RevOps / CRM Implementation
CRM systems that protect your pipeline and your peace of mind.
We build CRMs that match how your business actually operates, configured by a team of experts that scopes the work and ready for your team to run on day one.
We build for your business
Built for the deal, not the demo.
Out-of-the-box CRM setups look clean until someone tries to run a report that maps to a real pipeline stage, automate a sequence that matches how leads actually behave, or pull data that connects marketing activity to closed revenue. That is where generic implementations break down. We build CRMs that match how your business operates, not the way an onboarding template assumes it does.
How we work
A clear sequence, from portal to go-live.
We map how you work before we touch the platform. Every stage is documented, and your team verifies the system against real scenarios before we hand over.
Discovery
We map your current process, data model, and team workflows before touching the portal.
Architecture
We design the pipeline, lifecycle stages, properties, and automation logic.
Build
We implement in your portal with full documentation at each stage.
QA & UAT
You test the system against real scenarios before we hand anything over.
Handover & training
Your team gets the deep dive from the engineers who built the system, autonomous from day one.
Hypercare
Thirty days of post-launch support from the engineers and training staff.
Service scope
What a Digital Polygon implementation includes.
Every implementation is scoped to what your team actually needs. We configure what your people can operate and leave nothing half-built behind us.
Current state audit & architecture review
We identify what is broken before building anything new, so the rebuild solves the real problem rather than papering over it.
Pipeline & lifecycle stage design
Custom stages that align the system to your sales process, so deals map to where they actually are.
Lead scoring & segmentation
Scoring and contact segmentation based on real buying signals, not arbitrary point values copied from a template.
Workflow & sequence automation
Automation that moves new leads from assignment through deal progression without manual chasing.
Property design & data governance
CRM property design, data model cleanup, and field mapping that keep the system scalable and the data trustworthy.
Marketing, sales & service activation
Forms, landing pages, email sequences, and campaign tracking, built and connected across all three teams.
Revenue attribution setup
Reporting that connects marketing spend to pipeline and closed revenue, so leadership can see what is working.
Team training & documentation
The deep dive your team needs to run the system independently, delivered by the people who built it.
For projects that cannot fail
Your pipeline deserves a system that keeps up.
When it has to work, we deliver. Let’s start with a conversation about how you actually sell.
Frequently asked questions.
CRM implementation, answered.
Do you only work with businesses that already have a CRM?
No. We work with teams of all sizes to implement the right CRM into their tech stack. For some teams that means migrating to HubSpot from Marketo, Eloqua, Pardot, or Salesforce. Others are implementing a CRM for the first time. In either scenario the process starts the same way: we map how you sell before we touch the platform.
How long does an implementation take?
A successful implementation includes pipeline design, CRM build, core automations, and team training. This typically takes six to ten weeks. Scope and complexity affect the timeline. If you need results faster, ask us about our Rapid-Deploy RevOps program.
We already have HubSpot but it is a mess. Can you fix it rather than rebuild?
Yes. A RevOps audit is often the right starting point. We assess what is working, what is causing problems, and what needs to be rebuilt versus reconfigured. You get a clear remediation plan before any work begins.
Will our data be safe during the build?
Data integrity is built into how we work, not added at the end. We perform full data validation before any migration cutover and maintain complete field mapping throughout. We are committed to a transition that protects your brand.
Do we need to be a HubSpot customer already?
No. We can advise on the right HubSpot tier for your business, coordinate the licence, and manage the full implementation from activation to handover.