Hubspot Implementation Methodology

Customer Relationship Management (CRM) implementation methodologies can vary depending on the organisation's specific needs and the chosen CRM software. At Flowbird, we're experts at implementing your CRM in the most intuitive way for your business.

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There are several essential stages to navigate when implementing HubSpot. From planning and configuration to training and launch, each step is crucial in maximising the potential of this powerful marketing platform.

The first stage involves thorough planning, where businesses outline their goals, objectives, and target audience. This sets the foundation for the subsequent stages, including configuring the HubSpot platform to align with the company's needs.

The next stage focuses on data migration, ensuring a smooth transition of existing customer information into the new system.

Following this comes the training stage, where employees are equipped with the necessary skills to leverage HubSpot's capabilities effectively. Finally, the launch stage marks when the company goes live with HubSpot, ready to streamline its marketing efforts and drive growth. 

Our Implementation Process

1. Introduction Meeting

 This initial meeting marks the project's transition from the sales team to our operations team. Your sales consultant introduces the colleague responsible for the scoping process to you. This meeting provides project information and establishes the foundations for a successful partnership.

 2) In-depth Business Scoping Session 

In this critical stage, we thoroughly examine your business operations. This collaborative session challenges and refines your processes, accelerating your business growth. It forms the foundation of our partnership, enabling us to create a detailed project roadmap.

3) Kick-Off Meeting

 We invite key stakeholders from your business to a brief meeting. This meeting brings together our scoping team and your project manager, ensuring a complete understanding of the project's nuances.

4) Implementation 

The project items are assigned to our expert implementation team. Track your project in real time through our client portal, offering clarity on progress, team roles, and task timelines, ensuring seamless communication and collaboration.

5) Implementation Testing 

We begin rigorous testing to ensure seamless functionality once the system is configured to your needs. At this stage, any adjustments or adaptations are considered to make sure the CRM operates like it was intended. 

6) Data Migration 

With the implementation finalised, we transition to data migration. Your data is well-organised and ready for import with our guidance or your independent action. 

7) Integration 

 Analysis and Assessment: Thoroughly evaluate current CRM and software to pinpoint integration points and business processes
Customised Roadmap: Create a custom integration strategy, focusing on high-impact modules and ensuring data integrity, automation, and instant data sharing.

8) Best Practice Training Sessions

 Upon CRM system implemente conduct training sessions tailored to your needs. Depending on your implementation plan and specific requirements, these can include User Access Training, Basic Training and Advanced Training.

9) Handover Meeting 

A final meeting ensures the project is complete and all aspects are successfully transitioned. 

10) Ongoing Support

Ongoing support options include service packs or essential support via email and telephone, ensuring you have the continued assistance you need.
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Why should you implement HubSpot into your business?

 

Imagine having all your sales and marketing tools in one place—HubSpot does just that! It brings together CRM, content creation, and email campaigns, making your life easier by saving you time and providing insights to make smarter decisions.

With HubSpot, generating leads becomes a breeze thanks to its customisable forms and CTAs. Plus, it helps you focus on the right leads with scoring and segmentation, so your marketing is always on point. By adopting HubSpot, you’ll see your marketing efforts soar, your campaigns become more effective, and your conversion rates and growth take off.

Want to learn more? Why not chat to one of our experts today?

 

Our Services

Here's just a few ways we can help you and your business

CRM Consultancy CRM Audit CRM Integrations Data Migration

CRM Consultancy

By managing your sales better, you see a significant increase in leads, customer retention, conversion, and sales revenue. Businesses that use CRMs benefit from more accurate sales reporting, improved sales forecasting, and maximised ROI of their marketing campaigns.

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CRM Audit

A CRM audit is a chance to review how well your systems are working and how you are managing customers. It will help you to get the most out of your management strategy by removing processes that waste time and resources and increasing profits for your business.

Claim Your Free Audit

CRM Integrations

CRM integration focuses on connecting your CRM platform and other business software. Our goal is to provide accurate data from your business software to give you an illustration of your business and customers. 

See how we helped one customer integrate their Hubspot with Timely, using Make and Open AI.

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Data Migration

Companies rely heavily on databases nowadays, so it is crucial to have a reliable data migration process. This ensures that companies remain protected and that their information transfers correctly between systems.

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HubSpot Certifications

Trust that you will be provided with dependable support throughout every step of your customer journey.

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