CRM implementation, migration, and optimization for HubSpot and Salesforce: clean data, clear pipelines, automation, and reports your team actually uses.
As your consulting and coaching partner, and fractional advisor, my team and I deliver the following expertise to implement, clean up, and optimize HubSpot and Salesforce so your CRM becomes a system your team trusts and uses:
Comparing HubSpot, Salesforce, and alternatives against your sales motion, team size, budget, and growth plans.
Setting up HubSpot Sales, Marketing, and Service Hubs from the ground up, configured around how your team actually sells.
Configuring Salesforce Sales Cloud with the objects, layouts, automation, and security model your business needs.
Moving from spreadsheets, legacy systems, or another CRM without losing history, relationships, or reporting.
Designing the objects, properties, and relationships that keep your CRM organized as you grow.
Building pipelines with clear stage definitions and exit criteria so your pipeline and forecast reflect reality.
Capturing, qualifying, and assigning leads automatically so the right rep follows up fast.
Scoring leads on fit and engagement so sales spends time on the buyers most likely to close.
Automating follow-ups, task creation, handoffs, and record updates with HubSpot workflows and Salesforce Flow.
Cleaning up duplicates, gaps, and outdated records, then putting rules in place to keep data clean.
Connecting your CRM to email, calendar, marketing, billing, support, and data tools so information flows both ways.
Building reports and dashboards that show pipeline, conversion, activity, and revenue at a glance.
Setting up forecast categories, quotas, and rollups so leadership can trust the number.
Getting your team to actually use the CRM through role-based training, simpler processes, and reinforcement.
Reviewing your existing HubSpot or Salesforce instance to find what's broken, unused, or slowing your team down.
Keeping your CRM healthy over time with clear ownership, change control, and fractional admin support.
Your Current State: You invested in HubSpot or Salesforce, but months after launch it still doesn't deliver the visibility, efficiency, or adoption you were promised.
Example Problem: Johnny Grow's CRM Failure Report found 55% of CRM deployments fail to achieve their planned objectives, and roughly two-thirds run over budget.
Desired State: A CRM implementation scoped around defined business outcomes, built in phases, and launched with training and change management from day one.
Example Outcome: Only 25% of projects in the same research met their objectives, timeline, and budget. The report points to design thinking, proven best practices, and change management as the factors that put a rollout in that group.
Your Current State: Deals live in spreadsheets, notebooks, and inboxes, and the CRM only gets updated before pipeline reviews, so leadership never sees the real picture.
Example Problem: Validity's State of CRM Data Management in 2025 found 37% of staff regularly fabricate CRM data to tell leaders what they want to hear.
Desired State: A CRM built around how your team actually sells, with simple layouts, automatic activity capture, and role-based training that makes it the easiest place to work.
Example Outcome: Research by Vantage Point Performance and the Sales Management Association found companies that adequately trained their sales managers in pipeline management grew revenue 9% faster than those that did not.
Your Current State: Years of added fields, workflows, and apps have made your CRM slow and cluttered, so every update takes too many clicks and nobody knows which fields matter.
Example Problem: Gartner research found 49% of sellers say they're overwhelmed by the number of technologies they need to do their job.
Desired State: A streamlined CRM with only the fields, views, and automations your team needs, organized by role so each person sees what matters to them.
Example Outcome: The same Gartner research found overwhelmed sellers are 43% less likely to achieve quota, so simplifying the CRM experience directly protects your team's ability to hit its numbers.
Your Current State: Duplicate contacts, missing fields, and inconsistent values make it impossible to segment, route, or report with confidence.
Example Problem: Validity's 2025 research found companies lose an average of 16 sales deals per quarter because of poor-quality data, and 37% of organizations lose revenue as a direct result.
Desired State: Clean, standardized records with deduplication rules, required fields, and validation that stop bad data at the point of entry.
Example Outcome: In Validity's 2024 survey of more than 600 CRM admins, 31% said poor-quality data costs them at least 20% of annual revenue — revenue that a clean, governed database protects.
Your Current State: Contacts change jobs, companies rebrand, and emails start bouncing, but nobody refreshes the database, so outreach and reporting run on old information.
Example Problem: HubSpot, citing MarketingSherpa research, estimates B2B data decays at 2.1% per month, which adds up to about 22.5% of a database every year.
Desired State: Scheduled enrichment and hygiene workflows that refresh contacts, flag bounces and job changes, and archive records that no longer fit.
Example Outcome: With decay running at roughly 2% a month, a monthly hygiene cycle catches stale records before they compound into a fifth of your database each year.
Your Current State: Every rep defines deal stages differently, so deals sit in the wrong stage, stall without anyone noticing, and pipeline reviews turn into debates.
Example Problem: Research by Vantage Point Performance and the Sales Management Association found 44% of executives say their organization is ineffective at managing its sales pipeline.
Desired State: Pipelines with defined stages, objective entry and exit criteria, and required fields at each step, so every deal is measured the same way.
Example Outcome: The same research found companies with a formal sales process saw 18% higher revenue growth, and those that mastered three key pipeline management practices saw 28% higher revenue growth.
Your Current State: The forecast changes every week, depends on rep optimism, and rarely matches what actually closes.
Example Problem: Gartner's State of Sales Operations survey found only 45% of sales leaders and sellers have high confidence in their organization's forecasting accuracy.
Desired State: Forecast categories, quotas, and stage probabilities configured in the CRM, fed by clean data and consistent pipeline definitions.
Example Outcome: Vantage Point Performance and Sales Management Association research found companies that spent at least three hours per month managing each rep's pipeline achieved 11% greater revenue growth.
