CRM

CRM that pulls its weight — Salesforce, HubSpot, Dynamics.

Acerti deploys CRM platforms that actually drive pipeline. Salesforce, HubSpot, SAP, Oracle, Microsoft. Implementation, automation, lead-gen tooling — plus the integrations that connect CRM to the rest of your stack.

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1// AI-reviewed PR · senior LATAM engineer

2async function checkout(({ cart, user }) {

3 const total = price(cart);

4 if (!user.verified) throw new AuthError();

5 return stripe.charge({ total, user });

8// ✓ 0 defects · 12/12 tests · merged in 2h

Reviewed · React 18 · Stripe~30% fewer defects

Platforms

Salesforce · HubSpot · SAP · Oracle · D365

0+ yrs

Senior architect tenure

8–12 weeks

Avg. implementation

~0%

Pipeline lift (median)

0%+

Adoption at go-live

WHAT WE DELIVER

Services we deliver.

Salesforce implementations

Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud. Apex, LWC, Flow, and CPQ for the configurations that go past out-of-the-box.

HubSpot implementations

Sales Hub, Marketing Hub, Service Hub, Operations Hub. Lifecycle automation, lead scoring, attribution that survives the next platform update.

Microsoft Dynamics 365 CRM

Sales, Customer Service, Marketing. Power Platform extensions for workflows the standard doesn't cover.

Lead-gen automation

Inbound capture, enrichment, scoring, routing. Built to feed the funnel — not to drive marketers crazy with rule sprawl.

Pipeline tooling

Forecasting, opportunity hygiene, exec dashboards. The reporting layer that lets your VP Sales tell the truth in QBRs.

CRM ↔ ERP integration

Quote-to-cash flows, customer master alignment, real-time inventory visibility in Sales. Where most CRM rollouts quietly break down.

How AI shows up here

AI-matched CRM consultants

Salesforce-certified by cloud and admin/dev split; HubSpot and Dynamics consultants by vertical.

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AI on lead enrichment

Predictive lead scoring, intent signals, automated handoff to SDRs.

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AI on pipeline forecasting

ML-assisted forecast accuracy on top of your CRM data, not a separate tool to maintain.

✓

RECENT WORK

What it looks like in production.

Salesforce ↔ ERP integration · B2B SaaS

“We had three years of Salesforce ↔ NetSuite duct tape. Acerti redesigned the quote-to-cash flow in eight weeks, and our deal desk stopped being a bottleneck.”

Theo W. · RevOps Lead, B2B SaaS

4.1 d

Average quote-to-close time

+24%

Pipeline visibility (forecast accuracy)

OUTCOMES

What clients see in the first 90 days.

8–12 wks

Typical implementation

Standalone CRM rollout, discovery to go-live.

+24%

Forecast accuracy

Median lift on ML-assisted pipeline tooling.

25%

Cost savings

Against equivalent US/Canada partner pricing.

CONTINUE EXPLORING

Related practice areas.

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