HubSpot · Salesforce · Marketo
Your Revenue Stack, Expertly Managed.
Certified expertise across leading CRM and marketing automation platforms. We implement, integrate, and optimize your revenue infrastructure end to end.
The Foundations
Understanding CRM & Marketing Automation
Before selecting a platform, it’s important to understand what CRM and marketing automation systems are, what they enable, and why implementing them correctly is one of the highest-leverage investments a business can make.
What is a CRM?
A CRM (Customer Relationship Management) system is software that records and organizes every interaction between your business and its customers — from first contact through to renewal and beyond.
It centralizes contact information, communication history, deal stages, tasks, and notes, giving your team complete context on every customer relationship in one place.
What Is Marketing Automation?
Marketing automation uses software to deliver the right message to the right person at the right time — without manual effort.
When a prospect downloads a guide or interacts with your brand, automation can trigger personalised email sequences, track engagement, notify sales when intent is high, and add users to targeted ad audiences — all automatically.
Why does this matter for revenue?
Businesses with aligned CRM and marketing automation generate significantly higher revenue from marketing compared to those without.
By connecting marketing, sales, and customer success data, you remove visibility gaps, reduce lost leads, and build a more predictable, scalable revenue system.
The ROI of Getting It Right
CRM systems deliver an average ROI of $8.71 for every $1 spent (Nucleus Research). Marketing automation platforms can increase qualified leads by up to 451% (Annuitas Group).
However, these results depend on correct implementation — something many businesses struggle to achieve without experienced guidance.
The Expert Imperative
Why Professional Implementation Changes Everything
Most businesses purchase a CRM license but never realise its full value. The platform is only as effective as its implementation.
72%
of CRM implementations fail without proper expert setup and training (Forrester)
300%
increase in lead conversion when CRM is correctly implemented and actively used
26%
average user adoption rate for self-implemented CRMs vs. 80%+ with expert-led implementation
$8.97
average return for every $1 spent on CRM when implemented correctly (Nucleus Research)
Three Platforms. One Expert Team.
A closer look at each platform, who it’s best suited for, and what we deliver when we implement and optimise it for your business.
HubSpot
What is it?
HubSpot is a leading all-in-one inbound CRM platform that combines marketing automation, sales pipeline management, customer service, and content management in a single unified system. It is especially effective for businesses that want marketing and sales to operate from a shared source of truth.
Best For
Growing businesses (50–5,000 employees) that need tight alignment between marketing and sales within one integrated platform.
What's Inculded
- CRM setup, custom properties & pipeline configuration
- Marketing Hub — email campaigns, workflows, landing pages, and ad management
- Sales Hub — sequences, meeting links, and deal pipeline tracking
- Service Hub — ticketing, knowledge base, and SLA configuration
- Operations Hub — data syncing and automation across systems
Key Capability
HubSpot’s unified contact record brings every interaction together — including email engagement, website activity, sales conversations, and support tickets — into a single view.
SalesForce
What is it?
Salesforce is the world’s leading CRM platform, used by over 150,000 organisations globally. It is highly customizable at an enterprise level, allowing businesses to model complex processes through its flexible data structure, automation tools, and extensive AppExchange ecosystem with thousands of integrations.
Best For
Mid-market and enterprise organisations (500+ employees) with complex, multi-team sales operations and advanced data management requirements.
What's Inculded
- Sales Cloud setup and pipeline customization
- Custom objects, fields, and validation rules configuration
- Flow automation and process automation setup
- AppExchange integration and management
- Data migration and deduplication
Key Capablitiy
Salesforce’s unmatched flexibility allows it to model virtually any business process — from straightforward B2B sales pipelines to complex, multi-territory enterprise deal structures with advanced approval workflows.
Marketo Engage
What is it?
Marketo Engage (part of Adobe Experience Cloud) is an enterprise-grade B2B marketing automation platform designed for advanced demand generation programs. It is widely used for lead scoring, multi-touch attribution, account-based marketing (ABM), and large-scale personalised email campaigns.
Best For
Enterprise marketing teams (1,000+ employees) running complex, multi-channel demand generation programs with large and dynamic prospect databases.
What's Inculded
- Marketo instance setup and workspace architecture design
- Lead scoring model development and implementation
- Email programs and engagement workflow setup
- Landing page and form design and configuration
- Native Marketo–Salesforce sync setup and optimisation
Key Capablity
Marketo’s lead scoring and lifecycle modelling creates a shared framework between marketing and sales, ensuring alignment on lead quality and timing.
