CRM & Platform Implementations

A business platform configured for your process.

We configure CRM and business platforms, migrate and check the data, and connect the workflows that depend on them. User testing and role-based training are part of planning a usable launch.

Discuss this service What the work includes

A connected operation01 / 04

Field mapAgreed definitions
Test importAn accountable owner
ReconcileA working connection
User acceptanceA useful next decision

Set up the system your team needs to use.

When to bring us in

Buying the platform was the easy decision.

Fields multiply, old records do not fit the new model, and nobody agrees on what a completed handoff means. We work through the operating decisions before turning them into configuration.

You are implementing or migrating a CRM.
The current configuration needs a substantial cleanup.
Users need a process and training that match their daily work.

The work we can scope

What the engagement can include

The scope follows your process and priorities. We agree on the deliverables before the work begins.

Process-led configuration

Configure objects, fields, permissions, and workflow rules against agreed requirements.

Data migration & validation

Map source data, plan test imports, and reconcile records before cutover.

System connections

Connect the CRM to the marketing, finance, or delivery tools in scope.

User testing & enablement

Plan acceptance testing, role-based training, and a documented handover.

Illustrative implementation

A CRM migration with a record of what changed.

Map the old fields to the agreed model, test the import, and compare source and destination records. Resolve exceptions before the team relies on the new system.

01Field map
02Test import
03Reconcile
04User acceptance

Read the related work example

How we work

From the operating problem
to a working system.

Agree the design

Discover the process and agree lifecycle stages, data definitions, and launch requirements. Name the sponsor, administrator, acceptance owner, and people who can approve scope changes.

Configure and migrate

Configure objects, fields, permissions, and integrations against the approved design. Trial the import order and reconcile counts, values, and relationships. Resolve exceptions before cutover.

Test and adopt

Run task-based UAT with users, resolve launch blockers, and train each role. Agree the freeze or delta window, rollback triggers, and a named go/no-go owner. Hand over administrator notes, open issues, and stabilization responsibilities.

The wider operating process

Connect this project to the rest of the business.

RevOps & Operations Consulting coordinates process ownership, data quality, implementation, and reporting across teams. Explore the workstream that supports this project.

CRM implementation Data cleanup Data migration Reporting and data visualization

Questions about the service

Before we scope the work

Which platforms do you work with?

Our service coverage includes Salesforce, HubSpot, RecruitCRM, and related business tools. We confirm relevant experience and access requirements for your particular setup.

Can you improve our existing setup?

Yes. A configuration cleanup or process redesign may be more useful than a migration.

Is training a separate service?

Training is scoped with the implementation so the people using the system understand their work and the exceptions. Adoption checks and post-launch support responsibilities are agreed before cutover.

How does implementation relate to operations consulting?

Operations consulting connects process, ownership, data, and reporting across the business. This service delivers the agreed CRM or platform rollout, including configuration, migration, user acceptance, and launch. You can scope a rollout directly when those operating decisions are already clear.

Who decides whether the system is ready to launch?

A named client acceptance owner reviews UAT and reconciliation evidence against agreed criteria. The launch owner coordinates cutover. The plan includes stop conditions, rollback responsibilities, and how to handle records changed after the switch.

Pricing and engagement terms

Budget research

See what goes into a build estimate.

Find a comparable catalogue scope, add your own software and support assumptions, and download a planning brief before discussing the build. The guide keeps every published estimate tied to its source listing. These build estimates cover listed scope; confirm the full service engagement separately.

What Automation Actually Costs

Practical resources

Explore the implementation details

Why Most CRM Implementations Fail (And How to Avoid It)

70% of CRM implementations underperform or fail outright. Here are the four reasons it happens, and the playbook we follow to avoid each one.

The CRM Implementation Checklist: 11 Phases We Use With Every Client

A complete CRM implementation checklist: the 11 phases we run on every Salesforce and HubSpot engagement, from discovery through hypercare, with the sign-off gates that keep projects from derailing.

How Much Does a CRM Implementation Cost? Build a Scoped Budget

Estimate CRM implementation costs from delivery hours, data migration, integrations, testing, and internal time. Includes an illustrative budget with explicit assumptions.

Connected services

The next part of the process

Core service

RevOps & Operations Consulting

Improve processes across sales, delivery, finance, and internal operations, with CRM, data, automation, and reporting work scoped around your priorities.

Explore RevOps & Operations Consulting

Focused expertise

RecruitCRM Consulting & Integration

Improve configuration, imports, reporting, and connections to your other business tools.

Explore RecruitCRM Consulting & Integration