HubSpot + Dynamics 365
CRM implementation servicesthat people use.
DKomplex plans, configures, migrates, connects and trains, so your CRM reflects how your team really works. Six phases, each with a visible output your people review before we move on.
How an implementation runs
The same structure applies on HubSpot and Microsoft Dynamics 365. The depth of each phase is sized to your organization during discovery.
- 01
Discovery and process design
Before anything is configured, we learn how work actually moves through your organization today.
Output: a process map and a scoped requirements list your team has reviewed.
- Working sessions with the people who sell, serve, market and report, not only the project sponsor
- A plain-language map of current handoffs, spreadsheets, inboxes and workarounds
- Agreed definitions for a lead, an opportunity, a customer and a closed case
- A prioritized list of what the CRM must do on day one, and what can wait
- 02
Data cleanup and migration
A CRM is only as trusted as the records inside it. Migration is where trust is won or lost.
Output: a field map, cleanup rules and a verified import.
- Inventory of current sources: spreadsheets, legacy CRMs, email tools, accounting systems
- Field mapping with a named owner for each property and picklist
- Duplicate review, formatting standards and decisions about what not to bring across
- Sample imports and spot checks before the full load, with a rollback plan
- 03
Configuration and integration
Connect the CRM to the systems your people already rely on, so information is entered once.
We scope integrations to what each platform and connector supports; custom builds are quoted separately.
- Configure records, pipelines, permissions and reports around the agreed process
- Email, calendar and meeting tools
- Forms, websites and marketing sources
- Accounting, ERP or service tools where a supported connector or API exists
- Documented sync direction, frequency and ownership for every connection
- 04
Testing
Real users walk through real scenarios before anyone depends on the system.
Output: a test log with issues, owners and sign-off.
- Scenario scripts written from the process map, by role
- Permission checks: who can see, edit, export and delete
- Workflow and automation tests, including the edge cases
- Integration checks with sample records moving end to end
- 05
Role-based training and adoption
People learn the parts of the system that change their day, in the language of their job.
Adoption is planned, measured and revisited, not assumed.
- Separate sessions for sales, service, marketing, managers and administrators
- Guided practice in a sandbox or with test records
- Short reference guides for the five tasks each role does most
- Internal champions who know where to find answers after we step back
- 06
Launch and ongoing improvement
Go-live is the start of using the system, not the end of the project.
Agree ongoing support responsibilities and improvement scope before launch.
- A launch checklist and a clear cutover date for retiring old tools
- Close support in the first weeks while habits form
- Review of usage, data quality and reports against the goals set in discovery
- A backlog of improvements, prioritized with your team
Small-business CRM setup
Smaller team, same discipline.
For a small team, the six phases compress rather than disappear. We focus on one pipeline, a clean import of the contacts you actually use, the email and calendar connections that save the most typing, and a short training session for everyone who will log in.
The goal is a system the owner can explain in five minutes, with room to add marketing, service or reporting later without rebuilding.
Illustrative scenario, not a client case study
A twelve-person services firm tracks leads in a shared spreadsheet and two inboxes. Setup might cover a single deal pipeline with agreed stages, an import of current contacts after duplicates are merged, connected inboxes, one dashboard for the owner, and a one-hour session for the team, followed by a check-in once everyone has used it for real work.
Questions we will ask you
Good answers to these shape a realistic scope. It is fine not to know them all yet; working them out is part of discovery.
- 01Which decisions do you want the CRM to help you make, and who makes them?
- 02Where does customer information live today, and who trusts which version?
- 03How many people will use the system, and in which roles?
- 04Which systems must the CRM talk to on day one?
- 05Are you already licensed on HubSpot or Dynamics 365, or still choosing?
- 06Who internally will own the CRM after launch?
- 07What has been tried before, and why did it stall?
What shapes cost and scope
We do not publish fixed prices or timelines, because they depend on the factors below. After a consultation we provide a written scope with the phases, deliverables and estimate for your situation.
- Number of teams and processes
- One sales pipeline is a different project from sales, service and marketing working together.
- Data volume and condition
- Clean, single-source data moves quickly. Several overlapping sources need cleanup decisions first.
- Integrations
- Native connectors are usually lighter work than custom API integrations or middleware.
- Automation and reporting depth
- A few key workflows and dashboards is a smaller scope than a fully automated lifecycle.
- Training reach
- The number of roles and locations shapes how much enablement is needed.
- Licensing
- Software subscriptions are purchased from the vendor or reseller and are separate from our services.
Not sure where to start?Start with a conversation.
A free CRM consultation is a no-obligation conversation about your goals, your data and your people. You leave with clearer next steps, whether or not we work together.