Pearagon

BACKGROUND

Introduce your business and what you do there.

Evolved Commerce is a full-service partner that helps brands grow and control their presence on Amazon and Walmart by managing marketplace logistics, advertising, and brand protection through exclusive wholesale distribution partnerships. I’m the VP of marketing.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Pearagon?

We had an immediate transition need for our CRM.

SOLUTION

What was the scope of their involvement?

Pearagon helped us transition our CRM. The main deliverable was an operational CRM that functioned for sales and marketing pipeline. The team helped to architect a solution at scale and then begin to execute in a timely manner in the month wind-down time we had with our previous CRM (SFDC). They migrated our data through their systems at scale to ensure all data was transferred and none was lost. We had a fair-sized database of 56,000 contacts with at least 30 unique fields of data points per contact. Pearagon also built workflow automations for lead intake and creation on multiple products. They walked through sales and reporting dashboard setup and provided initial passes on the data that is needed to build the reports. We also integrated with several critical systems, including Make, Claude, Zoom, and our Google Suite.

What is the team composition?

We worked with 2–5 teammates from Pearagon.

How did you come to work with Pearagon?

I’ve been a member of a local HubSpot users group. Davey (Owner) and the Pearagon team have been sponsors of said events that have helped us. Additionally, the team was referred to me by our HubSpot sales team. We chose Pearagon because they were close to my geographic location, their pricing fit our budget, they were a great culture fit, and their company values aligned with ours.

What is the status of this engagement?

We worked together from May 2026–July 2026.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We successfully got the CRM up and running. We had full logistical operation of our pipeline in three weeks. The Pearagon team had less than a month to transition our CRM services, and they made it easy due to their systems and structure. They had a process for a quick transfer that allowed us to protect our important data and ensure that we were able to be up and operational quickly. We saw an actual lead qualification scoring model, lead response time decrease down to less than six hours from lead creation, converted and closed lead baselines, and a fully functional marketing and sales funnel. We also saw an increased closed deal and conversion rate. We got actual channel mix reporting that helped to identify successful channel measurement.

How did Pearagon perform from a project management standpoint?

Pearagon delivered above and beyond what we needed. We communicated via in-person meetings, virtual meetings, and emails or messaging apps.

What did you find most impressive about them?

I was impressed by their communication efforts and willingness to execute and strategize using their extensive knowledge and setup capability.

Are there any areas they could improve?

They could improve their reporting on hours weekly.