9 years running Axis Consulting. 50+ B2B clients.
Most CRMs don't fail because of the software. They fail because the sales process wasn't defined before the setup began, and nobody owns the system after go-live.
FIG. 01 · Boris Tsibelman, on why CRMs fail
Two things, done at full depth: the CRM strategist who designs the process first, and the automation consultant who builds Pipedrive, PandaDoc and Asana systems teams actually keep using.
The pattern is always the same. The software gets installed, nobody defined how the team sells, and six months later the pipeline lives in a spreadsheet again.
Sales process defined before setup, and ownership after go-live, not just software installed.
Boris maps how a sales team actually sells, then builds the CRM around that process instead of forcing the process to fit the software.
Outcomes clients receive
Marketing, lead generation and workflow automation layered onto a CRM that already works.
Once the system is built right, Boris automates it: growth marketing, SEO, email and lead generation running through the CRM, not around it.
Outcomes clients receive
Founded Axis Consulting in 2017 and has run it as CEO since. The work is CRM strategy and revenue operations for B2B sales teams and financial firms: map how the team actually sells, build the system around that process, then hand over ownership so it survives go-live.
Hands-on across Pipedrive, PandaDoc, Asana, Salesforce, HubSpot, Zapier, Aircall and Calendly, and a Jotform partner since 2022.
Certified PandaDoc Administrator, issued 2023. Bachelor's degree in Computer/Information Technology Administration and Management, Brooklyn College, 2005-2009.
Thirty minutes. Bring the CRM that isn't getting used and leave with the map to fix it.
Boris Tsibelman · CEO, Axis Consulting
Three clients, three systems. Each figure below is the estimate published in the Axis case study for that engagement.
Boris founded Axis Consulting in 2017 and leads every engagement himself. These are the teams he built systems for, in their own words.
AXIS Consulting helped us connect Pipedrive, Calendly, and Zapier into a seamless workflow that dramatically improved how fast we respond to new leads. The response time improvement alone was worth it.
AXIS Consulting helped us streamline our sales and operations by connecting Pipedrive, PandaDoc, and Zapier into one efficient workflow. The manual work our team was doing every day is now automated.
Finding a partner who truly understands business automation is not easy, but AXIS Consulting exceeded our expectations. They integrated HubSpot, Calendly, and Aircall to create a seamless experience for our team and our clients.
Worked with Boris? Share your experience →
A taste of what Boris writes about. No fluff, no theory, just what actually makes a CRM stick.
Follow on LinkedIn →Make business processes feel effortless.
Calendly is powerful, but only if you set it up right.
A case study on building seamless lead-to-sale systems.