It automatically identifies and routes sales-ready leads to the right teams, reducing manual qualification work and eliminating wasted effort across both functions.
How To Process
How We Work With You
A structured, collaborative process designed to align strategy, execution, and continuous optimisation — so every engagement delivers measurable, compounding growth.
Platform Audit
We evaluate your current CRM setup (or assess platform options if you’re starting fresh), map your existing data and workflows, and identify gaps, inefficiencies, and opportunities. If you already use HubSpot or Salesforce, we audit what’s working and what needs improvement.
Blueprint Design
We define your complete CRM architecture, including data models, custom objects, workflow logic, integrations, and reporting structure. You review and approve the blueprint before any build work begins.
Build & Configure
Hands-on implementation with regular check-ins and live demos throughout. Every automation is tested, every integration is validated, and documentation is created in parallel.
Training & Launch
Role-specific training for your team, followed by a structured go-live process. After launch, we monitor adoption, resolve issues, and continue optimisation on an ongoing basis.
How We Engage — What’s Included
Onboarding, migration, or ongoing administration.
Three engagement models covering new implementations, legacy system migrations, and continuous optimisation. Final scope is confirmed after a complimentary discovery session — never beforehand.
Onborading
Fixed 6–10 week project
Greenfield implementation of HubSpot, Salesforce, or Marketo, with full team enablement and go-live support
- Discovery phase and CRM architecture blueprint
- Setup of pipelines, automations, and reporting dashboards
- Data import, mapping, and cleansing
- Role-based training and complete documentation for your team
Migration & Rebuild
Fixed-scope project
A structured migration from legacy systems (or a repair of an existing CRM) designed to preserve data integrity and improve system performance.
- Data audit and migration mapping plan
- Zero-loss migration with reconciliation reporting
- Re-architected pipelines, workflows, and automations
- Parallel run with managed cutover and transition support
Monthly retainer
Ongoing CRM administration, optimisation, and strategic support to ensure your platform continues to perform and evolve.
- Dedicated CRM administrator with part-time strategic support
- Continuous development of automations, reports, and integrations
- Quarterly system health checks and data clean-up
- Priority support with responses within one business day
Three engagement models — choose the one that fits your CRM stage. Final scope is confirmed after a complimentary discovery session.
Software licences are purchased directly from the vendor. We do not resell or apply any markup.
Risk Removed
Our promises, in writing.
CRM projects are often where things go off track. Here’s how we’ve designed ours to stay predictable, transparent, and controlled.
Zero-loss migrations
Every migration is run in parallel with full reconciliation reporting. Any failed or mismatched records are identified before cutover — never after go-live.
Certified specialists
Every consultant assigned to your project holds active HubSpot, Salesforce, or Marketo certifications. Credentials are available and attributable to named team members.
Your tenancy, your access
We operate within your existing licences as named users. You always retain full control, and access can be revoked at any time with a single action.
Vendor-neutral advice
We focus on delivering the right solution, not selling licences. If HubSpot, Salesforce, or Marketo isn’t the right fit, we’ll say so — even if it means walking away from the engagement.
Frequently Asked
Frequently Asked The questions every RevOps lead asks first.
How do you decide between HubSpot, Salesforce, and Marketo?
We assess your team size, sales complexity, existing systems, and reporting requirements through a structured discovery and selection process.
Because we don’t earn commissions or incentives from any vendor, our recommendation is based entirely on what best fits your operational needs — not commercial bias.
Can you fix a HubSpot or Salesforce instance that’s already a mess?
Most onboarding projects are delivered in 6–10 weeks. Legacy CRM migrations typically take 8–14 weeks, depending on the complexity and quality of existing data.
We confirm a fixed delivery timeline in writing once the discovery phase is complete.
Will my team actually adopt the new system?
That’s the primary objective. Adoption isn’t left to chance — it’s built into the design of the system itself.
We structure pipelines, fields, and automations around how your teams actually work, rather than forcing new behaviours from day one. This is supported with role-specific training, and we monitor adoption on an ongoing basis so issues are identified and addressed early.
How long does a typical migration take?
Most onboarding projects are delivered in 6–10 weeks. Legacy CRM migrations typically take 8–14 weeks, depending on the complexity and quality of existing data.
We confirm a fixed delivery timeline in writing once the discovery phase is complete.
Can you integrate the CRM with the rest of our stack?
Yes — we regularly integrate CRMs with broader business systems, including email platforms, websites, finance tools (such as Xero, QuickBooks, and NetSuite), helpdesk software, billing systems, and custom internal applications.