CRM STRATEGY & IMPLEMENTATION ADVISORS

Choose the Right CRM.
Fix the One You Have.
Grow with Confidence.

Most CRM projects don’t fail because of the software — they fail because the process was never defined. Whether you’re picking your first CRM or trying to get more from the one you already have, we start with a conversation, not a demo.

PATH ONE – NEW TO CRM

Choosing a New CRM

We help you define your process first, then recommend the CRM platform that actually fits your business.

  • A 5-stage Process First™ roadmap
  • An unbiased platform recommendation
  • An implementation-ready plan

STARTS WITH A COMPLIMENTARY STRATEGY SESSION

Book a Strategy Session

PATH TWO – ALREADY HAVE A CRM

Fixing Your Current CRM

Most CRMs aren’t broken — they’re just not being used the way they were built to be. The Health Check tells you which one you have.

  • A live, 90-minute CRM review
  • A 4-part findings & gap analysis report
  • Quick wins plus a long-term roadmap

$295 – APPLIED TOWARD ANY FUTURE ENGAGEMENT

Book a Health Check

BEFORE YOU INVEST IN A CRM

Start with your business, not the software.

Many companies begin their CRM journey by comparing features and pricing. We believe there’s a better approach. Before recommending any platform, we help you answer the questions that actually determine success.

Once those answers are clear, selecting the right CRM becomes much easier.

1. How do leads move through your business today?

2. Where are opportunities being lost?

3. How should marketing and sales work together?

4. What information does leadership need to make decisions?

5. Which tasks should be automated?

6. What should your future customer journey look like?

BEFORE YOU CHOOSE A CRM

"The biggest mistake we see isn't choosing the wrong software — it's implementing software before defining the business process."

That’s why every Cultivize engagement begins with our Process First™ Methodology: understand the business first, then design the process, then choose the platform that fits. Skip a step, and even the best software will struggle to deliver results.

WHY CULTIVIZE?

More than CRM consultants.

We’re strategic advisors who help organizations improve how marketing, sales, and customer communication work together. Our clients value us because we don’t start by recommending software — we start by understanding the business.

That philosophy has helped hundreds of organizations improve operational efficiency, increase CRM adoption, and make smarter technology investments.

The Social Sales Link Team was looking for an automation tool that encompassed CRM, email, and website tools that helped us with marketing efforts and intelligence. The challenge we faced was the incredible amount of time and talent required to onboard any automation tool we chose. With minimal effort on our part, Jason and his team guided the entire onboarding process and set up the setup, going live in less than 2 weeks from sign-up (which is almost unheard of in the marketing automation space).
Brynne Tillman
Brynne TillmanSocial Sales Link, CEO | LinkedIn Author | LinkedIn Sales Trainer
Working with Cultivize has been a great experience. Jason and his team helped us better understand our CRM, automate processes, and improve efficiency. They’re knowledgeable and experienced in setting up the CRM for business owners.
Nichole Moscoso
Nichole MoscosoChlorTainer, Office Administrator
The Cultivize team is very professional and through. They have helped us automate our sales process, leading to increase sales and giving back valuable time to our sales team so they can focus on building meaningful relationships. I would highly recommend working with the Cultivize!
Brian Adams
Brian AdamsChief Operating Officer Interlude Home, COO
Jason and his team have been instrumental to the success of our integration with SharpSpring. Working directly with our team to help train, automate, and build processes that make our business function more efficiently so that we're better able to acquire new clients, as well as serve our existing clients, we highly recommend Cultivize.
Ted Rosedale
Ted RosedaleRSSA, Chief Operating Officer
Working with Cultivize has improved our Marketing Automation and CRM programs significantly. Jason is outstanding in helping us with his in-depth knowledge of SharpSpring and general digital market experience. It's great to have an agency partner that is focused on what we need and can offer help is areas that we may be lacking.
Luke Warren
Luke WarrenUnited Electric Controls, Business Development

WHO WE’RE BUILT FOR

Our CRM strategy services are designed for organizations that…

Are purchasing their first CRM

Are replacing an outdated CRM

Want marketing and sales working from the same process

Have outgrown spreadsheets or disconnected systems

Need objective guidance before investing in technology

Need a roadmap before implementation begins

OUR PROCESS FIRST™ APPROACH

We design the process before the platform.

Rather than jumping into software demonstrations, we guide every engagement through a proven, five-stage framework.

Step 1
Discover

Understand your business goals, teams, customer journey, and current workflows.

Step 2
Diagnose

Identify process gaps, communication breakdowns, manual work, and growth opportunities.

Step 3
Design

Build a CRM strategy that aligns people, processes, reporting, and automation.

Step 4
Recommend

Recommend the CRM platform — or combination of tools — that best supports your objectives.

Step 5
Prepare

Develop a clear implementation roadmap so your project starts with confidence.

WHAT YOU’LL GAIN

A CRM strategy built around your business.

  • The CRM capabilities your business truly needs
  • Opportunities to automate repetitive tasks
  • Customer journey improvements
  • A phased implementation roadmap
  • How marketing and sales should work together
  • Reporting requirements for leadership
  • Integration needs with your existing systems
  • The confidence to move forward with the right solution

Choosing a CRM Without a Strategy
vs. With a Process First™ Strategy

Without a Strategy

  • Compare features
  • Focus on software
  • Buy based on demos
  • Struggle with adoption
  • React to problems
  • Uncertain ROI
With Process First™ RECOMMENDED
  • Define business goals
  • Focus on workflow
  • Buy based on requirements
  • Design for team adoption
  • Build for future growth
  • Clear implementation roadmap

NEXT STEP – CHOOSING A CRM?

Complimentary CRM Strategy Session

If you’re evaluating your first CRM or planning to replace your current system, let’s start with a conversation — not a software demonstration.

Schedule Your Session

During your session, we’ll discuss:

  • Your current sales and marketing process
  • Business goals and growth plans
  • Team structure and user needs
  • CRM requirements and priorities
  • Integration considerations
  • Budget and implementation expectations
  • Next steps based on your business — not a sales quota

NEXT STEP – FIXING YOUR CURRENT CRM?

Is your CRM working as hard as your team?

Most CRMs aren’t broken. They’re just not being used the way they were built to be. The Health Check tells you which one you have.

The Process First™ CRM Health Check is a structured assessment that evaluates how your CRM supports your business processes, identifies opportunities for improvement, and provides a clear roadmap for optimization.

Book a Health Check

INVESTMENT $295 – APPLIED TOWARD ANY QUALIFYING CULTIVIZE CONSULTING OR IMPLEMENTATION ENGAGEMENT.

You’ll receive a complete picture of your CRM’s performance.

  • Live CRM Review – A 90-minute working session inside your actual system.
  • Process Gap Analysis – Where revenue is leaking, and where time is being wasted.
  • Long-Term Roadmap – A clear view of where to improve next.
  • Executive Findings Report – Professionally organized, prioritized, and actionable.
  • Quick Wins – Changes your team can make immediately.
  • Recommendations – Optimize, train, integrate, or replace — you'll know.

LET’S GET STARTED

Book Your Session

Choose the option that fits, tell us a bit about your business, and we’ll follow up personally to confirm a time.