CRM Setup & Management

Overview

What we deliver

We configure, clean, and manage CRMs so sales and marketing share one source of truth and report on pipeline with confidence.

We help B2B teams get real value from their CRM. Our work covers new implementations, migrations, and ongoing administration across HubSpot, Salesforce, Pipedrive, and Zoho. We start by mapping your revenue process, then translate it into objects, pipelines, fields, and automations that match how your team actually sells. Data cleanup, deduplication, and enrichment are part of every engagement, along with role-based permissions and clear naming standards. We integrate the CRM with marketing, finance, and support tools so handoffs are smooth and reporting is reliable. On retainer, we manage day-to-day admin, build new dashboards, and run quarterly reviews to keep the system aligned with strategy. You get a partner who treats the CRM as a revenue platform rather than a contact list, and leadership gets pipeline reports they can act on without doubting the data.

Fit Check

Built for teams like yours

Who it's for

B2B SaaS companies
Professional services firms
Manufacturing and industrial sellers
Scaling sales teams
RevOps and operations leaders

Pain points we solve

Messy or duplicate CRM data
Pipelines that do not match the sales process
Poor adoption from sales reps
Disconnected tools and silos
Unreliable forecasting and reporting

What's included

Capabilities

Everything we cover in this engagement.

CRM implementation and migration
Pipeline and object configuration
Data cleanup and enrichment
Workflow and automation setup
Integration with marketing and finance tools
Reporting and dashboards
User training and enablement
Ongoing administration

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

Document sales process, data sources, and reporting needs.

02

Design

Map pipelines, fields, and automations to your workflow.

03

Build

Configure CRM, migrate data, and integrate systems.

04

Enable

Train users, document SOPs, and launch.

05

Manage

Run ongoing admin, reviews, and improvements.

What you get

Deliverables & outcomes

What you get

Configured CRM instance
Clean and enriched contact data
Documented pipelines and automations
Integration mapping
Reporting dashboards
User training materials

Outcomes you can expect

Reliable pipeline visibility
Higher sales rep adoption
Cleaner contact and account data
Faster reporting cycles
Better forecasting accuracy

Timeline

6 to 12 weeks to implement

Engagement

Monthly retainer, Project, Sprint

Tools we use

HubSpot, Salesforce, Pipedrive, Zoho CRM, Clearbit

KPIs we track

Data accuracy rate, CRM adoption rate, Pipeline coverage, Forecast accuracy, Time to report

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

Proof