Your CRM Should
Drive Growth—Not
Just Store Data
The right CRM strategy doesn’t just help you organize leads—it helps you close more deals, accelerate revenue growth, and scale efficiently.
Build a CRM That Works for Your Business
Is your CRM a powerful tool that aligns teams and streamlines processes? Or is it an underutilized system filled with outdated data and disconnected workflows? Without the right CRM planning and implementation, sales and marketing teams struggle to collaborate, leads slip through the cracks, and reporting turns into guesswork.
Grey Matter turns your system into an engine for business growth. As HubSpot consultants, we don’t just set up your system—we build strategies that help you implement CRM processes that generate revenue and improve efficiency.
Why Most CRM Systems Fail to Deliver Results
If used incorrectly, your system can slow down your team, cost you revenue, create inefficiencies, and make scaling harder. Most businesses underutilize their CMS or struggle to align it with their sales and marketing goals.
- Data Dump, No Strategy: CRMs aren’t just databases. Without structured workflows, segmentation, and automation, your team will struggle to extract value.
- Disconnected Sales & Marketing: If your marketing team is capturing leads, but sales isn’t effectively following up, opportunities fall through the cracks.
- Underutilized Features: HubSpot offers automation, personalization, and lead intelligence—but most teams use only a fraction of its potential.
- Reports That Don’t Drive Action: Misconfigured dashboards and poor tracking lead to false performance metrics and missed revenue opportunities.
- No Ongoing Optimization: Business needs evolve, but your system becomes outdated fast without continuous CRM optimization.
Why Most CRM Systems Fail to Deliver Results
If used incorrectly, your system can slow down your team, cost you revenue, create inefficiencies, and make scaling harder. Most businesses underutilize their CMS or struggle to align it with their sales and marketing goals.
- Data Dump, No Strategy: CRMs aren’t just databases. Without structured workflows, segmentation, and automation, your team will struggle to extract value.
- Disconnected Sales & Marketing: If your marketing team is capturing leads, but sales isn’t effectively following up, opportunities fall through the cracks.
- Underutilized Features: HubSpot offers automation, personalization, and lead intelligence—but most teams use only a fraction of its potential.
- Reports That Don’t Drive Action: Misconfigured dashboards and poor tracking lead to false performance metrics and missed revenue opportunities.
- No Ongoing Optimization: Business needs evolve, but your system becomes outdated fast without continuous CRM optimization.
Why We’re Not Like Other HubSpot Consultants. . .
Most consultants set up HubSpot and walk away. At Grey Matter, we ensure your system drives growth by aligning it with your unique business model, processes, and goals. We don’t just implement CRM workflows—we optimize them for ongoing success.
Our focus is on full-funnel integration and continuous ROI tracking, making sure your system evolves with your business needs and keeps delivering results.
- Revenue-First Approach: We focus on measurable growth, aligning every CRM strategy and optimization with real business outcomes, not just setup.
End-to-End Strategy & Execution: We build CRM workflows that are aligned with your unique sales, marketing, and customer processes—ensuring no opportunities fall through the cracks.
Built for Adoption & Scale: A CRM is only as good as the team using it. We prioritize easy adoption and scalable setups that grow with your business.
Full Funnel Integration: Our team integrates HubSpot across your entire customer lifecycle, from marketing automation to sales enablement, to customer retention.
Continuous Optimization & ROI Tracking: We don’t stop after implementation. We ensure your CRM evolves, tracking ROI and driving continuous improvement to maximize your investment.
Why We’re Not Like Other HubSpot Consultants. . .
Most consultants set up HubSpot and walk away. At Grey Matter, we ensure your system drives growth by aligning it with your unique business model, processes, and goals. We don’t just implement CRM workflows—we optimize them for ongoing success.
Our focus is on full-funnel integration and continuous ROI tracking, making sure your system evolves with your business needs and keeps delivering results.
- Revenue-First Approach: We focus on measurable growth, aligning every CRM strategy and optimization with real business outcomes, not just setup.
