CRM Implementation Services for HubSpot, Salesforce and Creatio

What Our CRM Implementation Services Include

Every engagement covers six areas of work, and none of them starts in the software.

Commercial Process Design

We map how your company sells and serves today and where opportunities get lost, then agree the target process with your leaders in business language, before it becomes fields and workflows.

CRM Selection and Architecture

We translate that process into a data model, pipelines, lifecycle stages, roles and permissions, and confirm whether HubSpot, Salesforce or Creatio, and which edition, fits your requirements and budget.

Data Migration and Cleanup

Records from spreadsheets or another CRM are mapped, deduplicated and validated with your team before go-live, so the new CRM does not inherit old problems.

Integrations

We connect the CRM with ERP, billing, ecommerce, portals and service channels so the customer record is complete and nobody types the same data twice.

Automation and Reporting

Lead routing, follow-up tasks, approvals and dashboards are built on agreed definitions, so the forecast means the same thing to sales, finance and the board.

Training and Adoption

Users are trained by role. After go-live we measure activity, data completeness and process compliance by team, and adjust whatever is not working.

A CRM is only as good as the process it runs. We design the process first, then configure the platform around it.

Our CRM Implementation Plan, Phase by Phase

As an average reference, a mid-market implementation runs about 90 days in three phases, with a working version of the CRM reviewed at the end of each one. Larger data migrations, several business units or complex integrations extend the timeline, and we confirm it after the diagnostic.

Phase 1, Weeks 1 to 4. Diagnose and Design

We interview leaders and users, review reports and data, and document the target process. Revenue Architecture and Sales Architecture define segments, sales stages, roles and qualification rules, and our methodology sets the business processes, control points, business rules, KPIs and OKRs the CRM must support. The phase ends with an approved process and a CRM architecture.

Phase 2, Weeks 5 to 9. Configure, Migrate and Integrate

We build pipelines, properties, permissions, automation and dashboards in the selected platform, whether HubSpot, Salesforce or Creatio, run trial data migrations and connect the priority integrations. Your team reviews every sprint, so there are no surprises at launch.

Phase 3, Weeks 10 to 13. Test, Launch and Adopt

We test real business scenarios with your users, train each team by role and move into production. During the first weeks of operation we track adoption and data quality, and fix whatever slows people down.

Define with ICX Consulting what your CRM must achieve and how adoption will be measured.

Request your free executive diagnostic

How to Choose the Right CRM Platform

We recommend a platform after the process design, not before, and we weigh the same five criteria with every client. No platform is the best choice for every company. The right one is the one your teams will use and your organization can sustain.

Company Size and Complexity

Consider how many users, business units, countries and product lines the CRM must support today and in three years, and how much configuration each of them will need.

Business Processes

Map how your company sells, serves and approves, and how much those processes differ between teams. Standard processes need less customization than processes unique to your industry.

Integrations

List the systems the CRM must exchange data with, such as ERP, billing, ecommerce or service channels, and check how each platform connects to them.

Total Cost of Ownership

Compare licenses and editions together with implementation, integrations, administration and the internal team needed to keep the platform running, not only the subscription price.

Adoption

Assess how easily salespeople, marketers and service agents will work in the tool every day, because a CRM nobody uses delivers no return.

When HubSpot Is the Right Fit

HubSpot fits well when marketing, sales and service need one customer record, when ease of use and fast adoption are priorities and when the company wants a manageable total cost. It is our first recommendation and the platform we know best. See our HubSpot implementation services and HubSpot onboarding services.

When Salesforce Is the Right Fit

Salesforce usually makes sense for organizations that already have a significant investment in it, follow a corporate standard across regions, or need extensive customization with administrators or partners to maintain it.

When Creatio Is the Right Fit

Creatio is a good option when process automation is central and the company wants to build and adjust workflows for sales, service or operations with low-code tools.

Sometimes the right answer is not a new platform. If your current CRM is sound but nobody uses it, we redesign the process and the configuration, clean the data and relaunch it with a proper adoption plan.

Not sure which platform fits your process? Get personalized advice from our team.

Request your free executive diagnostic

Results of a CRM Implementation with ICX

At the end of the project your company works in a CRM built around its commercial process, rather than a process bent to fit the software.

A Forecast Leadership Can Defend

Stages have clear entry and exit criteria, so the pipeline reflects real buying progress and the forecast stops depending on each salesperson's optimism.

One Customer Record for Every Team

Marketing, sales and service see the same history, so handoffs stop losing context and customers stop repeating themselves.

Data You Can Trust

Migrated records are clean and validated, and required fields and automation keep them that way.

Adoption Measured, Not Assumed

We track usage, data completeness and process compliance by team after go-live and review those indicators with your leaders.

Tell us where your pipeline breaks today and we will show you where to start.

Request your free executive diagnostic