Prior to engaging with a new CRM implementation, this process is vital to give an understanding of the complexity involved and the impact on time and billing.
Step 1 of the process
When a client using Hubspot requests a cost for implementing the hubspot CRM for their sales team or the rest of the business, inform them of the need to review their existing implementation and use.
Step 2 of the process
Sales handover - BBQ Sales to handover the client for the CRM review with list of their goals and expectations for the implementation.
Step 3 of the process
Give the person conducting the review super-admin privileges. An NDA may be required. This is important to do prior to starting because it saves unnecessary back and forth with the client.
Step 4 of the process
When access is granted, conduct a review of their portal focusing on:
Contacts - properties -custom properties - view
Companies - properties -custom properties - view
Deals - (if used) properties -custom properties - view
Deal pipeline - Pipeline +any existing automation
Data volume and existence of any additional data
Other tools that are integrated (eg salesforce)
Step 5 of the process
Book a 30 minute call with the client as a follow up, inform them of the expected complexity. Recommend Sales Pro/Enterprise if warranted.
Provide a feedback document to the client and to BBQ sales summarising findings and stating the expected complexity of the implementation