Defining the deployment strategy
Analysis of the business processes of Expensya’s Sales teams to define the best configuration of the HubSpot CRM
Migration preparation: review of the target data model, definition of the mapping to be used between the source CRM and the target CRM, tips for a successful migration schedule, change management
Recommendations to automate Sales pipelines
Suggestions of automations to maintain a high level of Data quality (create tasks for the task allocations & information sharing, avoid double entries, etc.);
Structuring Dashboards & KPIs to better measure business performance, team productivity and data quality
Defining the deployment strategy
A successful data migration framework: all the necessary elements for the migration have been anticipated to guarantee a smooth process and good change management;
Reduction of double entries in the contracting process thanks to the use of Quotation and HubSpot Products tools;
Documentation of the entire CRM strategy and use cases for the various user teams;
Proposal of a roadmap for the implementation of the new CRM.