Invest in Your CRM Strategy, Not Just Your CRM Tech

On crm projects, I often hear “maximize engineering time” and “launch quickly”; but are your requirements good enough?

After working with many companies and stakeholders on Salesforce Microsoft Dynamics 365 HubSpot extensively, I can tell you they usually are not.

I’ve seen multi-million dollar projects for data cleanups, refactoring data models, and refactoring almost everything - and not once, but many times, and often for the same companies.

Now occasionally the businesses are rapidly evolving their business models, reacting to market signals; however, most of the time it’s a lack of thoughtful upfront discovery and planning.

Large organizations often lack understanding of underlying business processes due to size, matrix orgs, turnover, and pressure to invest to meet quarterly earnings targets.

High growth startups often lack this understanding as well but are truly amazing at compensating through ingenuity, commitment, and execution speed building institutionalized manual bandaids and taking pride in doing so.

So, what does this actually look like?

“I just need to setup support, migrate sales, and replace my SMS tool”; this actually meant:
- Automate DIY ticket creation within 20 ticket types with chatbot and standardized milestones for reporting & optimization
- Consolidate email, slack, sms, calls, CRM, and homegrown apps & database into one super record easily viewable in CRM

“I just need to migrate from Salesforce and Zuora to Hubspot”; this actually meant:
- Detailed process & subscription tracking for hardware and software at five custom object levels
- Expand pipelines and streamline product catalog to accommodate many models of partnerships, products, and commercialization

Instead of endless refactoring and cleanups, these companies have elegant solutions that will serve them now and through many rounds of growth.

These solutions were by no means obvious.

We met with stakeholders, built process flows, and peeled back the onion with our brilliant, passionate, and committed clients to enable these solutions to be found.

It was fun. It was effective. It saved money immediately for some, ultimately for everyone. These companies are incredibly well situated to scale operations and commercialize rapidly.

Growth Marketing Advisors uses this approach in all its CRM and businesssystems engagements, with its amazing clients; the solutions are clean and effective; systems are strong; processes stronger; results even stronger; happy clients strongest.