Over the years, I have helped various organizations to re-implement the HubSpot CRM platform. What, isn't once enough? Not always. Sometimes the initial implementation was done poorly, or there has been a gap since the implementation, and users have changed over the years, etc. Increasingly, implementation has been perceived as a one-time thing, and the nature of the entire project's change management has not been properly understood.
Are you considering a CRM? Have you already leaned towards HubSpot? Here are some tips on how to choose an implementation partner.
HubSpot CRM, which is easy to adopt and scalable, is a good game. G2 Crowd recently selected it as the world's best software, and not without reason! However, even good software doesn't get far without committed users, so choosing an implementation partner is of paramount importance. A good partner helps get started and, on the other hand, accompanies you for as long as the software is used in the desired way and results are achieved.
What criteria are you using to choose a partner? Many factors influence a good choice, such as how well you get along as people. However, it's worth evaluating a little deeper, as the decision is ultimately important. Much depends, of course, on your goals: Are you adopting the Starter version for quick, hassle-free implementation for a small business? Or are you transitioning a professional, fifty-person marketing and sales organisation from an old CRM to HubSpot?
Ultimately, let's return to a fairly straightforward yet important point. Customers are different, and needs can vary greatly depending on the industry, company size, and situation. However, measurability should accompany the process from the outset. At the same time, an experienced HubSpot Partner has over the years structured, tested, and refined their services so that the programs work even in challenging situations. The One Size Fits All principle is difficult to implement as-is when it comes to CRM.
Understanding of Business. Processes. Valuing data. Ability to understand the entire ecosystem from ERP to CMS. These are the competences and strengths of a good CRM partner.
However, perhaps I would still highlight one soft criteria in the end, namely cultural FIT. The prerequisite for the success of implementation is that both parties sync - do the teams get excited, do the values match, are we strict or do we share smiles... these things matter a lot.
What works for one may not always work for another. That's how it is. This time, I highlighted key factors that I have personally experienced to be at the center when considering the implementation of HubSpot CRM and choosing a suitable partner. Success is always a two-way street, but ultimately, the decision about the partner is in the hands of HubSpot's customer: I believe it's unnecessary to use consultants in partner selection; the most important thing is to be involved in the process oneself, make the choice based on clear (personal) priorities - and listen to intuition.
If you want to hear more about what we offer as a partner, you can learn more about the topic here or you can also start a discussion directly!