Feature · AI CRM Integration Services

AI CRM integration services that ship a working platform, not a slide deck.

Teams buying AI CRM integration services usually want three things that most consultancies struggle to deliver together: a working production platform in weeks, not quarters; a clear ownership handoff that leaves the ops team self-sufficient; and a vendor relationship priced on outcomes, not on hours. Strkr Solutions and the Strkr partner network ship under that posture. Reference architecture, prebuilt agents, documented runbooks, and a 60-day sign-off checklist that measures the project against the business metrics it was supposed to move.

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What the engagement covers

Six scopes that ship in a typical 60-day cycle.

A typical Strkr Solutions engagement runs 60 days from kickoff to sign-off. The scope lands on six workstreams that run in parallel: data model migration, agent configuration, flow authoring, approval workflow setup, reporting migration, and change management. The team ships a running platform at week 6 and spends the last two weeks on tuning and handoff rather than discovery. The customer ops lead ends week 8 self-sufficient.

Data model migration

Salesforce or HubSpot into Strkr.

The migration workstream moves accounts, contacts, opportunities, custom objects, custom fields, and attachment history from Salesforce or HubSpot into Strkr. Field mapping runs through a UI with the source schema, the destination schema, the transform, and the preview on one surface. Dry-run against a sandbox copy before the production cutover.

Agent configuration

Clone templates, tune prompts, dry-run.

Prebuilt agent templates (deal risk scorer, follow-up drafter, call summary, lead triage, renewal watcher, pricing approver) clone to the tenant on day one. The engagement tunes prompts to the business vocabulary, wires the custom fields the templates do not know about, and dry-runs each agent against seven days of real history before promoting to live.

Flow authoring

The flows that templates do not cover.

Every business has flows that no template can anticipate. The engagement authors those on the flow canvas with the customer ops lead in the room. The outcome is not a flow owned by the consultancy; it is a flow owned by the ops lead with the consultancy as reviewer. The handoff is baked into the authoring process.

Approval workflows

Who approves what, when, with what context.

The approval workstream maps the business approval rules (pricing discounts, non-standard terms, key-account writes, cross-segment lead reassignment) to Strkr approval nodes. Approvers get a card on their home with the proposed action, the context, and the receipts. The cycle time drops because the approvers see the full context without switching tabs.

Reporting migration

Dashboards the exec team already reads.

The reporting workstream rebuilds the dashboards the exec team already reads in the source system. Pipeline, forecast, risk, cohort, cadence, win-rate drivers. The Strkr reporting canvas supports the common views out of the box, and the engagement migrates the executive-visible dashboards first so the Monday morning view is unchanged.

Change management

Training, runbooks, office hours.

Change management runs in parallel from week 1. Role-based training for reps, managers, ops, and admins. Runbooks for the common operational scenarios. Office hours twice a week for the first 90 days post-launch. The common failure where a technically correct migration lands in a user base that is still trying to use the old system does not happen.

Who delivers the engagement

Strkr Solutions, partner network, or self-serve.

Three delivery paths cover the range of customer preferences. Strkr Solutions is the in-house team for customers who want direct accountability on the vendor side. The partner network is a vetted set of consultancies for customers who prefer regional presence or a long-standing relationship. The self-serve path is for customers who have the internal capacity to run the migration themselves with Strkr office hours as backup.

Strkr Solutions

In-house delivery, direct accountability.

Strkr Solutions is the in-house implementation team. The engagement runs under a fixed-fee statement of work scoped to the 60-day timeline. The lead consultant is on the first customer standup and the last sign-off. The common failure where the sales rep hands off to a delivery team that has not seen the sales conversation does not happen because the handoff happens on week 1.

Partner network

Vetted regional consultancies.

The partner network covers North America, Europe, and APAC with vetted consultancies that have shipped Strkr migrations. Partners carry a certification (bronze, silver, gold) based on completed migrations and customer-reported outcomes. Customers choose a partner from a public directory with the certification tier and the delivery history visible.

Self-serve

Office hours and documentation.

Customers with internal capacity run the migration themselves with Strkr office hours twice a week and a documented reference architecture. The migration tools (field mapping UI, dry-run mode, approval configuration, agent templates) are the same ones Strkr Solutions uses internally. The common failure where self-serve is a "good luck" document does not happen.

