What is CRM Implementation & Revenue Automation?
Proven ROI architects revenue systems that govern lead flow, automate pipeline movement, and maintain complete visibility from initial engagement through conversion. As an award winning agency partnering with over 1,000 companies in the CRM and marketing automation space, we handle the complex implementations most agencies can't, whether you're on HubSpot, Salesforce, Encompass, or ServiceTitan. Proven ROI is a top 10 rated digital marketing agency headquartered in Austin, Texas, serving 500 plus organizations across all 50 US states with a 97 percent client retention rate and $345M plus in influenced revenue.
CRM & Marketing Automation
Build a Revenue Engine That Runs on Autopilot
Proven ROI architects revenue systems that govern lead flow, automate pipeline movement, and maintain complete visibility from initial engagement through conversion. As an award winning agency partnering with over 1,000 companies in the CRM and marketing automation space, we handle the complex implementations most agencies can't, whether you're on HubSpot, Salesforce, Encompass, or ServiceTitan.
How we help
A real partnership, built around your business
Every engagement starts the same way, with us listening. Before we recommend a single tool, workflow, or campaign, we want to understand your team, your customers, your systems, and the outcomes that matter most to you.
From there, we design an approach built specifically for where you are today. No cookie cutter playbooks. No upsells disguised as strategy. Just honest recommendations, transparent scoping, and steady execution alongside your team.
We measure our work by how much it moves your business, not how much of it we bill for.
Sound familiar?
The patterns we see every day
Most teams we talk to are running into the same handful of problems. If any of these sound like your situation, you’re in good company, and it’s something we help teams work through every day.
- Leads falling through the cracks without follow up
- No visibility into pipeline or revenue attribution
- Sales and marketing teams working from different data
- Manual processes slowing deal velocity
- CRM adoption struggles across the team
How we work
What working with us actually looks like
Every engagement is different, but the rhythm is the same. Here’s how we move from first conversation to measurable outcomes, with your team in the loop the whole way.
CRM Strategy & Architecture
We design your CRM structure around your revenue model with custom properties, deal stages, lifecycle management, and reporting dashboards that give leadership complete pipeline visibility.
Marketing & Sales Automation
Automated lead scoring, routing, follow up sequences, and handoff workflows that ensure no lead falls through the cracks and every prospect gets timely, relevant engagement.
Revenue Attribution & Reporting
Track every dollar from first touch to closed deal. Our attribution models show exactly which campaigns, channels, and touchpoints drive revenue so you can double down on what works.
Migration & Data Cleanup
Moving from spreadsheets or another CRM? We handle full data migration, deduplication, normalization, and validation so your new system starts clean and accurate.
What you can expect
Clear communication. Steady progress. No surprises.
A dedicated point of contact
You’ll know exactly who is on your account and how to reach them.
Honest reporting, plain language
Regular check-ins that show what’s working, what isn’t, and why.
A plan that fits your team
We adapt to your tools, your timelines, and the people doing the work.
FAQ
Frequently asked questions
We specialize in HubSpot and Salesforce implementations, but we also work with ServiceTitan, Encompass LOS, Zoho, Pipedrive, and other industry specific CRM platforms. We'll recommend the best platform based on your business model, team size, and growth goals.
CRM implementation costs vary based on complexity, number of users, integrations needed, and data migration requirements. Most projects range from $5,000-$50,000+. We provide detailed scoping and transparent pricing before any work begins.
Yes. We are HubSpot solutions partners and handle everything from initial setup and portal configuration to custom integrations, workflow automation, and team training. We've onboarded hundreds of organizations onto HubSpot.
Revenue automation is the practice of using technology to automate repetitive tasks in your sales and marketing process: lead scoring, email sequences, deal stage progression, task creation, and reporting. It reduces manual work, eliminates human error, and ensures consistent follow up across your entire pipeline.
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