Your Current State: Leads land in a shared inbox or an unassigned queue, and by the time someone follows up, the buyer has moved on.
Example Problem: Workato's 2026 test of 114 B2B companies found personalized email replies to demo requests took nearly 12 hours on average, and nearly 1 in 5 companies never replied by email at all.
Desired State: Automated lead routing by territory, account, or round robin, with SLA alerts when a lead goes untouched.
Example Outcome: In the same study, companies using a lead routing tool responded in an average of 3 hours and 32 minutes, compared with nearly 13 hours for companies without one.
Your Current State: Reps log calls, type notes, and update fields by hand after every meeting, taking hours away from selling each week.
Example Problem: Salesforce's State of Sales research found sales reps spend 60% of their time on non-selling tasks.
Desired State: Automatic activity logging, email and calendar sync, and workflows that update fields, create tasks, and advance deals without manual entry.
Example Outcome: HubSpot's State of AI research found 79% of salespeople using AI and automation say it allows them to spend more time selling.
Your Current State: Finding a contact's history, the latest deal status, or a simple pipeline number means digging through records or waiting for someone to build a report.
Example Problem: Validity's 2025 research found workers spend an average of 13 hours per week hunting for basic information in the CRM.
Desired State: Clean record layouts, saved views, and role-based dashboards that put the answers each person needs one click away.
Example Outcome: Recovering even a quarter of those 13 hours gives each CRM user back more than three hours a week for selling, serving customers, and making decisions.
Your Current State: Marketing, billing, support, and calendar tools each hold part of the customer story, and the CRM only shows what someone remembered to copy over.
Example Problem: Salesforce's State of Sales research found sellers use an average of 8 tools to close deals, and 42% of reps feel overwhelmed by too many tools.
Desired State: A CRM connected to your core tools through native integrations and APIs, with clear field mapping and sync monitoring that keeps data consistent.
Example Outcome: The same research found 84% of sales teams without an all-in-one platform plan to consolidate their technology — and an integrated CRM is the core that consolidation is built around.
Your Current State: You need to move off spreadsheets, a legacy system, or another CRM, but you're worried about losing history, breaking reports, and disrupting the team mid-quarter.
Example Problem: Bloor Research found more than 80% of data migration projects run over time or over budget, with average cost overruns of about 30% and time overruns of about 41%.
Desired State: A staged migration with field mapping, data cleanup before the move, test batches, record-count validation, and a rollback plan.
Example Outcome: Cleaning before you migrate means you stop carrying forward the roughly 22.5% of records that go stale each year, so the new CRM launches on data your team can trust.
Your Current State: You pay for seats, add-ons, and premium tiers that sit idle while the team still works around the CRM.
Example Problem: Zylo's 2026 SaaS Management Index found the average organization uses only 54% of its SaaS licenses.
Desired State: A license and feature audit that right-sizes seats and editions, retires unused add-ons, and puts the features you already pay for to work.
Example Outcome: The same research found the organizations that get the most from their software reach license utilization of 90% or higher.
Your Current State: The implementation partner is gone, CRM admin is a side job, and fields, workflows, and integrations keep piling up with no standards or documentation.
Example Problem: Validity's 2025 research found only 18% of organizations without a full-time owner for CRM data quality plan to hire one in the next 12 months, a 56% drop from 2024.
Desired State: Clear CRM ownership, a change-request process, documented fields and workflows, and ongoing admin support that keeps the system aligned with the business.
Example Outcome: SDA Bocconi's 2026 CRM research found 37.5% of companies have no data governance policy. Putting one in place moves you into the group that manages CRM data as an asset instead of cleaning it up after the fact.
Choose the approach to our partnership that best suits your needs.
Best for a strategic deep-dive before a full build—I'll audit your full go-to-market motion and deliver a diagnostic with recommendations.
Best suited for targeted projects—I'll provide focused guidance and custom strategies to solve your specific challenges.
Ideal for ongoing support—I'll act as your part-time expert to drive sustained growth.
Best for tailored growth in personal or business areas—I'll guide you to build systems for excellence with a DIY approach based on your needs.
Andrei Trapizonian is professional, kind, and incredibly driven. Working with him has made a real difference in how we run our sales operations. He helped me create clear sales stages tailored to our buying journey as we scaled with multiple salespeople and coaches. By optimizing our CRM and PandaDoc processes, he improved efficiency, boosted data accuracy, and elevated the quality of our proposals. Reporting and analytics, which used to feel overwhelming, are now straightforward and reliable. Andrei’s guidance has been practical, motivating, and exactly what we needed to build a stronger foundation for growth.
Partnering with Andrei Trapizonian Global consultancy elevated my brand at GPRGIS Tech Solutions—their expertise polished my marketing messaging across internal narratives, website content, presentations, collateral, and social media, crafting a cohesive story that resonates with the market. We worked collaboratively on formulating the most effective ways to communicate our value proposition across various channels, ensuring a unified voice. This effort resulted in new client wins and a noticeable boost in brand awareness, evidenced by increased inbound requests, strengthening our market leadership.
Andrei's coaching and membership have been instrumental in helping me achieve well-rounded excellence. We were able to optimize these three key areas I wanted to focus on: productivity, fitness, and personal security. In terms of productivity, Andrei helped me optimize my schedule and manage my commitments, enabling me to get more done in less time. When it came to fitness, he provided me with invaluable advice on nutrition, supplementation, and workout programs, which helped me make significant progress towards my fitness goals. Finally, his insights on personal security were invaluable in helping me navigate the various challenges that come with being an entrepreneur. Thanks to Andrei's coaching and membership, I have been able to achieve more than I ever thought possible.
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