Our CRM situation is a mess and I'm hoping someone here has solved this.
Current stack: HubSpot for the pipeline, SharePoint (GCC) for proposal docs, a shared Excel for the capture plan, and email threads for everything else. The problem is the pipeline data itself, opportunity descriptions, customer notes, teaming convos, draft past-performance writeups, keeps creeping toward CUI. Once that happens, HubSpot is out of scope and we have to scrub or migrate, which nobody actually does consistently.
A few things I'm trying to figure out:
Is anyone running a CRM that's actually inside their CMMC boundary, or do you all just keep CUI strictly out of the CRM and accept the ugly workflow?
If you do keep it out, how? Where does the capture plan live? How do you stop a BD person from pasting a SOW excerpt into a deal note?
Salesforce GovCloud is priced like we're Lockheed. Anyone on a mid-market option that's FedRAMP Moderate or better and doesn't require a 6-figure annual commit?
For those running proposal automation tools (Shipley-style), does yours integrate with the CRM at all, or are pipeline and proposal still two separate worlds?
How are you handling teaming partners? We share opportunity data with subs constantly and there's no clean way to do that without email.
Not looking for "just use Deltek”, we evaluated it, it's overkill for our size and the proposal module is dated. Open to hearing about anything from purpose-built tools to clever Airtable hacks.
Anyone found a CRM that doesn't blow up your CMMC scope?