[ 01 ]
Sales path
Lead, qualification, quote, follow-up, signature, onboarding. Who touches what. What must live in the CRM, and what does not.
Consultant CRM
HubSpot, Salesforce, Dynamics. Process first, then the tool, then a pipeline a board can trust.
A CRM consultant to stop losing leads in spreadsheets and inboxes. HubSpot, Salesforce, Dynamics 365, Pipedrive: the sales process first, then the tool.
The brief
Process, then platform
[ 02 ]
Tool choice
HubSpot, Salesforce, Dynamics, Pipedrive, or keep what you have. Make or buy, licence cost, migration effort. A written recommendation, not a vendor demo.
[ 03 ]
Implementation
Pipelines, fields, rights, email, forms, reporting. A clean data take-on. A short training for sales, not an 80-page manual.
[ 04 ]
Run
Monthly hygiene, dashboards, new uses. A lot, not open-ended time and materials. If the site and SEO have to follow, it is the same firm.
Outcome
What leadership sees
[ 01 ]
A pipeline you can trust
A pipeline number a board can believe. Follow-ups that go out. Quotes that do not vanish.
[ 02 ]
Fewer tools
CRM, mail, site and billing stop contradicting each other. Only the integrations that earn their keep. The rest, we cut.
The Consultant CRM mandate starts with the sales path, not with a vendor demo. HubSpot, Salesforce, Dynamics 365 or Pipedrive: the tool follows the process. Goal: a pipeline a board can believe, follow-ups that go out, quotes that do not vanish.
How it runs
Process, tool, cutover
[ 01 ]
Scoping
Lead to cash: who touches the lead, who qualifies, who prices, who follows up, who signs. Required fields, forbidden fields. What stays in Outlook stays out of the CRM.
[ 02 ]
Choice
Keep, migrate, or simplify. Licence cost, take-on, team effort. A written note, not a webinar.
[ 03 ]
Build
Pipelines, rights, email, forms, reporting. A clean import. Short training by role (sales, leadership, admin).
[ 04 ]
Hygiene
Monthly lot: duplicates, rotten stages, dashboards. You stop when run is internal.
Deliverables
What you leave with
[ 01 ]
Written process
Stages, follow-up SLA, qualification rules, who is allowed to mark a deal won.
[ 02 ]
Configured CRM
Pipelines, fields, views, only useful automations. A 10-page admin note, not 80.
[ 03 ]
Data
A cleaned take-on, or a decision to start over if history is unusable. Dated and owned.
[ 04 ]
Steering
Three views: pipeline, activity, conversion. A number leadership will reuse in committee.
Typical cases
When to call a Consultant CRM
[ 01 ]
Excel plus mail
Quotes live in inboxes. Nobody knows what is open. We put a minimal pipeline and a capture discipline in place.
[ 02 ]
Empty HubSpot
Licences paid, three fields filled. Process first, then we switch on what is used, and we cut the rest.
[ 03 ]
Salesforce too wide
A factory, sales avoid it. We cut it down to what wins a deal.
[ 04 ]
Too many tools
CRM, billing, support, site: four truths. We pick a source, we integrate the minimum.
FAQ
Common questions
[ 01 ]
Do you sell HubSpot or Salesforce?
No. We recommend. If a licence must be bought, the quote is separate and readable.
[ 02 ]
Do you train the team?
Yes, by role, short. If nobody types, the CRM is dead. That sits in lot 1.
[ 03 ]
Ten years of Excel?
Sometimes we take it on, sometimes we archive and restart. We say so before we import mud.
[ 04 ]
Link to SEO and the site?
Forms and tracking have to match the CRM. Otherwise Consultant SEO works in a vacuum. Same firm.