We work closely with all our clients to ensure that their workspace is appropriately configured, the final launch is effective and buy-in is swift and smooth among team members.
Workflow Design & Mapping
We work closely with key stakeholders and map out essential workflows, processes, tasks, project templates etc to ensure everything is covered and is running as smoothly as possible.
We provide support in the form of tutorials and user guides for new and existing team members to effectively learn their way around the tool. We also provide 1-to-1 training if requested.
We also help clients transition from their old/current PM tool to Asana and make all efforts to make the migration process as smooth as possible without any loss to valuable data and time.
Configuration & Integration
Our team can set-up your CRM, configure it, connect your sales teams inboxes, and integrate it with relevant third-party apps so that you're up and running, and deriving value, as quickly as possible.
When you deploy a CRM the next thing you absolutely have to do is introduce your existing data to your new Hubspot CRM. We can help you migrate your data to Hubspot using the most suitable route and also prepare Hubspot to receive that data.
For complex migrations we sometimes use migration partners to avoid loss of information or accuracy.
We can help you develop standard operating procedures (SOPs), tutorials and user guides that you teams will need to operate your new Hubspot CRM.
Apart from configuration and integration of your CRM we also help you align your Hubspot CRM to an account-based marketing strategy, if required.
We adapt HubSpot’s custom properties, owner assignment, lead scoring, notification emails and reporting to drive your ABM results all the way to closure.