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HubSpot Diamond Partner · Salesforce Partner · Attio Partner

One Team Across Three CRMs.

Since 2002 we have supported a range of industries, including manufacturers, equipment dealers, distributors, service-based businesses, ecommerce, and SaaS companies.

Book a CRM Discovery Call Compare HubSpot, Salesforce and Attio

Three platforms, one team

  • HubSpot

    Diamond Partner

    Marketing, sales & service on one platform

    HubSpot

  • Salesforce

    Consulting Partner

    Deep customization at enterprise scale

    Salesforce

  • Attio

    Partner

    Flexible, data-native CRM

    Attio

  • HubSpot Diamond Partner

  • Salesforce Partner

  • Attio Partner

What is CRM Consulting?
 

 

CRM consulting is a professional service that helps a business choose, configure, integrate, and adopt a CRM platform. A CRM consultant audits your existing sales and marketing process, maps it to the right system, migrates your data, builds the automation and trains the team that has to live in it every day. 

The work usually breaks into five areas: selection (which CRM), implementation (building it), migration (moving your data), integration (connecting it to your other systems), and enablement (getting people to use it). Most engagements fail at the last one which is why adoption, not configuration, is the metric that matters. 

What Does a CRM Consultant Do?

 

A CRM consultant translates how your business actually sells into how the software is configured. In practice that means running discovery workshops with your sales and marketing leaders, documenting your pipeline stages and handoffs, defining the data model, building the workflows and reports, cleaning and migrating legacy records, connecting the CRM to your ERP or quoting tools, and training users until the system is the path of least resistance rather than an extra admin step. 

Our position

Why Platform-Neutral CRM Consulting Matters.

Concept is one of a small number of firms that holds partner status with HubSpot (Diamond tier), Salesforce and Attio simultaneously. We are commercially able to recommend any of the three or tell you to stay on what you have and fix the process instead.

What that changes for you

  • The Selection Is Evidence-Led

    We score your requirements against all three platforms rather than defending one.

  • Migration Is Not a Threat

    If HubSpot is wrong for you in three years, we’re the same team that moves you — we run Salesforce to HubSpot and HubSpot to Attio migrations routinely.

  • Integration Is Native, Not Bolted On

    We build and maintain the Salesforce and HubSpot integration for clients running both.

  • No Licence Markup Pressure

    Our incentive is the engagement, not the seat count.

HubSpot vs Salesforce vs Attio

Which CRM Is Right for You?

Criteria

HubSpot

Salesforce

Attio
Best for

B2B companies wanting marketing, sales and service on one platform with fast time-to-value

Large or complex sales organizations needing deep customization and governance

Fast-moving teams that want a flexible, data-native CRM they can shape themselves
Typical size

10–1,000 employees

200+ employees

5–200 employees
Customization

High within guardrails; low-code

Effectively unlimited; requires developers

High; schema-flexible, API-first
Admin burden

Medium — one admin part-time

High — usually a dedicated admin or team

Low — designed for non-technical owners
Marketing automation

Native and mature

Requires Marketing Cloud or Pardot (separate cost)

Minimal; integrates with dedicated tools
Reporting

Strong out of the box

Extremely powerful, but build-it-yourself

Strong, real-time, spreadsheet-like
Where it strains

Very complex quoting, CPQ and multi-entity structures

Cost and change velocity; small teams drown in it

Heavy marketing automation and enterprise governance
Concept status

Diamond Partner

Consulting Partner

Partner

What we do

What Our CRM Consulting Services Include.

  • CRM Selection & Strategy

    We score your requirements against HubSpot, Salesforce and Attio and give you a written recommendation with the reasoning shown. If the answer is “keep what you have,” we’ll tell you.

  • CRM Implementation

    Full build: data model, pipeline stages, properties, workflows, quoting, dashboards and permissions — configured to your process, not a template.

  • Data Migration

    We audit, dedupe and clean your existing records before they move. Migration is the moment to fix your data, not to inherit the mess.

  • Systems Integration

    ERP, quoting, e-commerce and finance connections. We build and maintain Salesforce and HubSpot, Shopify and custom API integrations.

  • Training & Adoption

    Role-based training delivered by a HubSpot Certified Trainer, plus documentation your team will open. Adoption is the deliverable.

  • Managed CRM Administration

    Ongoing admin, optimization and reporting for teams without a dedicated in-house CRM owner.

The engagement

How a CRM implementation works.

A well-run CRM implementation takes 4 to 12 weeks for a mid-market B2B company on HubSpot or Attio, and 3 to 9 months on Salesforce. Here is the sequence we follow.

  1. Discovery and Process Mapping

    We interview your sales, marketing and service leads and document how revenue actually moves through your business today — including the spreadsheets and workarounds nobody admits to.