End-to-End Strategy & Execution: We build CRM workflows that are aligned with your unique sales, marketing, and customer processes—ensuring no opportunities fall through the cracks.
Built for Adoption & Scale: A CRM is only as good as the team using it. We prioritize easy adoption and scalable setups that grow with your business.
Full Funnel Integration: Our team integrates HubSpot across your entire customer lifecycle, from marketing automation to sales enablement, to customer retention.
Continuous Optimization & ROI Tracking: We don’t stop after implementation. We ensure your CRM evolves, tracking ROI and driving continuous improvement to maximize your investment.
Turn Your CRM into a Growth Machine That Pays for Itself
At Grey Matter, we don’t just set up HubSpot—we build an ecosystem tailored to your business, ensuring your platform is a revenue-generating asset rather than an administrative burden. With us, you get a strategic partner committed to making your platform successful.
HubSpot Setup & Migration
- Seamless HubSpot setup with zero data loss.
- Migration of existing customer data and workflows.
- Integration with existing sales, marketing, and service tools.
CRM Strategy & Process Optimization
- Custom CMS planning and implementation based on your sales funnel.
- Automation of manual tasks to speed up follow-ups and close deals faster.
- HubSpot account-based marketing strategies to personalize outreach.
Sales Enablement & HubSpot Training
- Sales and marketing enablement programs that ensure teams use HubSpot effectively.
- Playbooks, dashboards, and workflow automation for sales efficiency.
- Ongoing support to keep your team up-to-date on best practices.
Data-Driven Insights & Optimization
- Customized reporting for real-time performance tracking.
- HubSpot ongoing consulting to refine processes and drive continuous improvement.
- ROI-driven adjustments to ensure implementing CRM strategy leads to measurable growth.
Comprehensive System Audits
- In-depth analysis of your current CRM setup.
- Reporting for strengths, weaknesses, and opportunities for improvement.
- Align your CRM with business objectives for optimal performance.
HubSpot Onboarding Services
- Tailored CRM implementation to fit your unique needs.
- Personalized roadmap to optimize every Hub feature.
- Full collaboration to ensure smooth onboarding and team success.
Smooth Platform Upgrades
- Seamless scaling to match your growing business.
- Expand your CRM capabilities as your needs evolve.
- Effortlessly upgrade to the next Hub for improved performance.
Partner Level Access and Support
- Ongoing support from a trusted HubSpot Gold Partner.
- Troubleshooting, training, and expert guidance.
- Maximize CRM ROI with continuous optimization.
Partner Level Access & Support
As a Trusted HubSpot Gold Partner, we’re your go-to team for ongoing support. From troubleshooting to training, we help you maximize ROI and keep your CRM performing at its peak.
Whether starting from scratch or optimizing your current system, our team is equipped to guide you every step of the way.
Partner Level Access & Support
As a Trusted HubSpot Gold Partner, we’re your go-to team for ongoing support. From troubleshooting to training, we help you maximize ROI and keep your CRM performing at its peak.
Whether starting from scratch or optimizing your current system, our team is equipped to guide you every step of the way.
Ready to Make Your CRM Work Harder for You?
At Grey Matter, we focus on outcomes, not just setup. Our strategic, problem-first approach ensures that every part of your HubSpot system, from setup to automation, is aligned with your business goals. This makes your CRM more than just a tool—it’s a competitive advantage that drives sustained growth and measurable results.
HubSpot Gold Partner Expertise You Can Trust
As certified HubSpot consultants, we bring unmatched expertise to maximize your investment. We know how to leverage HubSpot’s full potential to drive real results.
Custom CRM Roadmaps Designed for You
Your CRM strategy shouldn’t be generic. We create custom roadmaps designed specifically around your business needs, ensuring alignment and long-term success.
Seamless CRM Setup and Optimization
From initial setup to continuous optimization, we provide full support every step of the way. Our process ensures your CRM is always working at peak performance.
Real Revenue Impact with Every CRM Strategy
Our clients experience measurable improvements—whether it's boosting efficiency, closing deals faster, or gaining better pipeline visibility. We drive results that impact your bottom line.
