Solution
You bought the CRM and the team still uses spreadsheets
Fixing a CRM means designing the system around the process your team actually follows, then configuring the portal to match: object architecture, pipelines with real exit criteria, routing, and reporting built only on fields that get filled. A single hub rebuild takes about three weeks from $6,500.
Sound familiar?
This is usually what it looks like from the inside.
If two or three of these land, we have built the fix before.
Deal stages came from a template and nobody trusts the forecast.
Reporting needs an export to Excel before every leadership meeting.
Lifecycle stage means something different to marketing and to sales.
A previous migration left forty thousand duplicate contacts.
Onboarding covered the buttons, not your process.
How we fix it
What actually changes.
In this order, because getting the order wrong is the usual reason these projects stall.
- 01
Map the process people follow
Not the idealised one. Adoption is a design problem long before it is a training problem.
- 02
Architect once, configure after
Objects, properties and lifecycle decided and documented so adding a hub later is configuration rather than a rebuild.
- 03
Bring the history with you
Records, owners, associations and activity, deduplicated and reconciled. A portal without history gets abandoned in week two.
- 04
Train by role
Separate sessions for reps, managers and marketing. Generic single session training is the most common cause of failed adoption.
The work itself
Services this draws on
HubSpot Implementation Services
CRM architecture, pipelines, automation and enablement configured around how your revenue team already sells.
From $6,500 →CRM Data Migration
Salesforce, Pipedrive, Dynamics, Zoho or a decade of spreadsheets, migrated with owners, associations and activity intact.
From $4,500 →Custom Integrations and API Development
Middleware, private apps and file based pipelines for the platforms that never made it to anyone’s marketplace.
From $7,500 →
The real alternative
The other option is hiring someone and teaching them everything.
Most people weigh us against a salary. It is worth being honest about what the salary actually buys, because the wage is the cheapest line in it.
Hire and train someone
- Time to first useful output
- 3 to 6 months
- Recruiting and onboarding
- 4 to 10 weeks before they start
- Who trains them
- Your most senior person, for months
- Who reviews the work
- Also your most senior person
- Breadth
- One person, one skill set
- If they leave
- The knowledge leaves with them
- Annual cost
- $95k to $160k, plus benefits and tools
Bring us in
- Time to first useful output
- Week one, a written scope
- Recruiting and onboarding
- None. We start inside two weeks
- Who trains them
- Nobody. We arrive knowing the stack
- Who reviews the work
- We do, and you see it weekly
- Breadth
- Product, data, AI, commerce and CRM
- If we leave
- Documentation and code you already own
- Cost
- A fixed project fee, agreed before we start
None of this argues against hiring. A permanent team is the right answer once the work is continuous and someone internal can lead it. It is the wrong answer when you need one thing built well, once, and you need it this quarter. We will tell you which situation you are in on the first call.
Salary range reflects US market rates for a mid to senior full stack developer or a HubSpot administrator, before employer taxes, benefits, equipment and software. Ramp times are our own observation across client teams rather than a published figure, and yours may be shorter.
Next step
Tell us where you are stuck.
A short call, no deck. We will tell you what we would do, roughly what it costs, and whether you actually need us, sometimes the answer is that you do not.