CRM Consulting

Not the CRM you were sold. The one your team actually uses.

We start with how your team actually sells, then recommend the lightest tool that fits — Salesforce, HubSpot, or something simpler. No platform bias, no overselling.

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Hi, I'm Sarah from Acme Corp — we do about $2M/year, 40-person sales team, want to talk Enterprise plan.

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0/5 fields

Name

Sarah

Company

Acme

Revenue

$2M

Team

40

Plan

Ent.

CRM

awaiting

No lead yet

SC

Sarah Chen

Acme Corp

Revenue

$2M/year

Team size

40 people

Plan interest

Enterprise

New lead created in CRM

Why CRM projects fail

Most CRM implementations don't stick.

01

Wrong platform for the business

Salesforce gets sold to businesses that don't need it. The cost and complexity creates resistance — and within a year, nobody's using it.

02

Built for the demo, not the team

Generic implementations look good in a presentation but don't reflect how your team actually works. Adoption fails when the CRM fights the process.

03

Disconnected from everything else

A CRM that doesn't talk to your quoting, contract, or finance tools creates more manual work — not less. Data falls out of sync the moment it matters.

Our approach

Implementation, rescue, or custom development.

We assess where you are first, then recommend the right type of engagement — not the most expensive one.

Platforms we implement
Salesforce Salesforce
HubSpot HubSpot
Zoho Zoho
01

New Implementation

Fresh Salesforce, HubSpot, Zoho, or custom CRM build — designed around how your team actually sells, not a generic template.

SalesforceHubSpotZoho CRMCustom Build
02

Rescue & Cleanup

Step into an existing org that's become bloated, unmaintained, or unused. We diagnose what's broken and rebuild it around how the business operates today.

Org AuditData CleanupRe-implementationAdoption Recovery
03

Development & Integrations

Custom Apex, Flow automation, CPQ configuration, third-party integrations, and new features built on top of your existing platform.

Apex DevFlow AutomationCPQAPI Integrations

How we get there

1

Discovery call

A 30-min call about your process. No pitch, no prep.

2

We review your setup

CRM audit or requirements mapping — your starting point.

3

Recommendation + fixed scope

Platform, engagement type, and cost. Agreed upfront.

4

Engagement begins

One of three paths, scoped and ready to start.

✓

Engagement complete

Then we wire it into your stack

DocuSign

Contract signing on deal close

Gong

Call intelligence synced to CRM

LinkedIn Sales Nav

Prospect data synced to Salesforce

Marketo

Campaign & lead data into Salesforce

Outreach

Sequences & engagement in CRM

Pardot

Marketing automation for Salesforce

Salesforce CPQ

Quoting built into your sales flow

Slack / Teams

Deal alerts and updates in real time

QuickBooks / Xero

Closed deals synced to invoicing

ZoomInfo

Contact & company data enrichment

Our difference

How we work differently.

Lightweight by default

We scope the smallest solution that solves the problem — not the most feature-rich one. Complexity is the enemy of adoption.

No overselling

If Salesforce isn't the right fit, we'll tell you. No quota, no vendor incentive, no interest in selling you a platform you won't use.

Small teams, personal engagement

You have a dedicated point of contact who understands your business. No unnecessary layers, no getting passed around.

You own everything

Every configuration, every custom component, every piece of documentation — handed over fully at project close.

Free Discovery Call

00:00

Call notes

Current CRM setup & history
Team structure & sales process
Goals, budget & timeline
Existing integrations & data
Assessment + fixed scope delivered
Book a Discovery Call

30 minutes. No commitment.

CRM consulting for SMBs across Canada and the US.

Businesses looking to get the most out of their CRM stack — whether that's a new build, a rescue, or deeper integrations.

Starting fresh with Salesforce, HubSpot, or Zoho and want it built right
Running a CRM nobody trusts or uses — and need it fixed, not replaced
Tools that don't talk to each other: CRM, quoting, contracts, prospecting
Paying for a platform and using a fraction of what it can do

FAQ

Common questions.

Do we need Salesforce, or will a simpler CRM work?

Honestly — not always. Salesforce is powerful but expensive and complex. We assess your sales process first and recommend the right fit, which might be HubSpot, Zoho CRM, a lightweight custom CRM, or Salesforce. We have no incentive to oversell.

Can you fix a Salesforce setup that isn't working?

Yes — this is a significant part of what we do. We step into existing Salesforce orgs that have become bloated, unmaintained, or unused, and rebuild them around how the business actually operates today.

What is a custom CRM and when does it make sense?

A custom CRM is a lightweight system built specifically for your business — no licensing fees, no unused features. It makes sense when your process is simple enough that Salesforce or HubSpot would be overkill, or when your workflow is unique enough that off-the-shelf tools fight against it.

What Salesforce certifications do you hold?

Our team holds Salesforce Administrator, Advanced Administrator, and Developer certifications, plus DocuSign and Lean Data certifications. We work across Sales Cloud, Marketing Cloud, CPQ, Flow Automation, CRM Analytics, and custom Apex and Lightning development.

How long does a CRM implementation take?

A focused Salesforce or HubSpot implementation for an SMB typically takes 4–8 weeks. A custom CRM build runs 6–10 weeks depending on complexity. We scope everything clearly upfront — no surprises.

Who will I be working with?

You will have a dedicated point of contact who translates your requirements and keeps the engagement on track. Our teams are small by design — no unnecessary layers, no getting passed around.

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