CRM Setup & Optimization
Clean data, real forecasts
A CRM your reps don't trust and your board can't read is just an expensive contact list. We rebuild pipeline stages, enforce data hygiene, and wire the automation and reporting that make HubSpot or Salesforce actually run your revenue.
THE PROBLEM
Garbage in, forecast out
Inconsistent stages, half-empty fields, deals with close dates from last quarter. When the data is dirty, the forecast is fiction and every decision built on it is a guess.
The fix isn't a new CRM - it's stage definitions with exit criteria, the few required fields that matter, and automation that keeps the data clean without nagging reps.
WHAT WE BUILD
What you get
Pipeline Stages
Stages with clear exit criteria, so a deal in ‘Stage 3’ means the same thing every time.
Data Hygiene
Required fields, validation rules, and cleanup so the data you forecast on is real.
Automation
Workflows that update records, route leads, and reduce the manual entry reps hate.
Dashboards
Reports your board reads weekly and trusts – pipeline, forecast, conversion, and velocity.
HOW IT WORKS
A method, not improvisation
Audit the current CRM – Find the broken stages, empty fields, and dead automation.
Redesign stages – Define stages and exit criteria that match your real motion.
Automate & clean – Build hygiene rules and automation to keep data trustworthy.
Train the team – Get reps using it consistently – adoption is the whole game.
WHY IT MATTERS
The forecast is only as good as the CRM
Every downstream RevOps capability: forecasting, pipeline management, comp, reporting – sits on top of clean CRM data. Fix the foundation and everything above it gets more accurate; skip it and you’re optimizing on sand.
EXPLORE MORE
Related capabilities
Not sure if this is your bottleneck?
Start with a Sales Audit. Four weeks, a written diagnosis of where your sales system is losing money, and a 90-day plan to fix it.
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