The Right CRM Configured the Right Way
The Problem
Companies spend thousands on CRM platforms, then wonder why adoption is poor and pipeline visibility remains a mystery. The issue isn’t the technology. It’s that CRM was implemented generically instead of being configured to your specific sales process, buyer journey, and reporting needs. A properly implemented CRM becomes the operating system for your entire sales operation. Improperly implemented, it’s just an expensive contact database that creates more friction than value. Sales Growth Imagination ensures you get the former, not the latter.
CRM Platforms We Implement
Salesforce
The enterprise standard for complex sales organizations needing extensive customization, advanced automation, and deep integration capabilities. Salesforce works best for companies with dedicated administrators and sales operations teams who can leverage its full power across marketing, sales, and service functions.
Best for: Mid to large B2B companies with complex sales processes, multiple product lines, and need for extensive reporting and analytics.
Sales Hub HQ
The all-in-one turnkey sales platform built specifically for sales professionals. Sales Hub HQ combines CRM, marketing automation, landing pages, reputation management, and AI-powered follow-up in one complete system. It includes pre-built automation, integrated communication channels, and tools designed to convert leads without requiring technical expertise.
Best for: Sales professionals and small to mid-sized teams who need a complete marketing and sales system ready to launch without extensive customization or technical setup.
Pipedrive
The sales-focused CRM built specifically for pipeline management and deal progression. Pipedrive’s visual interface and streamlined functionality make it ideal for small to mid-sized sales teams who need adoption without complexity.
Best for: Growing B2B companies with straightforward sales processes who prioritize ease of use and fast implementation over extensive customization.
Zoho CRM
The cost-effective platform offering robust functionality at competitive pricing. Zoho CRM provides extensive features including sales automation, analytics, and multi-channel communication while maintaining affordability for budget-conscious organizations.
Best for: Small to mid-sized companies needing enterprise-level features without enterprise pricing, particularly those using other Zoho business applications.
Implementation That Matches Your Process
Sales Growth Imagination doesn’t just install CRM software. We configure it to match your documented sales process, ensuring:
Process Alignment – CRM stages mirror your actual buyer journey and sales methodology, not generic templates.
Custom Fields & Data – We capture the information that matters for your business, eliminating unnecessary fields that create data entry friction.
Automation & Workflows – Task automation, follow-up reminders, and pipeline progression rules that keep deals moving without manual intervention.
Reporting & Dashboards – Real-time visibility into pipeline health, forecast accuracy, and individual rep performance against goals.
Team Adoption – Training and change management that ensures your team actually uses the system instead of maintaining spreadsheets on the side.
CRM Support Partners
We work with specialized CRM implementation partners to deliver comprehensive solutions:
Target Integration – CRM implementation and integration services across multiple platforms, ensuring seamless data flow between systems.
iSales Solutions – CRM configuration and ongoing technical support, providing the expertise to optimize your platform as your needs evolve.
These partnerships ensure you get both strategic CRM design and technical execution that works.
The Right Platform for Your Stage
Startup to $5M: Pipedrive or Zoho provide the functionality you need without overwhelming complexity or cost.
$5M to $25M: HubSpot Sales Hub if you’re investing in inbound marketing, or Salesforce if you need customization and advanced automation.
$25M+: Salesforce becomes the standard as complexity, integration requirements, and sales operations sophistication increase.
Get Your CRM Working
If your CRM sits underutilized, adoption is poor, or you’re still managing deals in spreadsheets, it’s time to fix the foundation.
Recommendations
See how Atlanta B2B companies built predictable revenue systems.
“As a Vistage Chair, I don’t take lightly the responsibility of recommending an advisor to one of my CEO members. When I introduced Dean Nolley to Raj Swami, CEO of 3iPeople, it was because I trusted Dean to bring both expertise and integrity to a critical growth challenge.
That trust was well placed. Dean stepped in as Sales Growth Architect and Outsourced VP of Sales at a pivotal moment for 3iPeople. He brought discipline, structure, and clarity to their sales organization—developing a strategic sales approach, building a scorecard for accountability, and creating the momentum Raj needed to scale in a highly competitive industry.
But what impressed me most was Dean’s servant-leader approach. He didn’t just install process—he built people. From recruiting and coaching new talent to developing the company’s current VP of Sales, Dean left a lasting mark on the culture and confidence of Raj’s team.
Just recently, Raj called to thank me for introducing Dean, sharing how grateful he was for both the results and the leadership Dean provided. As a Chair, I can say with confidence that I’d be proud to put my name behind Dean again in the future. “
“I’ve been a Business Development Manager at 3iPeople for several years, so when Dean joined as Outsourced VP of Sales—with no high-tech staffing background and replacing a seasoned VP—I was initially cautious. He quickly earned my trust by recognizing my unique challenge as the only rep outside Atlanta HQ and making sure I felt part of the team through regular meetings, best-practice calls, and ongoing coaching.
From day one, he brought structure, energy, and clarity—driving a strategic and collaborative approach. Dean built our new sales process and integrated it into our Salesforce CRM. Dean also partnered with Salesforce and a integration partner, Target Integration, to upgrade us to the right version of Salesforce, while having dynamic dashboards built to have live-time data that helps us proactively manage our pipeline. For a strategic approach to build key relationships, KnowledgeNet.ai was also integrated with web-hooks into Salesforce.
His leadership transformed our sales culture into a motivated, aligned team ready to drive revenue growth. He further found ways to help me out of the box, by making multiple introductions to Network leaders and other Trusted Advisors that he knew in Jacksonville. We were fortunate to have Dean at 3iPeople, and I know I can always count on him for guidance—because he truly cares about people and results.“
Ready to Build Scalable Sales Infrastructure?
If your sales process lives in people’s heads instead of documented systems, you can’t scale. Sales Growth Imagination provides the fractional sales leadership and hands-on execution to build infrastructure that drives predictable growth. Contact our Atlanta team to schedule a Sales Infrastructure Assessment and discover where your systems need strengthening.678-688-4888 (Office) | 404-307-1841 (Cell)
