Hubspot CRM Implementation

CRM Services

Implementation & Optimization of CRM

Ideal Clients

Startups

When it comes to CRMs, JR and the OF team are 100% the biggest advocates of implementing an optimized CRM. And using our partnership with Hubspot, we can have a functioning and optimized CRM up and running for you in less than 10 days.

We work with your company to implement & optimize your CRM using guided workshops and consultancy sessions — designed to help you get the most from your CRM. We work alongside your team to understand and translate your current CRM pain points while working with you towards a unified, automated, powerful platform.

Our Implementation Process🚰

OF’s methodology is designed to help sales teams get up and running FAST by aligning sales, marketing & leadership teams while implementing CRM that meets your team’s unique needs.

1. Alignment of leadership, sales & marketing teams

The OF team starts with video or in-person interviews with key stakeholders across your business, as well as surveys circulated around the wider team. The goal here is to begin ALIGNMENT off all key stakeholders on the few most important sales metrics (including your North Star metric) and how to reach them.

2. Workshops & CRM setup

Our digital or on-site workshops are where we dive deep into your business, looking at everything from your #1 business challenges, to your lifecycle stage definitions, sales process and opportunities for automation.

What should your team should expect from the workshops? Documented CRM strategies that describes in depth how we’re going to implement a CRM while considering your businesses in whole.

The OF team set up your CRM with your contact and company data, build reports, email templates, and map your sales playbook all inside the CRM.

3. Automation

We build deal workflows and sales cadences to automate your repetitive, low-value to-do-list so that you can focus on the things that move the needle most for your business.

4. Training and 1:1 support

JR and the OF team provide individualized training and support to upskill your team and ensure proper adoption occurs across the entire team. Proper adoption, soon leading to a massive ROI.