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.

ROOT3 IS A HUBSPOT PLATINUM SOLUTIONS PARTNER

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

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