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CRM & RevOps systems

A CRM your sales team actually trusts

We design, implement and clean up HubSpot CRMs, and work in Salesforce too, for B2B sales teams. That covers pipelines, lead scoring and routing, and the reports leadership relies on. It's for companies whose CRM has grown messy, or who are setting one up properly for the first time.

What's included

What we set up

HubSpot architecture

HubSpot architecture

Objects, properties and associations designed around how you sell, not the default setup.

Pipelines and deal stages

Pipelines and deal stages

Stages with clear entry and exit criteria, so the forecast means something.

Lead scoring and routing

Lead scoring and routing

Leads scored on fit and intent, then routed to the right rep the moment they qualify.

Territory assignment

Territory assignment

Rules-based ownership by region, segment or account, kept current as your team changes.

SLAs and escalations

SLAs and escalations

Response-time SLAs with automatic escalation when a lead or ticket is waiting too long.

Data cleanup and reporting

Data cleanup and reporting

Dedup, property cleanup and governance, then dashboards built on data you can trust.

FAQs

CRM & RevOps questions

Let's look at your CRM

A 30-minute discovery call to see what's slowing your pipeline down.