Maintaining data quality is a fundamental element in building sustainable growth. We offer support to businesses to help them transfer their teams and data to Hubspot CRM, regardless of the system in place. We are confident that this migration will ensure better data management and healthy and sustainable growth for these businesses.
Here are our 4 successive phases of work. Average time: between 3 and 7 weeks.
1
Audit
Audit your existing database
2
Design
Design of the new Mapping
3
Implementation
Operational implementation
4
Formation
Training your team
Audit
Analysis of your current database (Pipedrive/Excel/Selly/Airtable...)
The first step is to analyze your current data and understand your future business challenges. How do you qualify an MQL? What information is required for the proper segmentation of an SQL? How do you organize your pipeline? What are your most time-consuming tasks? These are all questions that our audit will provide answers to.
Map the lead processing funnel from A to Z (from acquisition to reporting)
Visualizing the new funnel is essential. This makes it possible to understand at a glance all the sources of acquisitions, the different phases of intervention of marketing and sales teams, nurturing loops etc... In short, the whole heart of your business.
installation
Deployment of each offer
Once the mapping has been validated, our team takes care of implementing all the Hubspot features and customizing each aspect according to your business. We take the time to explain each feature implemented to you so that you can understand the ins and outs of this new tool.
Tailor-made training carried out by your consultant
Having a well-configured CRM is a good step but it's not everything. CRM remains a tool that you must know how to use and, above all, treated well. A very good adoption of these new uses by your team is therefore essential. Our team will carry out one or more training courses in the form of a workshop so that all of your employees adopt the tool.
