--- title: HubSpot CRM Consulting with Compliance Built In | protagx description: "Owner-delivered HubSpot and CRM consulting from Berlin: 250+ implementations in the last five years, with compliance built in for DACH and UK companies." image: https://www.protagx.com/hubfs/Canva%20images/Hubspot%20Gig%20Wordpress-to-AI%2BCMS%20migration%20%28800%20x%20451%20px%29.jpg --- [Skip to content](https://www.protagx.com/en/#main-content) - [English](https://www.protagx.com/en/) - [Deutsch](https://www.protagx.com/de/) English This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. [![protagx-logo (1024 × 300 px)](https://www.protagx.com/hubfs/logos/protagx-logo%20(1024%20%C3%97%20300%20px).svg "protagx-logo (1024 × 300 px)")](https://protagx.com?hsLang=en) - Product - [protagx for Hubspot, Salesforce & Co](https://www.protagx.com/en/crm) - [protagx New Customer Engine](https://www.protagx.com/en/your-new-business-engine) - [protagx Digital Ads Power](https://www.protagx.com/en/crm-service-ad-conversion-machine) - [protagx Day One Setup](https://www.protagx.com/en/crm-setup-services) - Why protagx? - [Case: Data Integration](https://www.protagx.com/en/data-integration-services) - [Demystifying the Data Forest](https://www.protagx.com/en/ddd/revolutionizing-healthcare-through-data-mesh-framework) - [Embracing Modernization in Clinical Trials](https://www.protagx.com/en/ddd/embracing-modernization-in-clinical-trials) - [Become a Partner](https://www.protagx.com/en/lets-explore-partnership-opportunities) - [DDD Blog](https://www.protagx.com/en/ddd) - [Data Diver's Dialogs](https://www.protagx.com/en/ddd) - Company - [About](https://www.protagx.com/en/about-protagx) - [Support](https://www.protagx.com/en/support) - [My tickets](https://portal.protagx.com/my-tickets) - Ressources - [Glossary](https://www.protagx.com/en/glossary-100-essential-concepts-technical-terms-methods-and-abbreviations) - [Webinars](https://www.protagx.com/en/online-course-lineup-for-protagx) - [The Guides](https://www.protagx.com/en/guidelines) - [Client Projects](https://www.protagx.com/en/references) - Ebooks (demnächst) - [Contact](https://www.protagx.com/en/contact) - [Support](https://www.protagx.com/en/support?hsLang=en) - [Book a Meeting](https://www.protagx.com/en/consultation?hsLang=en) - Search Owner-delivered CRM consulting · Berlin # We Build CRMs People Actually Use ### (And Data Systems That Hold Up to an Audit) Across 250+ implementations in the last five years we have learned two things: a sales team will not use a complicated CRM, and regulated data does not document itself. We fix both, with compliance built in from the first pipeline. [Book an Intro Call](https://www.protagx.com/en/consultation?hsLang=en) ![Hand holding a continuous improvement cycle: make problems visible, find the root cause, test and implement solutions](https://www.protagx.com/hs-fs/hubfs/Canva%20images/protagx%20-%20Blog%20Illustration%202-1.jpg?width=1080&height=1080&name=protagx%20-%20Blog%20Illustration%202-1.jpg) CRM, RevOps and compliance engineering for DACH and the UK. ## Transform Customer Engagement with Data-Driven Precision protagx Consulting specializes in delivering CRM solutions tailored for regulated industries. We implement HubSpot and Salesforce with compliance built in, and we work with companies in Germany, Austria, Switzerland and the United Kingdom. Our expertise ensures seamless integrations, bilingual onboarding, and workflows designed to meet the stringent demands of global markets and regulatory environments. ## Industries Served - **Healthcare & Life Sciences**: Secure CRM and content solutions for compliance and patient management. - **E-Commerce**: Integrated platforms for customer tracking and dynamic pricing. - **Manufacturing**: Streamlined processes for B2B operations and supply chain visibility. - **Professional Services**: Optimized client relationship management for law firms, consultancies, and agencies. [Explore Services](https://www.protagx.com/de/crm-setup-services?hsLang=en) [Request a Consultation](https://www.protagx.com/en/consultation?hsLang=en) ## protagx Digital Consulting is the partner of choice for businesses in Europe seeking seamless CRM onboarding, advanced integrations, and innovative digital solutions. ![Automation workflow connecting webhooks, OpenAI, Salesforce, Slack, HubSpot CRM and SendGrid](https://www.protagx.com/hs-fs/hubfs/Canva%20images/Hubspot%20Gig%20Wordpress-to-AI%2BCMS%20migration%20(2048%20x%20800%20px)-1.jpg?quality=low&width=2000&name=Hubspot%20Gig%20Wordpress-to-AI%2BCMS%20migration%20(2048%20x%20800%20px)-1.jpg) My Core Services ### I specialize in creating seamless HubSpot and Salesforce ecosystems to optimize marketing, sales, and after-sales processes. My expertise includes: ✅ **HubSpot Setup & Customization** – Configuring HubSpot CMS, Marketing Hub, and Sales Hub for lead generation, automation, and customer engagement. ✅ **Salesforce Integration & Optimization** – Implementing Sales Cloud, Service Cloud, and key automation tools to enhance sales and post-sales operations. ✅ **Seamless HubSpot-Salesforce Sync** – Ensuring smooth data flow between platforms, aligning marketing campaigns with sales outreach, and automating lead handoff. ✅ **Pipeline Automation & Reporting** – Building automated marketing-to-sales funnels, lead scoring models, and performance dashboards for better decision-making. By integrating HubSpot’s marketing automation with Salesforce’s sales and service capabilities, I help businesses create a connected customer journey—from first touch to post-sale support. If you are looking to unify your CRM strategy and drive growth, let’s make it happen! ##### **By integrating these powerful platforms, I help businesses streamline lead management, automate workflows, and ensure data consistency across teams.