HubSpot Implementation
Our structured implementation approach maximizes the success of your project.
OBJECTIF
Maximize the power of HubSpot CRM with a turnkey approach
Le processus
01
Kickoff
Your RevOps consultant at Lakhos will lead a 60-minute kickoff meeting during the first week. This meeting will cover the introduction of stakeholders, the review of goals, and the planning of next steps.
02
Solution design
Lakhos will organize workshops to equip the project team, by guiding the development of new adapted process flows, covering both standard operations and exceptions.
03
Setup and development
Lakhos will configure the CRM platform according to the approved requirements, ensuring fully functional applications and interfaces.
04
Tests and Approval
Lakhos will guide the team in carrying out the necessary tests and adjustments, while supporting the company's tests. The company will then validate the functionalities and approve the final configuration.
05
User training
Lakhos will train superusers to coach end users, by providing targeted training sessions and ongoing support.
Questions fréquentes
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.
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.
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.
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.
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.
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.