SERVICES

CRM Implementation

Our CRM implementation services helps businesses new to the concept of a CRM get up and running quickly, as well as helping establish businesses migrate away from legacy CRM systems to HubSpot.

Book your free CRM discovery session

What is a CRM?

Successful businesses, the ones that outperform their competitors and consistently achieve year on year growth, typically have one thing in common - a centralised CRM.

A CRM or Customer Relationship Management system is software that helps businesses organise and manage every interaction they have with their customers. Successful businesses use their CRMs to improve customer relationships, which helps them make strategic and timely decisions to influence prospects, opportunities and customers. This data driven approach brings efficiencies to marketing, sales and customer service processes helping businesses to increase sales, grow their customer base and ultimately grow their own businesses.

A CRM is software that helps businesses organise and manage every interaction they have with their customers.

A typical CRM will hold pre-sale marketing data, sales and opportunity data and customer service data, effectively providing businesses with a 360 degree view of their customers. All of this data is held centrally and shared between the marketing, sales and customers service teams, we call this the single source of data truth.

Why is a CRM Important?

Today’s buyer demands more than ever before. Providing the best product or service is no longer enough, customers expect the very best experience in the run up to their purchase, throughout the sales process and throughout their aftercare.

Trying to meet buyer expectations with disparate data, fragmented systems and multiple apps puts a huge strain on an organisation. Mistakes start to happen, communications become fragmented and impersonal, timing is often wrong or worst still inaccurate and opportunities now and in the future are missed.

A CRM is a strategic advantage to knowing your customer, getting the timing right and delighting them with an experience that builds brand loyalty.

Help specifying HubSpot with a free CRM discovery session

HubSpot offers four standard CRM objects at Pro level and up to ten custom objects at Enterprise level, but it’s often difﬁcult to determine which package is right for your business.

To help you, we offer a free CRM discovery service.

During a 60 minute discovery session a senior HubSpot CRM specialist will ask a series of deep dive questions to really help you understand your data and how it should be structured should you move to HubSpot.

The output of the session is

1x Miro board summarising your data structure
1x HubSpot software speciﬁcation
1x HubSpot software quote if required

Book a Demo today for a tour of HubSpot CRM customised specifically for manufacturing companies today.

What is CRM Implementation
and how can it help my business?

CRM implementation is the process of configuring a CRM to hold a businesses customer data and interactions. Once configured the CRM becomes the foundation on which all customer facing processes are built off.

Our CRM implementation service helps businesses setup and configure the HubSpot smart CRM - an industry leading CRM designed for mid market and enterprise organisations looking for fast deployment, ease of use and quick ROI. Often ease of use suggests simple functionality, but the HubSpot CRM is ideally suited to complex data sets and organisational processes.

Getting Started with CRM Implementation

We offer two types of CRM implementation service, designed to support two types of business.

1. Businesses new to CRM
2. Businesses looking to migrate away from their old CRM

OPTION ONE

Businesses new
to CRM

Typically businesses who are new to the concept of a CRM, manage their organisation using spreadsheets and on premise databases.

CRM data is typically stored in Objects. In HubSpot there are four standard Objects, Contact, Companies, Deals and Tickets. In addition to these objects HubSpot offers custom objects which can hold relational data associated with any of the standard objects. An example of a custom object could be Subscriptions for a membership organization or Contracts for a service business.

OPTION TWO

Businesses migrating away
from their old CRM

Businesses who already have a CRM are typically looking for a CRM migration to overcome issues like overly complex processes, corrupt or inefficient data sets, or just systems that won’t scale.

In this scenario our CRM implementation service will help these businesses organise and enhance their data set with the specific goal of achieving highly efficient processes and, as is often the case, better user adoption.

CRM implementation can be purchased as a standalone service, but we often recommend that it is purchased in conjunction with our CRM data modeling service.

A CRM data model is a plan that details how the data within a CRM system should be structured and organised.

Having this plan helps ensure successful CRM implementation and is ideally suited for scenarios where a business doesn’t really understand its customer data or how it should be organised within a CRM.

The CRM Implementation process

As advanced implementation certified HubSpot Partners, we’ve been implementing HubSpot CRMs for over 10 years. In that time we’ve built a process that is not only effective, but fast to deploy, ensuring businesses achieve a fast ROI in their move to HubSpot CRM.

