Get an in-depth plan that fixes data, aligns process, and connects the right tools so you trust your CRM dashboards, forecast with confidence, and grow predictable revenue.
When reports and sales-rep updates don’t line up, planning turns into guessing. Targets get missed, deals close later than expected, and trust with your sales team and board erodes.
You shouldn’t have to babysit the technology to manage your department. A CRM that provides accurate numbers allows you to make confident forecasts.
Align stages and required fields so your pipeline reflects reality and leadership trusts the numbers.
Connect Salesforce, HubSpot, or any CRM with your stack so activity and ROI show up in one place.
Start with an in-depth analysis then clean, map, and move data in phased cutovers, so history remains intact and leaders trust the numbers on day one.
Configure the right platform with sensible architecture, required fields, and starter dashboards so adoption sticks and reports align from day one.
You get aligned stages and data you can trust so forecasts rely on actual rep behavior, not best guesses.
You’ll align stages and required fields so your pipeline reflects reality and leadership trusts the numbers.
We’ll help you integrate the right apps into your CRM, so the ROI for your tech stack is optimized.
Get system-agnostic recommendations to fit your goals so you get system buy-in from the whole team.
Trusted numbers. Confident decisions. Measurable progress.
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12 essentials every revenue officer, sales manager, or marketing manager must review.
Share what’s broken and what “good” looks like.
Get a simple plan to fix processes, data, and connections.
Go live, trust your dashboards, and hit your numbers.
You’ll move from CRM chaos to predictable performance with one clear source of truth.
Wins, endorsements, and feedback from teams that now trust what their dashboards say.
“Elite CRM optimizer who turns messy systems into growth…”
Mason Neely
LinkedIn
“Scott took us from excel sheet to Hubspot and helped us 3X our revenue. Thanks Scott!”
Michael Bennett
Flusso Software
You shouldn’t have to earn a tech degree. Your job is leading sales and marketing teams, not wrestling technology or data. We listen first, stay agile, remain responsive, and design simple, durable solutions that tell the truth, so you lead with confidence.
Lighthill CRM believes data should tell the real story, so we install new CRMs, swap CRM systems, help create sales and CRM processes, and integrate new tools to ensure data quality, optimize processes, and produce reports that reflect what’s really happening because when sales and marketing managers forecast with confidence, teams work smarter, and the business moves with clarity.
Pick a time that works for you, and get the plan you need to make your CRM tell the real story.
Often, you don’t need to switch. The right move starts with a short discovery and an objective fit analysis. Many teams regain forecast accuracy with a focused CRM cleanup, field alignment, and report rebuilds. If a move is warranted, a structured CRM migration plan protects history and relationships. Either way, the outcome you want is the same: trusted dashboards and predictable revenue. Search terms: CRM cleanup, CRM migration.
Plan about a month for standard moves, with more time for large or complex datasets. Duration depends on record volume, object relationships, automations, and integrations that must be rebuilt. A written blueprint sequences discovery, field mapping, test loads, validation, and phased cutover. The goal is clean data, intact history, and dashboards leaders can trust on day one. Search terms: CRM system migrations, phased cutover.
You’ll see a brief audit, alignment of stages and required fields, and a rebuild of core reports and dashboards. Expect simple hygiene rules and light automation to reduce clicks and keep records current. Leaders get early visibility so they can guide changes confidently. The emphasis is results you can defend, not tool tricks. Search terms: sales process optimization, HubSpot reporting, Salesforce dashboards.
Data integrity is protected with field mapping, picklist validation, de-dupe checks, and test migrations before cutover. Counts and spot audits verify that people, companies, deals, and activities remain connected. Only the data you need moves, which reduces noise and improves performance. The outcome is clean data and trustworthy reporting, not just new software. Search terms: data cleanup, CRM data migration.
Yes. Integrations are staged, tested with sample data, and monitored so teams keep working. For Salesforce or HubSpot integrations, the focus is a “single pane of glass” where activity and ROI appear in one system. When no-code options fit, they’re considered to keep maintenance simple. Search terms: Salesforce integrations, HubSpot integrations.
Scope, record volume, object complexity, and integration work shape effort. Cleanups may run in capped monthly hours; migrations usually have a fixed plan with optional training and support. The strongest ROI comes from aligning process to reporting and delivering dashboards early, so leaders see value fast. Search terms: CRM cost factors, forecast accuracy.
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