Why your CRM migration stalls in month two.The pattern repeats. The cause is almost never the software.
→
// session.welcome
visitor@rsm:~$
visitor@rsm:~$
▸
CRM that your team will actually use.
We're a HubSpot consulting practice. We design, build, and migrate CRMs for companies that need the system to work the first time — not the third. We are extremely opinionated about how that's done.
// system.metrics
implementations
0
since 2014
adoption / 90d
0
team-wide average
records migrated
0M
120+ portals
time-to-live
0wk
median engagement
// ps aux | grep rsm.services
Services, running.
click a row to expand| PID | SERVICE | STATUS | UPTIME | ENGAGED | |
|---|---|---|---|---|---|
| 0142 | hubspot-implementation./impl --hubs=5 --motion=real |
RUNNING | 92% | › | |
|
From a blank portal to a system your team logs into without being asked. We configure all five hubs — Sales, Service, Marketing, Operations, Content — against your real sales motion, not a textbook one.
|
|||||
| 0203 | crm-migration./migrate --src=salesforce --preserve=history |
RUNNING | 78% | › | |
|
Salesforce, Pipedrive, Zoho, HubSpot-to-HubSpot, spreadsheets. We move records and their history — activities, notes, attachments, ownership — without losing the context your reps and managers depend on. Cutover Friday, work Monday.
|
|||||
| 0317 | sales-process-design./design --pipeline --forecast --honest |
RUNNING | 64% | › | |
|
Pipelines, stages, exit criteria, forecast logic, dashboards. The process you have written down somewhere — finally encoded into the system that runs your team's week. We watch how you actually sell, then build the model to match.
|
|||||
| 0451 | integration-automation./automate --survive=quarterly-release |
RUNNING | 71% | › | |
|
Quote-to-cash, finance sync, support handoffs, custom lifecycle automation. Workflows built to survive HubSpot's quarterly releases — tested, documented, ownable by your in-house admin when we hand off.
|
|||||
// tail -f /var/log/rsm.field-notes
Field notes, written by the people doing the work.
// FOLLOW WITH tail -fThe hidden cost of unused HubSpot seats.Most clients pay for ~30% more seats than they actively use.
→
Mapping a sales process your team will actually follow.Stop modelling what management wants to see. Model what reps already do.
→
Quote-to-cash without a custom dev team.What you can do with native HubSpot, what you need integrations for.
→
The first 90 days after go-live.The hardest part of an implementation isn't the implementation.
→
What we run inside HubSpot, and what we run outside.An opinionated stack for ops teams under 200 seats. With reasons.
→
How to write exit criteria your reps won't cheat.Three rules. Two examples. One bad pattern to never use.
→
Salesforce → HubSpot: a real migration's edge cases.Activity history, ownership chains, and the custom object you'll be tempted to leave behind.
→
// ./diagnose --interactive
visitor@rsm:~$ ./diagnose --seats=14 --hours=6 --rate=75
$ what is your CRM costing you, right now? — drag the sliders below
▸ STDOUT — estimated annual drag
$0/yr
Adjust the sliders to see the math.
man rsm
NAME
rsm — a HubSpot consulting practice for companies that need their CRM to work.
SYNOPSIS
rsm [--implementation | --migration | --process | --automation] [--diagnostic] [--retainer]DESCRIPTION
We design, build, and migrate HubSpot CRMs for companies whose teams have grown out of spreadsheets and patience for software that gets in the way. We are extremely opinionated about how that's done — see
Every engagement starts with the same two-week diagnostic. From there we plug in the practice — or practices — your situation actually needs. We don't run two engagements the same way internally, but the shape your team sees is always the same: diagnose, design, build, adopt.
./field-notes for the long version.
Every engagement starts with the same two-week diagnostic. From there we plug in the practice — or practices — your situation actually needs. We don't run two engagements the same way internally, but the shape your team sees is always the same: diagnose, design, build, adopt.
EXAMPLES
rsm --diagnostic — two weeks, $8,500 fixed, written assessment.rsm --implementation --hubs=5 — full five-hub build with migration, typically 16–20 weeks.rsm --retainer --hours=40/mo — for teams with an in-house admin who needs senior backup.
SEE ALSO
visitor@rsm:~$ ./talk-to-a-human
Or just say hi.
A 30-minute call. We listen, we ask the questions you wish your software vendor had asked, and you leave with a clear read on whether we're worth more of your time.