CRM Reimplementation™
Overbuilt in the places it shouldn't be. Underbuilt where it counts. Fields nobody fills. Automations nobody trusts. Reports that don't tie. It's not working the way it's supposed to, and every new fix makes it worse. Stop guessing. Let's make this work.
You didn't buy a bad CRM. You inherited a bad implementation.
Salesforce and HubSpot are excellent platforms. What breaks is the six years of consultants, admins, and duct tape sitting on top. If any of this sounds familiar, we should talk.
Nobody trusts the pipeline
Two dashboards, three numbers, zero confidence.
- Stages mean different things to different teams
- Forecast rolls up from spreadsheets, not the CRM
- Leadership second-guesses every board deck
Reps have quietly quit the system
The CRM is a graveyard of stale records.
- Deals live in inboxes and Slack DMs
- Required fields are ignored or faked
- Adoption dashboards look great; reality doesn't
Automations fight each other
Every fix creates two new bugs.
- Layers of flows, workflows, and process builder
- Triggers no one remembers writing
- Integrations that silently drop records
The team you call when the first three didn't work.
CRM Reimplementation™ is a phrase we coined because there wasn't a good one for what we actually do: parachute into a broken Salesforce or HubSpot org, diagnose what the last few partners missed, and rebuild it right — with the org still live and the number still hitting.
Most SIs are staffed to ship the original implementation. Fixing one takes a different animal: senior operators who have seen every misconfigured stage, every rogue automation, and every "temporary" workaround that's now load-bearing. That's who shows up when you hire us.
Diagnose the mess
We audit the org, the data model, the automations, and the humans using it. You get a plain-English map of what's broken and why.
Redesign the foundation
Object model, stages, ownership, and reporting rebuilt to match how the business actually runs today — not how it ran three admins ago.
Rip out the cruft
Dead fields, duplicate automations, zombie integrations, ghost users. If it doesn't earn its keep, it's gone.
Migrate without going dark
Pipeline, history, and reporting continuity preserved through cutover. Reps keep selling. Finance keeps closing. The board keeps its dashboard.
Rebuild trust in the number
One source of truth for pipeline, forecast, and attribution. When leadership asks a question, the CRM has an answer everyone believes.
Leave you a system you can own
Documented, governable, and simple enough that your team can operate it without a consultant on retainer.
We've seen every way a CRM can go wrong. We've fixed most of them.
Four rules of CRM Reimplementation™
Fix the motion, then the system.
A cleaner Salesforce doesn't fix a broken sales process. We redesign how the business runs first, then rebuild the platform to serve it.
Delete more than you build.
The average broken CRM has 3x the objects, fields, and automations it needs. Subtraction is the work.
No forklift, no downtime.
Reimplementation happens alongside the live org. Cutover is a decision, not a disaster.
The rep is the customer.
If the people who live in the CRM every day don't want to open it, nothing else matters. We design for adoption, not admin convenience.