CRM Implementation & Integration
Customer data in one place, and a team that trusts it.
Most companies I meet already own a CRM. The problem is rarely the CRM. It's that support runs in Zendesk, marketing runs in Mailchimp, finance runs in a spreadsheet, and nothing talks to anything, so somebody types the same customer in three times and two of them go stale.
I connect them. Salesforce, HubSpot, Zendesk, whatever you're on: I make the systems pass data to each other so a record gets entered once and everyone downstream sees the same customer.
Key outcomes
Single source of truth
One record per customer, in one place, entered once. No more reconciling three lists that disagree.
Increase sales efficiency
Reps stop logging calls by hand and walk into every one already knowing the history.
Improve customer support
Support sees what the customer bought, what broke last time, and what they were promised, without asking sales.
Service offerings
I'll take it from wherever you are: picking one, cleaning up the one you have, or wiring it to everything else.
CRM selection and setup
Starting from nothing: I work out what you actually need, price the real options, and stand up the one that fits the budget.
Data migration
Getting your customers out of spreadsheets and legacy systems and into the new one, deduplicated, with a rollback if it goes sideways.
API and app integration
Wiring the CRM to the rest of your stack: Zendesk and Jira on the support side, Mailchimp on the marketing side, Slack and Google Workspace for the people.
Dashboards and reporting
The three or four reports you'll actually open on a Monday: pipeline, support load, and which accounts are going quiet.
Results
The test is simple: can anyone in the company answer "what's going on with this customer" from one screen? When the answer is yes, sales stops guessing, support stops apologizing for not knowing, and nobody keeps a private spreadsheet on the side.
See it in practice: the Boston Dynamics Support Center runs on deep integration with Salesforce, Jira, and Paligo.