Stratefuse

Services

AI-ready revenue operations for HubSpot and Salesforce

CRM implementation, migration, data cleanup and ongoing support. Every project starts with a fixed-fee assessment.

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Platforms we work in day to day

  • Salesforce
  • HubSpot
  • Marketo Engage
  • Pipedrive
  • Microsoft Dynamics 365
  • Zapier
  • Workato
01

CRM implementation and migration

We design the record structure, pipelines, user roles and permissions around how your teams sell and are organized, then migrate the data and launch with trained users.

  • A written solution design before anything is built
  • Data migration with deduplication, mapping and validation
  • Training, launch support and documentation

Best for: first-time rollouts, platform moves and consolidations after growth or an acquisition.

02

RevOps assessment and strategy

A fixed-fee review of how your revenue teams work from first touch to renewal, and where time is lost or the numbers are unclear. It ends with a RevOps strategy and a roadmap leadership can fund.

  • Interviews with sales, marketing, customer success and finance
  • An audit of configuration, automation, integrations and reporting
  • A prioritized roadmap and a fixed-scope proposal

Best for: leaders who want a clear plan before committing.

03

Process and automation design

We document the process you run today, from lead to customer to renewal, and adjust it to how your teams are organized. Then we build it into the CRM as pipeline stages and workflows that run the same way every time.

  • Lead capture, scoring and routing
  • Lifecycle stages and handoffs between marketing, sales and customer success
  • Workflow automation for follow-up, tasks, alerts and approvals

Best for: teams losing leads in handoffs, or still running processes by hand.

04

Reporting and forecasting

We write down what each metric means and agree on it with your finance and sales leaders before building any dashboard. The board deck and the CRM then show the same numbers.

  • Pipeline and forecast dashboards by rep, team and segment
  • Recurring and project revenue reported separately
  • Executive dashboards with written metric definitions

Best for: leadership teams still forecasting from spreadsheets.

05

Data governance and hygiene

We clean up the CRM data, then add rules and reviews that keep it clean.

  • Deduplication and record merging
  • Required fields and validation rules at the right stages
  • Ongoing monitoring and quarterly hygiene reviews

Best for: any CRM that has been through several admins.

06

Managed RevOps

Senior revenue operations support on a monthly retainer, with defined hours and response times.

  • Day-to-day administration and user support
  • New requests scoped, built and documented
  • A list of improvements, reviewed with you each month

Best for: companies that have outgrown a part-time admin but are not ready to hire a RevOps team.

Built for the way your industry sells

  • Real estate and property

    Leasing and sales depend on quick replies. We keep prospects and tenants in one CRM and route each inquiry to the right agent.

  • Construction and trades

    Work is won through bids and estimates. We track each bid in one pipeline and link every win to the project and the client's history.

  • Manufacturing

    Sales often run through dealers and a direct team at once. We bring dealer deals and quotes into the same CRM as direct sales.

  • Wholesale and distribution

    Growth comes from repeat orders on existing accounts. We bring ERP order history into the CRM, beside each account your reps manage.

  • Professional services

    Firms win work through proposals and keep it through retainers. We link each won proposal to its project and track retainers to renewal.

  • Technology and SaaS

    Recurring revenue makes renewals as important as new deals. We track each account from trial to renewal, with MRR and churn reporting.

How every project starts

  • An assessment first

    A fixed fee, credited toward the project if you go ahead within 60 days.

  • A fixed scope

    Quoted on complexity, integrations and data volume.

  • Changes quoted first

    Anything outside the scope is quoted before we build it.

What you get in writing

Consulting is hard to measure, so we put it in writing. Your scope sets which documents you get, and all of them are yours.

  • Solution design

    What we will build, approved by you before any configuration starts.

  • Statement of work

    Deliverables, phases, timeline, owner and fee, signed by both sides.

  • Metric definitions

    Written definitions for every metric on your dashboards.

  • Data migration log

    Record counts in and out, the field map and every exception.

  • Weekly status

    Progress, decisions needed, risks and owners, in writing every week.

  • Documentation and training

    Admin and user guides, recorded training sessions and a handover meeting.

Common questions

HubSpot or Salesforce?

Both, and we migrate in either direction. We recommend one based on your team, budget and current tools. If you are still deciding, the assessment settles it.

Who do you work with?

Mid-market B2B companies with established sales, marketing and customer success teams.

How long does an implementation take?

It depends on data volume, integrations and how many teams are involved. The assessment ends with a phased timeline, and we report progress against it every week.

Can you work alongside our admin or agency?

Yes. We document everything so they can maintain what we build.

Can you add AI to our CRM?

Yes, once the data is ready. See AI and integrations.

Where are you based?

British Columbia and Ontario, Canada. We work remotely with clients across Canada and the United States.

Plan your first step.

Tell us what is in place. We will say what the assessment should cover.

Book a call

Prefer email? [email protected]