Technology & Process Adoption
As your partner, we're committed to the vision, implementation, and adoption of your company's transformation project. Let's get started—request a consultation to talk through your business and team needs.
Our Training Approach
The adoption process is not straightforward. Training plans need to support re-training as users begin to adopt the tool in their daily work.
An outside perspective can help create alignment between different users and personalities. This focus is on the payoff to the customer. Shared values can help employees feel appreciated for their role in the organization and motivate them to participate in the change.
CRM & Sales Process Adoption
HubSpot Migration & Consolidation
Align 2 newly merged US companies on one tool, manage asset standardization & CRM adoption. Our work included:
- CRM custom configuration of 6 pipelines to support each teams' structures, processes, and confidentiality requirements
- Develop reporting for each line of business as well as the full-view forecast for the company
- Conducted formal CRM and sales process training
- Identified opportunities for efficiencies to create alignment within their process
- Implemented sales automation to support day to day sales activities and sales management
Sales & Accounting Team Alignment
HubSpot CRM & Netsuite Integration
Provide sales, marketing, and service a full customer view. Our work included:
- Department user interviews to understand team usage and areas of inefficiencies
- Developed custom integration for a constant flow of data
- Provided documentation outlining the new flow of information and changes to processes
- Conducted team training to maximize tool usage and roll-out changes to processes
How can we help you?
Contact us to discuss your change plans and challenges.