What Our Clients Say
“I have been working with Grey Matter on email creation, email automation, and reporting for nearly one year and they are fabulous partners to work with! Their team takes the time to understand our goals and the intricacies of our systems to push full-scale ABM efforts live. They go above and beyond to understand how our CRM works and what we want to accomplish through reporting and A/B testing. It is such a delight to partner with someone who knows the ins and outs of HubSpot and can apply HubSpot best practices in our programs. We would not have been able to accomplish launching 4+ ABM email programs in 2024 or have 4 programs slated to launch in Q1 of 2025 without their assistance. I can’t speak highly enough about their partnership.”
E. Ames, Digital Marketing Manager
Legal Technology Consulting & Service Provider
For Technology Companies
- Automate lead nurturing and improve conversion rates with HubSpot inbound consulting strategies.
- Enhance sales pipeline visibility and integrate marketing campaigns for data-driven decision-making.
For Manufacturing Firms
- Optimize sales workflows to handle complex, long sales cycles.
- Standardize processes to improve forecasting, pipeline tracking, and sales rep efficiency.
For Professional Services
- Use HubSpot account-based marketing to personalize outreach and nurture relationships.
- Streamline project management and client communication within HubSpot CMS.
For Private Equity Firms
- Optimize portfolio company sales strategies for long-term growth and acquisition success.
- Gain visibility into deal pipelines and investor relations with a well-structured CRM.
CRM challenges aren’t the same across industries. That’s why Grey Matter tailors every HubSpot implementation to fit the demands of your field.
Finally, a CRM That Actually Grows with Your Business
CRM challenges aren’t the same across industries and your CRM should work for you, not the other way around. We create CRM strategies that are as dynamic and tailored as your business, so you can stop wasting time and start seeing results.
Resources for Smarter CRM Implementation
Stay ahead with expert insights on sales, marketing, and HubSpot optimization.
Frequently Asked Questions
What does a CRM planning and implementation engagement look like?
We begin with a full system audit to assess your current CRM setup. Then, we develop a custom roadmap for implementation, automation, and integration. We handle everything from data migration to user training, ensuring a smooth transition.
How long does it take to implement HubSpot CRM?
Most implementations take 6-12 weeks, depending on complexity. However, we tailor the process to your business needs, ensuring minimal disruption and maximum adoption.
Do you offer training for our team?
Yes! We provide hands-on HubSpot training to ensure sales and marketing teams fully understand how to use the platform effectively.
What industries do you specialize in for CRM implementation?
We focus on B2B technology, manufacturing, professional services, and private equity, building customized HubSpot solutions for each industry’s unique challenges.
What if we already have an existing CRM?
We manage seamless migrations from platforms like Salesforce, Pipedrive, and Microsoft Dynamics to HubSpot, ensuring no data loss and smooth transitions.
What’s the ROI of investing in CRM planning and implementation?
A well-implemented CRM improves lead tracking, sales efficiency, and revenue growth. Clients typically see higher close rates, better pipeline visibility, and stronger alignment between sales and marketing.
Does Grey Matter offer ongoing support?
Absolutely! Our HubSpot ongoing consulting ensures your CRM stays optimized, adapts to business growth, and evolves with your needs.
Can you help with HubSpot marketing and automation setup?
Yes! We set up HubSpot marketing automation, lead nurturing workflows, and campaign tracking to ensure B2B inbound marketing success.
How do you measure the success of a CRM implementation?
We track pipeline performance, sales velocity, lead-to-close conversion rates, and CRM adoption rates to measure impact and continuously optimize for better results.
What makes Grey Matter different from other HubSpot consultants?
We take a strategy-first approach, focusing on problem-solving, automation, and long-term growth instead of just basic CRM setup.
Do you work with other CRMs beyond HubSpot?
We’re HubSpot’s #1 fan which is why we are experts. So, while we don’t do implementations for other systems, we can provide consulting and support for you and your team.
Frequently Asked Questions
Take the Next Step Toward CRM Success
It’s time to stop letting CRM challenges hold you back—partner with Grey Matter to turn your CRM into a driver of growth and efficiency.