Frequently Asked Questions
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Salesforce and HubSpot implementation, integration, and optimization for growing SMBs. That covers discovery and architecture, build and data migration, third-party integrations (ERP, marketing, telephony), digital transformation of how your revenue team operates, and ongoing admin support. Where it makes sense, we also build in automation and AI, but only when it drives a real outcome.
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Book a discovery call. We map your current state, define the gap, and scope a fixed-fee engagement, with no hourly meters, and no surprise invoices. You approve the scope and price before any work begins. Most projects move from first call to kickoff within a week.
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Three things. Senior-only delivery: the architect who scopes your project builds it, with no handoff to juniors.
Fixed fee with unlimited revisions: the price is the price, and we iterate until it's right.
And we've come from your side of the table, as we built Source Trade after experiencing bad implementation partners as operators, not vendors.
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Email us at info@source-trade.com or book a call directly using our meeting link. We typically respond within one business day. Operating across the US, UK, Ireland, and Germany, we work in your time zone and your language, speaking English, Spanish, or Portuguese.
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Fixed fee, scoped upfront, with unlimited revisions inside the agreed scope. You know the total cost before we start, to ensure no hourly billing, and no scope-creep invoices. Pricing reflects project complexity, not hours logged, which keeps our incentives aligned with your outcome rather than our timesheet.
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Direct, fast, and senior. You work with the person doing the actual build, not an account manager relaying messages. We communicate in plain language, ship in tight iterations, and tell you when something's a bad idea before you pay for it. Most clients describe it as having a senior CRM architect on call.

