Most CRM implementations
fail before go-live.
Here’s why ours don’t.
The CRM gets configured. The team gets trained. Nothing changes. That’s a process problem, not a technology problem. We start by understanding how your business actually works — then build the CRM around it. On HubSpot and Salesforce.
completed
and Salesforce
time to live
used — ever
We start with your process.
Not the platform.
Every CRM vendor gives you a default setup. It matches the demo, not your business. Three things break when implementation starts with the platform instead of the process.
The pipeline stages match the CRM defaults, not your sales cycle
Your reps are qualifying, scoping, and proposing. The CRM says Prospect, MQL, SQL, and Closed Won. Nobody agrees on what stage a deal belongs in — so the pipeline is always wrong.
Reps have to translate their workflow into the CRM’s language
Every time a rep logs an activity, they’re making a decision about how to force their reality into a field that doesn’t quite fit. Eventually they stop logging. The data dies.
Reporting shows what the CRM tracks, not what leadership needs
The dashboard is full of numbers nobody asked for. The one metric the VP of Sales reviews every Monday morning requires a spreadsheet export to calculate. Trust in the data collapses.
What we do instead
Before we touch HubSpot or Salesforce, we map your actual sales process — how deals move, what reps do, what management needs to see — then design a CRM that reflects it exactly. The platform is the delivery mechanism for a system that’s already been designed.
What implementation
actually means.
Not “we set up your trial account.” The full system — from process design to the moment your team is running on it confidently.
We implement on HubSpot
and Salesforce.
Both platforms. Deep expertise in both. Here’s how to know which one fits where your business is headed.
For growing,
marketing-led businesses
HubSpot works best when your team needs to be live quickly, marketing and sales run together, and you want a single platform for CRM, marketing, and service.
- Teams of 5–200 who need to be live in weeks, not quarters
- Marketing-led growth — inbound, content, nurture campaigns
- Budget efficiency and fast time-to-value matter
- You want one system for CRM, marketing, and service
For complex,
enterprise-grade operations
Salesforce is the right choice when your processes are complex, your team is large, or your business needs deep customisation that a lighter platform can’t support.
- 50+ reps or complex multi-stage, high-value pipelines
- Heavy customisation — custom objects, Apex, territory management
- Multiple business units, geographies, or product lines
- Deep ERP or legacy system integration required
Not sure which platform fits you?
HubSpot vs Salesforce is one of the most common conversations we have. We’ll give you an honest recommendation based on your team, your process, and your growth stage — not whichever earns us more.
Six reasons CRM
implementations fail.
We’ve fixed every one of these. Most of the time, for companies that paid someone else to create them.
Configuration before discovery
The consultant opens the CRM and starts clicking before they understand how the business works. The result matches the demo, not the sales process.
One generic training session
A two-hour product walkthrough for the whole team. Sales, marketing, and service all in the same room. Nobody learns what’s relevant to their actual job. Adoption never happens.
CRM is disconnected from the stack
Email sequences live in one tool. Deals are in the CRM. The website form routes to someone’s inbox. Everything is technically working and nothing is actually connected.
No data model agreement
Marketing calls them leads. Sales calls them contacts. The CRM has both. Nobody agreed on definitions before go-live and now deduplication is a six-month project.
Adoption treated as a training problem
The team doesn’t use the CRM because the CRM fights how they work, not because they need more training. You can’t train people into using a system that makes their job harder.
No post-launch support
The consultant hands over and disappears. Real usage surfaces problems the sandbox never showed. Six weeks later the system has been modified by three different people and nobody knows what’s intentional.
The implementation process,
from first call to live system.
Built to avoid every failure mode above. Each phase has a clear deliverable you approve before we move to the next one.
Discovery — understand before we build
We interview your sales, marketing, and service teams separately. We map your actual process — how leads arrive, how deals move, how customers are managed — and document every decision point, handoff, and reporting requirement. This session produces the blueprint we build from, not the other way around.
Design — architecture before access
We design the full CRM architecture in a document you can read without logging into the platform: data model, pipeline stages with entry/exit criteria, user roles, automation logic, integration map, and reporting structure. You review and approve every decision before we open the CRM.
Build — configure, automate, connect
We configure pipelines, fields, workflows, and automation to the approved design. Integrations are built and tested concurrently. You review progress in weekly working sessions — not a final reveal at the end of month two. Scope changes are evaluated against the design, not absorbed silently.
Train — by role, not by product
Separate sessions for each team: sales reps learn how to work a deal, marketing learns campaign and lead management, service learns ticket handling, managers learn forecasting and reporting. No generic product tours. Each person leaves knowing exactly what to do when they log in on Monday.
Go live & hypercare
Go-live with us on standby. A two-week hypercare period catches anything that only surfaces under real usage — the edge cases, the workflow the rep does once a month, the report the CFO needs on the first of the month. After that, retained support or full handover. Your choice.
What changes when
implementation is done right.
Replace with your real numbers. Specific outcomes beat general claims on every page.
CRM adoption rate 6 weeks after go-live, up from 34% in the old system
Rebuilt pipeline stages around the client’s actual sales cycle. Removed 180 unused properties. Automated 11 manual admin tasks. Reps went from logging activities once a week to daily. Discovery session alone identified 3 process problems nobody had named yet.
full Sales + Service Cloud live including CPQ, ERP integration, and 3 custom objects
Complex engagement: existing Salesforce org cleaned and rebuilt from scratch, CPQ configured for 6 product lines, Sage 200 integrated for invoice sync. Board reporting dashboard signed off at go-live. Zero scope overrun.
Things people ask before
they get in touch
If your situation is specific, a 15-minute call will answer it faster than any FAQ.
How is this different from just buying HubSpot or Salesforce and setting it up ourselves?
Do we need to choose HubSpot or Salesforce before engaging you?
How long does a CRM implementation take?
What does “going live” actually mean?
What if our team doesn’t adopt the new CRM after go-live?
Can you implement CRM alongside our existing tools without disrupting the business?
Two ways to
move forward.
Pick whichever matches where you are right now.
Free Implementation Assessment
We review your current CRM setup — or your process if you don’t have one — and tell you what a proper implementation would involve, how long it would take, and what it would cost. No pitch. No commitment.
Request a free assessmentBook a 15-min call
Tell us about your CRM situation — platform, team size, what’s broken or missing. 15 minutes is enough to scope whether we’re the right fit. If we’re not, we’ll say so.
Schedule a call