Practice

CRM

Implementation, integration and adoption — from first rollout to cleaning up an existing org.

  • Salesforce
  • HubSpot
  • Zoho CRM
  • Zoho One
  • Microsoft Dynamics 365
01

CRM implementation

Pipelines, layouts, automation and data migration from spreadsheets or legacy CRM.

02

Platform selection

Salesforce, HubSpot, Zoho or Dynamics — fit, licence cost and roadmap compared for your team.

03

Integrations

Connect CRM to CMS, accounting, e-commerce and support systems.

04

Adoption & admin

Training, governance and ongoing admin support.

Not sure where to start?

A CRM assessment gives you a prioritised list of fixes and a costed plan in two weeks.

Book an assessment

Questions

CRM implementation & integration: common questions.

Diverra Consulting implements and integrates CRM on Salesforce, HubSpot, Zoho CRM, Zoho One and Microsoft Dynamics 365 — from platform selection and first rollout to cleaning up an existing org and ongoing admin.

We compare Salesforce, HubSpot, Zoho and Dynamics on fit, licence cost and roadmap for your team before you commit.