Map your lifecycle
Lifecycle stages, deal stages and entry criteria agreed with sales and marketing, written down so everyone uses them the same way.
CRM consulting for a pipeline your team trusts.
We set up HubSpot or Salesforce around how you sell, connect your website to it and automate the handoffs people forget.
The problem
The CRM nobody updates.
Most CRMs fail slowly. Fields multiply, stages mean different things to different people, and website leads arrive as emails someone forwards. Sales stops trusting the data, so they stop updating it, so the reports get worse. CRM consulting fixes the model underneath: clear stages, clean records and handoffs that happen without anyone remembering to do them.
What you get
CRM implementation, done properly.
Planned around your sales process first, then built in the CRM you already pay for.
Clean the data model
Properties, objects and associations rationalised, duplicates merged and required fields set where they matter.
Connect the website
Forms, chat and booking tools creating the right records with source data attached, tested end to end.
Route leads automatically
Assignment rules, notifications and follow-up tasks, so every enquiry has an owner the moment it arrives.
Automate the follow-up
Sequences and workflows for nurture, reminders and handoffs, built only where they save real time.
Report on the pipeline
Dashboards for pipeline, conversion by source and sales velocity, built from data you can trust.
What changes for sales.
Less admin, and data people are willing to rely on.
BeforeAfter
Leads forwarded by emailLeads created, assigned and tracked
Hundreds of unused fieldsA data model people understand
Stages that mean different thingsStages with written entry criteria
Reports nobody believesDashboards built on clean data
The CRMs we work in.
HubSpot or Salesforce, connected to the website and tools around them.
Every ecosystem, five ways in
Four steps to a working CRM.
Process first, configuration second, adoption last.
- 01
Audit
We review your current CRM, sales process, integrations and reports with the people who use them.
- CRM audit
- Process map
- Data quality report
- 02
Design
Lifecycle, pipeline, data model and automation rules agreed before anything changes.
- Lifecycle design
- Data model
- Automation plan
- 03
Build
Configuration, integrations and data clean-up, tested in a sandbox where the CRM supports it.
- Configured CRM
- Integrations
- Cleaned data
- 04
Adopt
Training, documentation and a review a month later to fix what people work around.
- Team training
- CRM playbook
- 30-day review
Built for what’s next.
Built to driveBetter-qualified leads.
Built to driveMore qualified candidates.
Built to driveMore enquiries.
Built to driveMore qualified demos.
Built to driveMore workplace demos.
Built to driveMore business accounts.
Built to driveMore free trials.
Built to driveMore building owners.
Built to driveMore free sign-ups.
Private Villas Mexico
Built to driveMore direct bookings.
Built to driveMore committed players.
Built to driveMore returning customers.
Built to driveMore meaningful demos.
Built to driveBetter talent connections.
Built to driveMore course creators.
Built to driveMore product discovery.
Built to driveMore sign-ups.
Built to driveMore memberships.
Trusted across our practice
Working together. In their words.
Independent reviews. Long-term working relationships.
“We’ve been working with Stega & Gabriel for the last two years. Cannot recommend them enough. They’re responsive, professional & an asset.”
“After a website (re)launch, they are also always accessible and happy to help. I highly recommend everyone who is looking for a new and more stable website in Webflow, to work with Stega!”
“Stega Creative team not only understood our needs and vision for the websites, but they also came up with improvements.”
CRM questions, answered.
A few things worth discussing before your CRM project takes shape.
What does CRM consulting include?
CRM consulting designs and sets up a CRM around how your business sells. At Stega that covers lifecycle and pipeline design, data model clean-up, website and tool integrations, lead routing, automation, reporting and training, in HubSpot or Salesforce.
Is HubSpot or Salesforce the better CRM for us?
HubSpot is usually the better CRM for teams that want marketing and sales in one tool and quick adoption. Salesforce suits complex sales processes, many custom objects and large sales teams. We work in both, so the recommendation follows your process.
How much does CRM consulting cost?
Cost depends on the number of teams, integrations, records to clean and automation required. Licence fees are paid to HubSpot or Salesforce directly.
How long does a CRM implementation take?
A clean start in HubSpot is quicker than reworking a Salesforce instance with years of custom fields. Data migration and complex integrations add the most time.
Can you fix our existing CRM instead of starting again?
Yes. Fixing an existing CRM is usually cheaper and less disruptive than starting again. We audit what is used, retire what is not, clean the data and rebuild stages and automation around your current process. A fresh setup only makes sense when the data is beyond repair.
How do you connect website forms to a CRM?
Website forms connect to a CRM through native integrations or the CRM's API, creating contacts with source, page and campaign data attached. We test each form with real submissions, check the routing and confirm the record lands with the right owner before launch.
Revamp today.The 
way.
Your ambition. Our collective craft.
Strategy, design and technology, working as one.