GrowthStack Advisory / CRM Setup for Sales Teams
HubSpot and Salesforce setup for sales teams, built so reps keep it current.
Stage definitions, required fields, lead status, routing and funnel reporting, configured around how your SDRs and account executives actually work.
GrowthStack sets up HubSpot or Salesforce for B2B sales teams: lifecycle stages or lead statuses that match a written qualification standard, required fields only where a lead changes stage, rejection reasons from a fixed list, lead routing to a named owner, and funnel reporting by stage, source and rep. Where leads come from paid media, it connects the SQL stage back to Google Ads. The point is a CRM the team keeps current, because a CRM with too many required fields stops being updated and every report built on it stops being true. CRM setup runs within a GTM Growth Sprint, from $2,000 a month, after an optional $750 GTM Diagnostic.
What gets set up
- Stages that mean something. Lifecycle stages in HubSpot, or lead status and opportunity stages in Salesforce, each tied to a written exit criterion. How to write them.
- Required fields at stage exit only. The qualification criteria must be filled before a lead becomes an SQL, and nothing else is forced.
- Rejection reasons. A fixed list, so every rejected lead tells marketing something.
- Routing. Leads segmented on the attributes that matter, then assigned to a named person rather than a queue. Inbound lead routing.
- Funnel reporting. Conversion at every stage by source and by rep, reviewed weekly. GTM analytics and reporting.
- Closing the loop to ads. SQLs sent back to Google Ads as conversions, so bidding optimises for leads sales accepts. The steps are in MQL to SQL conversion.
HubSpot or Salesforce
HubSpot is the safer choice for most early and growth-stage teams, because the whole team will use it. Salesforce fits once there is real complexity and someone to administer it. Either works when the stage definitions are written down and enforced. The full comparison is in HubSpot vs Salesforce, and the AI options for each are in the HubSpot Prospecting Agent and Salesforce in Claude.
Where this has been done
Locus. Shobhit Gupta ran the revenue operations work alongside the SDR function: administering Salesforce, running the data migration and owning the tooling. With the qualification standard enforced at stage exit, MQL to SQL conversion moved from 10% to 25% and lead to closure from 5% to 11%.
Landmark Group’s Logistiq division. The CRM was rebuilt alongside the ICPs, personas and sequences for a new SaaS sales function, which generated $500K ARR in its first quarter.
HubSpot and Salesforce were each implemented in the SDR and revenue operations teams at Locus, GoComet and Landmark Group. The failure mode was the same everywhere: too many required fields, a CRM nobody updated, and reports nobody trusted.
Pricing
| Option | What it covers | Price |
|---|---|---|
| GTM Diagnostic | A review of your CRM, stages, fields and reporting, with a prioritised fix list | $750 one-time, credited toward setup if you start within 14 days |
| GTM Growth Sprint | CRM configured around a written qualification standard, routing and reporting set up, and the team trained on it | From $2,000 a month, 90 day initial engagement |
| GTM Scale Partner | Several teams, markets or pipelines, with advanced reporting and ongoing CRM and process optimisation | From $3,500 a month |
| CRM licences | HubSpot or Salesforce subscription, in your name | Paid by you |
Implementation and setup may be charged separately depending on the infrastructure required. Full pricing and terms.
Frequently asked questions
Do you set up HubSpot and Salesforce?+
Yes, both. HubSpot suits most early and growth-stage teams; Salesforce suits teams with more complexity and an administrator. The setup work is the same either way: written stage definitions, minimal required fields, routing and reporting.
How much does CRM setup cost?+
It runs within a GTM Growth Sprint, from $2,000 a month on a recommended 90 day engagement, after an optional $750 GTM Diagnostic. CRM licences are paid by you and stay in your name.
Can you fix a CRM we already have?+
Yes, and that is the more common case. The diagnostic shows which stages and fields are unreliable, and the fix usually means fewer required fields, not more.
Can you connect the CRM to Google Ads?+
Yes. SQLs can be sent back to Google Ads as conversions, through HubSpot’s lifecycle stage conversion events or Google’s offline conversion import, so bidding optimises for leads sales accepted.
Do you migrate data between CRMs?+
Data migration is part of the revenue operations work Shobhit Gupta ran at Locus, and it can be scoped into an engagement after the diagnostic.
Related reading
CRM reports nobody trusts?
Thirty minutes on your stages, fields and reporting, and what to change first.
Written with AI assistance from Shobhit Gupta’s notes and client work, then reviewed and edited by Shobhit Gupta on .