HUBSPOT, SALESFORCE AND ATTIO IMPLEMENTATION
Your CRM should run revenue, not absorb it.
We implement the system, then your own operator learns to run it. Fixed scope, weekly progress you can see, and no dependency on us when it is done.
Book a scoping call30 minutes with the consultant who would run your build.
See how we rebuilt Greenomy’s revenue engineTODAY
CRM
Spreadsheets
Billing
Support
Marketing
Enrichment
BI
Docs
AFTER
Data foundation
CRM
Spreadsheets
Enrichment
Lead to cash
Billing
Support
Marketing
Reporting
BI
Docs
WHY IMPLEMENTATIONS FAIL
The software was never the problem.
Most teams we meet already bought the right platform. What they did not get was a system anyone could run. These are the four states we are usually called in to fix.
Two systems, two versions of the truth
Sales lives in one tool and marketing or finance lives in another, and the account owner is different in each. Every forecast conversation turns into a debate about whose export is right.
A pipeline you cannot forecast
Stages mean different things to different reps, close dates slide by default, and lost reasons are blank on most records. The number in the board deck is a feeling with a decimal point.
Reps working around the CRM
The system asks for twenty fields to log one call, so the real pipeline lives in a spreadsheet and a rep’s head. Adoption is not a training problem, it is a design problem.
Data nobody owns
Duplicate companies, contacts with no account, and enrichment that stopped running months ago. Every new automation you build on top inherits the mess underneath.
SCOPE
Four layers, built in the order that makes the next one possible.
We do not start with dashboards. We start with the data underneath them, because a beautiful report built on duplicate accounts is just a faster way to be wrong.
Data foundation
One record per company, one owner, one definition of an account.
- Data model and object design.
- Migration with de-duplication.
- Field cleanup and archiving.
- Enrichment waterfall so match rates stop depending on one provider.
- Ownership and territory rules.
- Lead source taxonomy that survives contact with a real campaign.
Lead to quote
A path from first touch to signed quote that a new hire can follow without asking.
Quote to cash
The part most implementations skip, which is where the revenue actually lands.
Reporting, forecasting and AI
Numbers leadership trusts, and the workflows that stop humans doing robot work.
Not every build needs all four. The scoping call decides which layers you actually need and which you already have.
DELIVERY
Four weeks to a working system. Then we prove it in production.
A focused implementation goes live in four weeks. Larger builds run the same way in three phases, with a pilot period before anyone calls it done.
WEEK 1
Foundation
- Portal or org setup.
- Object and property configuration.
- Lead source structure.
WEEK 2
Data migration
- Source data cleanup.
- Import with de-duplication.
- Segmentation and lists.
WEEK 3
Automation
- Pipelines and sequences.
- Forms and capture.
- Routing rules.
WEEK 4
Go live
- End to end QA.
- Team onboarding.
- Documentation and handover.
For larger builds, the same method over three phases
PHASE 01 · WEEKS 1 TO 4
Infrastructure build
We design and build with your operator in the room. Deliverable is an end to end system, deployed and tested.
PHASE 02 · WEEKS 5 TO 16
Pilot in production
The system runs on a weekly cadence with real data and real users. Weekly quality reviews for the first month, monthly after that.
PHASE 03 · WEEKS 17 TO 18
Measure and scale
A results report with productivity analysis, a cost per outcome calculation, and a scale recommendation with a budget model.
How we work while it is running
Weekly steercos
Thirty minutes, same slot, every week. Notes and actions shared within 24 hours.
Async by default
Slack Connect for the day to day, documentation in your tools, Loom for anything that needs showing.
Visible hours
Time tracked and reported weekly. No surprises on scope or spend.
Five day acceptance
You review any deliverables. In-scope corrections are included.
HOW WE ARE DIFFERENT
We build it with your operator, not for them.
Most implementations end in a handover document nobody opens. Ours ends with someone on your team who built half the system and can change it on a random Tuesday without calling us.
model together
workflows
we review
No middlemen
You work with the consultant doing the build, like a remote colleague. No account manager sits between you and the person with their hands in your CRM. We are all in Amsterdam.
