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13 Aug 2026

CRM vs ERP Integration: What Should Connect?

CRM Strategy & Setup

A CRM built around how your business actually operates

CRM Strategy & Setup covers CRM selection, HubSpot implementation, and pipeline design – built around your actual sales and service process, not a generic default configuration.

CRM Strategy & Setup is often treated as an afterthought.

That’s where things start to fall apart.

  • A CRM configured with default settings nobody customised
  • Pipelines that don’t match how deals actually progress
  • Data fields that don’t capture what the business needs to know
  • A CRM chosen without a clear evaluation of alternatives

It should be built properly, as part of a connected system.

What good CRM strategy & setup should look like

  • Pipelines that match your real sales or service process
  • Custom properties that capture what actually matters
  • A CRM selected against your specific requirements
  • Setup documented so your team understands the system

 

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Our approach

digital

CRM selection and planning

We help evaluate CRM options against your actual requirements, not just popularity.

 
 
security

HubSpot implementation and setup

As a HubSpot Solutions Partner, we configure HubSpot properly from day one.

 
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Data structure and pipeline design

Pipelines and data structures built to match your real sales or service process.

 
 
 

Our services

What’s included in CRM strategy & setup

CRM selection and planning
We help evaluate CRM options against your actual requirements, not just popularity.
HubSpot implementation and setup
As a HubSpot Solutions Partner, we configure HubSpot properly from day one.
Data structure and pipeline design
Pipelines and data structures built to match your real sales or service process.
Custom properties and segmentation
Custom fields and segmentation designed around what your team needs to report on.
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Work: Anchor Homes

With MQL and SQL funnels set up and connected to their team, an opportunity is never missed.

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Frequently asked questions

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Not sure if crm strategy & setup is the right place to start? We’ll help you work out what matters most first.

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