01
Revenue is leaking.
Leads are being generated, but too many disappear between enquiry, follow-up, opportunity and close.
Start withCRM & RevOps Assessment
Engagent Services
Fix the system behind the revenue problem.
Your CRM, sales process, data and people should work as one system. We help you identify what is slowing performance, design the right operating model, build the technology around it and enable your team to make it work.
Start with the problem
What are you trying to fix?
Find your starting point
You don't need to know which service you need.
Most organisations arrive with a symptom: poor follow-up, unreliable reporting, inconsistent selling or a CRM nobody seems to use properly. We start by identifying the real problem before prescribing software, training or additional technology.
02
Sales execution is inconsistent.
Reps follow different processes, opportunities sit too long and managers struggle to see what is genuinely moving.
Start withSales Process & Pipeline Development
03
You need to implement or rebuild CRM.
The technology needs to reflect how the organisation actually acquires, manages and grows customer relationships.
Start withCRM Strategy + HubSpot Implementation
04
Your data and systems don't connect.
Customer information sits across forms, spreadsheets, applications and platforms without one reliable operating view.
Start withCRM Data & Integrations
05
Your team isn't adopting the system.
The CRM may be configured, but users, managers or leaders are not consistently operating through it.
Start withHubSpot Onboarding & Enablement
06
You have HubSpot, but not enough visibility.
The system contains activity and data, but leaders still struggle to understand pipeline, conversion and revenue performance.
Start withRevenue Reporting & CRM Optimisation
The Engagent service system
Diagnose. Design. Build. Enable. Improve.
The service may change, but the principle doesn't: understand the problem before building the solution.
Stage 01
Diagnose
Understand where revenue, process, data, technology or adoption is breaking before deciding what should be changed.
CRM & RevOps AssessmentReview people, process, pipeline, data, systems, reporting and adoption.
Stage 02
Design
Define how the organisation should manage customer relationships and revenue before asking technology to enforce the process.
CRM Strategy & Operating ModelLifecycle, ownership, governance, data model and process-to-system alignment.
Sales Process & Pipeline DevelopmentQualification, pipeline stages, follow-up, forecasting and management rhythm.
Stage 03
Build
Configure the CRM, automation, data architecture and reporting around the agreed operating model.
HubSpot ImplementationSales, Marketing and Service Hub configuration and deployment.
CRM Automation & Workflow DesignRouting, follow-up, handoffs, tasks, alerts and lifecycle automation.
CRM Data & IntegrationsArchitecture, migration, mapping, governance and connected systems.
Revenue Reporting & AnalyticsDashboards, KPI design, conversion, pipeline and management reporting.
Stage 04
Enable
Technology creates value when people understand the process and know how to execute it.
HubSpot Onboarding & EnablementCore users, role-based teams, managers and executive stakeholders.
Sales Enablement & Performance DevelopmentProspecting, pipeline discipline, CRM execution and revenue management.
Stage 05
Improve
Processes change, data deteriorates and teams evolve. We help organisations keep the system effective after implementation.
CRM Optimisation & RevOps SupportOngoing administration, process improvements, reporting, enablement and optimisation.
Explore the catalogue
Services built around the problem, not the product.
Individual services can stand alone or combine into a larger engagement. Expand any service below to see the type of work it may include.
When performance is inconsistent, the visible problem is often only a symptom. We assess how leads, opportunities, customer data, processes, technology and people currently work together to identify where friction is affecting revenue.
What this may include
- CRM health and usage review
- Sales process assessment
- Lead management review
- Data quality assessment
- Reporting and KPI review
- Lifecycle and handoff review
- Technology and integration review
- Prioritised improvement roadmap
CRM is more than software. We help organisations define the operating model behind the technology: how customers move through the lifecycle, who owns each stage, what information matters and how teams should work together.
What this may include
- CRM strategy development
- Customer lifecycle design
- Lead-status architecture
- Roles and ownership
- Data-model planning
- CRM governance
- Sales/marketing/service alignment
- CRM roadmap
Your CRM cannot fix a sales process that has never been clearly defined. We turn informal selling habits into a repeatable operating system that gives sellers clarity and leaders better visibility into pipeline and performance.
