CRM Selection + Implementation

Empower Your Teams. Scale Your Impact.

At The Scylla Group, we believe that choosing and implementing the right CRM is transformational. For enterprise organizations, large nonprofits, associations, and growing businesses alike, a CRM isn’t just software. It’s the central nervous system of your operations.

Why it Matters

Strategic Alignment, Not One-Size-Fits-All

We begin with an in-depth discovery process to understand your mission, audience, and internal workflows. This lays the strategic foundation for a CRM system aligned with your business—not a generic off-the-shelf setup.

Future-Proof, Scalable Solutions

Whether you're an enterprise scaling operations or a mid-sized association preparing for growth, we focus on selecting tools that evolve alongside your team and objectives.

Integrated Ecosystem Thinking

Your CRM doesn't stand alone. We design solutions that work seamlessly across your digital infrastructure—connecting to CMS platforms, marketing automation, ERPs, service tools, and analytics systems.

Our Process

From Assessment to Adoption

Discovery & Needs Assessment

Stakeholder interviews, system audits, current data mapping, and prioritized use cases

Vendor Selection & Evaluation

Tailored shortlists and scorecards across platforms including Salesforce, HubSpot, Microsoft Dynamics, and other enterprise or sector-specific tools

System Design & Data Strategy

Custom CRM schema, lead scoring, pipeline stages, segmentation, and integration flows

Implementation & Migration

Full configuration, secure data migration and cleansing, automation, dashboards, and reporting

Training & Enablement

Tailored user training, documentation, and adoption support

Rollout & Support

QA, phased launches, change management, and ongoing optimization

 Who We Serve

We support organizations of all sizes and stages, with particular expertise in:

Enterprise B2B companies with complex sales cycles, global teams, and compliance requirements

Large nonprofits and associations managing donor relationships, memberships, advocacy, and fundraising

Mid-sized and growing organizations that need scalable solutions without enterprise overhead

Why Choose The Scylla Group

Business-Driven Approach

Technology should serve your mission. We lead with strategy and align systems to business outcomes.

Platform Expertise, Vendor Neutrality

As certified partners of both Salesforce and HubSpot, we offer deep expertise while remaining focused on the best-fit solution for your needs.

Integrated Thinking

We connect CRM systems to the rest of your ecosystem—CMS, ERP, marketing automation, analytics—ensuring clean, actionable data across departments.

Collaborative, Transparent Engagements

From kickoff to rollout, we work alongside your team with clear communication, timelines, and goals.

Long-Term Support

We stay involved to refine your system as you grow, offering optimization, retraining, and advanced integration support.

Frequently Asked Questions

What CRM platforms do you support?

We work with Salesforce, HubSpot, Microsoft Dynamics, and other platforms depending on your needs. As certified partners of Salesforce and HubSpot, we can go deeper where it matters most.

How long does a typical CRM implementation take?

Most projects range from 8 to 20 weeks, depending on complexity, integrations, and data needs.

Can you help us migrate data from our existing system or spreadsheets?

Yes. We specialize in data migration including cleansing, mapping, validation, and secure transfer from legacy systems.

Do you provide user training and documentation?

Absolutely. We offer tailored training and easy-to-follow documentation so your team can own and operate the CRM confidently.

Do you offer support after implementation?

Yes. We provide long-term support, from technical troubleshooting to ongoing strategic guidance.

What if we don’t have a technical team in-house?

We’ve got you covered. Our team can fully manage implementation, vendor coordination, integration, and enablement.

Ready to Get Started?

Let’s connect to explore your CRM goals and chart the next steps.

  1. Discovery Call: We’ll learn about your challenges, systems, and goals
  2. Custom Proposal: You’ll get a roadmap including platform recommendations, timeline, and deliverables
  3. Strategic Rollout: From system design to training, we’ll support a smooth and successful launch

Whether you're scaling internationally or preparing your nonprofit for long-term growth, we’ll help you select and implement a CRM that drives real results. Reach out today.