Build a revenue system your whole company runs on.
Stratefuse designs, implements and runs HubSpot and Salesforce for mid-market companies. One CRM that sales, marketing and customer success work from, and a forecast leadership believes.
When the CRM stops being the source of truth
Most companies call us at one of three moments.
Reports nobody trusts
The dashboard says one thing, the spreadsheet says another, and the forecast meeting turns into a debate about the data instead of the deals.
Workflows nobody owns
Automation built by three different admins over five years. Leads fall through handoffs between marketing, sales and customer success, and no one can say exactly why.
A migration on the horizon
Moving to HubSpot or Salesforce, or consolidating tools after growth or an acquisition, with no in-house revenue operations lead to run it.
What we do
CRM implementation and migration
Full setup of HubSpot or Salesforce: data migration, objects and properties, pipelines, permissions and the integrations your team already relies on.
RevOps assessment and strategy
An audit of your systems, processes and data quality, delivered as a prioritized roadmap tied to revenue goals.
Process and automation design
Lead management, routing, lifecycle stages, deal pipelines and workflow automation that close the gaps between teams.
Reporting and forecasting
Dashboards for pipeline, revenue, retention and team performance, with recurring and project revenue kept separate.
Data governance and hygiene
Deduplication, naming standards, required fields and ongoing controls, so the CRM stays accurate after launch.
Managed RevOps
A monthly retainer for administration, optimization, new requests and adoption. Your outsourced revenue operations team.
How an engagement runs
Three stages. Each one ends with a deliverable you can hold us to.
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Assess
We audit your current setup and interview the people who use it every day: sales, marketing, customer success and finance.
You get a prioritized roadmap and a fixed-scope proposal.
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Build
We implement in phases, test everything before release and document as we go. Weekly status updates, with no surprises in scope.
You get a working system, trained users and documentation.
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Run
Most clients keep us on a monthly retainer for administration, optimization and new requests, with defined response times.
You get a CRM that keeps improving after launch.
Why clients choose Stratefuse
Revenue operations is a leadership problem before it is a software problem. We staff it that way.
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Senior people, not a bench
The consultant who scopes your work is the one who builds it. There is no handoff to a junior team after the sale.
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Both platforms, no bias
We work in HubSpot and Salesforce every week. We recommend what fits your team and can run a migration in either direction.
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Fixed scope, in writing
Every engagement has a signed statement of work with deliverables, a timeline and an owner. Out-of-scope requests are quoted before they are built.
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Built to hand over
Documentation, training and clean architecture, so your team can run the system without us if they choose to.
Start with an assessment.
A fixed-fee review of your CRM, processes and data, with a written roadmap at the end. The fee is credited toward implementation if we go on to build together.