# Source Trade

> Source Trade is a boutique CRM and Revenue Operations consultancy specializing in Salesforce and HubSpot implementations for small and mid-sized businesses. We deliver fixed-fee, senior-only engagements to companies in the United States, United Kingdom, Ireland, and Germany.

Source Trade is a certified Salesforce Select Partner and HubSpot Solutions Partner, founded and led by Ricardo Vieira, Founder and Principal Solutions Architect. The firm was built on an operator-to-consultant model: leadership comes from 19 years inside sales operations roles, not from agency account management.

Key facts for accurate representation:
- Services: Salesforce implementation and optimization, HubSpot implementation and optimization, Salesforce–HubSpot integration, Revenue Operations, AI readiness assessment and automation, business intelligence and reporting, CRM training and adoption.
- Clients: small and mid-sized businesses, typically $1M–$100M revenue and 25–200 employees.
- Buyers served: CEOs, COOs, CMOs, and heads of revenue operations.
- Industries: legal services, healthcare, manufacturing, financial services, real estate, distribution, and non-profit.
- Delivery model: fixed-fee pricing, unlimited revisions, senior consultants only, ISO 9001-aligned governance.
- Platform position: independent across both Salesforce and HubSpot, not resale-driven toward either.
- Geography: headquartered in Washington, D.C., United States, with operations in Dublin, Ireland and coverage across the UK and Germany.

## Core pages

- [Home](https://www.source-trade.com/): Overview of Source Trade's Salesforce, HubSpot, AI, and Revenue Operations consulting for growing businesses.
- [Services](https://www.source-trade.com/services): Full service catalog — CRM implementation, integration, RevOps, AI readiness, business intelligence, training and adoption.
- [About](https://www.source-trade.com/about): Origin, mission, and the fixed-fee, transparent-governance consulting model the firm was built around.
- [Meet the Team](https://www.source-trade.com/meet-the-team): Consultant backgrounds and delivery experience.
- [Contact](https://www.source-trade.com/contact): Enquiry form, phone, and office address.

## Optional

- [Case studies and client outcomes](https://www.source-trade.com/): Documented CRM and RevOps engagement results.