Henrik IbsenCEO at OpenTeleHealth
116 appointments in 4 months and a chock-full pipeline for a cloud-based remote patient monitoring appRead more
CRM consulting services
The right CRM is your 50% success of winning clients
Get the powerful Hubspot CRM that’ll help you establish meaningful relations with your clients, bring marketing and sales on the same page, tune processes, and close more deals.
Struggling with any of these?
We’ve got you covered! See how our CRM consulting services can turn those
pains into advantages.
Something’s off with your sales process
Resolve the issues with automated day-to-day tasks
Book a call
Opportunities aren’t closing
Reach up to 200% increase in deals closing
Book a call
New clients acquisition costs you a fortune
Achieve reduced CAC via right targeting and qualification
Book a call
Your pipeline is a mess with little to no visibility
Get up-to-date, healthy, and scalable pipeline
Book a call
Proven clients’ success cases
Check out how other businesses accelerate their growth after using our CRM consultancy.
116 appointments in 4 months and a chock-full pipeline for a cloud-based remote patient monitoring appRead more
Rob LiflanderFounder at Peregrine Renewable Energy
Ensuring rapid growth for a solar panel installation company with perfect leads and 2 new contractsRead more
Stephen SkeelExecutive Producer and Co-Founder of 7Wonders Cinema
4X growth within 6 months for a video production agency 7Wonders CinemaRead more
Aly G. MawjiCo-founder at Talkatoo
Fueling sales for a veterinarian dictation startup: 87 appointments and 8 deals in 8 monthsRead more
Henrik IbsenCEO at OpenTeleHealth
116 appointments in 4 months and a chock-full pipeline for a cloud-based remote patient monitoring appRead more
Rob LiflanderFounder at Peregrine Renewable Energy
Ensuring rapid growth for a solar panel installation company with perfect leads and 2 new contractsRead more
Stephen SkeelExecutive Producer and Co-Founder of 7Wonders Cinema
4X growth within 6 months for a video production agency 7Wonders CinemaRead more
Aly G. MawjiCo-founder at Talkatoo
Fueling sales for a veterinarian dictation startup: 87 appointments and 8 deals in 8 monthsRead more
Award-winning
B2B sales agency
Unlock full CRM potential
Let’s migrate to the CRM your sales team will actually use.
100%CRM utilization
360°view of your pipeline
130%higher KPI per SE
How CRM integration works
Check what the process of HubSpot Sales and Marketing Hub Professional rollout looks like.Infrastructure setup
Configuring and preparing all resources for the integration
First, we create your workspace with basic settings.
Upon that, we add your website, calendars, DNS, company information, and other details to CRM.
We also review your database and prepare it for further automation.
Data migration
Transitioning all info from your old CRM to HubSpot
To be on the safe side and make the migration hassle-free, we create a backup of your data.
Our team transfers all records with the information about leads, companies, clients, deals, and pipeline statuses to the newly setup CRM.
In the end, we double-check whether everything is in place.
Team training
Onboarding your team on how to use HubSpot efficiently
When we’re all set with migration, we deliver a series of training for your revenue team on how to get the most out of HubSpot.
As a result, your team gets practical experience in working with tasks, notes, documents, meetings, and so on.
Automation and reporting
Setting up automated workflows and dashboards
For you to be able to monitor your campaigns, we configure basic reporting.
We also set up automation flows to ensure your pipeline is moving without delays.
At last, we provide ongoing guidance on HubSpot CRM usage for your sales team to kick-start their productivity.
Want more satisfied clients?
Book a call with one of our CRM consultants to align your efforts around your clients’ needs.
Vetted CRM consultants
at your service
Meet the team with hands-on experience in setting up and automating processes in HubSpot.
- Account ManagerLearn more
- Sales Development RepresentativeLearn more
- Lead Research SpecialistLearn more
- Email Deliverability SpecialistLearn more
- Content WriterLearn more
Will our partnership work out?
Are we the right CRM implementation company for you?Check these statements to understand whether we fit your expectations.
It’s a match!
You need to improve revenue team’s efficiency and retention
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Your follow-up process leaves much to be desired
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Your opportunities aren’t turning into contracts
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You’ve got little to no pipeline visibility
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You desperately need to set up your processes
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Your team struggles with manual entries and other routine tasks
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Your sales and marketing efforts aren’t aligned
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You need to reduce customer acquisition cost
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Let’s boost your sales
Come back later
We don’t work with custom CRMs
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We don’t develop add-on or extensions for your existing CRM
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Come back later
FAQ
Which CRM do you work with?
As a HubSpot Premium Solution Partner, we use their CRM on our own and can help you with the integration of Sales and Marketing Hub Professional into your business processes.
Can you set up my custom CRM?
Unfortunately, no. We work with HubSpot only, as it has proven its efficiency for us and our clients.
Could you clean up outdated records in my CRM?
We sure do. This option is a part of our sales enablement service. We can analyze your pipeline, get in touch with those prospects who weren’t followed up, and update statuses in your opportunities.
What’s your price?
It depends on the type of package and configurations, as well as on your current system state. Get a personalized price quote to match your requirements and specifics.
Ready to start getting clients?
Set up a brief meeting with one of the Belkins experts to facilitate your business growth.
