How We Help Businesses Achieve Winning HubSpot CRM Implementations

Implementing HubSpot is a powerfully transformative initiative for any business. For SME’s, it helps to realise benefits such as improved marketing and sales effectiveness, more efficient go-to-market and support operations, and enhanced customer experience.

Done right, it will deliver a competitive advantage and allow your business to keep pace within today's rapidly changing customer and competitive environment.

Poignand Consulting brings a unique approach to HubSpot CRM implementation. With over eight years of experience, we have been instrumental in helping businesses implement and optimise their use of the HubSpot CMS Hubs. 

Every project is unique in terms of business needs, technical setup, integrations and team onboarding requirements. Yet the core business challenges are often uncannily similar. Our depth of commercial experience, overlaid with our HubSpot record, provides the basis of transferable insights, perspective and practical solutions.

Here’s how we work with you to make your HubSpot CRM implementation efficient, swift and a spectacular success.

Discovery and Goal Setting

This phase is crucial as it lays the foundation for success. We begin by conducting a comprehensive analysis of your business, its operations, existing processes, channels to market, and competitive situation – the relevant dynamics that drive your business. This analysis helps us understand your unique challenges and opportunities.

We work with you to identify the business systems currently in place and the necessary integrations to maximise implementation effectiveness.

Through collaboration, we help define relevant business objectives and project-specific goals. The result is clear targets that your business and Poignand Consulting are aiming for, ensuring your active involvement and value in the process.

We also work with you to discuss and assess risks across processes, systems, operations, people, and customers, so that relevant mitigating actions can be put in place.

“Poignand Consulting is not only a master of HubSpot, they also apply it with a rare level of strategic, commercial, and operational context that’s in tune with our business. Their services have had a profound impact, enabling us to gain a single view of our customers and the future revenue pipeline, while enhancing sales performance, operational efficiencies, and the overall customer experience. All this while assisting our customers to have the best for their customers”.

Kevin Ferrari, Managing Director, Dentaurum Australia

Solution

The solution stage sets the approach to HubSpot Hubs, configuration and integrations. The design is critical to success, considering effectiveness, usability and user compliance. The result is a comprehensive plan that covers all necessary actions.

The result is a plan that covers actions such as:

Technical setup

• • Website connection
  • Domain management
  • Integration requirements – off-the-shelf apps or custom integrations

CRM Setup

• • Users, teams and access requirements
  • Contact imports – leads and customers
  • Custom property requirements
  • Data management automations
  • AI data features

Marketing Setup

• • Platform integrations, such as social media, Ad accounts, user email, and calendar.
  • Template/theme creation or setup
  • Landing pages
  • Blog
  • Marketing email
  • Call to action buttons and pop-ups
  • Marketing workflow automation
  • AI content features
    You may like to read: Why We Love HubSpot Marketing Hub

• • Sales process matching for lead status and deal stages
  • Sales workflow automatons and sequences
  • Templates
  • AI sales features
  • Conversational bots and AI customer agents

Support Setup

• • Support process matching for tickets
  • Support knowledge base setup
  • Customer surveys
  • AI features
  • AI customer agents
  • Support automations

Other

• • Training
  • Change management
  • Project governance.

Execution

We build the solution to the agreed plan. We include regular scheduled check-ins with progress updates to ensure your project governance is stringent.

Training

Training is the most vital aspect of change management. Building team confidence and recognising and supporting champions helps set activity benchmarks and boost compliance, achieving the maximum benefit quickly.

Measurement and Optimisation

Contemporary marketing, sales and customer experience programs thrive on the measurement and analysis of content, contact channels, conversion performance, and customer satisfaction.

The aim is to attract interest, engage, capture leads, recognise opportunities, and convert sales. We want customers to become promoters by creating amazing experiences.

Measurement and analysis reveal what works best and what doesn’t. It provides insights and allows you to optimise campaign performance and keep pace with constantly changing consumer behaviour, platform algorithms and competitive pressures.

How to get started

Our introduction process helps you and us to understand each other and determine if we’re the right fit for your business, working together on real solutions. We begin with a meeting to form a preliminary understanding of your business, goals, and ambitions. Then respond with possible solutions before preparing a proposal that best fits your needs and budget.

You can choose to engage us for a HubSpot implementation only or extend the engagement into a program to enhance the performance of your marketing and sales operations. Many of our clients choose us to execute ongoing marketing and sales enablement services.

The choice is yours.

If this sounds promising for your business, contact us today.

For more insights into our work and expertise, check out our work and listen to our podcast.