CRM architecture
Data model, lifecycle stages and pipeline definitions in HubSpot, shaped to your sales motion. We leave features switched off when they add work without adding truth.
You need one pipeline number your board can act on.
Most RevOps firms design the system and hand it over, because they do not run campaigns or carry a quota themselves. We run marketing, SDR teams and closers inside these systems every day, so we build for the person entering data at five on a Friday rather than for the org chart.
Reporting problems are almost never reporting problems. A routing rule breaks, the data goes in wrong, and eighteen months later leadership stops believing the dashboard.
Four streams, four sets of numbers. This is what turns them into one.
Brand and search spend is the hardest to defend at budget time. Attribution built properly is what keeps it funded.
ExploreCampaign exposure written back to the account record, so you can see which targeted accounts moved and which never did.
ExploreA booked meeting that reaches a closer without context is a meeting half wasted. Routing and field discipline decide what arrives with it.
Explore PrimaryThis is where it lives. Forecast accuracy, stage definitions, deal hygiene and the reporting your board uses to decide next year’s budget.
ExploreEvery engagement runs the same five steps. We start from the number you cannot currently trust, audit what the CRM is configured to do against what people actually do, fix the data model with sales rather than at them, wire the stack together, then run adoption and hand it over.
Forecast, pipeline coverage, cost per meeting, whichever one gets argued about in the leadership meeting. That argument is the fastest route to the real problem.
What the CRM is configured to do, and what people actually do instead. The gap between those two is the whole job.
Stages, definitions and required fields, agreed with sales rather than imposed on them. Reporting built on a contested data model gets argued with forever.
Integrations, routing and automation, so the record fills itself wherever it can and reps type only what genuinely needs a human.
Training, documentation and a few months of monitoring. We would rather leave behind a system your team owns than a dependency on us.
Explore our work and find out why some of the biggest names in tech trust us as their partner.
Explore our workEverything the other streams produce
gets counted here, or not at all. One team runs it all.
Tell us which number gets argued about and we will tell you what is breaking it.
Tell us the problems. We’ll come back with a short plan: which gap to fix first, and what fixing it does for your pipeline.
Add your name and a work email, and we’ll set the call up.
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