CRM, HubSpot, Digital Marketing & Transformation

CRM systems have taken the world by storm. As they developed over the years, it’s become difficult to ignore the benefits that they bring to any business. These Customer Relationship Manager systems ultimately lead to better connections with your customers, driving sales and increasing client retention. But, a CRM is in fact much more than that. If well implemented, it can become the foundation of your business and catapult your business ahead of your competition. From automating essential tasks to

Customer Relationship Management (CRM) systems have become increasingly important for modern businesses to adopt. CRMs are the perfect solution for the fast-paced world that businesses have to operate in today. With several awards, HubSpot is one of the world’s leading CRMs. There are countless important features that the system offers to businesses. Even better, you can use HubSpot for free, only upgrading and spending money on the areas of the CRM that you need most. From swift customer service to far-reaching marketing, HubSpot is the perfect CRM

CRM implementation is a team effort and having the right people around you is essential if you want your implementation project to be a success. Your CRM implementation team will consist of a variety of people with different skill sets. However, there are two main teams that need to be in place: The implementation team is directly working on the CRM implementation. A supervisory committee consisting of all

Data migration is one of the most important factors when it comes to implementing a CRM. So much so that it can be considered an entire project of its own. By migrating your business’ historical data, you’ll ensure that your teams can report on effective sales strategies, avoid unnecessary effort, and improve sales velocity. Making the shift to a new CRM system can be a daunting task though. There are a lot of risks involved in the process of

A CRM is a system for managing relationships with a business’s customers. For B2B businesses, this involves tracking leads and customers across long sales cycles and through upgrade paths. For B2C businesses, this could include tracking buying behaviour, website activity, or maintaining a central list of lead and customer information. CRM Implementation is all the steps required to successfully

One of the most frequent questions that we get is how to export contacts from the HubSpot platform, especially after the 2022 update has rolled out. It might seem like a complex and tricky process at first, but it’s incredibly easy. If you need to export a list of contacts from your database, you can do it within minutes by following our quick guide below. A quick guide: how to export contacts from HubSpot The first step is to head over to your contacts page. On this page, you’ll get a view of all the contacts in your HubSpot database. On

Financial services is a competitive industry. You need to be able to win clients over from your competition. What makes your business stand out from the rest? The key to drawing in more customers is much simpler than you might think. It’s not always about getting your business out there for exposure — this might get your business recognised, but it’s not always going to guarantee that you’ll get new customers coming through your door. What if you were able to set up a system that allows the leads to generate themselves?