Work with us

We’re always looking for ambitious businesses who understand the world is changing, and are driven to adapt and thrive. Take the next step and book a call with our team.

Work with us

We’re always looking for ambitious businesses who understand the world is changing, and are driven to adapt and thrive. Take the next step and book a call with our team.

Join Our Team

Are you a motivated individual, looking to challenge yourself and make a positive impact on the business world? Take a look at our vacancies.

Yesterday, we presented a customer journey blueprint to one of our new customers that we are rolling out the HubSpot CRM.

The CRM consulting team working on this project, had in my mind produced an amazing journey blueprint that considered many steps that a customer may take from lead through to customer, to service and renewal. And this would form a good foundation for new customer journeys to be ideated and added in the future.

We were expecting to have to walk out of the presentation having blown the customer away, however we ended up having to calm an irate customer.

They were not expecting a blueprint that mapped out the customer experience and the resulting data flows, they were expecting our blueprint to only explain how we will setup the CRM. That is what they had received from other CRM consultancies and agencies they had worked with in the past.

All was fine in the end though… as we explained:

This is the number one mistake that companies make when they roll out a CRM. They focus on the technology, they focus on the customer record, and they often focus on one department.

As a result, the CRM is setup and it works.

But when the company wants to scale and automate customer experience, when they want to delight customers, when they want to communicate with customers. They find that the CRM was not setup in a way that allows them to get the dataset they require. And this is when a CRM system begins to collect dust, and these requirements that should be simple, have to get executed from spreadsheets and other systems.

To ensure a CRM project is a success, make sure you take the time and effort to map out all potential customer journeys and then let this inform the configuration of the CRM system.

Get our 30+ page guide to CRM here and find out many other ways to make CRM projects a success.

https://213255.fs1.hubspotusercontent-na1.net/hubfs/213255/BLOG%20CTA%20-%20HUBLE%20PLANUARY.png

January is Planuary 📅

Your CRM migration can be seamless, secure, and see fast ROI.

Get in touch

RELATED Posts

HubSpot's active vs static lists (+8 examples to boost sales)

If you want to improve sales lead generation and revenue opportunities for your business, you need

Building an effective outbound prospecting strategy: A step-by-step guide

Outbound prospecting is an essential part of any sales strategy, but simply sending out emails or

Boost revenue in 2023: 7 proven B2B upsell strategies

Upselling isn’t a new concept and you’ve no doubt included it as part of your sales plan for 2023.

Keep it centralised: Why use HubSpot’s project management tool

As an enterprise organisation, it's important to have a reliable project management tool to help