I help clients to define and document their goals with the implementation:
– What are their business goals for migrating to the HubSpot CRM?
– What data can we provide to help you achieve your sales goals?
– What does success look like after the migration?
– What does success look like after 30, 90, 180 days?
– What processes do they want to improve and/or automate?
– What is their biggest concern regarding the switch?
Depending on the system, the client, and the timeline, my required deliverables can include any of the following: data migration, general system setup, automation, content creation, reporting functionality, integration setup and configuration, data enrichment, Account & Contact Lookalikes, Lead Scoring and net new Sales Research.
I help customers to personalize and map this new system cross-functionally to each department’s processes and requirements. I show them how everything is connected, how it all works, and how to navigate both new and existing workflows.