Hybrid

Strkr on the hard parts, customer on the rest.

The hybrid pattern engages Strkr Solutions for the hard parts (data migration from Salesforce, approval workflow design, custom agent configuration) and the customer owns the lighter lift (template cloning, reporting migration, user training). The engagement scope is written on week 1 and the ownership stays explicit through sign-off.

Enterprise accelerator

For 500+ seat migrations.

The enterprise accelerator is for migrations above 500 seats. Dedicated Strkr Solutions team, named technical account manager, security questionnaire support, and a 120-day timeline instead of 60. The accelerator engagement includes the SOC 2 Type I report review and the HIPAA BAA negotiation if needed.

Partner certification

Public tier, public outcomes.

Partners that complete three customer migrations with sign-off receive bronze certification. Silver and gold tiers measure against customer-reported outcomes (NPS, platform adoption, business metric movement). The tier is visible in the public directory. The common failure where "certified partner" is a marketing phrase disconnected from delivery outcomes gets avoided.

The 60-day timeline

Week-by-week what ships.

The 60-day timeline is not a template; it is a pattern that holds across the typical mid-market engagement. Teams below 200 seats land close to this timeline. Teams above 500 seats move to the 120-day enterprise accelerator. The pattern below describes the mid-market path.

Week 1

Discovery, sandbox, kickoff.

Discovery session with the customer ops lead, sales lead, service lead, and admin. Sandbox tenant spun up with the customer schema. Kickoff meeting documents the 60-day scope, the approval workstream, and the executive sign-off criteria. The sandbox is live by Friday for the data migration workstream to start on.

Week 2

Data mapping, agent template clone.

Field mapping between source and Strkr runs through the UI with the ops lead. Agent templates clone to the sandbox. The flow authoring workstream drafts the first custom flow. The approval workstream maps the business rules to approval nodes. First executive status review on Friday.

Week 3

Dry-run migration, prompt tuning.

Dry-run migration against the sandbox with the full customer schema. Prompt tuning on the cloned agents against seven days of real history. The custom flow drafts land on the review page. The reporting migration workstream drafts the executive dashboards.

Week 4

Role-based training, UAT prep.

Role-based training sessions for reps, managers, ops, and admins. UAT scenarios documented. Executive dashboards reviewed with the exec team and tuned. Approval workflows reviewed with the approvers. The go-live checklist locks on Friday.

Week 6

Production cutover.

Production cutover weekend. Final data sync from source to Strkr. User account provisioning. SSO configuration. Approval workflow activation. Monday morning the user base logs into Strkr and the executive dashboard looks the way it did last week in the old system. First week of office hours starts.

Week 8

Sign-off, handoff.

Sign-off meeting against the 60-day checklist. Business metric baseline recorded against the sign-off report. Handoff to the ops lead with runbooks and office hours continuing twice a week for the next 90 days. The engagement ends with the ops lead self-sufficient on the platform.

Outcomes the engagement measures

Business metrics, not activity metrics.

A healthy integration services engagement reports against business outcomes, not against the activity of the engagement itself. The sign-off checklist tracks platform adoption, process cycle time, forecast accuracy, approval cycle time, and user NPS. The common failure where a $200,000 engagement ends with a "the platform is live" status and no measured impact gets avoided because the metrics are agreed on week 1.

Platform adoption

85%+ weekly active in the user base.

The sign-off criterion for platform adoption is 85% weekly active users at week 8. If adoption is below the threshold, the engagement extends on the Strkr side at no additional cost until the threshold hits. The common failure where a technically correct migration lands in a 40% adoption rate does not get walked away from.

Cycle time

Approval and process times measured.

Approval cycle time (pricing, non-standard terms, key-account writes) is baselined on week 1 and remeasured at sign-off. The target is a 40%+ reduction. If the reduction does not land, the engagement reviews the approval workflow design and tunes before sign-off. The metric is a shipping gate, not a vanity number.

Forecast accuracy

MAPE on the forecast at sign-off.

Forecast accuracy baselined against the source system and remeasured at sign-off. The three-layer Strkr forecast (rep call, manager roll-up, exec view) typically improves MAPE by 15 to 30 points in the first quarter post-launch because the risk scoring runs on the full typed data instead of a sample.

