- Migration
- Implementation/Onboarding
- Integrations
- CRM Consulting
- Go to Market Consulting
Done-for-you Close CRM implementation for B2B agencies and recruiting firms with outbound sales teams. 50+ implementations in the US, UK, and DACH region
Most CRMs are data graveyards. Leads go in, nothing useful comes out. In almost every sales team I audit, 30–40% of the pipeline is sitting untouched — and 60% of sent proposals never get a single follow-up call. That's not a lead problem. That's a system problem.
Helmut Berka builds Sales Operating Systems on Close CRM: done-for-you implementations that turn your CRM from a contact database into a machine that tells your team exactly what to do next.
What I build:
- Close implementation & onboarding — full done-for-you setup, configured around your actual sales process, not a generic template
- Migration to Close — from HubSpot, Pipedrive, Salesforce, or spreadsheets, without losing data or momentum
- Smart View architecture — every rep opens Close and sees a prioritized list: who to call, in what order, right now. No guessing. No admin.
- 30-second dashboards — five KPIs per rep: dials, pickup rate, meaningful conversations, appointments set, calling time. Green means good. Red means act.
- Follow-up automation — workflows that make sure no proposal, no lead, and no deal dies in silence
- Accountability architecture — the numbers are visible to everyone. The system creates the pressure, not the manager.
Through this system, individual SDRs consistently hit 250–350 dials per day. Not through motivation talks — through architecture.
Who this is for: B2B agencies, recruiting and staffing firms, and service businesses with 2–15 outbound reps (SDRs, setters, closers). Teams that live in their CRM every day and can't afford leads falling through the cracks.
You work directly with me - not a junior team, not a bi-monthly rotating account manager. Every implementation is built on 26 proprietary frameworks, developed and refined across 50+ sales teams in the US, UK, and DACH region.
Close and Helmut Berka Consulting
Close is the CRM I recommend to almost every outbound sales team I work with - because it's built for calling, follow-up, and speed, not for administration. Smart Views, built-in calling and SMS, workflows, and reporting give me everything I need to build a complete Sales Operating System on one platform, without duct-taping five tools together.
My 26 frameworks were built to run on Close: Smart View structures that drive rep behavior, dashboard setups that give managers 30-second visibility, and automation patterns that keep follow-ups alive. If your team does outbound and you're running on Close - or want to - this is exactly what I do all day.