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.
Connect monday.com with your existing tools and third-party applications.
Setup & Configuration
Full setup of monday.com, tailored by experts to your unique business needs.
Data Migration
Seamlessly migrate your existing data from other platforms to monday.com.
Data Services
Solutions for data organization, analytics, and reporting that enable better decisions.
Workflow Optimization
Optimize and streamline your existing workflows for maximum efficiency.
App solutions
Build custom applications and integrations to extend monday.com functionality.
Automations
Automated workflows that reduce manual work and increase efficiency.
Strategy & Planning
Strategic consulting and planning to optimize your processes.
Training & Enablement
Comprehensive programs and guidance to ensure your team adopts monday.com effectively.
AI Enhancement
Leverage AI to enhance your workflows and automate complex processes.
Partner metadata
Listing updated: May 27, 2026
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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. Customer follow-ups, lead tracking, and sales visibility by region were handled through disconnected tools and manual processes.</p><p>This created significant operational challenges, including:</p><ul><li><p><strong>Duplicate work and rework:</strong> Sales representatives were manually logging information across multiple tools (spreadsheets, email, and previously attempted CRM systems).</p></li><li><p><strong>Higher operational costs:</strong> Time was spent organizing and entering data instead of selling and serving customers.</p></li><li><p><strong>Lost revenue opportunities:</strong> Poor lead qualification and inconsistent follow-up resulted in missed opportunities, with estimates reaching up to <strong>$712,000 USD in lost potential revenue</strong>.</p></li><li><p>As a result, the team needed a solution that would drive real adoption and speed up follow-ups—ultimately reducing lead capture time by ~75% and improving follow-up SLA from 72 hours to 24 hours.</p></li></ul><p></p><h2>The challenge</h2><p>Aceros Vimar’s sales process was fragmented and heavily dependent on manual follow-up. 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. After implementing a centralized CRM in <a rel=\"noopener noreferrer nofollow\" class=\"text-blue-link cursor-pointer hover:underline\" href=\"http://monday.com\">monday.com</a>, the team was able to capture and track leads in minutes instead of hours, maintain a complete customer history in one place, and standardize follow-ups through automated reminders and clear ownership of next steps. As a result, sales managers gained real-time pipeline visibility and performance insights through dashboards, while the commercial team improved collaboration, reduced operational friction, and built a more consistent, reliable sales process that supports growth without losing track of opportunities.</p><p></p><h2>Team feedback</h2><p>The team reported a stronger sense of control and confidence in their sales process, highlighting that leads were no longer lost and all activity remained documented in one place. 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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