Increase your sales and clients

Our project management services encompass the planning of an array of tasks and activities associated with the implementation and optimisation of HubSpot solutions for your business. These services are designed to ensure the seamless and triumphant integration or enhancement of HubSpot within your organisation. 

HubSpot Kick-Off Call:
We initiate the process with a call to align objectives and establish clear expectations for your HubSpot project.

Scoping & Business Analysis:
We foster a close collaboration with you to define the project's scope, objectives, and crucial prerequisites for your HubSpot implementation or optimisation project.
This process involves setting goals, timelines and budgets, and identifying key stakeholders and team members. We complete a comprehensive evaluation of your current status, ensuring that it seamlessly aligns with your objectives, while  identifying any existing gaps that demand immediate attention.

Requirements Definition:
We document user stories, strategise data integration, and outline the requirements for reporting to craft a well-defined and purposeful roadmap.

Project Planning & Management:
We construct a project plan, oversee its methodical execution, and maintain channels of transparent communication throughout the project. This plan outlines the tasks, important milestones, and the delivery of vital components essential for the attainment of your objectives. It also encompasses resource allocation, rigorous budgeting, and a timeline for each phase of the project.

Reporting & Review:
We maintain continuous monitoring of performance, fine-tune utilisation for optimal efficiency, and hold your valuable feedback in high regard to ensure that your HubSpot implementation remains aligned with your objectives and persists in delivering enduring value.

Our Sales Audit and Strategy service provides a comprehensive approach to enhance your sales processes and strategies. Our tailored approach includes three key components: audit, planning, and workshops, all aimed at fine-tuning your sales efforts and aligning them with your broader business objectives.

With our Sales Audit and Strategy service, we aim to fine-tune your sales processes, align your strategies with business objectives, and identify opportunities for optimisation. By implementing this holistic approach, your sales efforts will not only become more efficient but also closely aligned with your broader goals. This alignment will result in improved sales performance and sustainable growth for your business.

Audit:
Our first step is to conduct a review of your current sales operations, sales team performance, and strategies. By analysing your entire sales ecosystem, we identify the strengths and weaknesses, bottlenecks, and areas for improvement. This thorough audit provides us with valuable insights to optimise your sales approach.

Planning:
Building upon the findings from the audit, we collaboratively create a tailored plan to optimise your sales performance. Our team takes into account your goals and sets performance indicators to outline a clear roadmap for success. By developing strategic steps, we ensure that your sales strategy aligns with your business objectives and maximises growth potential.

Workshops:
In addition to the audit and planning, we conduct interactive workshops to foster innovation and problem-solving. These collaborative sessions allow us to work closely with your team, identifying specific optimisation opportunities. By aligning the sales team with the strategic plan, we empower them to make data-driven decisions and drive sales performance.

Our HubSpot CRM Setup services are tailored to ensure a seamless implementation of HubSpot's customer relationship management (CRM) platform for your business. 
Our HubSpot CRM Setup services aim to empower your business with a robust CRM system that optimises your sales and marketing efforts. By configuring and customising HubSpot CRM to your specific requirements, we help you streamline operations, enhance customer relationships, and drive growth through better data management and automation.

Custom Configuration:
We configure the HubSpot CRM according to your requirements. This includes setting up custom properties, lead scoring, and other key CRM settings to match your unique sales and marketing processes.

User Training:
We provide training sessions to ensure your team can efficiently use HubSpot CRM. This includes teaching your team how to log and track interactions, create and manage deals, and effectively utilise the CRM's features.

Workflow Automation:
We set up workflow automation to streamline your sales and marketing processes. This includes creating automated email sequences, lead nurturing workflows, and sales task automation to save time and increase productivity.

Reporting and Analytics:
We configure reporting and analytics dashboards within the CRM to provide insights into your sales and marketing performance. This allows you to track key metrics and make data-driven decisions.

Effective alignment between your sales and marketing teams is vital for achieving organisational success.
Our Sales and Marketing Alignment services aim to break down silos, enhance collaboration, and create a more cohesive approach to customer acquisition and retention. By working together towards common objectives, your teams can improve lead generation, lead conversion, and overall business growth.

Strategy Development:
We begin by facilitating the development of a unified strategy that aligns the objectives of both teams. This strategy includes defining the ideal customer profile (ICP) and buyer personas, setting shared goals, and outlining the customer journey.

Goal Alignment:
We align the goals and key performance indicators (KPIs) of both teams to ensure that they are working towards common objectives. This eliminates conflicting priorities and encourages shared success.

Lead Management:
We establish a lead management process that ensures a smooth transition of leads from marketing to sales. This includes lead scoring, defining lead stages, and creating automated workflows to nurture leads effectively.

Content Alignment:
We ensure that the content created by the marketing team is tailored to meet the needs of the sales team. 

Data Analysis and Reporting:
We implement data analysis and reporting processes to provide both teams with insights into the effectiveness of their efforts. This allows for data-driven decision-making and ongoing optimisation.

Continuous Improvement:
 We encourage a culture of continuous improvement, where both sales and marketing teams regularly review and refine their processes based on data and feedback.

Our Sales Reporting Setup services are aimed at helping businesses establish effective reporting systems within the HubSpot CRM platform. We enable your business to make data-driven decisions, monitor sales performance, and identify areas for improvement. With custom reports and dashboards, you gain a clear picture of your sales efforts and can adjust your strategies to meet your sales goals effectively. Whether you need insights on lead generation, conversion rates, or sales team performance, our services provide the tools to keep your sales operations optimised.

Initial Assessment:
We commence with an initial assessment of your business's sales reporting needs. This involves understanding your specific goals, key performance indicators (KPIs), and the types of insights you require from the system.

Custom Report Creation:
Based on the assessment, we create custom reports tailored to your business's unique requirements. These reports can encompass a wide range of sales data, including lead generation, deal progression, conversion rates, sales team performance, and more.

Data Integration:
We ensure that your HubSpot CRM is integrated with the necessary data sources to populate these reports accurately. This may involve connecting other tools and systems used in your sales process, ensuring data consistency and real-time updates.

Dashboard Configuration:
We set up custom dashboards within HubSpot CRM, providing an at-a-glance view of your most critical sales metrics. These dashboards make it easy for your sales team and management to monitor progress and make informed decisions.

Ongoing Support:
Our services include ongoing support to address any issues, update reports as needed, and adapt to changing business requirements. We're committed to ensuring that your sales reporting system remains accurate and relevant.