Implementing a new CRM to track your customers is no easy feat. We’re here to help build a system that is designed with your needs in mind. The primary objective of this project is to improve your lead generation, tracking, and management capabilities. By using HubSpot, your teams will be able to identify and prioritize leads effectively, track interactions, and ultimately close more deals.
Record deduplication, lead migration, contact migration, basic property log and field migration
Integrations, automated reporting, live dashboards
Sales pipelines, automated workflow, automated reporting, live dashboards
SOPs for sales teams, documentation, standard forms
Training reference documentation, training sessions with teams
Throughout final rollout until you’re team is running like a well-oiled machine
*Please note that the scope of work for your specific implementation will differ slightly from the above dependent on which Hubspot Hubs you choose to use.
Designing instance specifications and requirements
Migration, implementation, testing, and validation
Training with team
Rollout
