The customer service and leads we generate from PMG360 are exceptional. They are always accurate and respond better than leads we generate from all other firms.
Wayne Nagrowski
Vice President, Marketing
B2B CRM services
Make your CRM the engine behind qualified pipeline
PMG360 implements, cleans, and connects your CRM — HubSpot, Salesforce, Pipedrive, or Zoho — so sales and marketing finally run on one source of truth.
Certified platform partners
Clean, connected data
Reporting leaders trust
Plan my CRM setup
A CRM strategist replies within one business day.
4CRM platforms supported
18+Years in B2B
1K+Projects a year
100+Fortune 500 customers
4 CRM platformsHubSpot, Salesforce, Zoho, Pipedrive
100+ Fortune 500customers served
The RevOps question
Is your CRM driving revenue, or just storing data?
Most CRMs fail on the same three things. Fix them and the system starts paying for itself.
Clean, trusted data
Deduped, enriched, and standardized so reps actually use the records.
One source of truth
Sales and marketing working from the same pipeline, not competing spreadsheets.
Reporting leaders trust
Pipeline, forecast, and source that hold up in the quarterly review.
What we set up
One CRM, four connected systems
Start with what's breaking, or build the whole stack with us.
Platform setup and configuration
Stand up your CRM on a structure that matches how you actually sell.
- Setup across HubSpot, Salesforce, Pipedrive, or Zoho
- Pipeline stages, fields, and permissions mapped to your process
- Data migration, deduplication, and enrichment
Marketing automation and nurturing
Turn captured interest into pipeline your reps can work.
- Lead capture, scoring, and routing rules
- Nurture workflows tied to lifecycle stages
- Campaign tracking and source attribution
Sales enablement and pipeline
Give reps a system that speeds the deal instead of slowing it.
- Deal stages, tasks, and outbound sequences
- Sales and marketing handoff and SLA rules
- Rep onboarding, playbooks, and templates
Reporting and optimization
See pipeline, forecast, and source in one place — and keep it clean.
- Dashboards for pipeline, forecast, and lead source
- Ongoing data hygiene and deduplication
- Quarterly reviews and iteration
How the build works
From messy CRM to one source of truth
A documented implementation, from audit to adoption.
Your platforms
HubSpot
Salesforce
Pipedrive
Zoho
Your CRM
One source of truth
Qualified pipelineStages sales trusts
ReportingForecast & source
01
Audit
Review your current CRM, data quality, and workflows.
02
Design
Map fields, stages, and automations to your sales motion.
03
Build
Configure the platform, integrations, and lead routing.
04
Migrate
Import, dedupe, and enrich your data into one system.
05
Enable and improve
Train the team, ship dashboards, and refine from usage.
What clients say
Teams that trust PMG360 with their pipeline
A few words from the marketing and sales leaders we work with.
I love working with the team at PMG360. The cost-effectiveness and accuracy maximize our content marketing ROI. I look forward to our continued partnership.
Rebecca
Thomson Reuters
Working with PMG360 was a fantastic experience. They were agile and truly listened to our evolving needs. Our campaign surpassed our goals, and the ROI was significant.
Melissa Martinez
Director, Refinitiv
Client testimonials from PMG360 engagements. Roles as provided by the clients.
Is PMG360 the right fit?
Built for teams ready to run on their CRM
The build works best when your team is ready to adopt one system and one set of numbers. We help design it around how you sell.
- You run, or want to run, sales and marketing on one CRM
- Your data is messy, siloed, or barely used
- You need reporting leadership can actually trust
- Your team will adopt the system we set up
Questions before you start
Know what you are buying
The decisions that matter are made in planning, before any build begins.
Which CRM platforms do you work with?
HubSpot, Salesforce, Pipedrive, Zoho, and other leading CRM and marketing automation platforms. If you are not committed to one yet, we help you pick the right fit for your team and budget.
Can you migrate and clean up our existing data?
Yes. We import, deduplicate, enrich, and standardize your records so you start on a single, trustworthy source of truth instead of carrying old problems into a new system.
Will you train our team?
Yes. Every engagement includes enablement and documentation, so your team owns and operates the system confidently after we hand it off.
How long does an implementation take?
It depends on your platform, data volume, and integrations. We scope the timeline during planning, before any build work starts, so there are no surprises.
Start with an audit
Plan my CRM setup
See what your CRM could actually do
We will review your platform, data, and workflows, then show you the build we would recommend and how it drives pipeline.