Implementation & Integration
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.
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
“After a year of investing in a CRM with low adoption and utilization from our team, we needed a partner to develop a sales process and remove the barriers to consistent adoption. ROOT3 delivered just that. From developing a full marketing & sales hand-off process, to cleaning our data, to training the whole team and developing a playbook, they identified our pain points and established a process that was easy for our team to adopt! It provides us the visibility we need into our pipeline, and it is very easy to use!”
“After several failed CRM implementation projects, we needed a partner who understood our goals, our pain points, and our team, so that this next implementation could be successful. ROOT3 delivered just that. The implementation was not only smooth, but what really set them apart was their training; that was the key to our success and adoption.”
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.
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.