Which CRM should we use?

For a $5M–$20M company the platform matters much less than the process discipline around it. A well-run HubSpot beats a badly-run Salesforce, and costs a fraction as much.

No. We work with HubSpot, Salesforce, Zoho, Microsoft Dynamics and Pipedrive, and hold no partner margin on any of them, so the recommendation is not shaped by a commission.

Our reps will not use the CRM. Can that be fixed?

Usually, but not by adding features. Low adoption is nearly always a sign the CRM encodes a process that does not match how the team actually sells.

How long does an implementation take?

Process design and configuration is typically four to eight weeks. Data cleanup varies enormously with the state of what you have.

CRM Consulting

A CRM is only as good as the process it encodes. Most of what looks like a CRM problem is an undefined process problem.

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Companies rarely have a CRM problem. They have a process problem that the CRM is faithfully reflecting back at them.

Symptoms are consistent: reps do not update it, the data cannot be trusted, reporting requires a spreadsheet export, and someone is quietly running the real pipeline somewhere else.

Where we start

The process, before the tool. What are your actual stages? What has to be true to move between them? Who owns a record at each point? Most CRM projects skip this and end up automating an undefined process.
Then the configuration. Objects, fields, stages, automation, permissions — matched to how the business sells now.
Then the data. Deduplication, field normalisation, ownership assignment. Unglamorous, and the reason most CRM projects fail to change anything.
Then adoption. A CRM that reps route around is worse than none, because it produces confident reporting on incomplete data.

Engagement types

Engagement	Typical scope
Implementation	New CRM, process design, migration, adoption
Migration	Moving platforms without losing history or momentum
Cleanup	Deduplication, normalisation, restoring trust in the data
Optimisation	Existing CRM, poor adoption or poor reporting
Ongoing ownership	CRM as part of a fractional operating engagement

Where CRM work is one part of a wider operational problem, it usually becomes a revenue operations engagement or a fractional operating role instead.

Get a straight read on your CRM

A short audit covering data quality, process fit and adoption, with a prioritised list of what to fix first.