CRM implementation for Swiss SMEs
We support Swiss SMEs implement HubSpot CRM in a way that ensures it is actually used by the sales team. With clearly defined deal stages, clean contact and company data, fewer duplicates, reliable reports, and a pipeline that you can manage in a targeted manner every week.
Successfully introduced multiple times
Hands-on Setup & Enablement
Focus on application & data quality
10 years of HubSpot experience
The CRM software that will delight your sales team
Strong user
ratings
Further development is possible without any problems
CRM as a database for sales, marketing, and service
Low barrier to entry & quick implementation
Strong integration ecosystem and scalability without system changes
With integrated AI tools for productive work
We support a DSG/GDPR-compliant configuration.
Continuous development of the tool thanks to a strong community
279,000 customers in more than 135 countries
This results in a clean CRM setup in HubSpot.
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Uniform sales pipeline (deal stages, clear definitions)
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Clean contact and company data
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Fewer duplicates, less search time, fewer missed follow-ups
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Forecast and sales KPIs for management and team
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CRM rules that ensure application (not just a tool)
Who this HubSpot CRM implementation is suitable for
SMEs with 3-150 employees
Recurring B2B sales processes
Multiple lead sources
Need for a transparent pipeline and reliable forecasts
Desire for
«Single Source of Truth»
Not ideal if...
No one internally takes ownership of the CRM
No standardization of sales processes is permitted
Data quality is not a priority internally
The most common CRM problems and how we solve them
| Problem | Unsere Lösung |
| Deals are in the minds of individual employees | Transparent pipeline & handovers |
| No follow-up routine | Follow-ups & Deal Automation |
| Duplicates & incorrect customer data | Deduplication rules & customer data standard |
| Management does not trust the figures | Dashboards with clear KPIs |
Unsure? I would be happy to advise you during a 30-minute call.
After the free consultation, you will receive a brief assessment and a recommendation for the optimal CRM pricing package for your company.
How we implement HubSpot CRM for SMEs
We have a proven approach to implementing HubSpot CRM in Swiss SMEs. Overall, we go through five different phases together to establish the CRM within your company. Depending on availability, we can set up the CRM in your company within just one month and train your team so that you can get started right away.
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1. Step
Sales Discovery & CRM Target Vision
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We define the goals, KPIs, and CRM use cases for your company
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Definition of the sales pipeline and responsibilities
Output: CRM blueprint, KPI list, and sales pipeline draft
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2. Step
Defining object structures and properties
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We define the companies, contacts, and deals structure together
Define mandatory fields for contact and company data (e.g., VAT ID, industry, state/province, website)
Naming conventions and duplicate rules
Output: Data model, import plan, duplicate detection rules
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3. Step
Pipeline, Deal Stages & Sales Playbook
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We define the deal stages together with the definitions (entry/exit criteria).
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Determining the lost reasons and next step standards.
Output: Sales pipeline, stage definitions, and playbook (one-pager).
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4. Step
Setup, Integrations & Reporting
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We set up HubSpot and define rights/roles
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Create dashboards for the CEO, sales director, and sales manager
Output: Dashboards, reports, and governance
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5. Step
Enablement & Usage
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Employee training
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CRM hygiene routine (monthly)
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30 days of support (1 call per week for 30 minutes)
Output: Training, rules, and 30-day implementation plan
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CRM Deliverables: What you end up with in your hands
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All leads are stored in one place.
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Clean sales pipeline in HubSpot, including pipeline automations.
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Standardized contact and company data structure, including mandatory fields.
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Duplicate strategy and import/cleaning concept.
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Standardized follow-ups.
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Weekly KPI overview for founders/CEOs and sales managers.
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Enablement: training and support.
Typical Integrations
Linking the Microsoft 365
Integration of lead forms
ERP link
CRM implementation: Packages for Swiss SMEs
We offer three packages for CRM implementation. These range from a simple setup to a scale setup. Not sure which one is right for you? Book a free initial consultation and I will recommend the right package for you after our call.
CRM QUICKSTART
from CHF 3'490
CRM
GROWTH
from CHF 4'925
CRM
TANDEM
from CHF 2'950
What you should consider before implementing CRM.
We have created an executive summary for you so that you can consider the following points before introducing a CRM:
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The 7 must-haves of a CRM that gets used
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The top 5 mistakes that cause CRM projects in SMEs to fail
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Mini-check: Are you ready for CRM?
Results from HubSpot CRM projects
From the very beginning, Sarah provided us with structured, competent, and practical support during onboarding and setting up our CRM in HubSpot. We were particularly impressed by her understanding of our requirements and her ability to communicate complex topics in a clear and solution-oriented manner. Thanks to her support, we were able to configure HubSpot as a CRM and create a solid foundation for our future work. The collaboration was always very professional, efficient, and on equal terms. We are very satisfied with the results so far and value Sarah as a reliable partner.
Anna Moser
FAQ HubSpot CRM introduction in Swiss SMEs
1. What is CRM? And what are its advantages?
A CRM (customer relationship management) system is a system in which a company centrally collects and organizes all information and contacts relating to (potential) customers (e.g., inquiries, offers, purchases, and communication). The advantage: you maintain an overview, can provide more targeted and personalized customer service, and thus increase efficiency, sales opportunities, and customer satisfaction.
2. How long does HubSpot CRM implementation take?
Depending on which CRM product you choose, it takes between 4-14 weeks. The more extensive the project, the longer we need for implementation. We can implement CRM Quickstart within a month.
3. What customer data should SMEs definitely maintain in their CRM?
This depends on your needs. However, we are happy to advise you when it comes to defining the mandatory fields at the contact or company level.
4. How do I handle duplicates in HubSpot?
HubSpot offers data cleansing tools that help you keep your data clean. Depending on your license, you can automate data cleansing so you don't have to do anything.
5. What are good deal stages for B2B SMEs?
Every company has its own sales process, which we will reflect in the sales pipeline.
The most commonly used stages are:
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Appointment scheduled
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Qualified to buy
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Offer sent,
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Decision-maker has agreed
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Contract sent
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Closed & won
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Closed & lost
6. What KPIs does management need for pipeline and forecasting?
Important KPIs for the CEO or management are:
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Deal win rate
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Deal loss rate
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Number of deals per employee
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Orders won per week or month
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Average deal value
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Weighted pipeline value
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Number of new leads per week/month
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Existing customer growth
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Sales cycle duration
7. How can I ensure that my sales team is actually using HubSpot?
The right setup is essential to ensure that the sales team will actually use HubSpot. It is also important that the CRM is streamlined so as not to overwhelm the team. Ultimately, management must be committed to using the tool.
8. DSG Switzerland: What needs to be considered with CRM?
HubSpot is GDPR compliant. This means that the tool is perfectly designed to comply with GDPR guidelines in Switzerland.
9. Where is our HubSpot data hosted?
10. Which HubSpot license do I need?
Together, we will quickly identify your most important CRM requirements. I can then provide you with the perfect advice regarding licensing.
11. What is not included?
We do not define your sales processes. You must define these yourself in advance so that all employees know how to use the tool.
Existing data cleansing: We do not perform data cleansing. This is your responsibility. We then import the cleansed data into the CRM.
12. How does support work after go-live?
We are also there for you after go-live. Expenses will be billed after the project at an hourly rate of CHF 150.
+41 76 804 33 69