User NPS

Net promoter score inside the user base.

User NPS survey runs at sign-off and again at 90 days post-launch. The target is positive NPS with an engaged ops lead and a positive exec sponsor. The survey results drive the office hours agenda for the next 90 days. The common failure where user feedback does not reach the vendor until renewal does not happen.

Audit readiness

Compliance walkthrough with security.

The compliance walkthrough with the customer security team happens at week 6. The audit log posture, permission model, HIPAA BAA, SOC 2 Type I report, and data retention windows all get reviewed. The security team signs off on the posture before production cutover. The engagement does not go-live without security approval.

Runbook completeness

Documented operations the ops lead owns.

Runbooks for common operations (new user provisioning, custom field addition, agent prompt tuning, approval workflow change, data export, incident response) ship as part of the engagement. The ops lead owns the runbooks by sign-off. The common failure where the ops lead cannot run routine changes without a consultancy ticket gets closed off.

AI CRM integration services that ship a working platform in 60 days.

Strkr Solutions and the Strkr partner network deliver AI CRM migrations with a 60-day timeline, measurable business outcomes, and a self-sufficient ops lead at sign-off. Fixed-fee engagement with office hours continuing 90 days post-launch.

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Common questions

What buyers ask about this feature.

What does a typical AI CRM integration engagement cover?

A typical engagement covers six parallel workstreams: data model migration from Salesforce or HubSpot into Strkr, agent template cloning and prompt tuning, custom flow authoring with the customer ops lead, approval workflow mapping, reporting dashboard migration, and change management with role-based training. The engagement runs 60 days from kickoff to sign-off for mid-market teams (under 500 seats). Teams above 500 seats move to the 120-day enterprise accelerator. The scope and the sign-off criteria lock on week 1 and the engagement reports against business outcomes rather than against activity.

Who actually delivers the engagement?

Three paths. Strkr Solutions is the in-house implementation team for customers who want direct vendor accountability. The partner network is a vetted set of regional consultancies with public certification tiers (bronze, silver, gold) based on completed migrations and customer-reported outcomes. The self-serve path is for customers with internal capacity who run the migration themselves with Strkr office hours twice a week as backup. The hybrid pattern is common: Strkr Solutions on the hard parts, customer on the rest. The engagement scope is written on week 1 and ownership stays explicit through sign-off.

How does the engagement price?

Mid-market engagements run fixed-fee under a 60-day statement of work. The pricing is scoped against the number of users, the complexity of the source data model, the number of custom flows, and the compliance posture required. Enterprise accelerator engagements (500+ seats, 120-day timeline, named TAM) scope separately. The seat price on the platform stays $50 per seat flat regardless of engagement scope. The engagement itself is a one-time cost and the office hours continue 90 days post-launch at no additional cost.

What happens if adoption or business metrics miss the sign-off threshold?

The engagement extends on the Strkr side at no additional cost until the thresholds hit. Platform adoption below 85% weekly active users at week 8 triggers an extension. Approval cycle time missing the 40% reduction target triggers an extension. The common failure where a $200,000 engagement ends with a "the platform is live" status and no measured impact gets avoided because the sign-off is tied to outcomes. The vendor relationship rewards shipping impact, not shipping hours.

How does the engagement handle compliance for regulated industries?

The engagement runs a compliance walkthrough with the customer security team at week 6. The audit log posture, permission model, HIPAA BAA, SOC 2 Type I report (Type II in progress), data retention windows, and PHI handling all get reviewed. The security team signs off before production cutover. Enterprise accelerator engagements include the SOC 2 Type I report review and the HIPAA BAA negotiation if needed. The engagement does not go-live without security approval.

What does handoff to the ops lead actually look like?

Handoff happens at the week 8 sign-off meeting. The ops lead owns the runbooks for new user provisioning, custom field addition, agent prompt tuning, approval workflow changes, data export, and incident response. The ops lead has shipped at least three custom flows during the engagement with the consultancy as reviewer. Office hours continue twice a week for 90 days post-launch at no additional cost. The common failure where the ops lead cannot run routine changes without a consultancy ticket gets closed off by the authoring process baking the handoff in.

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