CRM Consulting
Certified CRM Consultants for HubSpot, Eloqua & ActiveCampaign
We specialize in migrating, configuring, and optimizing HubSpot, ActiveCampaign, and Eloqua to help you streamline sales processes, improve marketing performance, and scale with confidence.
Brands We’ve Worked With
CRM Platforms We Support
Hubspot CRM
As a certified HubSpot Solutions Partner, we offer end-to-end support from onboarding to advanced automation and reporting. We help you get the most out of HubSpot’s CRM, marketing, sales, and service tools, creating a system that grows with your business.
ActiveCampaign CRM
ActiveCampaign is perfect for businesses that want powerful automation combined with an intuitive CRM. We design email sequences, automation workflows, and deal pipelines that simplify your sales process and accelerate lead conversion.
Oracle Eloqua CRM
For enterprise-level marketing automation, Eloqua is unmatched. We help you implement and optimize Eloqua to support complex customer journeys, nurture campaigns, and integrations with platforms like Salesforce. You’ll gain better lead insights and more effective targeting.
Expert CRM Audit & STRATEGY
CRM Audit & Strategy Review
We review your CRM setup, data quality, workflows, and challenges to identify what’s effective and needs improvement. Then, we create a tailored CRM strategy that aligns with your goals and customer journey. The outcome is a clear plan with set goals, timelines, and KPIs for tracking progress right from the start.
CRM SOFTWARE SELECTION
CRM Platform Selection & Strategic Planning
Selecting the right CRM can be daunting. We assist you in choosing the best platform – HubSpot, ActiveCampaign, or Eloqua, based on your business model and growth plans. After selecting a platform, we develop a detailed implementation roadmap, setting milestones, assigning resources, and identifying potential risks.
CRM Migration
CRM Migrations & Custom Setup
Migrating from one CRM to another (like Salesforce to HubSpot or Zoho to ActiveCampaign) can be complex. We handle the full process: exporting and cleaning your data, mapping fields between systems, and ensuring your automations, pipelines, and reports are fully rebuilt in the new platform. Our goal is a seamless transition with no data loss, no downtime, and full usability from day one.
Comprehensive CRM INTEGRATION & System Integration
End-to-End Implementation & Integration
We handle everything, from setup to testing to launch. That includes custom configurations, user role permissions, pipeline automation, and third-party tool integrations. Whether you’re using marketing platforms, ad tools, or customer support systems, we make sure they all connect smoothly to your CRM.
Post-Launch CRM Management
Ongoing CRM Management & Optimization
Our support doesn’t end at launch. We offer ongoing optimization and CRM management to ensure your system evolves with your business. Whether you need to improve automations, add features, or onboard new users, we’ve got you covered. To keep things running at peak performance, you’ll receive regular performance reviews, recommendations, and hands-on support from our CRM experts.
About The Automation Strategy Group
Since 2016 the Automation Strategy Group has helped 100+ companies streamline their marketing operations processes in Hubspot and other tools.
Our tailored approach ensures each client maximizes ROI and achieves sustainable growth. By simplifying complex marketing challenges, we enable your businesses to focus on what they do best and not get stuck in the Hubspot weeds.
Book a call or choose a plan to see how we can help your team achieve similar results.
Client Testimonials
Since working with Andrew and his team, we’ve become dramatically more efficient and close more business!
William S.
Just Mind LLC
They helped us transition a 7-figure business to a new CRM with zero disruption. Highly recommend!
Kirk D.
Founder, Option Alpha
A true partner in marketing automation! They solved complex challenges and delivered real results.
Satish M.
Agiliron CEO
Frequently Asked Questions
What is CRM consulting and why might I need it?
CRM consulting provides expert advice on selecting, implementing, and improving your CRM system. You might need it if your current tools aren’t talking to each other, your data is messy, or your team isn’t using the system efficiently.
Can you help me migrate my CRM data from another platform?
Yes, we specialize in secure, seamless data migrations. We handle extraction, cleaning, and reformatting of your existing data whether it’s from spreadsheets, legacy systems, or another CRM so it imports cleanly into your new setup.
How long does a CRM implementation project take?
Timelines depend on the size and complexity of your system. A basic setup can take a few weeks, while a larger implementation with integrations and custom workflows might take 1–3 months. We always provide a clear timeline upfront.
Can CRM consulting help improve my marketing and sales performance?
Definitely. A well-implemented CRM helps align marketing and sales, improves lead tracking, automates follow-ups, and gives you clearer reporting. This leads to faster lead response times, better conversion rates, and more revenue.
What happens after the CRM system is implemented?
If needed, we offer continued CRM support, management and optimization services. We make sure your system stays aligned with your evolving goals and help you make the most of new features, updates, and user feedback.
Supercharge Your CRM Strategy Today!
Ready to take control of your customer relationships and build a CRM system that works, we’re here to help. Book your consultation with one of our certified CRM consultants today, and let’s create a smarter, more efficient path to growth.
