HubSpot Implementation

Notre démarche d’implantation structurée maximise la réussite de votre projet.

OBJECTIF

Maximisez la puissance du CRM HubSpot avec une démarche clé en main

Une fois le plan de projet approuvé par les parties prenantes, nos équipes seront prêtes à entamer le projet d'implantation conformément au plan de projet. Notre méthodologie d'implantation comportent 6 étapes clés que nous répétons en cycle pour chaque phase de déploiement.

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Le processus

01

Planification

Votre consultant RevOps chez Lakhos dirigera une réunion de kickoff de 60 minutes lors de la première semaine. Cette rencontre couvrira l’introduction des parties prenantes, la revue des objectifs et la planification des prochaines étapes.

02

Design de solution

Lakhos organisera des ateliers pour outiller l’équipe projet, en guidant le développement de nouveaux flux de processus adaptés, couvrant à la fois les opérations standards et les exceptions.

03

Configuration et développement

Lakhos configurera la plateforme CRM en fonction des exigences approuvées, assurant des applications et interfaces pleinement fonctionnelles.

04

Tests et approbation

Lakhos guidera l’équipe dans la réalisation des tests et ajustements nécessaires, tout en supportant les tests de l’entreprise. L’entreprise validera ensuite les fonctionnalités et approuvera la configuration finale.

05

Formation des utilisateurs

Lakhos formera les super-utilisateurs pour qu’ils encadrent les utilisateurs finaux, en assurant des sessions de formation ciblées et un support continu.

Questions fréquentes

What training and support are offered during and after the implementation?

HubSpot offers a comprehensive learning platform, HubSpot Academy, ideal for expanding your knowledge. At Lakhos, we also offer you continuous support with personalized training and specific coaching, thanks to our development plans.

Why choose us to manage your RevOps systems?

Benefit from comprehensive expertise at a lower cost than a full-time employee. Our team optimizes your operations with cutting-edge technologies, improves your efficiency and reduces your costs while offering you the innovation you need to remain competitive.

  • Access to expertise and experience: Our team brings a wealth of knowledge and experience, allowing you to take advantage of this expertise and take your operations to the next level.
  • Improving efficiency and productivity: You will be able to streamline your operations, reduce costs, and increase productivity.
  • Access to innovation: Our team uses cutting-edge technology and innovative solutions to help you stay ahead of the curve and stay competitive in an ever-changing marketplace.
  • Cost reduction: By entrusting certain functions to our RevOps team, you can reduce your overall costs and maximize the impact of your investment.
What integrations are possible with HubSpot?

HubSpot offers a wide range of integrations with other popular tools, including Salesforce, Slack, Google Workspace, Microsoft Office 365, Mailchimp, Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, ERP such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, In addition to these integrations, HubSpot has an extensive app marketplace where you can find lots of other integrations tailored to various needs and systems. This marketplace makes it possible to synchronize data, automate workflows, and streamline processes across different systems.

How is the data migration to HubSpot going?

Migrating data to HubSpot typically involves exporting data from your current systems, cleaning and structuring the data, and then importing it into HubSpot. Working with an experienced team is crucial to ensure that all important data is successfully migrated and that relationships between data are maintained.

How long does it take to implement a HubSpot CRM?

The duration depends on the scope of your project and the type of support. For a turnkey project, the MVP phase generally takes between 3 and 6 months. We also offer an onboarding process in co-development mode with a resource person, which generally takes 6 to 8 weeks.

Is HubSpot suitable for all business sizes?

Yes, HubSpot is suitable for all sizes of businesses, from startups to large organizations. Its scalable features and flexible pricing make it accessible and beneficial for companies with varying needs in marketing, sales, and customer service.