CRM Consultants & Implementation Partners in Portsmouth, NH

CRMD, which also goes by the CRM Doctors, is a consultancy based in Portsmouth, New Hampshire that focuses on Salesforce and HubSpot. It works with a wide range of organizations, from companies that operate internationally to nonprofits in its own community, and runs a separate division devoted to nonprofit clients. The firm describes its staff as experienced CRM practitioners who give buyers direct, candid advice instead of pushing unnecessary work.

Background and approach

Will DeVito founded the company in 2014 and still leads it as CEO. He started it to offer budget-conscious organizations enterprise-grade CRM expertise without the overhead and complexity he associated with larger consulting houses, and the firm says it puts advising clients ahead of selling to them.

CRMD follows what it calls a local model: its consultants live near the clients they serve and take part in community life there. Each client is assigned a dedicated team, and buyers get one main contact who follows a project from kickoff through completion. The firm also says it can support clients outside normal business hours, including on weekends.

Engagement options

Buyers can choose between several ways of working with the firm:

• Monthly support retainer: continuing help from an experienced Salesforce administrator, covering configuration, reports and dashboards across the full range of Salesforce products, with a project manager assigned to the account
• One-off projects: a lower-commitment option for small or large pieces of work such as integrations, development, configuration and best-practice blueprints, scoped up front with roughly 90 percent confidence; these can also be bought as a block of hours
• Implementation QuickStarts: packages for organizations that are new to Salesforce or HubSpot, including requirements workshops, a future-ready setup, data migration and user training, which the firm says can be completed in as little as two weeks

Services and platforms

On the Salesforce side, CRMD handles Sales Cloud and Service Cloud deployments, CPQ and Revenue Cloud quoting systems (including advising on add-on tools such as DocuSign and Conga), Experience Cloud portals for customers and partners, Pardot and Marketing Cloud automation, Salesforce Spiff for compensation management, Slack integration, Field Service Lightning, and Agentforce and other AI features.

For HubSpot clients, it offers implementations and optimization across the HubSpot hubs. The firm also does custom development, conversational marketing, end-user training, and work to drive enablement and user adoption.

Migration is one of the firm's specialties. CRMD moves data in both directions between Salesforce and HubSpot, as well as from other systems, and helps clients export their existing records to CSV files and walk through the import process. According to the firm, it delivers CPQ projects quickly and helps clients estimate how much effort a quoting implementation will take before committing.

What sets it apart

Client testimonials on the firm's website point to having one dedicated contact, gains in productivity after a Salesforce rollout, and money saved by avoiding needless work that previous partners had recommended. For buyers comparing partners, CRMD's strengths are its experience across both Salesforce and HubSpot, its flexible engagement options, and its dedicated nonprofit practice.

About Raka

Raka is an agency based in Portsmouth, New Hampshire, that pairs expertise in HubSpot with web development, creative production and marketing execution. HubSpot ranks it at the Diamond level of its Solutions Partner Program, and the agency has worked within that ecosystem since 2012. Its typical clients are B2B and B2C teams in marketing, sales and operations who would rather see their CRM, website and campaigns operate as one coordinated system than manage each as a separate effort.

HubSpot services

The HubSpot practice is organized into onboarding, implementation, consulting and integrations. Raka lets clients decide how much help they want. Some need a second pair of eyes to confirm that their plans make sense. Others want extra hands to carry out the configuration and keep the system running day to day.

• Thorough reviews of existing HubSpot portals
• Onboarding shaped around a client's business goals
• Complete rollout of HubSpot tools and the processes that support them
• Consulting on request to tighten up internal processes
• Integrations, both native to HubSpot and built through custom APIs
• Ongoing help with troubleshooting, maintaining and evolving the CRM

Fewer than five percent of HubSpot partners worldwide are accredited to deliver onboarding, and Raka is among them. It follows the same documented process and philosophy that HubSpot itself uses. Separate onboarding packages exist for customers of Marketing Hub Professional, Marketing Hub Enterprise and Sales Hub Professional. Each one provides a dedicated expert holding ten or more HubSpot Academy certifications, reachable by email and in scheduled video meetings across a 60- or 90-day window.

Every package covers the core setup: accounts, users, CRM customization, moving data in and out, connecting native integrations, and reporting. Depending on priorities, the plan can extend to personas, lifecycle stages, lead scoring, sales and lead pipelines, sequences, customer journey automation, multi-touch attribution reports, custom objects, and the management of several brands, domains or business units.

How onboarding works

Raka uses a train-the-trainer approach, aimed at clients who already have a person or team responsible for HubSpot. The goal is for that group to be able to set up, customize and manage the platform on its own within roughly two to three months. The agency typically schedules a kickoff within a day or two of a client subscribing, and each project plan deals with immediate needs first while still teaching the fundamentals every user should know.

Industries and wider capabilities

The agency serves a range of sectors:

• Healthcare, with marketing strategies built to respect HIPAA
• Manufacturing and industrial companies facing complicated sales cycles
• Technology and SaaS firms looking for product marketing, demand generation and RevOps support
• B2B services, finance, nonprofits and education

Beyond CRM work, Raka offers marketing planning built around the full funnel, demand-building campaigns, search and content work, custom websites on HubSpot and WordPress, brand and creative services, and AI consulting for marketing teams. Its people hold over 150 HubSpot certifications spanning strategy, operations and creative roles.

Praise from clients such as Azara Healthcare, PlaneSense, CyberSN, Bose Ride, Glasslake Funding and Sterling Wellness Solution appears on its site, along with an endorsement from HubSpot co-founder Brian Halligan, who called Raka one of the platform's premier partner agencies.