Customer relationship management (CRM) is a technology for managing your business’s relationships and engagement with clients and potential clients. With the recent development of low-cost and free CRM tools, businesses of any size can now utilize world-class software without the associated price tag.

Do you…

• Have a CRM system that you do not like or is not in use? 
• Unclear picture of your sales & marketing pipeline?
• Still, use manual tracking and spreadsheets?
• Still, work out of your email inbox, and it is out of control?

If the answer is yes, pick up the phone and call Netclues today. We can help you implement a CRM that will transform your business, and your whole team will use it with a single goal.

Engaging with your customers is the first step towards success and is the only key factor in today’s modern business world to achieve a favorable outcome. HubSpot CRM is a powerful tool you can utilize for your business attainment, and the best thing is that it is free and lightweight; it works for you rather than the other way around.

Before the implementation into CRM, Netclues will review various aspects of your business listed below: 

• Understanding your sales process
• Review your data
• Website and internal systems
• Analytics & Reports
• Internal meetings (with your teams)
• Explaining the CRM - process and benefits
• Cleaning up your data
• Recommending which HubSpot package best suits your business needs
• Documentation

Netclues HubSpot CRM implementation package includes:

• Setting up a detailed sales process
• Mapping fields and creating a data import
• Integration with internal tools such as emails, websites & more… 
• Setup roles, users and assign them permissions 
• Data Migration to HubSpot in contacts, companies, deals, and other modules
• Set up sales & deal pipelines
• Set up target accounts process
• Set up workflows to automate your work
• Detailed documentation of the process
• Setup and create reporting structures
• Implement form automation
• Implement HubSpot marketing as and when required
• CRM training for your staff and leadership, including CRM best practice training and HubSpot CRM-specific functionality training & more…

Yes, it’s time to stop using spreadsheets for sales and marketing purposes and start thinking about automation and data centralization. Contact Netclues, a HubSpot implementation partner today, to implement HubSpot in your organization in the Canada or anywhere around the globe. 

Schedule a call with our HubSpot Expert today!