A comprehensive CRM implementation covering Marketing Hub, Sales Hub, and Service Hub — designed to streamline processes, improve data quality, and drive user adoption within 8 weeks.
The CEO + marketing & sales leaders must manage a fragmented tech stack including Salesforce, DATEV & Dealfront. The team aims to introduce a new CRM to streamline processes, as Salesforce is underutilized and heavily reliant on manual work.
Manual invoicing and quoting in Word/Excel, poor data sync between tools, low user adoption, and scattered data lead to inefficiencies and reporting issues.
HubSpot can automate key processes, improve data quality, unify the tech stack, and reduce workload. This enhances campaign management, lead handover, and customer experience through clear workflows and better reporting.
Existing Salesforce licenses expire in July, creating a strict deadline for system change, including migration and user training.
The new system must be easy to implement within 6–8 weeks, reduce technical workload, offer clear ROI, and support cross-functional processes.
The team is comparing Salesforce and HubSpot based on integration, cost, and project scope, aiming to decide by June to ensure readiness by end of July.
SalesPlaybook adopts a collaborative approach where the client actively participates in building core marketing, sales and service processes. Our Project Lead and Implementation Consultants are available for high-touch, on-site workshops — particularly during the Concept Phase and Adoption Phase. While we handle around 80% of the technical workload, we ensure the implementation is fully tailored to your specific setup, culture, and feedback through co-creation sessions.
Define strategic direction and align on core CRM architecture across marketing, sales, and service functions.
Define ICP segmentation, channel strategy, campaign management. Align lifecycle stages and lead nurturing workflows.
Co-create customer journey, sales process, and pipeline structure. Define stages, validation criteria, ownership, and SLAs.
Design onboarding, renewal, and support pipelines. Define ticketing stages, handovers, SLAs, and workflows.
Define integration goals, triggers, data flows. Create mapping and sync rules.
Deploy foundational CRM infrastructure and integrate it into the GTM stack.
Admin configuration, governance, user roles, lifecycle and pipeline implementation. Forms, views, lists, data fields.
Marketing nurture, lead management, ticket handling automation across lifecycle stages.
Integrate scheduling tools, ad platforms, email infrastructure.
Ensure data integrity, reporting accuracy, and optimize processes for scalable usage.
Deduplication, hygiene workflows, field stack reviews, lifecycle alignment. Process governance and reporting cadence.
Up to 40 reports and 3 dashboards. Channel and lifecycle attribution. Performance optimization advisory.
Drive end-user adoption, enable knowledge transfer, and ensure self-sufficient CRM usage.
On-site enablement week. Weekly 1:1 Jour Fixe + up to 8 power user sessions + 2 technical Q&A sessions.
Custom video library for key workflows. CRM documentation and implementation handover.
3 hrs/month hands-on support. Email access with 48h business response time.
Drive continuous adoption and ensure self-sufficient CRM usage through ongoing support.
Bi-weekly Jour Fixe and technical sessions.
3 hrs/month hands-on support. Email access with 48h business response time.
Implement a robust & scalable CRM by implementing HubSpot Marketing Hub Professional.
Improve marketing efficiency, predictability, and lead conversion rates while ensuring seamless integration with sales.
Implement a robust & scalable CRM by implementing HubSpot Sales Hub Professional.
Increase sales efficiency, predictability & revenue per rep.
Optimize HubSpot Service Hub for streamlined client journeys and service processes.
Standardized onboarding, renewal and support pipelines with clear SLAs and handovers.
Scale sales efficiently by maximizing value from HubSpot/SalesOps.
Increase efficiency and reduce spend — no need to hire a RevOps specialist internally.
Weekly 60-minute bespoke training sessions tailored to your workflows.
Up to 8 × 60-minute sessions for top-to-bottom adoption.
Video library, CRM docs, and up to 2 Technical Q&A handover sessions.
3 hrs/month support + email access with 48h business response.
Let's streamline your CRM and accelerate your go-to-market.
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