CRM & Data Integration
CRM implementation, data pipeline setup, and reporting architecture that your team actually trusts. HubSpot from $55/hr, Salesforce from $60/hr. Budget cap agreed before work begins.
30-45 minute fit review. No system access required.
Common CRM & RevOps Problems We Diagnose
Inconsistent metric definitions
Sales, marketing, and finance define the same metrics differently. Dashboard numbers don't match.
Pipeline leakage
Leads fall between handoff points. No SLA, no shared visibility, no accountability.
Disconnected data sources
Multiple tools feeding the same dashboard with conflicting data.
Manual reconciliation
Teams spending hours each week fixing reports instead of using them.
CRM workarounds
People work around the CRM instead of in it because the structure doesn't match reality.
Migration uncertainty
Considering Salesforce to HubSpot (or vice versa) but unsure what to move, what to clean, what to rebuild.
How It Works
Free diagnostic
We review your current state in a 30-45 minute call. No obligation. If the problem needs technical implementation, we scope it.
Scope and estimate
Our team estimates hours and defines deliverables. You receive a written proposal with a budget cap before any work begins.
Build and review
Development in sprints with weekly progress reviews. You see working results at every stage, not just at the end.
Handover and warranty
Tested, documented deliverables handed over to your team. 30-day warranty on all implementation work.
What a CRM Integration Covers
CRM structure audit
Data model review, field cleanup, deduplication logic.
Pipeline & stage review
Stage definitions, conversion criteria, handoff rules.
Reporting definitions
Unified metric definitions across sales, marketing, operations.
Data source consolidation
Identify and resolve conflicting data feeds.
Core integrations
Review and repair connections between CRM, marketing, finance tools.
Dashboard & reporting rules
Build or fix dashboards that leadership can trust.
A senior advisor will respond within 2 business days.
CRM Environments We Work With
Who This Is For
B2B companies where the CRM is installed but nobody trusts the numbers. Sales, marketing, and finance use different definitions for the same metrics. Reports take hours to reconcile. Leads fall between handoff points.
You do not need another CRM migration. You need someone to fix the structure, the data, and the processes around the system you already have.
Pricing
From $55 / hour
HubSpot: from $55/hr. Salesforce: from $60/hr. Typical project: 30-80 hours. Estimate from $1,650.
Budget cap agreed in writing before work begins. You never pay before scope is set by the free diagnostic.
Timeline: 3-8 weeks depending on the number of systems, data sources, and stakeholders involved.
You never pay before scope is agreed in writing.
CRM & Data Integration FAQ
Not necessarily. Most engagements focus on fixing the CRM you already have. We recommend migration only when the current platform fundamentally cannot support your process.
Yes. CRM migration is a common outcome of the RevOps diagnostic. We map your current data model, pipeline logic, and integrations before recommending a migration path.
3-8 weeks depending on the number of CRM objects, integrations, and stakeholders. Typical projects run 30-80 hours. The first step is always the free diagnostic.
That is one of the most common scenarios. Reporting issues often trace back to inconsistent field definitions or disconnected data sources, not the CRM itself.
Fix Your CRM & Data Pipeline
CRM implementation, reporting, and data integration. Scoped after the diagnostic.