Work with us to design and configure HubSpot CRM and service tools that streamline support, automate follow-ups, and empower your customers to help themselves.
Work with us to design and configure HubSpot CRM and sales tools that empower your team, automate follow-ups, and make selling smoother for you and your customers.
Work with us to configure HubSpot Feedback to truly understand what your customers are thinking and spot opportunities to make them happier — so they stay with you longer.
Work with us to implement live chat and chatbot solutions powered by HubSpot that convert leads, support customers, and scale conversations, without losing the personal touch.
Work with us to cut through the noise of CRM selection. Using our comparison tool and HubSpot expertise, we’ll help you prioritise features, evaluate your shortlist, and choose a CRM that fits your business today and scales with you tomorrow.
Make your sales operations more efficient and more effective the way the world’s biggest companies do. Sales Hub is the ultimate secret weapon for businesses who want to engage more leads and close more deals.
With a suite of tools to manage every exchange, you can align your customer service with your sales and marketing to ensure every customer experience is a brilliant one.
Card Title
Digital Transformation Maturity Model
So you always know what’s next on your journey.
Our maturity model is based on over 450 key digital capability metrics. It gives you a clear roadmap for the next logical step in your journey through the age of automation.
Our Methodology & What We’ll Need From You
Discover
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.
What we'll need from you
Provide clarity on current sales/service processes.
Make key team members available for one-on-one discovery sessions (1h each, up to XX participants).
Share any existing CRM documentation or data exports.
Design
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.
What we'll need from you
Ensure up to 5 concurrent stakeholders are available for 3 days of design workshops.
Participate in defining sales stages, service workflows, and reporting requirements.
Validate design outputs against your objectives.
Develop
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.
What we'll need from you
Join two CRM configuration review sessions (2h each).
Provide timely feedback on system setup, workflows, and automation.
Approve configuration decisions.
Deliver
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 optimisation to ensure smooth adoption and ongoing efficiency.
What we'll need from you?
Nominate project “Champions” to attend two days of training.
Facilitate end-user training, led by Champions (½ day per up to 20 attendees, with 2x Champions present).
Support internal communications to ensure adoption.
Drive
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.
What we'll need from you
Assign a client-side project lead to track actions.
Manage internal change requests, risks, and approvals.
Complete client-side tasks by agreed dates to keep delivery on track.
Get the CRM for Sales & Service Price Guide
Fill out the form to request our detailed price guide that outlines the different service tiers, inclusions and approximate costs you can expect for our most popular services for CRM.
HubSpot's ROI Calculator
Calculate the return on investment you could experience with HubSpot's Sales & Service Hub based on aggregated data from 216,000+ HubSpot customers globally.
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