Our CRM implementation service has 6 key stages that take the data model and CRM architecture developed during data modeling and bring to life.

CRM implementation builds the foundation of the CRM, ordering your customer data in a way that is easy to use and access.

Once this step is complete the next step is to build the processes that sit on top of that data using Hubspot’s productivity and automation tools. This process is undertaken during HubSpot Onboarding.

Please see our HubSpot Onboarding page which details the onboarding services that we offer and how they support your purchase of HubSpot.

The process

Object Creation

The first stage of CRM implementation is to configure the objects that will hold your data and how those objects are associated with one another. Out of the box, HubSpot has Contact, Company, Deal and Ticket Objects, but Custom Objects can also be used to build data sets that sit outside of these four objects

Property configuration

Once your CRM objects are created, the next step is to create the properties that will hold your data. During this step we specify internal values, property groups and create CRM cards to hold the properties. If you are having an API integration between HubSpot and an ERP for example we will create an api mapping document at this stage. The API mapping document details all of the properties in HubSpot, the objects they sit on, internal values and potential values alongside receiving properties in the connecting system.

Record Customisation

The next step is to customise each object record to display the right data to the right team. One of the advantages of HubSpot is that different teams can see different data sets. Custom single objects reports can also be created to surface key information on a record to help users easily understand their data.

Data Migration

With the CRM configured the next step is to test it with sample data. Typically we import a single row of data across all of your CRM objects. The purpose of this step is to ensure that your data is presented in the most effect way. Often at this stage modifications and adjustments are made to the configuration. Once data testing is complete we will import all of your data. For clients new to HubSpot this is done manually, for clients migrating from another platform to HubSpot this is often done via integration.

Data Segments

Once your data is in the HubSpot CRM the next step is segment it in preparation for the teams using it, for example marketing teams will want to see prospects and leads whereas sales teams will want to prospect and opportunities. During this phase we create filtered views and lists.

Reporting

The final step in CRM implementation is reporting. During this step we create dashboards for each team to help them easily see the data they need in one place. Reporting dashboards can be configured at user, team and board level with automated sharing to ensure everyone gets the data they need when they need it

How much does it cost?

CRM Implementation can be purchased as a standalone service or more typically as part of your HubSpot Onboarding process.

CRM implementation is charged at a flat project rate and includes all of
steps detailed above.

COST
£3,500 (ex VAT)

If you would like us to implement a new CRM for you click on the button below.

Enquire about CRM implementation

Professional, helpful and friendly team

Their in-depth knowledge of the product suite is excellent and I would recommendthem to any business looking to broaden its use of HubSpot

Tolson, S., Punter Southall Aspire

Benefits of CRM Implementation

CRM implementation takes all of the heavy lifting away from a move to HubSpot CRM. With our CRM implementation service we configure HubSpot for you, ensuring a fast and effective deployment.

Some businesses choose to implement HubSpot CRM themselves, but often struggle with time and resource. Implementation through a partner ensures a right first time deployment, simply because we’ve done it so many times before and know what a good implementation looks like. Your onboarding manager brings a wealth of experience and knowledge to each implementation.

If you are looking to integrate HubSpot with an external system via api or through one of the HubSpot marketplace integrations this can be done as part of CRM implementation process, ensuring that not only is your CRM setup correctly but that it sends and receives data to connecting systems around it.

Quattro-HubSpot-Advanced-Implementation-Certified

Industry Specific CRM solutions

No two CRM implementations are the same, purely because every businesses has its own way of operating, but there are similarities within industries. Over the last ten years we’ve implemented CRMs for more than 40 industries . This experience is brought to every CRM implementation and provides best practice industry specific insights for every CRM we implement.

Manufacturing

Take control of lead nurturing with automated follow-ups. Improve sales forecasting by implementing real-time analytics for the full picture.

Finance

Put compliance top of the agenda with secure CRM solutions. Personalise your client engagement to build trust and deliver on targets.

Education

Save valuable time by automating student
communications. Use HubSpot to optimise
your enrolment processes with precise, targeted marketing.

SAAS

Make those marketing work harder with
subscription-based strategies. Improve
customer retention by putting lifecycle
automation in place.

Healthcare

Optimise patient outreach with slick, automated workflows that do the hard work for you. Keep on top of compliance with patient engagement strategies.

Membership Orgs

Automate onboarding and engagement campaigns. Improve member retention by
personalising content without the manpower.