What this may include
- Sales process mapping
- Pipeline and stage design
- Qualification criteria
- Follow-up standards
- Lead ownership and routing
- Forecasting methodology
- Sales activity standards
- Management operating rhythm
We implement HubSpot as an operating platform rather than a collection of disconnected features. Configuration is tied back to the processes, lifecycle, ownership rules and reporting requirements the organisation needs.
What this may include
- Sales Hub implementation
- Marketing Hub implementation
- Service Hub implementation
- Pipeline configuration
- Lifecycle configuration
- Permissions and user setup
- Sales productivity tools
- Core reporting setup
We translate recurring CRM and revenue processes into practical automation that supports the team rather than adding complexity. The objective is consistent execution, timely follow-up and better handoffs.
What this may include
- Lead assignment workflows
- Lifecycle automation
- Follow-up automation
- Task creation
- Internal notifications
- Sales-to-service handoffs
- Re-engagement workflows
- Data update automation
CRM performance depends on reliable data. We help organisations structure, clean, migrate and connect customer information so teams can operate from a more dependable system of record.
What this may include
- CRM data-model design
- Property architecture
- Custom-object planning
- Data migration
- Data cleanup
- Duplicate management
- Integration mapping
- CRM data governance
Reporting is not just about building dashboards. We help determine what leadership should measure, whether the source data can be trusted and how CRM reporting should support decisions around pipeline, performance and revenue.
What this may include
- KPI definition
- Pipeline dashboards
- Sales performance reports
- Lead conversion reporting
- Marketing reporting
- Service reporting
- Forecast visibility
- Executive dashboards
Enablement goes beyond feature training. Different users need different levels of understanding. We develop programmes for core users, functional teams, managers and executives based on how each group needs to use HubSpot.
What this may include
- Core HubSpot onboarding
- Role-based enablement
- Sales-user training
- Manager enablement
- Executive enablement
- CRM process training
- Adoption support
- Ongoing onboarding
Our sales enablement work focuses on practical sales execution rather than generic motivational training. Programmes can operate independently or be integrated directly with the CRM and technology used by the sales team.
What this may include
- Sales process & CRM training
- Outbound prospecting
- ICP and targeting
- Pipeline discipline
- Forecasting discipline
- Opportunity progression
- Technology-assisted selling
- Sales manager enablement
CRM is never truly finished. As people, processes and business requirements change, the system needs to evolve with them. Our ongoing support helps teams maintain quality and continue improving after the initial project.
What this may include
- CRM health reviews
- HubSpot administration
- Workflow optimisation
- Reporting improvements
- Data-quality monitoring
- User support
- New-feature adoption
- Quarterly strategy reviews
Technology with a purpose
HubSpot is part of the system. It isn't the strategy.
We implement and optimise HubSpot across marketing, sales and customer service, but configuration follows the operating model. The objective is not simply to switch features on — it is to make the technology support how the organisation needs to work.
Marketing
Sales
Service
CRM + Customer Data
Automation
Reporting
AI + Integrations
How engagements come together
You may not need just one service.
A revenue problem often crosses process, technology and people. We combine the right services around the outcome instead of forcing every organisation into the same package.
Scenario 01
Sales team missing target
- CRM & Revenue Assessment
- Sales Process Redesign
- Sales Hub Configuration
- Sales Process & CRM Training
- Ongoing Optimisation
Scenario 02
Existing HubSpot portal underperforming
- HubSpot & CRM Audit
- Data & Process Cleanup
- Workflow Optimisation
- Revenue Reporting
- Role-Based Enablement
Scenario 03
New CRM implementation
- CRM Strategy
- Data Architecture
- HubSpot Implementation
- Integrations & Automation
- User Onboarding & Adoption
Start with the numbers
Not ready for a conversation yet?
Use one of our practical tools to understand your CRM readiness, revenue requirements, ICP or where leads may be leaking.
Assessment
CRM Readiness Assessment
Evaluate the people, process and technology conditions behind CRM success.
Start Assessment →
DiagnosticRevenue Leakage Calculator
See where lead conversion and follow-up gaps may be affecting revenue.
Run Diagnostic →
CalculatorSales Numbers Calculator
Work backwards from the revenue target into the activity required to reach it.
Calculate Your Numbers →
ResourceICP Resources
Clarify which organisations and buyers your sales team should prioritise.
Explore ICP Resources →
Start a conversation
You don't need to know the solution yet.
Tell us what is happening across your CRM, sales process, data or revenue operation. We'll help you identify the right starting point.