** #### **Plus Proprietary Platform Development** - **Content Management & CRM Integration**: A unique platform that seamlessly blends HubSpot’s CRM capabilities with a flexible content management system to centralize operations. - Unified dashboards for marketing, sales, and service. - Easy content creation and publishing tools. - Built-in analytics for performance tracking. - **Custom Modules**: Create industry-specific modules (e.g., compliance tracking for healthcare or dynamic pricing calculators for e-commerce) using preciSYN for speed and reliability.   #### **What You get** I have extensive experience integrating **HubSpot Marketing Hub, Sales Hub, and Service Hub** with **Salesforce Sales Cloud, Service Cloud, and Pardot (Marketing Cloud Account Engagement)**. This ensures that marketing teams can generate and nurture leads efficiently while sales teams have real-time access to qualified opportunities. Additionally, I help businesses automate post-sales processes, ensuring customer success and retention. With a strong background in **regulated industries** such as **pharmaceuticals, manufacturing, and professional services**, I understand the compliance, data security, and operational complexities these industries face. My solutions are tailored to meet industry-specific requirements, ensuring businesses remain compliant while maximizing CRM efficiency. > ## By integrating HubSpot’s marketing automation with Salesforce’s sales and service capabilities, I help businesses create a connected customer journey—from first touch to post-sale support. ![60fb2950-5359-415f-8e38-c4801a1dd27e](https://www.protagx.com/hs-fs/hubfs/60fb2950-5359-415f-8e38-c4801a1dd27e.jpg?quality=low&width=300&height=400&name=60fb2950-5359-415f-8e38-c4801a1dd27e.jpg) Christian Schappeit protagx CRM services CRM Expert and Consultant ![69](https://www.protagx.com/hs-fs/hubfs/69.jpg?quality=low&width=2000&name=69.jpg) Prepare Data at it is Source with AI Technology. ### Our Process **Consultation & Audit** - Assess current processes and identify pain points. - Define key goals and success metrics. **Solution Design** - Create a detailed roadmap for CRM implementation and content platform integration. - Develop workflows and custom modules tailored to the business. **Implementation** - Deploy HubSpot CRM and content management platform. - Test and refine solutions before launch. **Enablement & Launch** - Train teams and support go-live operations. - Monitor performance and gather feedback. **Ongoing Support** - Provide regular updates and enhancements. - Offer dedicated support channels for issue resolution. [![protagx-logo (1024 × 300 px)](https://www.protagx.com/hubfs/logos/protagx-logo%20(1024%20%C3%97%20300%20px).svg "protagx-logo (1024 × 300 px)")](https://protagx.com?hsLang=en) Christian Schappeit - Unternehmensberatung für Digital Business Consulting und Datenintegration. Als erfahrener CRM-Integrationsexperte und CMS-Stratege bin ich spezialisiert auf den Einsatz führender CRM-Plattformen wie Hubspot und Salesforce Health Cloud, ergänzt durch leistungsfähige Integrationstools wie Mulesoft. Mein Schwerpunkt liegt auf der Konzeption, Implementierung und Optimierung von datengesteuerten CRM-Systemen, die speziell für Unternehmen im Gesundheitswesen und in der Forschung entwickelt wurden. Ich bringe fundiertes Fachwissen bei der Erstellung und Verfeinerung von CRM-Strategien, der Verwaltung der nahtlosen Integration von CPQ-Prozessen und der Entwicklung effektiver Plattformen für Kunden- und Patientenbeziehungen mit, die die Patientenversorgung und Kundenzufriedenheit verbessern sollen. #### Pages - [Home](https://www.protagx.com/en/) - [About](https://www.protagx.com/de/about-protagx) - [Support](https://www.protagx.com/en/support) - [Contact](https://www.protagx.com/de/kontakt) #### Resources - [CRM Experts](https://www.protagx.com/en/protagx-crm) - Smart Tagging - Services - [Blog](https://www.protagx.com/en/ddd) [Customer Support](https://www.protagx.com/en/support?hsLang=en) --- - [Terms of Service](https://www.protagx.com/en/terms-of-service) - [Privacy](https://www.protagx.com/en/privacy-policy) - [Imprint](https://www.protagx.com/en/imprint) follow protagx on social media [Follow us on LinkedIn](https://www.linkedin.com/showcase/protagx) [Follow us on Twitter](https://x.com/protagxcom) [Follow us on Facebook](https://www.facebook.com/protagx) [Follow us on Facebook](https://www.instagram.com/instaprotagx) [Follow us on Facebook](https://www.youtube.com/@protagx)