Unite Sales and Service for a Seamless Customer Experience

 

The result?

A connected, responsive team that delivers a world-class experience at every stage of the journey.

Stand Out with a Digital Customer Experience That Matches Your Premium Brand

Big Business Agency: Our Approach to Project Management and Change Projects
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When Front and Back Office Finally Work as One

Disjointed systems and siloed departments often create more problems than they solve, with missed opportunities, inefficient workflows and frustrated customers.

Many businesses assume that strong departments operate independently. But the truth is, real efficiency and scale come when operations are aligned.

The hidden roadblock? A lack of integration. Field services, warehousing, supply chain, and customer service operating on separate platforms lead to bottlenecks and blind spots.

But you're building a smarter operation - one that scales efficiently and serves customers better.

You unlock seamless, automated workflows by aligning your sales and customer service functions on a unified platform and integrating back-office processes directly into a customer portal.

This isn’t just about saving time. It’s about reducing operational costs, boosting efficiency, and making data-driven decisions that impact your entire customer lifecycle.

The result? End-to-end alignment that simplifies operations, amplifies insight, and transforms how you scale.

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Get Set Up for Success With the Right Project Plan

According to Gartner, more than 70% of IT projects fail to meet expectations. The reason isn’t technology. It’s poor project management.

Many assume a timeline or task list qualifies as a project plan. But a Gantt chart alone won’t guide your CRM project to success.

The real problem is a narrow focus on scheduling that overlooks the strategy, stakeholder alignment, and cross-functional collaboration that actually move the needle.

You’re not just managing a project; you’re shaping the future of your CRM and customer experience.

That’s why your plan needs more than just dates. It needs direction.

With a structured, end-to-end CRM project plan that’s built for success (not just tracking), you can avoid costly delays, miscommunication, and missed opportunities.

Start right. Plan better. Deliver more.

Man wearing glasses in an office setting

Your Project Management Plan Addresses Seven Key Elements

1. How will internal expectations be managed?

Setting, managing and delivering on the expectations of multiple users, managers, and executive stakeholders is critical. Mismanagement of expectations is the #1 reason why projects are considered a failure.

Implementing business change requires input from Operations, Customer Service, Sales, Legal, IT, Finance, Marketing, Field Services, Warehousing, Supply Chain and P&L owners.

To avoid this issue, look for Project Management Plans that include Stakeholder Management and Communication Planning.

2. How will the project be delivered on time?

Late delivery is the number two reason for project failures. Business needs constantly change, and while this is neither good nor bad for a project, its impact must be proactively managed. A mutually agreed-upon Change Request Process achieves this balance.

Looking for Project Management Plans that define the Change Request Process, its operation, and its methodology can avoid late delivery.

3, Who does what?- Define responsibilities

In addition to internal stakeholders such as users, managers, and executives, external stakeholders usually include key customers, major suppliers, consultants, software, cybersecurity and infrastructure vendors. Clarity on who is responsible for each task and element of the solution is needed.

To avoid this issue entirely, look for Project Management Plans that include the definition of a project Roles and Responsibility Matrix.

4. Data migration and/or cleansing?

Data cleansing is an extremely resource-intensive exercise that needs to be scoped and managed to avoid time and cost overruns.

Avoid this trap with a Project Management Plan that includes a data migration scope, assumptions, and dependencies documented, and a defined change request process.

5. How are project risks managed and mitigated?

Risk Management is managing the balance between Risks, Assumptions and Dependencies. Project Assumptions that don’t hold become risks, and dependencies that are not met also become risks.

To avoid poorly managing risks, look for Project Management Plans that include assumptions and dependencies in risk analysis and mitigations.

6. How will the implementation delivery be managed?

Implementation projects can be delivered and contracted in wide-ranging ways. Contracts are either `Fixed Price' or 'Time & Materials’ (T&M). If it's not a Fixed-Price contract, then it has to be T&M - the grey types of delivery in between never work, including 'best effort' budgeting.

The deliverables under either contract can be based on either elapsed time or on a milestone basis. It is critical to clearly define the deliverables and what constitutes their 'delivery' of handover. Timely sign-offs after User Acceptance testing ensure stakeholders' expectations are met.

7. Subsequent phases and change management?

Given that training typically occurs through the implementation, when it comes time to use the system in anger, many stakeholders benefit from additional assistance and support.

During the provision of this post, 'Go Live' support, many users and stakeholders discovered new features and changes they wanted to drive further adoption. Managing and delivering these changes is critical to the ongoing success, visibility, insights and forecast accuracy.

Read more about project plans here. 


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HubSpot Programme Management

To integrate accounting, billing, provisioning, subscription and eCommerce applications.

HubSpot Project Management

Includes scope and requirements definition, risk, assumption and dependency management, deliverable milestones based on Prince2 PMP techniques.

 

 

Integration with WMS/ Inventory

Integrate your WMS seamlessly with HubSpot, unlocking a whole new level of efficiency for your business. Experience the power of automation as you streamline your quote-to-cash process like never before.

Say goodbye to manual data, reconciliations and running up and down the stairs to check on stock.

Integration with Field Services

HubSpot Integration with Field Service solutions connects to Field directly to the Customer.

Customers can make and schedule real-time bookings for tests, services, calibrations or maintenance.

Workflow automation seamlessly routes requests across systems to answer customer needs in seconds, not hours.

Integration with eCommerce

B2B eCommerce Webshops can be implemented fully inside the Customer Portal or integrated with a Shopify solution.

Sophisticated Service Catalogues are housed in the customer portal, eliminating data timing and efficacy issues while delivering real time CPQ, Inventory, Field Services schedules and support ticketing.

Sage
6000000
SAP
400000
Dynamics
160000
Netsuite
37000

Feeling the Strain of Disconnected Systems? Let’s Fix That.

Managing higher workloads with spreadsheets and disconnected tools can feel like running uphill—inefficient, frustrating, and prone to error.  It’s easy to believe that manual workarounds and patchwork systems are just part of the process—but they don’t have to be.

The real culprit is outdated integration—where sales and customer service operations live in separate worlds, creating friction and wasted time.

You’re aiming to work smarter, not harder—and you deserve systems that support that ambition. That’s where we come in. Whether you need a full-scale integration or a quick, efficient implementation, we’ll help align your operations and free up your team’s time.

No pressure. Just a hassle-free conversation to explore what you truly need—and the most practical, scalable way to get there.


 

Let's come up with a robust integration plan

 

Reach out and let's align Sales and Customer Service Operations and provide a truly outstanding experience for your customers!

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FAQs - your questions answered