Salesforce
Complex object models, multi-business-unit structures, heavy customization and regulated reporting environments.
A rethinQ practice — Growth × Technology
Your CRM didn't fail at go-live. It failed six months later.
Every stalled CRM has the same two owners missing at once: nobody owns the revenue process, and nobody owns the architecture. rethinQ CRM is built to hold both — on Salesforce, HubSpot, Dynamics 365, GoHighLevel, or whatever you're already running.
The cost of fragmentation
Three vendors, three roadmaps, one forecast nobody believes.
You bought the licences. You paid an implementer. You brought in an agency to run campaigns on top of it. Every party did their piece — and no party owned the outcome.
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01
The admin doesn't own the process
A CRM administrator can build fields, workflows and reports on request. They were never asked to define what a qualified opportunity is. So the object model ends up reflecting the software's defaults instead of how you actually sell.
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02
The implementer left at go-live
Most statements of work end at deployment. Adoption, data hygiene, and the second wave of requests that only surface once people use the system fall to whoever happens to have capacity that week.
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03
Reporting nobody believes
When stage definitions drift and a third of the records are stale, forecasting becomes negotiation. Leadership quietly stops opening the dashboard and goes back to asking reps directly.
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04
Integrations that were never designed
Point-to-point connections accumulate one urgent request at a time. Nobody holds the data architecture, so the same customer exists three times under three different IDs — and every report inherits the problem.
Why this sits across two pillars
A CRM is a revenue process wearing a database.
Treat it as software and you get a well-built system nobody uses. Treat it as strategy and you get a beautiful process the platform can't support. rethinQ CRM is deliberately staffed from both sides — and coordinated by a single Associate, so you're never the one translating between them.
Growth pillar
Owns the revenue process
- Stage definitions and exit criteria
- Qualification framework and lead scoring
- Pipeline design and forecast discipline
- Sales playbook, enablement and adoption
- Reporting leadership will actually use
×
Technology pillar
Owns the architecture
- Object model and data structure
- Migration, deduplication and hygiene rules
- Integrations and system-of-record decisions
- Automation, workflows and AI assist
- Permissions, governance and documentation
Service areas
Six service areas. One accountable Associate.
Engage any one of them on its own, or the full sequence from selection through managed operations. Each tag shows which pillar leads the work.
Growth + Technology
CRM strategy & platform selection
Requirements definition grounded in your actual revenue motion, not a feature checklist. Platform evaluation, total-cost modelling, build-vs-configure decisions, and a written recommendation you can defend to a board.
Technology
Implementation & migration
Object model design, environment configuration, data migration and deduplication, historical record mapping, validation rules, and a documented cutover plan with a defined rollback position.
Growth
Revenue process & pipeline design
Stage architecture with exit criteria a rep and a CFO read the same way. Qualification frameworks, lead scoring, territory and routing logic, forecast categories, and the reporting layer built on top of them.
Technology
Integration & data architecture
System-of-record decisions across marketing, finance, support and operations. API and middleware design, sync direction and conflict rules, data governance standards, and an architecture diagram that stays current.
Growth
Adoption, enablement & training
The part most projects skip. Role-based training, manager coaching on inspection rhythm, embedded playbooks and templates, adoption measurement, and a 90-day reinforcement cadence after go-live.
Growth + Technology
Managed CRM operations
Ongoing administration, enhancement backlog management, data hygiene monitoring, release-cycle review, reporting maintenance, and a standing monthly session with your Associate to keep the system matched to the business.
Platforms
Platform-agnostic by design.
We assess before we recommend. If the platform you have can be made to work, we will tell you that — a migration you didn't need is the most expensive outcome in this category.
HubSpot
Tightly coupled marketing and sales motions, fast time-to-value, and teams that need adoption more than configurability.
Dynamics 365
Organizations already committed to the Microsoft estate, with ERP, Teams and Power Platform dependencies.
GoHighLevel
Owner-operator businesses, agencies and multi-location service brands needing CRM, campaigns and booking in one place.
Also supported: Pipedrive, Zoho CRM, Monday CRM, Close, Copper, and Airtable-based systems. If you're running something else, bring it to the diagnostic — the assessment framework is platform-neutral, and the recommendation follows the evidence.
What changes
Tell us the symptom. We'll find the cause.
These are the shifts clients describe six months in — not features we installed, but things that stopped being a problem.
Fields added on request, one ticket at a time
An object model that mirrors how you actually sell
Stage definitions everyone interprets differently
Exit criteria a rep and a CFO read the same way
A forecast leadership quietly overrides
Pipeline data you can put in front of a board
Three vendors and three competing roadmaps
One Associate accountable for the whole system
Automation built by whoever was free that week
Workflows documented, owned and version-controlled
Adoption measured by licence count
Adoption measured by whether the data is trusted
We assess before we advise. We measure before we build. We stay until it sticks.
