Advisory & Managed Services
SALESFORCE & HUBSPOT
Leveraging 20+ years of enterprise Sales Operations experience combined with Salesforce and HubSpot expertise.
We understand how B2B sales and marketing teams operate, speak their "language", & offer best practice sales and marketing automation process recommendations.
Our configurations, customizations, and integrations turn your Salesforce and HubSpot investments
into an asset.
Some Companies We Have Helped
Whether you're looking for a net new implementation, small tweaks, a complete overhaul, or on-going Administration, we have you covered.
Salesforce and/or HubSpot Administration
Beyond technical expertise, you will benefit from the sales & marketing process best practice guidance we offer, leveraging our 20+ years experience directly supporting enterprise sales & marketing teams
Depending on your needs, we approach our Salesforce and hubspot services in one of two ways.
You can opt for this flexible, services retainer model, where we commit to you a certain number of days per month over a six- or twelve-month period. A day represents 8 to 10 hours.
For new Salesforce or HubSpot implementations or larger, discrete engagements, we often work in a project-based model. We work with you to define the scope of work, budget, and schedule before embarking on the engagement.
administration & support MANAGED SERVICES
Gain the peace of mind knowing a Certified Salesforce Administrator and HubSpot Partner, with a Sales Operations background, is on-hand to support your organization and keep Salesforce or HubSpot system running in top shape. Services include on-going administration and maintenance, report & dashboard development, end-user support, data governance & quality checks, user adoption checks, and user training. We offer flexible engagement models to fit your budget.
Sales Process Review and Salesforce Configuration Tune-up
Goals: Improved Salesforce or HubSpot ROI. Improved Sales Leader Forecasting and Activity tracking. Increased Adoption.
Focus: End-to-end sales process from Leads to Opportunities to Client On-Boarding & Customer Success.
Improvements: From better Reports or Dashboards to custom code, our Advisory Services engagements include a combination of innovative Salesforce and HubSpot customizations, optimizations, development, documentation, and/or training. We offer recommendations based on our Sales Operations expertise and best practices with the goals of increasing your Salesforce or HubSpot ROI, smoother Sales team execution, sales team adoption, and better sales oversight.
Transition from Salesforce Classic to Lightning Experience
Data migration accompanies most Salesforce CRM implementation projects and we have an established methodology to ensure your historical customer and company records are migrated correctly into your new Salesforce system. We also employ procedures and supply recommendations to strengthen you data's accuracy and integrity as part of our engagements.
Marketplace App Installations & Integrations
We have extensive experience working with Salesforce AppExchange and HubSpot Marketplace integrations to popular sales-supporting software and internet services to extend the functionality of your Sales and Marketing tech stack.
Strong CRM adoption begins with an elegant design and continues to grow with great end-user training. Being a web-based platform you would assume Salesforce and HubSpot were designed with usability in mind, but you would be mistaken if you think your teams will adopt the systems without being properly trained. From logging in, searching, navigating, logging activities, to editing and creating records, we take your employees from the basics to performing their day-to-day job functions in Salesforce or HubSpot.
Data migration accompanies most CRM implementation projects and we have an established methodology to ensure your historical customer and company records are migrated correctly into your new Salesforce or HubSpot system. We also employ procedures and supply recommendations to strengthen you data's accuracy and integrity as part of our engagements.
We have expertise with the best tools to import, standardize, verify, and de-duplicate Salesforce or HubSpot data. We have led de-duplication projects for dozens of companies, some with millions of records.
JumpStart Salesforce and HubSpot Implementation Programs
Perfect for small businesses that would like their sales team up and running in a matter of weeks. This fixed fee engagement targets configuring Salesforce Sales Cloud or HubSpot Sales to support your sales process, while optimizing for usability and data quality.
- All of the basic components necessary to centralize and automate the management of leads, contacts, companies, and sales opportunities
- End-user training sessions
- Promotes CRM use best practices and adoption
Need guidance as you evaluate a Salesforce or HubSpot purchase decision? - NO CHARGE CONSULTATION