  2. Platform Selection

    We score your requirements against each CRM and deliver a written recommendation. If you have already chosen, we pressure-test the decision before you spend money on it.

  3. Data Audit and Cleansing

    We profile your existing records for duplicates, gaps and dead accounts. You approve what moves and what gets archived.

  4. Build and Configuration

    Objects, properties, pipelines, automation, quoting, permissions and dashboards — built against the process map from step one.

  5. Integration

    We connect the CRM to your ERP, quoting tool, website and finance stack, then test the data flow in both directions before go-live.

  6. Migration and Go-Live

    Data moves, we run parallel checks, and the system opens to users on a fixed date.

  7. Training and Adoption

    Role-based sessions for reps, managers and admins, plus a 30/60/90-day check-in cadence to catch drift early.

What good looks like at 90 days

Every open deal lives in the CRM, forecasts come out of the system rather than a spreadsheet, and no rep has asked for their old process back.

Why Concept

  • Top 4% of HubSpot Agencies

    Diamond tier status, held on delivery and client retention - not on resale volume.

  • 130+ HubSpot Certifications

    Across implementation, marketing, sales, service and operations, plus a HubSpot Certified Trainer on staff.

  • Three Platforms, One Team

    HubSpot Diamond, Salesforce Partner and Attio Partner - a combination held by very few firms worldwide.

  • Accredited for Partner-Scaled Onboarding

    HubSpot routes its own customers to us for onboarding.

  • B2B Since 2002

    Two decades in manufacturing, capital equipment, material handling and distribution - not a generalist agency that also does CRM.

  • We Sell as well as Configure

    We run appointment setting and demand generation for clients too, so the CRM gets built by people who have used one to hit a number.

Proof

Three engagements, three numbers.

Every engagement below started with a process problem, not a software problem.

  • concept-new-hodge-case-study-image-20261

    Hodge Material handling

    Credit applications and demo requests ran on paper, with no shared view of inventory across five states. We rebuilt those processes in Salesforce and added territory management and a used-equipment tool. 

    Result: 97% of projects delivered within budget.

    Salesforce build across five states

  • concept-new-greenfiber-case-study-image-20261

    Greenfiber Building Products Manufacturing

    A stalled Sage-to-HubSpot integration left territory teams without order visibility. We brought in a specialist integration partner and re-architected the data flow. 

    Result: 2 Months to accurate invoice and sales order data flowing into HubSpot.

    Recovered from a failed first-vendor integration

Results, in Their Words. 

 

Incredible group of people.

We were referred to Concept during our onboarding with HubSpot. That went so well that we decided to engage their digital marketing services, as well. The return has been much, much better than expected. We have since expanded our scope of work with them even further. Highly recommend the Concept Team.

Ward B.

Owner | Winter Park Cycles

Fantastic team

I've worked closely with the team at Concept for almost a year now, and I can't speak highly enough of their work. They're courteous, professional, responsive--just an awesome group to work with. They don't just do a great job, but they're happy to help push things forward when you're stuck for an answer. The team takes our vision and turns it into a reality. Their focus on the details and their eagerness to brainstorm with me to create the best possible design is incomparable. They are an essential partner in allowing me and my business the leg up that we need to thrive.

Stephen T.

| Transportation Insight

Thorough and patient customer service for first-time CRM users

This was our first implementation of any CRM system and the Concept staff was very patient and thorough walking us through the entire process. They asked a lot of questions to better understand our processes and goals and always made sure we were comfortable before moving on to the next step. We are now setup to run several automated workflows and marketing campaigns with plans to continue working on additional marketing projects. We certainly could not have gotten to this point on our own!

Lori Z.

| MHEDA

Answers

Questions we get asked.

How long does a CRM implementation take?

Most builds run six to twelve weeks, depending on how many systems we are connecting and how clean the data is coming in.

Should I choose HubSpot, Salesforce or Attio?

Choose HubSpot if you want marketing, sales and service on one platform and need to be live this quarter. Choose Salesforce if your sales process is complex enough that no standard model fits. Choose Attio if your team is small, fast-moving and wants a flexible, data-native CRM. But our CRM constants can help you select which CRM is right for you.

What does onboarding actually include?

Configuration, data migration, integrations, reporting and training for the people who have to use it every day.

Can you take over a CRM someone else set up?

Often. We start with an audit so you get a clear picture of what is worth keeping before anyone rebuilds anything.

Still have questions?

Book a discovery call

Let’s Find the Right CRM for Your Team

We’ll map how you sell today and tell you which of HubSpot, Salesforce, or Attio fits, or whether you should fix the system you already have.