Fractional RevOps
Practical expertise to optimize your revenue operations systems effectively
OBJECTIF
Maximize your revenue with our fractional RevOps expertise
Our split RevOps management service is ideal for ambitious businesses looking for expertise and practical help to set up and optimize their revenue operations systems effectively and efficiently.
- Access to expertise and experience
- Improving efficiency and productivity
- Access to innovation
- Cost reduction
Benefit from our expertise to optimize your operations while streamlining your processes to improve your efficiency. Access innovative technologies, reduce your costs and maximize the impact of your investment with our RevOps team.
Le processus
01
Kickoff and action plan
The kickoff meeting will be led by your RevOps consultant. The consultant will be your main point of contact and will ensure that all steps are completed accurately and efficiently. Your consultant will organize a 60-minute kickoff meeting during the first week. This meeting will include introducing stakeholders, reviewing goals, and planning next steps for the next 3 to 12 months, depending on your length of engagement.
02
CRM portal audit
it is important that we update their CRM infrastructure. The objective is to re-scan their current CRM portal in order to validate the optimizations (quick wins) - The portal audit makes it possible to assess the current configuration of the CRM portal, identifying strengths and opportunities for improvement. We analyze data structure, personalization settings, contact management, and integration with other systems. This in-depth analysis provides us with a solid basis for recommending quick adjustments to optimize the use of existing CRM according to your specific needs. The objective is to ensure a smooth transition to an efficient CRM environment, aligned with your goals.
03
Optimizing the CRM portal
Optimizing the portal involves the concrete implementation of the improvements resulting from the audit (updating) of your CRM. Based on the findings of the audit and the opportunities for improvement identified, we are adjusting and refining the portal to increase its overall configuration. This includes targeted changes, configuration adjustments, and custom optimizations to ensure that your CRM has a solid foundation to accommodate new features that meet your evolving needs.
04
Delivery of projects by monthly sprints
Our sprint approach aims to implement configurations that meet the key objectives discussed previously in a logical and structured manner. By following a thoughtful prioritization, we adapt the configuration to precisely meet your needs. This ensures a strategic implementation, aligned with your business goals, to maximize the efficiency and speed of delivery of new functionalities in your CRM.
05
Project closure and development of the next sprints
At the end of each project phase, we conduct a comprehensive evaluation of the results obtained before planning the next sprints. This step allows you to review achievements, identify the necessary adjustments, and define goals for subsequent sprints. We establish a structured plan by prioritizing tasks based on current needs and feedback received. This approach ensures that each sprint is aligned with your business goals, optimizing the efficiency and speed of implementing continuous improvements in your CRM.
Questions fréquemment posées (FAQ)
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.