Salesforce & HubSpot Consulting
Your CRM is the backbone of your marketing, sales, and customer experience. But without the right setup, integrations, and optimization, it can’t deliver its full value.
Our Salesforce and HubSpot technical consulting services help businesses streamline operations, improve lead management, and unlock the full power of these platforms.
From implementation to automation, we ensure your CRM is aligned with your marketing and sales goals. We don't just set up software, we integrate it with your business strategy.
Implementation & Onboarding
Setup and migration from legacy systems.
Integration Services
Connecting Salesforce or HubSpot with websites, apps, and third-party tools.
Automation & Workflow Design
Streamlining lead routing, nurturing, and reporting.
Custom Dashboard & Reporting
Real-time insights tailored to your KPIs for channel and lead ROI reporting
Data Management & Cleanup
Ensuring accuracy and reliability of your CRM data.
Ongoing Optimization
Regular updates, training, and refinements as your needs evolve.
Frequently asked questions
Do we need Salesforce or HubSpot? Which platform is right for our business?
It depends on your goals, team structure, and growth trajectory. Salesforce is often best for more complex sales organizations, enterprise workflows, and highly customized environments, while HubSpot is a strong fit for teams that want an all-in-one CRM with integrated marketing, sales, and service tools. We help you evaluate your needs, data, and operations to recommend the platform that delivers the most value.
Do you only do initial setup or provide ongoing support after launch?
We do both. We can support you through implementation, migration, and launch, and then continue as a long-term partner for optimization, training, integrations, and troubleshooting. Many clients rely on us as an extension of their internal team to ensure their CRM evolves with their business.
Can you fix problems with our existing Salesforce or HubSpot setup?
Yes. We regularly audit and repair existing environments that are underperforming, fragmented, or overly complicated. Whether it’s broken automations, bad data structure, reporting gaps, or integration issues, we diagnose the root causes and implement practical, scalable fixes that improve usability and performance.
Can you customize Salesforce or HubSpot beyond standard features?
Absolutely. We can build custom workflows, dashboards, reports, automations, objects, and integrations tailored to your business processes. Our goal is to make the platform work the way your organization actually operates, not force your team to adapt to out-of-the-box limitations.
Why Partner with YPM for CRM Consulting?
With over 45 years of experience in advertising, lead generation, and digital strategy, YPM understands how data and technology intersect with marketing success across a variety of industries and business models. Our Salesforce and HubSpot consulting services bridge the gap between technical setup and real-world marketing performance. We ensure your CRM isn’t just a database–it’s a growth engine.