Roadmap is a certified HubSpot implementation consultant. We help you set up your system right the first time with a customer relationship management strategy. We act as your sales coach, implementing structure and accountability to achieve your goals. Schedule a discovery call with Roadmap President, Steve Whittington.
The first three questions we ask any business are:
Without clear knowledge of these three data points, any sales forecasting you are doing is really just “hopecasting”. We can change that. The first step is gathering customer data to gain insights to build a predictable sales process.
To understand your customers is to have data about your customers and your communications. If you are like many organizations, you have data in multiple places, and it is hard to gather insights and understanding because you do not have a single source of truth.
Fortunately, all your customer data, digital marketing, and sales process data can be captured in one place. We make it easy and bring it all together for you.
The world is digital, and your business, especially your sales process, needs to be too. Keeping offline records and multiple data sources creates room for error and data loss. From a crashed computer to internal miscommunication on a client account. Creating a central source of truth allows multiple staff to access valuable information in real-time, as needed. No more fumbling on the phone with a customer finding the answer they need, or endless internal emails determining where information is located.
Can You Relate?
Establishing digital business process management has a direct impact on customer experience and your business performance. We help you optimize your sales and operations processes through a 12-week Kickstarter Roadmap implementation of HubSpot software.
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By streamlining your business processes, your business saves time, money, and stress.
According to a study from Nucleus Research, the average ROI for CRM is $8.71 for every dollar spent. This is a result of sales teams gaining access to a single dashboard with the following customer information:
HubSpot becomes the single source of truth for:
And these features are only the beginning!
Roadmap has transformed our business through automating our business processes and allowing us to manage our growth. The HubSpot solution provided allows us to scale at ease. The Roadmap team mapped and simplified our processes. They provided sales and operation solutions integrating our sales and onboarding processes. We left Pipedrive and haven't looked back!
It starts with discovery and ends with a strategy roadmap.
It all starts with uncovering what you have - all businesses have processes otherwise you would not have a business that runs! We want to simplify and optimize these processes.
Your time commitment: 3-4 hours
With a clear understanding of your needs established, the appropriate solution uncovered and agreed upon some baselined technical setup can occur, and the agreed-upon individualized Kickstarter Roadmap plan is set into motion.
Your time commitment: 1-2 hours
After the technical setup is completed, your delivery team hits the ground running with the implementation plan. Identified quick wins will be the focus to get your team using the system and seeing results.
Your Implementation Specialist collaborates with your internal teams to assign accountability and establish a proper handoff process. During weeks 6 through 10, your team also finalizes setup for each of your hubs, including:
What gets measured gets managed. The final step of implementation is the creation of customer reporting dashboards and training on how to use them effectively. Dashboards help your internal teams establish a reporting schedule to keep your strategies data-driven.
Your Implementation Specialist conducts your final portal audit, identifying other ways to use your tools to continue hitting your goals. As a final touch, we will conduct a growth grader analysis and discuss strategic recommendations that could include the following:
This depends on the complexity of your business and HubSpot requirements our packages start at $8,250 and scale based on your organization’s goals.
It takes 12 weeks to fully implement the relevant hubs, develop a strategy, create an after-launch plan, and train your team. Within the 12 weeks, we also want to ensure your team is actively using the HubSpot platform.
The outcomes depend on the specific goals of your company varying from developing a lead generation funnel, optimized sales processes or back-office automation. These goals are determined in the first parts of the process so the implementation drives towards the desired outcomes.
HubSpot hubs are price-tiered based on needed capabilities, starter, pro, enterprise, and the number of seats required for the software. For example, at the start, you may only need a starter level with 5 seats until your organization goes through the digital transformation and begins to capture ROI from the platform. Afterward, we can help your team upgrade your system to meet your growing level of capabilities.
HubSpot is a customer experience platform that digitizes your business processes by combining all your digital marketing tools, sales processes, and service in one place. It will help you find, gain, and keep your customers. Through a complete HubSpot implementation that utilizes inbound marketing tactics and the marketing automation software, your customers will be able to find you. The Customer Relationship Management (CRM) portion of the software will help you gain customers and the service hub will help you keep them. Along the way, we will map your business processes and create applications to digitalize revenue operations and all customer interactions.
Book a discovery call to get started.