{"id":8520,"date":"2024-08-22T17:52:46","date_gmt":"2024-08-22T17:52:46","guid":{"rendered":"https:\/\/tup.kxe.temporary.site\/hubspot-experts-share-tips-for-successful-crm-implementations\/"},"modified":"2024-08-22T17:52:46","modified_gmt":"2024-08-22T17:52:46","slug":"hubspot-experts-share-tips-for-successful-crm-implementations","status":"publish","type":"post","link":"https:\/\/okdesign.ca\/en\/hubspot-experts-share-tips-for-successful-crm-implementations\/","title":{"rendered":"HubSpot experts share tips for successful CRM implementations"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div>\n<p>(<em>This is the latest installment in our series asking martech providers about implementing their products. The first article, about <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-technology\/adobe-marketo\/\">Marketo<\/a>, <a rel=\"nofollow noopener\" href=\"https:\/\/martech.org\/marketo-experts-share-tips-for-successful-map-implementations\/\" target=\"_blank\">is here<\/a><\/em>.)<\/p>\n<p>A new <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/customer-relationship-management-crm\/\">customer relationship management<\/a> (CRM) platform is a big change for any organization, as well as for the people tasked with using the new system. <a rel=\"nofollow\" href=\"https:\/\/martech.org\/topic\/marketing-technology\/hubspot\/\">HubSpot<\/a> offers resources and personnel to help guide the process and provide support. Additionally, the HubSpot CRM is designed for a quick installation and fast time to value. Still, there are steps a business can take to ensure a smooth process and brace themselves for a new CRM.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-size-and-needs-of-your-business\">Size and needs of your business<\/h2>\n<p>First, the actions your business takes during the CRM implementation depend on the size and needs of your organization.<\/p>\n<p>\u201cGenerally, people follow the same steps [from company to company],\u201d said Karen Ng, SVP of product and partnerships.<\/p>\n<p>Large organizations that have done similar implementations might decide to manage this implementation themselves. However, many businesses large and small choose to have some guidance from HubSpot.<\/p>\n<p>\u201cIf you\u2019re onboarding with us, we see people choose two kinds of paths,\u201d said Ng. \u201cIn spirit, one is \u2018you do it <em>for<\/em> me.\u2019 And the other is \u2018do it <em>with<\/em> me.\u2019\u201d<\/p>\n<p>The latter option is more collaborative, while the former hands over more initiative to the HubSpot team. In either case, HubSpot\u2019s team works closely with the business\u2019s internal teams, advising on the implementation process.<\/p>\n<p>In terms of who else at the business is on call to spearhead the implementation, consider that larger organizations likely have a committed <a rel=\"nofollow\" href=\"https:\/\/martech.org\/what-is-marketing-operations-and-who-are-mops-professionals\/\">marketing operations<\/a> team or RevOps team. These experts might be more involved with the implementation day-to-day than those, for instance, on other marketing teams. It\u2019s important that whatever way the business is organized, the key operations people are involved at every stage.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-the-kickoff\">The kickoff<\/h2>\n<p>\u201cUsually right after purchase is a kickoff,\u201d said Ng. \u201cThat could be hosted by the customer\u2019s internal teams. Depending on team size, it could be with the CRM team.\u201d<\/p>\n<p>The kickoff includes the leaders who made the purchasing decision and key leaders from every team using the new CRM. Before the kickoff, leaders will identify champions within the organization with experience and knowledge about using the CRM. The champions will lead by example as the CRM is used for more tasks by more groups. <\/p>\n<p><strong><em>Dig deeper: <\/em><\/strong><a rel=\"nofollow\" href=\"https:\/\/martech.org\/what-is-crm-and-how-does-it-support-marketing\/\"><strong><em>What is CRM and how does it support marketing?<\/em><\/strong><\/a><\/p>\n<p>\u201cA great kickoff meeting is one where everyone comes away with a clear understanding of what success looks like, what\u2019s expected of them throughout the implementation, and what the immediate next steps are,\u201d said Tyler Samani-Sprunk, co-founder and CMO of Simple Strat, a Diamond-Level HubSpot Solutions Partner.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-communicating-with-leaders-and-users\">Communicating with leaders and users<\/h2>\n<p>To help guide the implementation, team leaders have to be clear on marketing strategies and how the organization will use the new CRM to carry them out. If a business chooses to work with HubSpot on the implementation, the company\u2019s support team will advise on this.<\/p>\n<p>For instance, everybody has to be clear on customer goals so that CRM operations can be set up correctly. That means being clear on each stage of the sales pipeline. If a deal closes, what does that look like in the CRM?\u00a0<\/p>\n<p>Also, team leaders should have a grasp of how data is migrating to the new CRM before it goes live. Are there existing data sources, like a data warehouse, that need to be accounted for before implementation? And how will the migration work?<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-keeping-the-implementation-on-track\">Keeping the implementation on track<\/h2>\n<p>Keeping the implementation on schedule is crucial throughout the onboarding process. All stakeholders in the organization need to know that they made the right decision in adopting a new CRM.<\/p>\n<p>Samani-Sprunk recommends creating a detailed onboarding plan \u2014 with clear milestones, requirements and roles. Leaders can make adjustments as necessary and update the plan, so everybody is kept in the fold.<\/p>\n<p>Also, pick a few key functions to tackle with the new CRM, and adopt additional functions later. Early wins will help build morale.<\/p>\n<p>\u201cApproach the implementation in phases and don\u2019t think of a HubSpot implementation as a one-and-done project,\u201d Samani-Sprunk said. \u201cHubSpot can do so much that it\u2019s very easy to bite off more than you can chew. Rather than try to implement everything before anyone begins to use the platform, identify what\u2019s needed to start creating more value for your organization, implement those things, then repeat.\u201d<\/p>\n<p>As these wins pile up, also consider the users across the organization and make ease of use a priority.<\/p>\n<p>\u201cNothing is fully implemented until your team is comfortable using it, so be sure to have a thorough adoption plan that includes post-launch support, such as user office hours to facilitate live Q&amp;A,\u201d said Samani-Sprunk.<\/p>\n<p><!-- START INLINE FORM --><\/p>\n<p><!-- END INLINE FORM -->\n<\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/martech.org\/hubspot-experts-share-tips-for-successful-crm-implementations\/\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(This is the latest installment in our series asking martech providers about implementing their products. The first article, about Marketo, is here.) A new customer relationship management (CRM) platform is a big change for any organization, as well as for the people tasked with using the new system. HubSpot offers resources and personnel to help [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":8521,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[5],"tags":[],"class_list":["post-8520","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agency"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v23.8 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>HubSpot experts share tips for successful CRM implementations - OK Design<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/okdesign.ca\/en\/hubspot-experts-share-tips-for-successful-crm-implementations\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"HubSpot experts share tips for successful CRM implementations\" \/>\n<meta property=\"og:description\" content=\"(This is the latest installment in our series asking martech providers about implementing their products. The first article, about Marketo, is here.) A new customer relationship management (CRM) platform is a big change for any organization, as well as for the people tasked with using the new system. 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