CRM Implementation

Overview

A well-implemented CRM is the backbone of sales, marketing, and service operations. It centralizes data, streamlines workflows, and enables automation and reporting. Whether it’s HubSpot, Salesforce, Zoho, or another platform, the right CRM implementation ensures alignment across your teams and maximizes the ROI of your systems.

Common Use Cases

  • Initial CRM setup or migration

  • Integrating CRM with website, marketing, and sales tools

  • Automating lead flows and scoring

  • Building reports and dashboards

  • Consolidating multiple data sources

  • Fixing broken or underused CRM instances

Who is this for?

  • Companies scaling sales and marketing operations

  • PortCos with no CRM or poor adoption

  • Teams experiencing data silos or reporting gaps

  • Operators preparing for growth or exit

Why Claymore Connect

We match you with CRM specialists certified in leading platforms — experts who understand both the technical setup and the business strategy behind CRM success.

HubSpot, Salesforce, Zoho, and more

Workflow automation, pipeline setup, integrations

User training and change management

Dashboards for exec, ops, and sales teams

Sample Results

  • CRM adoption from 20% to 95% in under 60 days

  • 30+ hours/month saved through automation

  • Full funnel visibility via CRM + marketing data integration

  • Lead routing overhaul improved time-to-contact by 4x

What to Look for in a CRM Vendor

  • Experience in your CRM platform

  • Business process design (not just tech config)

  • Strong documentation and training process

  • Ability to integrate with marketing stack

  • Post-launch support and optimization

Related Services

  • Sales Enablement

  • Marketing Automation

  • Attribution & Analytics

  • Lead Generation

  • Data Integration

Get Matched with a CRM Partner

We’ll connect you with a CRM expert who understands your business and can drive adoption.