HubSpot CRM for Sales

The Discover phase involves thoroughly reviewing what's been sold to validate objectives and inclusions. We'll examine existing presales work and client-supplied materials. A key part of this is conducting shadow sessions with your frontline users to understand their current tools, processes, and micro-processes, ensuring our solution aligns perfectly with their daily operations.

In the Design phase for CRM, we translate our Discovery findings into a detailed blueprint. This includes facilitating design workshops with key stakeholders to define the entire CRM experience, covering essential processes, automations, user access, roles, reporting, and more. The outcome is a comprehensive and validated design, ready for configuration.

During the Develop phase for CRM, our specialists configure and build your HubSpot CRM solution. This involves setting up custom objects, properties, automations, workflows, lists, pipelines, inboxes, reports, teams, and roles. We conduct rigorous internal testing to ensure every component functions precisely as designed before handover.

The Deliver phase for CRM is when your new system goes live. After your final review and User Acceptance Testing (UAT), we train your project champions, preparing them to onboard their teams effectively. We then manage the go-live process and provide initial coaching and optimization to ensure smooth adoption and ongoing efficiency.

Our Drive phase underpins the entire CMS project, running concurrently to ensure seamless progress from start to finish. This continuous project management involves proactive scheduling, clear communication via weekly reports, and diligent risk and change management. We focus on removing blockers to ensure your project is delivered on time, on budget, to scope, and to the highest quality.