How we work
Question. Qualify. Quantify.
Every CRM engagement follows the same five-phase framework used across all rethinQ divisions.
1
Discovery & intake
Structured intake across revenue motion, current stack, data sources, team structure and reporting obligations. We map who touches the system and what each of them needs out of it.
2
Assessment & audit
Hands-on review of the existing instance: object model, automation inventory, integration map, data quality sampling, permission structure, licence utilization and adoption signals.
3
Gap analysis & roadmap
A CRM Maturity Scorecard, a prioritized gap register, and a sequenced roadmap with effort and dependency estimates. You can take this and execute it elsewhere. Some clients do.
4
Design & build
Process design first, configuration second. Build, migrate, integrate and test in a staged environment, with documentation written as the work happens rather than reconstructed afterwards.
5
Adoption & optimization
Role-based enablement, manager inspection rhythm, adoption measurement, and a 90-day reinforcement window. Then a clean handover to your team, or ongoing managed operations.
Engagement models
Three ways in. Start where it fits.
Managed tiers for ongoing ownership, fixed-fee projects for defined builds, and hourly for everything that doesn't need a contract. All three draw on the same Associate model.
CRM Essentials
One platform, one pipeline. Small teams that need the system kept clean and current.
$895/mo
$1,500 onboarding · 4 hrs/mo Associate time
- Single-platform administration
- Data hygiene monitoring and cleanup
- Standard reporting maintenance
- Enhancement backlog, monthly release
- Monthly review session
Most teams start here
CRM Managed
Multi-pipeline businesses with integrations and a reporting cadence leadership depends on.
$1,950/mo
$2,500 onboarding · 10 hrs/mo Associate time
- Everything in Essentials
- Multi-pipeline and territory management
- Integration monitoring and maintenance
- Automation design and iteration
- Custom dashboards and forecast reporting
- Quarterly maturity re-scoring
CRM RevOps
Full revenue-operations ownership across multiple systems, with forecast governance.
$3,950/mo
$4,500 onboarding · 20 hrs/mo Associate time
- Everything in Managed
- Cross-system revenue architecture
- Forecast governance and pipeline inspection
- Enablement and manager coaching cadence
- Roadmap ownership and vendor coordination
- Executive reporting pack
Project build
Fixed-fee implementations, migrations and rebuilds, scoped directly from the diagnostic so the number is grounded in findings rather than assumptions. Deliverables, milestones and acceptance criteria confirmed in a written Statement of Work.
- Typical implementation range
- $8,000 – $45,000
- Scoped from
- Phase 1–3 output
- Diagnostic-only option
- Available
Hourly & Introductory Block
For discrete work, second opinions, or testing the fit before committing to anything larger. The Introductory Block is available on a first purchase only and is valid for twelve months.
- Design & consultation
- $300/hr · 1 hr min
- Execution
- $150/hr · 2 hr min
- Introductory Block
- $1,500 / 10 hrs
Block hours draw at 1 pool hour per execution hour, and 2 pool hours per Design & Consultation hour. All figures shown are illustrative and in Canadian dollars. Final scope, deliverables and fees are confirmed in a written Statement of Work.
Why rethinQ
One trusted partner for the whole system.
- 01
Diagnostic-first, always
We do not scope a build before we have assessed the current state. If the honest recommendation is to fix what you have rather than replace it, that is the recommendation you get.
- 02
Platform-agnostic by design
We are not organized around a single platform, so the assessment framework does not quietly point at one. The evaluation criteria are shown to you before the recommendation is made.
- 03
Operators, not configurators
The people on your engagement have carried quota, run pipeline reviews, and lived with the consequences of a badly designed stage model. That shows up in the design decisions.
- 04
Both halves, one contact
Process and architecture are handled inside the same practice. You are not the integration layer between a strategy consultant and a technical partner who have never spoken.
- 05
We stay past go-live
Adoption is a phase, not a hope. Enablement, manager coaching and a 90-day reinforcement window are part of the engagement, not an upsell after the invoice clears.
- 06
Documented, not tribal
Object model, automation inventory, integration map and admin runbook are delivered as artefacts you own. If you part ways with us, nothing critical leaves with us.
Start here
Start with the diagnostic.
Tell us what your CRM is not doing. We'll tell you honestly whether it's a process problem, an architecture problem, or a platform problem — and what we'd look at first.
[email protected] · 1-855-rethinQ (738-4467)
rethinQ CRM is a cross-pillar practice of rethinQ Solutions spanning the Growth and Technology divisions. Engagements are delivered by independent senior practitioners engaged through the rethinQ Associate model. Salesforce, HubSpot, Microsoft Dynamics 365, GoHighLevel, Pipedrive, Zoho, Monday, Close, Copper and Airtable are trademarks of their respective owners; references indicate platform capability only and do not imply partnership, certification, endorsement or affiliation.
[email protected] | 1-855-rethinQ (738-4467)
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