Your CRM should drive revenue, not create friction.

Many businesses invest in Salesforce or HubSpot but struggle with messy data, broken workflows, poor reporting, inconsistent processes, and low user adoption. CyberPoint IT helps clean up the system, improve administration, and build CRM functionality that supports sales, service, marketing, and leadership.

CRM administration services

• Salesforce administration and configuration
• HubSpot administration and configuration
• User management, roles, permissions, and access control
• Pipeline, deal stage, and lifecycle stage configuration
• Data cleanup, deduplication, and field standardization
• Dashboard and report creation
• Workflow, automation, and notification management
• CRM process documentation and user guidance

CRM development and optimization

• Custom fields, objects, properties, and page layouts
• Salesforce Flow and automation support
• HubSpot workflow automation support
• Lead routing and assignment rules
• Sales process and service process optimization
• Integration planning and troubleshooting
• Form, landing page, and lead capture process support
• CRM reporting structure and executive visibility improvements

Salesforce support

CyberPoint IT helps businesses configure and maintain Salesforce so teams can manage leads, opportunities, accounts, contacts, cases, reports, dashboards, automation, and permissions more effectively.

HubSpot support

CyberPoint IT helps businesses optimize HubSpot for marketing, sales, service, automation, lifecycle tracking, pipeline management, reporting, and customer communication.

Business outcome

Better CRM data, cleaner workflows, stronger reporting, improved user adoption, and a system that better supports sales execution, client service, and business decision-making.