CRM Implementation & Migration
CORE SERVICES
What We Deliver
CRM implementation services.
CRM Setup & Configuration
HubSpot or Salesforce setup: pipeline design, custom properties, automation workflows, reporting dashboards, and user permissions. Built for how your team actually sells.
Data Migration
Clean migration from spreadsheets, legacy CRMs (Dynamics, Zoho, Act!), or between HubSpot and Salesforce. Deduplication, field mapping, and data validation.
Integration
Connect CRM to your marketing tools, ERP, accounting software, and custom systems. Native integrations where available, middleware (n8n) for complex workflows.
Training & Adoption
Role-based training for sales, marketing, and management teams. In Cantonese, Mandarin, or English. Adoption tracking and follow-up sessions.
Why Branch8 for CRM
Something better.
Local Language Support
Implementation and training in Cantonese, Mandarin, and English. Your team adopts the CRM in the language they work in.
PDPO/PDPA Compliant
Data residency, consent management, and privacy configuration aligned with Hong Kong PDPO, Singapore PDPA, and Taiwan PIPA.
Not Just Setup — Adoption
75% of CRM implementations fail due to poor adoption, not poor technology. We focus on user experience and change management.
Platform Agnostic Advice
We implement both HubSpot and Salesforce. We'll recommend the right platform for your size, budget, and complexity — not the one that pays us more.
Frequently Asked Questions
HubSpot: faster to implement, lower TCO, better for teams under 50. Salesforce: more customizable, better for complex enterprises, stronger ecosystem. We implement both and can run a fit assessment for your specific needs.
Ready to Get Started?
Tell us about your crm needs and we'll scope a plan within 48 hours.