Knowledge stays in-house
Your operator co-designs the data model and pair-builds the workflows from week one. By the final phase the system is documented and they are the primary operator.
We plan to become optional
The architecture is modular so you can add the next use case without re-architecture. Staying is a choice you make later, not a dependency we design in.
We will tell you if you do not need us. That happens more often than you would expect.
PLATFORM CHOICE
HubSpot, Salesforce or Attio. We will tell you which one, including when it is not the one you wanted.
Most partners are certified in one platform, so the recommendation is decided before the first call. We are tools agnostic and focus on your business needs. Sometimes the honest answer is that your current platform is fine and the configuration is the problem.
HubSpot
CHOOSE IT WHEN
You want speed to value and one team owning marketing, sales and service.
Fastest to a working pipeline.
Strongest native marketing automation.
Gets expensive and rigid at high object complexity.
Salesforce
CHOOSE IT WHEN
Your revenue model is complex, or you need it to bend to a process you cannot change.
Handles complex products, entitlements and territories.
Deepest customisation and reporting.
Needs real ongoing ownership to stay clean.
Attio
CHOOSE IT WHEN
You are early, data-native, and want to shape the model rather than inherit one.
Flexible data model from day one.
Fast for lean go-to-market teams.
Thinner ecosystem, so integrations need building.
Tech stack
Tools we are experts in.
From HubSpot and Salesforce implementation to AI agents running across your whole techstack. We pick the right tools, integrate them cleanly, train your team.
SnowflakeSTRAIGHT ANSWERS
The eight questions we get on every first call.
It depends on how complex your revenue model is and who will own the system afterwards. HubSpot gets you to a working pipeline fastest and is the better answer when one team owns marketing, sales and service. Salesforce is the better answer when you have complex products, entitlements or territories, or a process you genuinely cannot change, and when you have someone who will own it properly. If nobody is going to own it, Salesforce will punish you for choosing it. We implement both, so we have no reason to steer you.
A focused implementation is four weeks: foundation, data migration, automation, go live. A larger build can run ~18 weeks and longer, because we insist on a pilot period where the system runs on real data with real users before anyone calls it finished. Anyone quoting you a two-day setup is configuring a demo, and anyone quoting you nine months is billing you for their own learning curve.
Honest answer - it depends. A single well-defined build, like one reporting pipeline, can be quoted hourly.
We always run multiple scoping sessions to figure out what is mission-critical and what can be implemented in the follow-up waves. You get the number in writing before we start, and we do not charge additional consulting fees without a scope change you agreed to.
We migrate it, and we clean it on the way through, which is usually the part that takes the time. That means de-duplication, deciding which records are worth keeping, fixing ownership, and rebuilding lead source so attribution means something afterwards. We do not lift and shift a mess into a nicer interface. If your historic data is genuinely unreliable, we will tell you which parts to archive rather than migrate.
Because low adoption is a design problem, not a training problem. If logging one call takes twenty fields, reps will keep a spreadsheet, and no amount of enablement changes that. We design for the minimum required input, build the reporting off what the system can capture automatically, and test the flows with the actual reps before go live rather than after.
We design for you not to need us. Your own operator co-designs the data model and pair-builds the workflows from week one, so by the final phase they are the primary operator and the system is documented. Plenty of clients then keep us on a retainer for the next thing, but that is a decision you make afterwards, not a dependency we build in.
That is most of our work. It usually starts as an audit: we look at the configuration and the commercial reality behind it, then give you a prioritised list of what to fix, what to rebuild and what to leave alone. Sometimes the honest answer is that the platform is fine and the process on top of it is the problem, and we will say so.
Not always. If you know what you want built and why, we can scope the build directly. If the symptoms are vague, for example the forecast is unreliable but nobody agrees on the cause, the audit pays for itself by stopping you building the wrong thing well. On the scoping call we will tell you which of the two you are.
Bring us the thing that is broken.
Thirty minutes with the consultant who would run your build. Come with the symptom, not a brief. You will leave with a view on whether this is a configuration problem, a process problem or a platform problem, and a rough shape of what fixing it takes.
- No sales engineer.
- No slide deck.
- No obligation.
