CRM Implementation

Put your new CRM in trusted hands

We’ll make the implementation and management of your new CRM a breeze

CRM Services

Find the right CRM to suit your Business Objectives

We know CRM inside out and upside down, and we’re here to make it work for you, and it starts with implementing the right system for your needs.

We don’t just set up and customise your CRM. We conduct workshops to communicate directly with your team and create a bespoke strategy, find areas to improve and opportunities, and hold live training sessions to tie it all together.

From finding and sourcing the right CRM and customising and building it, to onboarding and training, we’ve got you covered. We’re also a HubSpot partner, though we work with a range of CRMs to suit each organisation’s needs.

Are you ready for a new and improved CRM, efficient automation, increased sales and revenue, higher productivity, and more time back to do what you do best?

get your audit

“Beth jumped aboard quickly to help us onboard HubSpot and make it work for us. We’ve been able to have visibility over what leads are coming in and the automation has saved us a lot of time. Not only that leads are warmer, converting faster & we’ve seen growth.

Beth and the team are very knowledgeable and I really liked the data first approach they took to helping us at Gaia Learning.

We really enjoyed working with Beth, she gets it done and just feels like part of the team”

Kate Longworth

CEO at Gaia Learning

What we offer

What do I get with CRM Implementation?

Improved customer/client experience
Increased sales and revenue
Saved time (for you and your team)
A CRM that perfectly meets your business needs
CRM workshops to develop your custom strategy
Areas to improve and opportunities
An empowered, confident team with better CRM knowledge
Higher revenue, efficiency, and productivity
Better functionality (hello, opportunities!)
Increased sales and conversions
The ability to re-engage with your audience
Business insights and intelligence through reliable, accurate data, reporting, and dashboards
Connected and integrated systems
Better customer, client, or subscriber experience
A CRM that helps, not hinders
Bringing all of your functions into one through Revenue Operations

Your Bespoke CRM Implementation

Our CRM Implementation service includes strategy and planning workshops, consultancy and hands-on support, onboarding and training (including management support), team mentoring and coaching, and round-the-clock support emergency support if required.

To summarise, you’re getting a CRM bespoke to your business with all of the training and knowledge to make it work as effectively as possible.

Get Started

How It Works

step: 1

Analysis

We’ll find the perfect CRM for your organisation if you haven’t already chosen using our CRM finder service. If you know already what you’re going for and it’s a CRM we work with, we’ll hop to the next steps!

step: 2

Workshops

Our collaborative workshops help to develop your CRM scope of work and implementation plan, making it as tailored as possible.

step: 3

Set-up

Now, we’ll set up and customise your CRM and implement automations, optimisations, integrations, email marketing and more over an agreed timeframe based on the scope we agreed.

step: 4

Handover

We’ll test everything comprehensively and then give you live training sessions on your shiny new CRM, embedding ourselves in before handing it over to you and your team to migrate, now confident and ready to use it to its full potential!

Frequently Asked Questions

We already have a CRM. Do we need this service?

If your CRM isn’t working as well as you’d like (poor functionality, confusing data, outdated, not integrated with wider marketing strategy), then it might be time to optimise what you have or implement something more suitable.
We don’t judge!

Our job is to find you the perfect CRM for your business needs, or if you’ve already got a great CRM, make it work smarter.
If that sounds beneficial, then this is a great service for you!

Do you specialise in any specific CRMs?

Though we’ve worked with a range of platforms and will always pick the most suitable CRM for an organisation and its objectives, we do specialise in HubSpot and are a HubSpot partner.

This means that we can waive the £2,000 HubSpot onboarding fee that comes as standard and gain access to exclusive discounts on your CRM that you wouldn’t get if you went directly to HubSpot.

Plus, our support is personalised and bespoke – nothing is an ‘out of the box’ solution, and we can provide personalised training sessions for everyone using the CRM alongside ongoing support and advice.

Oh, and if that wasn’t enough, there’s also the optimised marketing efforts and improved ROI that your organisation can get when we use HubSpot’s data analytics and reporting capabilities to their full potential!

What if we don’t know what CRM we need?

No problem! Part of our service is helping you identify the best CRM for your business. We’ll assess your goals, challenges, and requirements to recommend a platform that fits your needs perfectly.

Why can’t we just set up our own CRM?

It’s not that you can’t set up your own CRM, but part of the reason why we offer CRM implementation as a service is because so many people struggle to pick the best CRM for their business needs, budget, and scalability requirements.

Add in the fact you also want to customise and optimise the CRM, transfer existing data, and set up the user roles properly, and it quickly becomes a very hefty and time-consuming task if you want it done well.
We’re here to do it for you and also train your team to familiarise them with the CRM, so that everyone is comfortable and happy with the new system!

Can you help us integrate the CRM with other tools we use?

Absolutely! We specialise in integrating CRMs with a wide range of tools, including email marketing platforms, sales enablement tools, customer support systems, and more.

Our goal is to ensure all your systems work together seamlessly, creating efficient workflows and eliminating manual tasks. By connecting your CRM with your existing tools, we can help you centralise your data, improve communication across departments, and unlock deeper insights to drive smarter decision-making.

Whether you need simple integrations or complex custom setups, we’ve got the expertise to make it happen.

What happens after the CRM is set up?

Our support doesn’t end once the system is live—we’re here for the long haul! After the initial setup, we provide ongoing training sessions to ensure your team is confident and comfortable using the CRM to its fullest potential.

We’re also available for troubleshooting any issues that arise, whether it’s a technical hiccup or a workflow challenge. Additionally, as your business grows and evolves, so should your CRM. That’s why we offer regular check-ins and advice to optimise your system, ensuring it continues to align with your goals, scales with your operations, and adapts to new opportunities.

Think of us as your CRM partner, not just your one-off service.

Get in touch

Let’s Make It Happen

We’d love to hear from you! Whether you’ve got questions, want to explore how we can help, or just fancy a quick chat about your goals, we’re here when you need us. Simply pop your details in the contact form or contact us directly – either way, we will get back to you as soon as possible.