Implementation & Integration
Accelerate marketing & sales with proven CRM strategies
At a certain point in growth, organizations require a CRM to connect sales and marketing initiatives. With a comprehensive HubSpot implementation and integration project, these organizations can benefit from one cohesive strategy that can be measured, drive efficiencies and provide visibility into all the business development and operations efforts.
Accelerate marketing & sales with proven CRM strategies
At a certain point in growth, organizations require a CRM to connect sales and marketing initiatives. With a comprehensive HubSpot implementation and integration project, these organizations can benefit from one cohesive strategy that can be measured, drive efficiencies and provide visibility into all the business development and operations efforts.
ROOT3 IS A HUBSPOT PLATINUM SOLUTIONS PARTNER
HubSpot Implementation Process
HubSpot Implementation Process
ROOT3 utilizes a milestone process to ensure proper implementation, integration and adoption.
MILESTONES
Review CRM goals, pain points, success metrics, and establish champion group
Define the customer/client journeys by decision maker
Determine pipelines, stages and automations
Implement all necessary fields, objects
Migrate over all current data, pipelines and files
Identify necessary reports/build reports, build custom dashboards for team members
Implement training schedule based on groups
Schedule weekly office hours for 30 days
Develop a playbook for future reference
MILESTONES
Review CRM goals, pain points, success metrics, and establish champion group
Define the customer/client journeys by decision maker
Determine pipelines, stages and automations
Implement all necessary fields, objects
Migrate over all current data, pipelines and files
Identify necessary reports/build reports, build custom dashboards for team members
Implement training schedule based on groups
Schedule weekly office hours for 30 days
Develop a playbook for future reference
INTEGRATIONS
CONNECT WITH THE CRM TEAM
As HubSpot certified platinum partners, our team is well versed in implementing and integrating the following HubSpot Hubs into daily business operations: HubSpot Marketing, HubSpot Sales, HubSpot Service and HubSpot Operations. We look forward to meeting you and discussing your CRM goals and how our team can ensure proper implementation, integration, and adoption.
ABOUT ROOT3 Marketing & Business Development
ROOT3 is a national leader in helping mid-market organizations identify and capture market opportunity. The firm provides fractional access to every marketing and sales tactic including market research, strategic planning, CRM implementation, and a robust suite of marketing, lead generation, and sales/customer enablement services.
HOW WE WORK
LEADERSHIP
Experts in deal cycle. Led multiple scale/exit strategies
RESOURCES
Entire fractional and flexible B2B marketing & sales enablement department
INTEGRATION
Seamless integration with existing team or provide entire program
