What is the Adoption Gap & How We Close It

The No 1 HubSpot Growth Partners for Wales

What Is the Adoption Gap?

The CRM Isn’t Broken. The Adoption Model Is.

Most teams blame the tech. But the real failure happens before you even log in.
This is the gap we help close.

The Hidden Cost of ‘Good Enough’ CRM Use

You Bought HubSpot. You Trained the Team.
Why Does It Still Feel... Disconnected?

You’ve invested in HubSpot to unify your sales, marketing, and service operations.
But after onboarding, it stalls. Data is patchy. Processes revert to spreadsheets.
No one’s sure what “good” looks like anymore.

This isn’t a user error.
It’s what we call The Adoption Gap—the space between what your CRM could be doing, and what it’s actually delivering.

Where the Gap Really Comes From

The Adoption Gap doesn’t start in tech.

It starts when strategy fails to align the three pillars of successful CRM adoption:

People – Leadership, teams, training, and ownership
Process – How work actually flows across sales, marketing, and service
Platform – The CRM tools meant to support all of it (HubSpot, CMS, automation)

When strategy isn’t defined and communicated from the top,
People, Process, and Platform don’t converge—so your CRM never becomes your mOS.

If one of these is missing—or misaligned—adoption breaks down:

Platform without Process? You get tools that don’t reflect reality.
People without Platform? Spreadsheets, chaos, and shadow systems.
Process without ownership? No one adopts it properly.

“No one taught leadership how to connect HubSpot to the business strategy. That’s the real gap.”

What It Looks Like in the Real World

If You’ve Seen These Symptoms, You’re in the Gap:

Sales aren’t logging activity (because the CRM doesn’t reflect their real process)
Marketing can’t prove ROI (because no one agreed on lifecycle stages)
Service is stuck outside the system (because onboarding didn’t include them)
Reporting is stitched together manually (because goals weren’t defined early)
Leadership’s flying blind (because dashboards were built bottom-up)

Sound familiar?

Why It’s Not Your Fault

You Didn’t Fail Your CRM.
You Were Set Up to Fail.

Most implementation partners are tech-first.
They train the teams. Install the tools. Deliver a playbook.
But they leave before adoption actually happens.

Nobody teaches leadership how to use the CRM as a management operating system (mOS).
That’s where CONVRG comes in.

The SIMPLIFI Framework

How We Help You Build Your mOS

The Adoption Gap isn’t a software problem.
It’s a systems problem.

We close it with SIMPLIFI—our flagship framework that aligns strategy, people, process, and platform before anyone opens the HubSpot portal.

We don’t just train teams.
We work with leadership to:

Map business goals to CRM structure
Define cross-functional roles & reporting
Create internal alignment that sticks

What you get isn’t just adoption.
It’s transformation.
A CRM that works because it was designed to.

How SIMPLIFI Transformed Frontier's Sales & Marketing Operations

Discover how the SIMPLIFI Framework helped Frontier Medical Group align leadership, clean up legacy data, and embed HubSpot into their commercial engine. [Click Image]

The Gap Is Bigger Than You Think.
But It’s Not Permanent.

You’re not alone.
Most of our clients come to us post-onboarding, mid-implementation, or after their third “restart.”

The good news?
The fix doesn’t start in Marketing.
It starts in the boardroom—with clarity, process, and a roadmap that works.
That’s what the SIMPLIFI Framework is built for.

Four types of business we really know

Sport

We have a lot of friends in the world of Sports so if you are looking for an agency that understands sports marketing sponsorship and hospitality sales we might be the one! From professional teams to NGO's we help your team win.

Not For Profit

We have worked with Charities, arms-length bodies and Foundations of many types and understand the pressures of the third sector as well as anyone. we can help with your data, fundraising and events management

Technology

From high-tech manufacturing to SAAS Startups. we've worked with lots of businesses in this arena. We can help with audience building, monetisation, sales process and so on. It helps to be a technology business ourselves!

Media

The roots of Real Inbound run deep into the world of media and the music industry, and always with a commercial aspect driven by the acquisition and monetisation of huge audiences through first-rate content strategies.