Implementing a CRM system at an enterprise scale is a high-stakes endeavour - one where the difference between success and failure often comes down to methodology rather than technology.
Through our experience implementing HubSpot, we've identified the critical patterns that separate transformative implementations from costly setbacks.
Keep reading to find out what they are:
Key Implementation Metrics at a Glance
- It typically takes between 6-15 months for enterprise deployments to reach full productivity
- Using a partner can save up to £250k in stakeholder time savings
- Our clients experience positive ROI within their first 6 months
Pre-Implementation Technical Architecture
1. Design Principles-Driven Approach
The most successful HubSpot implementations are governed by clear design principles that drive decision-making throughout the project lifecycle. Before starting any project, we establish two core principles:
- Universal User Adoption: Every implementation decision must benefit all users across divisions and countries
- Scalable Simplicity: Configurations must not limit future divisional deployments
These principles, when implemented, transform a potentially fragmented implementation into a unified, standardised solution.
2. Integration Architecture Strategy
Successful implementations require seamless integration with existing enterprise systems. This can include, but is not limited to, leveraging HubSpot's robust API, using webhooks for real-time data syncs, and creating custom objects and workflows to align with unique business processes.
Questions we ask at this stage:
- What do you aim to achieve with this CRM integration? (e.g., improve customer experience, streamline sales processes, enhance marketing automation, all of the above?).
- Which systems need to be integrated? (e.g., ERP, BI tools, e-commerce, customer support).
- Which integrations are most critical to achieving your objectives?
- What data needs to be collected, and in what format?
From here, we’ll create a blueprint for integrating HubSpot with your existing systems, some examples include:
- SAP ERP integration for financial data synchronisation
- Aircraft inventory management system integration (AJW Group)
- Custom API implementations for specialised industry requirements
How We Helped AJW Group Implement HubSpot CRM Suite Globally
3. Standardised Process Framework
Implementing HubSpot as your core CRM offers a prime opportunity to improve core business processes. Key examples of this include:
- Unified Sales Pipeline: Establish a consistent sales pipeline structure for accurate forecasting and streamlined deal management like Unipart.
- Data Protection: Implement robust security measures (access controls, encryption) to ensure compliance and mitigate risk.
- Consistent Reporting Frameworks: Define standardised reporting frameworks and KPIs for data-driven decision-making.
- Clear RACI Matrix: Establish clear ownership and accountability for platform administration and issue resolution.
Depending on your business set-up, we can advise on which processes can be improved to truly maximise HubSpot’s potential.
How we Helped Unipart Ramp Up Global Industry with HubSpot Enterprise Suite
CRM Implementation Methodology
Our implementation methodology focuses on accelerating time-to-value so you can get up and running as fast as possible. All our CRM implementations follow the same phases:
- Discovery & Architecture: Process mapping, technical assessment, solution design, integration requirements.
- Platform Configuration: Core setup, role-based access control, technical deployment, Hub configuration, data protection compliance.
- Integration & Testing: System integration development, user acceptance testing, performance optimisation.
Included in these phases, we’ll provide, as standard, video-based training modules for the team to use to get up to speed, we’ll create a streamlined approval process to allow for a quicker-than-anticipated CRM implementation, and we’ll select an internal champion to help with continuous feedback loops.
CRM Implementation Successes
AJW Group and Unipart Group’s CRM implementation demonstrates the power of our tried and tested approach to a HubSpot CRM deployment.
AJW Key takeaways:
- 104 active weekly users across global operations
- 1,000+ airline customers integrated
- 100 countries of operation
- 15-month implementation timeline
- Full integration with aircraft inventory systems
Unipart Group’s Key takeaways:
- 6-month completion (12 months ahead of schedule)
- £250k stakeholder time savings
- Positive ROI achievement pre-project completion
- 12,000+ colleague user base
- 21-country deployment
CRM Implementation Partner Checklist
When selecting a HubSpot implementation partner, evaluate:
- HubSpot certification level
- Enterprise implementation experience
- Integration capability depth
- Industry-specific knowledge
- Clear implementation framework
- Risk mitigation strategies
- Change management approach
- Training and enablement capabilities
Successful HubSpot implementations require a careful balance of technical expertise, methodological rigour, and strategic vision. The examples of Unipart Group and AJW Group demonstrate that even the most complex, global implementations can be successfully executed with the right approach and partner.
For organisations considering a HubSpot implementation, speak to one of our CRM consultants to understand where to start.