CRM architecture + administration
HubSpot and Salesforce configuration, lifecycle design, object and field strategy, permissions, governance, and platform health.
Services
Solve the operational problem—not just the ticket. HumanForged designs and implements improvements across your CRM and surrounding GTM stack.
HubSpot and Salesforce configuration, lifecycle design, object and field strategy, permissions, governance, and platform health.
Workflows, Salesforce Flow, assignment logic, alerts, handoffs, SLAs, and the controls that keep automation dependable.
Field authority, mappings, eligibility, duplicate prevention, ownership behavior, sync errors, and cross-system troubleshooting.
Requirements, configuration, integration, testing, rollout, and documentation for the tools supporting your revenue process.
Data quality rules, cleanup planning, record management, metric definitions, reporting reconciliation, and trusted dashboards.
Ongoing senior guidance, backlog prioritization, troubleshooting, and implementation capacity without another full-time hire.
Ways to engage
Establish the current state, surface risks, and prioritize improvements.
Deliver a defined system, integration, automation, cleanup, or redesign initiative.
Maintain momentum through recurring systems leadership and execution.