Sound Familiar?
Your CRM Is A Fancy Spreadsheet Nobody Trusts.
- Your reps enter the bare minimum because the required fields don't match your actual sales process.
- You've got three different pipeline configurations because three different people set them up independently.
- Contact records are full of duplicates, missing data, and properties nobody uses or understands.
- Your CRM was configured by someone who left the company, and nobody knows why things are set up the way they are.
That's exactly what a proper CRM implementation fixes.
The Sidekick Approach
How We Help
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CRM implementation is the foundation of everything else in HubSpot. We configure your CRM to match how your team actually works: custom properties that capture what matters, deal pipelines that reflect your real sales stages, contact management rules that keep data clean, and permissions that give each human the right level of access.
Sidekick's approach starts with mapping your sales process before touching a single setting. We interview your sales team, your managers, and your ops humans to understand the full picture. Then we build a CRM configuration that feels natural to your team, not one they have to fight against.
Every CRM implementation includes data migration support, automation setup for common tasks, and training for your team. We don't hand you a configured portal and walk away. We make sure your humans know how to use it and why it's set up the way it is.
Process First, Configuration Second
We map your sales process in detail before configuring a single property or pipeline stage.
Adoption By Design
Every configuration decision is made with user adoption in mind. If it adds friction, we find a better way.
Clean Data From Day One
We set up validation rules, deduplication processes, and data quality automation from the start.
Training Included
Your team gets hands-on training on the CRM they'll be using, not a generic overview.
What's Included
What's Included
Sales Process Map
A documented map of your sales stages, handoffs, and data requirements.
Custom Property Configuration
Properties designed to capture the data your team actually needs, organized into logical groups.
Deal Pipeline Setup
Pipeline stages, required fields, and automation rules configured to match your sales process.
Contact Management Rules
Lifecycle stages, lead status definitions, and assignment rules that keep records organized.
User Permissions
Role-based permissions that give each human the right access level without overcomplicating things.
Basic Automation
Task creation, deal stage notifications, and data cleanup workflows that run automatically.
Data Migration Support
Import of existing contacts, companies, and deals with deduplication and validation.
Team Training Sessions
Live training on the configured CRM so your team knows exactly how to use it.
Exact deliverables are scoped during your strategy call based on your goals, timeline, and current setup.
How It Works
From First Call To Results
Discovery
We map your sales process, interview your team, and document every data requirement and workflow.
Configuration
We build your CRM: properties, pipelines, permissions, lifecycle stages, and basic automation.
Data Migration And Testing
We import your existing data, deduplicate records, validate the setup, and test every automation.
Training And Go-Live
We train your team on the configured CRM and provide go-live support for the first two to four weeks.
Is This Right For You?
Is CRM Implementation Right For You?
This Is For You If...
- You're new to HubSpot and need a CRM built right from the start.
- Your current CRM is a mess of duplicate records and unused properties.
- Your sales team avoids the CRM because it doesn't match how they sell.
- You're migrating from another CRM and need a fresh, clean setup.
- You want a CRM your humans will actually use, not work around.
This Isn't For You If...
- You already have a well-configured CRM and just need training. Check out our Sales Hub Training.
- You only need data migration without CRM redesign. Our CRM Migration service is a better fit.
- You're evaluating CRM platforms and haven't chosen HubSpot yet.
Common Questions
