HubSpot. Implementation
HubSpot Implementation - What to expect
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A HubSpot Implementation is a sophisticated business project needing comprehensive project management.
Our Implementation Project Management Plans typically consist of eight (8) critical elements including:
- Requirements Definition mapping the business processes, user requirements, workflow automations, reporting needs and integrations to existing systems across sales, customer service operations, warehousing, field service, and customer portal self-service and eCommerce.
- Stakeholder identification including a Roles & Responsibilities matrix specifying who is responsible for each element and task needed to deliver the solution
- Task list and Schedule detailing who does what by when
- Delivery Methodology specifying how the work elements will be documented, completed, filed and accessed by subsequent tasks.
- Change Request mechanism detailing the process and sign offs required to alter the scope, timeline or resourcing of the project, including the preparation of variation orders.
- Deliverable list including timeframes and due dates
- Risk Management log including fully documented and agreed Project Assumptions, Dependencies and Risks
- Communication, Adoption and Training Plans with detailed resource and stakeholder availability.
During the scoping phase, we will confirm your unique business requirements across people, processes and systems aspects to create a solution that leverages HubSpot's integrated automation to simplify your operations.
This design will be implemented from start to finish, including data management, configuring settings, and integrating other mission-critical tools you use with HubSpot.
HubSpot Implementation timeline is dependent on the number of hubs being implemented.
Other options you may like to consider are Integration Services.
This ensures that your team can make the most out of HubSpot right from the start. While a HubSpot implementation requires a larger investment compared to onboarding, it eliminates the need for your internal resources to handle the hands-on work of setting up HubSpot.
Other services you might consider are HubSpot Integration Services, which integrate HubSpot with your critical business applications, such as your ERP, Field Service Operations, LIMS, Shopify etc.
Click here for information on our HubSpot Integration Services
Complimentary Guide
Check out our helpful guide to avoiding mistakes with your HubSpot implementation
How your CRM is linked to your growth
While you may be able to manage without a CRM system for some time, switching between various data sources can be problematic and impede your team's progress.
Thanks to HubSpot's free edition of its Smart CRM, adopting a CRM has never been simpler. This allows you to test out a CRM without the need for long-term commitments or upfront investments. You can determine if a CRM suits your needs without any financial obligations.
As companies experience growth and encounter numerous opportunities to connect with potential customers, staying on top of interactions with prospects can pose a challenge. This becomes even more complex when marketing and sales teams are inundated with information and following different sales processes. This can lead to potential leads slipping through the cracks and prospects receiving inconsistent or irrelevant information.
Implementing a CRM system can alleviate these challenges by efficiently organising contact details, company information, and sales opportunities, while also effectively capturing and managing interactions across various communication channels.
Moving Data into your CRM
First Clean the Data
Avoid wasting precious time by importing outdated test contacts or obsolete fields. Purge any irrelevant data prior to migration to keep your sales team from being muddled.
Mitigate Risks - Plan for errors and develop contingency plans
Transferring substantial volumes of data between systems inherently carries the risk of data loss. It's crucial for businesses to secure an offline backup of every piece of information before initiating the transfer to the new CRM.
Don't move everything at once
It's unnecessary to transfer all your company data in one fell swoop. By migrating data incrementally, you can more effectively pinpoint and address any irregularities that arise during the process.
A CRM your Sales team will actually use
Adopting a new CRM often presents the greatest challenge for companies. Grasping how the CRM will integrate with existing processes is crucial for a successful rollout.
Deal Stages. What are the primary steps in the team’s purchasing process? Effective deal stages are well-defined and linked to a measurable action. Common stages include scheduling a call/demo, sending a follow-up email, drafting a proposal, winning the deal, and losing the deal.
Custom Fields. Most CRMs come with standard fields like contact email, country, and company website. However, these fields may not capture industry-specific information. Custom fields ensure a CRM contains all the vital information for a company's marketing, sales, and service teams.
Lead Ownership. For a CRM system to function effectively, companies need clear guidelines on lead and account ownership. Without this clarity, conflicts may arise between individual sales reps and, more broadly, between departments (such as sales and services).
Grab your guide, free to download now
Service Hub Award Winning Help Desk Software
Elevate Your Customer Experience
Navigating the intricacies of Customer Service can be daunting, with numerous tasks to manage - support tickets, customer inquiries, feedback and more vying for your attention.
Enhance your customer support process and elevate your Customer Experience with Service Hub, an intuitive and robust customer service platform that offers ticketing systems, knowledge base management, and comprehensive customer feedback analytics for dedicated service teams.
Service Hub is built on the HubSpot CRM platform, where customer data, tools, and teams work together to create a unified source of truth for exceptional service representative efficiency.
By leveraging the full CRM platform, service teams can gain deeper insights while benefiting from automation and workflows integrated with business applications to deliver a truly outstanding customer experience.
For an in-depth exploration of the features and capabilities, visit our Service Hub page.
Sales Hub Award Winning Sales Automation Software
Navigating the complexities of the sales process can be overwhelming, with numerous tasks to manage - prospecting, follow-ups, quoting, reporting and more competing for your attention.
Improve your sales process and elevate your sales success with Sales Hub, a dynamic and user-friendly sales CRM that provides sales engagement tools, configure-price-quote (CPQ) functionality, and comprehensive sales analytics for ambitious sales teams.
Sales Hub is designed on the HubSpot CRM platform where customer data, tools, and teams collaborate to establish a single source-of-truth for unparalleled sales representative efficiency.
By utilising the full CRM platform, salespeople can access deeper insights, warmer B2B leads, and aligned enablement materials to optimise their performance.
For a deep dive into the features and functionality of visit our Sales Hub page
Multi-Award Winning
Marketing Automation
HubSpot Marketing automation software to help you attract the right audience, convert more visitors into customers, and run effective marketing campaigns at scale — all on one powerful, easy-to-use platform.
The HubSpot ads tool enables you to leverage your other marketing assets and CRM data to build brand awareness and acquire quality leads for your business.
Juggling sales, marketing, and web content? Struggling with email and social?
Make the move to HubSpot and engage with your customers through coordinated communication via email, text, social media and your own website with Marketing Hub +
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