PROSERVICES / PROJECT WORK
CRM Migration and RevOps Project Work for B2B SaaS Teams
Some problems don’t need a retainer. They need a senior operator, a defined scope, and a clear deliverable. We scope it, build it, and hand you something your team can run without us (unless you really want to keep us around).
60 Senior Operators • 300+ B2B SaaS Companies • #1 Revenue Operations Company, First Page Sage • HubSpot Platinum Partner • System-Agnostic
Scoped Projects, Defined Deliverables
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01. CRM Migration
A full migration between CRM platforms, everyone’s favorite “cross-functional initiative” (cue the eye roll). Before we touch an export file, we define the business rules the new system has to enforce: data model, object and field strategy, customer journey, sales process, renewal process, pricing and quoting process, lead management process, attribution model strategy and lifecycle definitions. Migrating data without first defining the rules is how you replicate old problems in a new platform, on a longer timeline and at higher cost.
➤ COMMON TRIGGERS
Platform switch, post-acquisition consolidation, an existing implementation that never got traction
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02. CRM Implementation and Cleanup
A greenfield HubSpot or Salesforce build, or a rebuild of an existing portal carrying years of technical debt, built around your actual GTM motion rather than the platform’s defaults.
➤ COMMON TRIGGERS
New platform rollout, inherited a poorly configured portal, low CRM adoption
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03. Lifecycle Stage Redesign
Rebuilding your customer journey so that it works for both your customers and your commercial teams. We design these business processes with explicit entry and exit criteria for every stage, and the automation that enforces them. One lifecycle, one source of truth, across every platform your GTM team touches.
➤ COMMON TRIGGERS
Marketing and Sales disagree on what an MQL is, funnel reporting is unreliable, handoffs keep breaking down
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04. Lead Scoring and Routing
A reliable and scalable scoring model that separates fit from intent, plus routing logic wired into your CRM and marketing automation that puts the right lead in front of the right person at the right time. Scored against your ICP definition, not a vendor’s default point values.
➤ COMMON TRIGGERS
No scoring model in place, SDRs working unqualified leads, ongoing marketing and sales disagreements about lead quality
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05. Attribution Rebuild
Multi-touch attribution your CRO will trust and that finance will accept. Built to match your funnel definitions and your reporting infrastructure, not bolted on top of whatever the tool defaults to (*cough HubSpot’s Original Source properties cough*).
➤ COMMON TRIGGERS
Marketing can’t demonstrate pipeline contribution, three dashboards show three different numbers, board questions about marketing ROI
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06. Systems Integration
Connecting your CRM to the rest of your stack: billing systems, data warehouses, CS platforms, and enrichment tools. Clean field mappings, sync rules, and a source-of-truth decision for every record type. Where the warehouse is the better system of record, we’ll tell you that rather than forcing the logic into the CRM.
➤ COMMON TRIGGERS
NetSuite and HubSpot out of sync, enrichment tools creating duplicates, CS and Sales operating in separate systems with no clean handoff
Every project is different. We’ll scope timelines with you based on your current state, systems, and specific requirements, then define the deliverables and milestones before work begins. Oh, and we won’t charge you an arm and a leg. Just an arm.
BEFORE WE BEGIN
Sometimes the Answer Is “Don’t Migrate”
A CRM migration is one of the most expensive (read: traumatic) projects a GTM team can run, and a meaningful share of the ones we get called into probably shouldn’t have been greenlit.
Migrate when:
Your platform is genuinely the constraint: the data model can’t represent how you sell, the licensing math has stopped working, or an acquisition left you running two systems.
Stay put when:
The real problem is undefined business rules, unenforced process, or reporting nobody trusts. A new platform just resets the interface and keeps the mess.
Most of what you need already exists in your stack or as a connected service. The work is composing it on rules that hold.
Our scoping call ends with a recommendation. Sometimes that recommendation is a lifecycle redesign in the system you already have.
Strategy First. Then We Build.
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1. Scoping Call(s)
We align on the problem, the definition of done, and the right engagement type. If a project is the right fit, we scope it. If it isn’t, we’ll tell you that too.
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2. Discovery and Current-State Review
System access, stakeholder interviews, and documentation review. We want to understand what we’re looking at before we change any of it.
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3. CRM Implementation Plan
Before any build begins, we produce the technical and process design: object model, field strategy, business rules, lifecycle definitions, automation logic, and integration mappings. Reviewed and approved before we touch the system.
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4. Build and QA
Hands-on-keyboard execution by senior operators.
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5. A Clean Handoff
Documentation, training, and named ownership for every system we touched, so your team can maintain it after we leave.
What Makes All of This Work
Senior operators. The people doing the work would be RevOps VPs at another company.
AI-augmented delivery. We use AI to move faster and catch more of your data than a manual review can reach. The judgment and the architecture stay human.
System-agnostic. Platinum HubSpot Partner. Salesforce-fluent. Ready to work in the system you have.
WHAT CLIENTS SAY
Common Questions
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In addition to deep, lasting emotional trauma, a CRM migration moves your revenue data, processes, and automation from one platform to another. Exporting and importing the data is the smallest part of it. The work that determines whether it succeeds happens first: defining the object and field model, the business rules the new system has to enforce, lifecycle definitions, and a source-of-truth decision for every record type. Then comes a staged cutover, validation against the old system, and enablement so your team adopts the new one.
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It is the technical and process design produced before any build starts: object model, field strategy, business rules, lifecycle stage definitions with entry and exit criteria, automation logic, and integration mappings. It is reviewed and approved by your team before anyone configures anything. If a partner starts building without one, they are designing your revenue system in production.
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A retainer is an ongoing embedded engagement across your full GTM engine. A ProServices project is scoped to a specific problem, with a defined deliverable and a clear end point. If you don’t know which one you need, that’s what the scoping call resolves.
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Both, and more. We’re a Platinum HubSpot Partner and Salesforce-fluent and technical assassins across most major GTM platforms. The engagement starts with what you have, rather than with a recommendation to replace it.
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Every project is different (what a cop-out); the timeline depends on your current state, systems, and specific requirements. We’ll define the timeline and milestones with you during the scoping process before work begins.
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Project engagements are scoped and priced to the specific work, either as a fixed fee against a defined deliverable or against a set number of hours. The fastest way to get a number is a 30-minute conversation.
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It almost always does. Most project engagements end with a recommended roadmap, and a lot of clients move into a fractional retainer from there. It isn’t a condition of the project.
Make it stand out.
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RevOps Audit
Not sure where the break is? Start with a diagnostic.
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Fractional RevOps
Ready for the full machine? Embedded senior operators, ongoing retainer, full GTM coverage.
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AI-Augmented RevOps
Agents, automations, and MCP infrastructure built on a deterministic harness.