SALESFORCE & CRM CONSULTING
Salesforce and CRM Consulting — Align Your Marketing and Sales Data
The biggest growth bottleneck for most scaling businesses is not traffic or leads — it is what happens to those leads after they come in. Misaligned CRM data, broken marketing automation, and disconnected sales and marketing teams cost businesses millions in lost revenue every year. I help businesses implement, optimize, and get maximum value from their CRM and marketing automation platforms.
- Google Partner
- 500+ Businesses
- 40+ Countries
- 4.9★ Rated
PLATFORMS I WORK WITH
Expert Implementation Across Leading CRM and Marketing Automation Platforms
With a focus on Salesforce Marketing Cloud, HubSpot, and cross-platform integrations — I help businesses build the marketing and sales infrastructure that turns data into revenue.
Salesforce Marketing Cloud
Full implementation and optimization — Journey Builder setup, Email Studio configuration, audience segmentation, AMPscript personalization, and integration with Salesforce Sales Cloud CRM.
HubSpot CRM and Marketing Hub
HubSpot setup and optimization for inbound marketing and sales alignment. Lead scoring model design, pipeline automation, marketing attribution reporting, and full integration between Marketing Hub, Sales Hub, and Service Hub.
Other Platforms
Marketo, Salesforce Sales Cloud, ActiveCampaign, Iterable, and other enterprise marketing automation platforms — implementation, migration, and optimization support.
"These aren't just data problems. They're revenue leaks — and every month they go unaddressed is pipeline that falls through the cracks between marketing and sales."
WHAT IS INCLUDED
CRM and Marketing Automation Consulting Services
From initial audit to full implementation — a complete CRM consulting service that aligns your marketing and sales data, builds reliable automation, and creates the attribution reporting your business needs.
CRM Audit and Gap Analysis
A systematic review of your current CRM setup — data quality, automation workflows, lead scoring, attribution, and sales-marketing alignment. Clear recommendations for improvement.
Platform Implementation and Data Migration
Full platform setup, custom field configuration, data migration from legacy systems, and integration with your existing marketing and sales tools.
Marketing Automation Workflows
Design and build of marketing automation workflows — lead nurturing sequences, lifecycle programs, behavioral triggers, and sales handoff processes.
Lead Scoring Model Setup
Define scoring criteria, build the scoring model, test against historical data, and align with sales on lead qualification thresholds that actually reflect buyer intent.
Attribution Reporting and Revenue Tracking
Multi-touch attribution models that connect marketing activity to pipeline and closed revenue — giving leadership the data they need to make smart budget decisions.
Team Training and Documentation
Hands-on training for your marketing and sales teams, with clear documentation so your team can operate and maintain the systems independently after the engagement.
How We Work
From Audit to Aligned Pipeline
I don’t just hand you an audit and disappear. Every engagement follows a structured process — from auditing your current setup through to a fully implemented, documented system your team can run.
1
Week 1–2
Discovery Call
Free 30-min call to understand your goals, current marketing, and biggest challenges.
2
Week 3
Strategy & Roadmap
Audit your current CRM setup, data quality, and automation workflows, then build a prioritized roadmap for implementation.
3
Week 4–6
Implementation & Migration
Platform configuration, custom fields, and data migration from legacy systems — built around your existing sales and marketing processes.
4
Week 6–8
Automation & Lead Scoring
Build out marketing automation workflows, lead scoring models, and attribution reporting that connects marketing activity to revenue.
5
Week 8–9
Training & Handover
Hands-on training for your team, plus documentation so you can operate and maintain the system independently going forward.
I'm Not an Agency. I'm Your CRM & Automation Partner
The difference between a CRM vendor and an implementation partner isn’t the platform. It’s whether the setup is built around how your specific sales and marketing teams actually work — or just a generic template.
Direct Access to the Person Building Your System
No project managers or account reps — you work directly with the person configuring your CRM and automation.
Built Around How Your Teams Actually Work
Workflows, lead scoring, and handoffs designed around your real sales process — not a generic best-practice template.
Salesforce & HubSpot Certified
Hands-on, certified experience across the platforms most businesses run their marketing and sales on.
Fixed Scope, Fixed Price
Clear audit findings, implementation scope, and pricing agreed upfront — no surprise add-ons once work begins.
India and US Market Experience
Implemented CRM and automation systems for businesses operating in both markets, including the compliance and data requirements specific to each.
I’ve turned down CRM projects where the real problem was a lack of internal buy-in, not the platform. I only take on engagements where I’m confident the implementation will actually get used.
— Namit Behl, Marketing Consultant
Industries We Serve
CRM Systems Built Around How Your Business Actually Sells
journey. I configure your CRM and automation around how your team actually sells.
SaaS & Software
E-Commerce & Retail
Healthcare & Medical
Legal & Law Firms
Financial Services
Real Estate
Professional Services
Education & EdTech
Hospitality & Travel
Startups & Scale-ups
Nonprofits
Home Services
Technology & IT
Media & Publishing
SaaS & Software
Built for Product-Led Growth Funnels
Lifecycle automation built to flag sales-ready trial users
E-Commerce & Retail
Built for Customer Lifecycle Marketing
Automation built around real purchase and revenue data
B2B & Professional Services
Built for Complex Sales Cycles
Shared pipeline visibility from first touch to close
The Numbers
What a Properly Configured
CRM Actually Delivers
340%
500+
$14M+
93%
Client Results
From Spreadsheets to
a CRM the Team Trusts
The sales team was tracking deals in spreadsheets and a half-configured Salesforce instance nobody trusted — pipeline data was inconsistent and forecasting was guesswork.
Re-configured Salesforce pipeline stages and automation to match the actual sales process, cleaned and migrated historical data, and trained the team on the new setup.
100%
-40%
+27%
0
“Our reps actually log into Salesforce now instead of working out of spreadsheets. The pipeline numbers we report to leadership are numbers we can trust.”
— VP Sales, Industrial Equipment (Name withheld on request)
DN
Derek N.
VP Sales · Industrial Equipment, USA
FA
Fatima A.
Sales Ops Manager · B2B Software, UAE
CB
Connor B.
Sales Director · Professional Services, Canada
Common Questions
What to Know Before We Start Working Together
Do you work with international clients?
How long does a typical CRM implementation take?
A focused audit and roadmap typically takes 1–2 weeks. Full implementation — including data migration, automation setup, and training — usually runs 6–9 weeks depending on the complexity of your current setup and how much data needs to be migrated.
Are you certified on Salesforce and HubSpot?
Yes — I hold active certifications on both Salesforce Marketing Cloud and HubSpot, and have hands-on implementation experience with Marketo, ActiveCampaign, and Iterable as well.
How does data migration and pricing work?
Audits and implementation projects are quoted as a fixed price based on the scope — number of platforms, data volume, and workflows involved. Data migration from legacy systems is scoped and tested before go-live, so nothing gets lost or duplicated in the move.
GET STARTED
Ready to Get Maximum Value from Your CRM?
Book a free 30-minute call to discuss your current CRM setup, your biggest pain points, and the highest-value improvements we can make to your marketing and sales infrastructure.
A review of your current CRM setup and data quality
Honest assessment of what's broken vs. what's working
A clear scope, timeline, and price for implementation
Discuss Your CRM Project