sales manager with 2–10 reps, where everyone does things their own way: inconsistent results, inconsistent quality, no repeatability. For a company where sales depends on one key person and the owner wonders what happens when that person leaves.
- You're hiring another sales rep and want them productive in 2 weeks, not 6 months.
- You're losing sales opportunities because nobody noticed the lead was hot.
- The manager doesn't know what's in the pipeline without calling every rep individually.
- The company is scaling sales and needs predictable, repeatable results.
What the service includes
- Sales process design workshop using SPIDER methodology (stages, steps, activities)
- CRM configuration (HubSpot, Pipedrive or LiveSpace) around the designed process
- BANT or MEDDIC qualification criteria implemented as mandatory CRM fields
- Virtual phone system integration (Ringostat, Thulium, VoIP.pl or other)
- AI call transcription setup — structured note in CRM within 2 minutes of the call
- PDCA rhythm implementation: monthly KPI review and process adjustment
- Sales team training (2–4h)
How it works
SPIDER methodology
A framework that divides the sales process into stages, steps and activities. Each step has an assigned note template, email template and task. Every rep knows exactly what to do at every stage — no need to ask the manager.
BANT and MEDDIC qualification
Qualification frameworks configured as mandatory fields in the CRM. A rep cannot move a deal to the next stage without completing key information about budget, decision-makers and purchase criteria.
Phone system + AI
The virtual phone system records the call. AI transcribes it and within 2 minutes generates a structured note — topic, agreements, next step — and saves it automatically in the CRM. No more manual notes after every call.
End result
The manager opens CRM in the morning and sees the full pipeline status without a single call to the team. Every sales conversation is automatically recorded, summarised and linked to the lead. A new rep knows what to do from day one, because the process is in the system — not in one person's head.
Why Ad Plus over the competition
- SPIDER sales process — repeatable from day one
- BANT/MEDDIC as mandatory CRM fields, not optional checkboxes
- AI call notes in 2 minutes
- Monthly PDCA — continuous optimisation, not a one-time deployment
- Stage-by-stage conversion dashboard
- Deployment in 21–30 days
Service parameters
| Deployment time | 21–30 days |
|---|---|
| Format | Remote + on-site workshop 4–6h |
| CRM platforms | LiveSpace, Pipedrive and other popular CRM systems |
| Phone integration | Ringostat and other VoIP systems |
| Training | Included in price (2–4h) |
| Reporting | Dashboard + monthly PDCA |
FAQ
Do we need to replace our existing CRM?
Not necessarily. We first check whether your current CRM can be configured around SPIDER. If yes — we configure it. If not — we recommend a migration with a concrete transition plan.
Does AI really listen to phone calls?
Yes. The phone system records the calls, AI transcribes them and generates a structured note: topic, agreements, next step. The note lands in the CRM automatically within 2 minutes of the call ending.
How long does a SPIDER implementation take in practice?
The process design workshop takes 1 day. CRM configuration and integrations take 7–14 days. Team training and PDCA rollout take another 7 days. 21–30 days total from contract signing.