CRM Implementation and Ongoing Support, Built Around Your Sales Process

For businesses that need their CRM to reflect reality, drive follow-up, and produce reporting leadership trusts — on day one and on month 24.

A CRM is where marketing performance becomes revenue performance. When it’s set up poorly — or when it was set up correctly two years ago and has since been duct-taped by six different team members — leads leak, follow-up slips, attribution breaks, and leadership stops trusting the pipeline.

FBP implements, migrates, and operates CRMs for growing businesses. We work in HubSpot, Salesforce, Zoho, ActiveCampaign, and others. The engagement doesn’t end at go-live — we provide ongoing admin, workflow, reporting, and integration support so the CRM keeps working as your business evolves.

Where We Help

New Implementations. You’ve outgrown spreadsheets and need a CRM that actually fits. We scope the implementation to your sales process (not the vendor’s demo flow), build pipelines, workflows, and reporting, migrate historical data cleanly, and train the team.

Migrations. Moving from one CRM to another is where data integrity goes to die. We handle schema mapping, deduplication, custom-object migration, historical activity preservation, and parallel-running where risk justifies it.

Rescue Projects. Your current CRM is a mess. Nobody uses the automation, half the custom fields are dead, the pipeline reporting is wrong, and sales has gone back to spreadsheets. We audit, prune, redesign, and get the team using it again.

Ongoing Admin & Support. Monthly retainer covering workflow adjustments, reporting updates, user management, integration maintenance, and the hundred small changes a CRM needs as the business changes.

Integrations. Native connectors where they exist, custom-built integrations where they don’t. Common builds: website → CRM, CRM → ad platforms for enhanced conversions, CRM → data warehouse for BI, CRM → finance/accounting systems.

What CRM Problems Look Like

  • Slow lead follow-up because routing is broken
  • Inconsistent sales process across the team
  • Leads stuck in spreadsheets or individual inboxes
  • Unreliable pipeline forecasts
  • No attribution between marketing spend and closed deals
  • Manual follow-up processes that don’t scale
  • A CRM full of dead data from a migration nobody finished

Speed of follow-up, consistency of execution, and visibility into pipeline health — these are the goals. The software is the tool, not the strategy.

Where CRM Implementations Fail

  • Treating implementation as software setup instead of process design
  • Pipelines that don’t reflect how deals actually move
  • No automation, so follow-up discipline falls back on individual heroics
  • Inconsistent data entry and missing lead fields
  • Dashboards that don’t match how leadership thinks about the business
  • No alignment between sales, marketing, and finance definitions
  • No ongoing support, so the system calcifies while the business evolves

Platforms We Work In

  • HubSpot — most of our engagements; strong Marketing Hub + Sales Hub integration
  • Salesforce — Sales Cloud, Service Cloud, Pardot/MCAE
  • Zoho CRM — strong fit for cost-sensitive implementations with capable automation
  • ActiveCampaign — automation-forward CRM for smaller sales teams
  • Pipedrive — pipeline-first implementations

We stay platform-agnostic through the scoping phase so the recommendation fits the business, not our preferences.

Request a CRM scoping call →

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