Individual Solutions - CRM, Tech Stack, Ops

Projects that drive revenue growth

Some examples of solutions we'll scope and implement:

    • Implement HubSpot hubs such as operations hub or service hub on top of an already existing sales and marketing hub.
    • Integrate and implement 3rd party tools such as ZoomInfo or iCapture.
    • Consult on Tech stack solutions - tools and architecture - that match your organizations needs.
    • Optimize lead management processes, including lead routing, scoring, and establishing an SLA.
    • Optimize sales pipeline to reduce friction.
    • Provide Training and onboarding of HubSpot or other GTM Tech to improve adoption and data quality of existing stack.
    • Create comprehensive dashboards to show your current funnel performance.
    • Optimize Service ticketing system.
    • Other projects - lets discuss.
  • Define business outcomes and objects
  • Audit current status and document
  • Define requirements
  • Document and visualize solution
  • Implement
  • Train and onboard
  • Monitor and evaluate