CRM implementation

How does it work?

A typical implementation process starts with an in-depth analysis and review of your requirement, goals and plans. To achieve this, we carry out a series of interviews with key stakeholders and your team members to gain a full understanding of your business. We can then establish your short, medium long term objectives. Once this is fully documented and agreed upon, we can begin deployment, configuration training and support.

Once you go live, we have several support options available, from fixed monthly Service Level Agreements (SLAs) or hourly packs for consultancy, training or support.

To help you implement Hubspot into your business successfully, it is important to understand several different elements.

Firstly, we need to understand your vision for the business. Scoping is a vital part of the process. Implementing a new CRM system into any business is a serious undertaking. Implementing CRM is a cultural change with the potential for lots of internal processes changed or reviewed. Scoping, as you can imagine, can be disruptive.

So the first stage of the process is to fully understand your business and, secondly, to get buy-in from key stakeholders and staff members. Users of the system need to feel that they have a say in the process.

Is it time to systematise your business and become more effective, increase your revenue and grow your customer base?