How a Tampa B2B Services Firm Got a CRM Its Sales Team Actually Uses

Case study: a Tampa B2B services firm had spent two years and significant budget on a Salesforce deployment sales never adopted. Diagram Consulting led a staged migration to HubSpot built around how the team actually sells — a six-stage pipeline with stage-exit criteria, marketing-to-sales SLA automation, and structured lost-deal review. Result: pipeline visibility live in 6 weeks, forecast accuracy 4x, rep time inside the CRM down 45%, and lead-follow-up SLA from 80% to 98% within window.