Fractional RevOps
Practical expertise to optimize your revenue operations systems efficiently
OBJECTIF
Maximize your revenue with our fractional RevOps expertise
Our fractional RevOps management service is perfect for ambitious companies seeking expertise and hands-on support to set up and optimize their revenue operations systems efficiently and effectively.
- Access to expertise and experience
- Improvement in efficiency and productivity
- Access to innovation
- Cost reduction
Leverage our expertise to optimize your operations while streamlining your processes to enhance efficiency. Access innovative technologies, reduce your costs, and maximize the impact of your investment with our RevOps team.
Le processus
Meeting
Kickoff and action plan
The kickoff meeting will be led by your RevOps consultant, who will be your primary point of contact and ensure that all steps are completed with accuracy and efficiency. Your consultant will organize a 60-minute kickoff meeting during the first week. This meeting will include the introduction of stakeholders, a review of objectives, and planning the next steps for the next 3 to 12 months, depending on the length of your engagement.
Workshops
CRM portal audit
It is important that we update their CRM infrastructure. The goal is to conduct a scan of their current CRM portal to validate optimizations (quick wins). The audit of the portal allows us to evaluate the current configuration of the CRM portal, identifying strengths and opportunities for improvement. We analyze data structure, customization settings, contact management, and integration with other systems. This in-depth analysis provides a solid foundation for recommending quick adjustments to optimize the use of the existing CRM based on your specific needs. The aim is to ensure a smooth transition to a high-performing CRM environment aligned with your objectives.⬤
Workshops
CRM portal optimization
CRM portal optimization involves the concrete implementation of improvements identified from the audit (update) of your CRM. Based on the audit findings and identified opportunities for improvement, we adjust and refine the portal to enhance its overall configuration. This includes targeted modifications, configuration adjustments, and customized optimizations to ensure that your CRM has a solid foundation to support new features that meet your evolving needs.
Workshops
Project delivery through monthly sprints
Our sprint-based approach aims to implement configurations that address the key objectives discussed beforehand in a logical and structured manner. By following thoughtful prioritization, we adapt the configuration to precisely meet your needs. This ensures a strategic implementation aligned with your business goals, maximizing efficiency and the speed of delivering new features in your CRM.
Meeting
Project closure and planning for upcoming sprints
At the end of each project phase, we conduct a comprehensive evaluation of the results achieved before planning the next sprints. This step allows us to review accomplishments, identify necessary adjustments, and set objectives for the upcoming sprints. We establish a structured plan by prioritizing tasks based on updated needs and received feedback. 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)
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.
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.
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.
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.
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.