simplifica.biz
Rating
★ 4.5Partner since
2017
Locations
Mexico
Languages
English
Spanish
Portuguese
About simplifica.biz
We help growing companies regain control of their operation by designing Work Operating Systems powered by monday.com. We don’t just implement software—we turn chaos into clarity, alignment, and scalable execution.
Expertise & focus areas
Advanced Delivery Partner • Work Operating System Design • Professional Services • CRM Specialist • Consulting & Implementation • PMO & RevOps • Process Automation • Adoption & Enablement • Scalable Growth
Why work with us
Platinum monday.com Partner (5+ years). We deliver enterprise-grade implementations with clear governance, fast time-to-value, and high adoption—trusted by leading companies in Mexico to scale monday.com across teams.
People
3
Alberto Paz
Business Development Representative
Alberto is responsible for generating and qualifying new business opportunities at Simplifica. His focus is on identifying companies that are struggling with alignment, visibility, and execution, and starting high-quality conversations that lead to real value.
Mexico
Spanish.
Angel Rivera
Professional Services Manager
Ángel leads and scales the Professional Services practice at Simplifica. His role is to ensure that every monday.com implementation delivers real business impact: clear processes, strong adoption, and measurable results. He manages the consulting and implementation team, defines delivery standards, prioritizes projects, and ensures quality, profitability, and customer satisfaction. He acts as the bridge between sales strategy and operational execution, making sure what is sold becomes tangible value.
Mexico
Spanish. English.
Rodrigo Muñoz
Operations Director
Rodrigo leads the operational strategy at Simplifica, ensuring the company runs efficiently, predictably, and at scale. His role is to align people, processes, and execution so the business can grow without friction.
Mexico
Spanish. English.
Reviews
No reviews yet.
Partner metadata
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"description": "<h3>Sales CRM Implementation & Pipeline Management</h3><p><u>Centralized sales operations in monday CRM, reducing lead capture time by ~75%, improving follow-up SLA from 72h to 24h, and increasing CRM adoption from ~30% to 90%.</u></p><p></p><p><strong>Client</strong><br>Aceros Vimar (Mexican steel industry company founded in 2011)</p><p><strong>Products</strong><br>monday CRM (with monday Work Management as needed)</p><p><strong>Additional tech stack</strong><br>Gmail integration, native monday automations</p><p></p><h2>Client context</h2><p>Aceros Vimar is a Mexican company founded in 2011 by entrepreneurs with extensive experience in the steel industry and a strong commitment to the national market.</p><p>Before the implementation, the company did not have a CRM to manage sales in a structured and centralized way. 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The team lacked a single source of truth to manage leads, customer interactions, and pipeline status in real time.</p><h3>What wasn’t working</h3><p>The company previously attempted to adopt HubSpot as their CRM, but adoption was not successful. The platform was perceived as complex and time-consuming, especially because sales reps had to complete their customer calls and then manually enter the details into the system afterward.</p><p>This led to frustration across the team and ultimately prevented consistent CRM usage.</p><h3>What they tried before</h3><ul><li><p><strong>HubSpot</strong>, which was discontinued due to complexity and low adoption</p></li><li><p><strong>Spreadsheets and email</strong>, which caused duplicated data, errors, and wasted time</p></li><li><p><strong>Manual follow-ups without automation</strong>, increasing the risk of lost information and missed next steps</p></li></ul><h3>Business and team impact</h3><ul><li><p><strong>Operational impact:</strong> Sales reps spent more time entering and organizing data than engaging with customers. Lack of centralization created rework and inefficiencies.</p></li><li><p><strong>Business impact:</strong> Follow-ups were delayed or incomplete, leading to missed opportunities. KPIs were not easily visible, making it difficult to make timely decisions.</p></li><li><p><strong>Team impact:</strong> Users felt frustrated with tools that did not support their workflow, reducing productivity and engagement. The lack of consistency also increased the risk of a poor customer experience due to delays or errors.</p></li></ul><p></p><h2>Solution implemented</h2><p><a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Simplifica.biz\">Simplifica.biz</a> implemented monday CRM with a focus on building a system that was intuitive, flexible, and easy for the sales team to adopt. The goal was to eliminate duplicate work, centralize the sales process, and create a consistent workflow the team could use daily.</p><h3>Ease of use</h3><p>Compared to HubSpot and spreadsheets, monday CRM provided a more intuitive experience that allowed the team to:</p><ul><li><p>Capture leads quickly, move opportunities through the pipeline with less friction and work from one centralized system without repeated manual entry</p><p></p></li></ul><h3>Flexibility and customization</h3><p>The CRM was tailored to Aceros Vimar’s specific sales process, including stages such as:</p><ul><li><p>Initial contact → Follow-up →Quotation → Negotiation → Closing</p></li></ul><p>The workflow was also designed to support future phases such as delivery and invoicing.</p><p></p><h3>Accessibility</h3><p>The team gained the ability to work from:</p><ul><li><p>Desktop, mobile app and Gmail integration</p></li></ul><p>This ensured they could manage customer follow-ups in real time, even while on the move, with automated reminders and clear ownership of next steps.</p><p></p><h3>Collaboration and traceability</h3><p>All customer notes, updates, and communications were centralized in one system, reducing reliance on WhatsApp and long email threads. The team could assign tasks, leave comments, and tag teammates directly in monday, ensuring accountability and visibility across the process</p><p></p><h2>Implementation approach (adoption-focused)</h2><p>To ensure long-term success and real adoption, <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://Simplifica.biz\">Simplifica.biz</a> supported Aceros Vimar through a hands-on implementation process designed around the team’s daily workflow.</p><p></p><p>Key steps included:</p><ul><li><p><strong>Practical working sessions (dry runs):</strong> Real-life simulations of the sales flow before going live</p></li><li><p><strong>Close support and real-time adjustments:</strong> Immediate troubleshooting, configuration updates, and best-practice recommendations</p></li><li><p><strong>Tailored enablement materials:</strong> Step-by-step guides, onboarding videos, and role-based training</p></li><li><p><strong>Flexible scheduling:</strong> Sessions were adapted to the team’s availability</p></li><li><p><strong>Fast onboarding:</strong> A structured setup that enabled both sales reps and managers to start using the CRM quickly without unnecessary complexity</p></li></ul><p></p><h2>What was delivered</h2><p>The solution included:</p><ul><li><p>A centralized CRM in monday to manage accounts, contacts, and opportunities</p></li><li><p>A complete sales workflow from lead creation through follow-up, qualification, negotiation, and closing</p></li><li><p>Automated reminders for critical sales activities such as follow-ups and customer visits</p></li><li><p>Internal collaboration features to assign tasks, comment, and coordinate within the same platform</p></li><li><p>Real-time dashboards to track pipeline health, performance, and active opportunities</p></li><li><p>Custom lead intake forms to capture key information quickly and consistently</p></li><li><p>Gmail integration to send emails from within the platform and maintain a full communication history</p></li></ul><p></p><h2>Results</h2><p>Before monday CRM, Aceros Vimar’s sales team relied on spreadsheets, email threads, and manual follow-ups to manage leads and customer interactions, which created duplicate work, limited visibility across regions, and increased the risk of missed opportunities. 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They also noted smoother collaboration, fewer manual tasks, and greater motivation thanks to a workflow that was simple to follow and supported their daily work.</p><p></p><p></p>",
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