---
title: "CRM implementation & RevOps services"
description: "We implement and extend your CRM as the system of record, wired to your store and ERP, so revenue operations run on one set of numbers instead of five."
url: "https://www.novatori.us/sales-systems/crm/"
source: "Markdown twin of https://www.novatori.us/sales-systems/crm/ — generated for AI agents."
---
CRM implementation & RevOps services

# A CRM that’s the *system of record*, not another silo.

We implement, extend, and connect your CRM so it reconciles with the store, the ERP, and the finance system, and revenue operations finally run on one set of numbers everyone trusts.

[Book a working session](https://www.novatori.us/audit) [Talk to us](https://www.novatori.us/contact)

The problem

## A CRM nobody trusts is just an expensive address book.

The usual state

### A CRM off to the side

- Sales lives in the CRM; orders live in the store; finance lives in the ERP
- Fields half-filled because reps don’t trust the data
- Reports that never match the numbers leadership actually uses
- Every integration is a one-off nobody maintains

With Novatorius

### A CRM at the center

- One record per customer, reconciled across store, ERP, and finance
- Automations that keep the data clean without rep busywork
- Reporting leadership trusts because it ties to the books
- Integrations we build and run, not bolt on and abandon

VS

Capabilities

## What we implement

### CRM setup & migration

Stand up or rebuild HubSpot, Salesforce, or your platform with a schema that fits how you actually sell.

### ERP & store links

Two-way sync with NetSuite, your store, and finance so the CRM is the system of record.

### RevOps automation

Lifecycle stages, data hygiene, and handoffs automated so the pipeline reflects reality.

### Process design

We map the revenue process first, then configure the tool to it, not the other way around.

How we work

## How a CRM engagement runs

1. 1 ### Working session Map the current stack, data, and where the CRM diverges from reality.
2. 2 ### Model Design the object model, lifecycle, and the integration contract with store + ERP.
3. 3 ### Build Implement, migrate data cleanly, and wire the connections in scoped sprints.
4. 4 ### Run Operate, tune, and report, or hand it over documented and clean.

Questions

## Common questions

Which CRM do you work in?

We’re vendor-neutral, most often HubSpot or Salesforce, but we implement what fits your revenue process and your existing stack rather than pushing one platform.

 Do you require a certification-gated partner engagement?

No. We build the system end to end and integrate with whatever you run. We’re not a single-platform reseller.

 Can you connect the CRM to our ERP and store?

Yes, that’s the point. The CRM only becomes the system of record once it reconciles with the store and the ERP, and we build and run those links.

Start here

## See where your CRM and your books disagree.

A free working session maps the gaps between your CRM, store, and ERP, and what it takes to make them one.

[Book a working session](https://www.novatori.us/audit) [Explore sales systems](https://www.novatori.us/sales-systems)