CRM Implementation

Unlock the Full Potential of Your CRM

A properly configured CRM is the backbone of a high-performing sales and marketing team. It improves communication, delivers accurate data, and makes it possible to scale with confidence. But implementing a new CRM can feel overwhelming—especially if you’ve never led the process before. With so much at stake, getting expert help ensures your CRM is customized for your team’s success.

Who is this for?

Pyxis’ CRM implementation services are designed for sales and revenue teams adopting HubSpot CRM. Whether you’re migrating data from another system or starting fresh, we help you create a setup that aligns seamlessly with your processes and goals.

Why HubSpot? 

We’ve worked in countless CRMs, and HubSpot offers the best balance of enterprise-level capability with intuitive design. Its native connections across sales, marketing, and customer success give teams the alignment they need to scale.

We also guide clients in integrating HubSpot’s sales and marketing tools with existing CRMs when it makes sense.

What to Expect From CRM Implementation

 

1. Discovery and Scoping
We start with a deep dive into how you currently manage leads and pipeline. Together, we uncover what’s working, what’s holding you back, and where the opportunities lie. From there, we design a custom CRM framework that:

• Mirrors your sales process so it’s easy for your team to adopt
• Delivers accurate, board-ready reporting
• Tracks every lead and opportunity without anything slipping through the cracks

2. Implementation

We configure HubSpot to bring that framework to life — automation, reporting dashboards, and integrations that unify data. The result: a system that creates alignment across departments and enables a sales process built to scale.

3. Training and Optimization

We don’t just hand over the keys. We make sure your team knows how to get value from the system every day. For clients who want sustained impact, we offer ongoing retainers to keep systems and processes optimized as you grow.

Why Pyxis?

We combine the deep technical expertise of a HubSpot Diamond-level organization with the personalized customer experience of a smaller consultancy. And unlike in-house hires, we deliver tested playbooks and faster execution. With Pyxis, you get a boutique, hands-on team that balances technical depth with pragmatic guidance, always focused on driving sustainable growth.

Our Results

See how our work has generated great results for our clients.