Outcome
SalesPlaybook · 17 pages
CRM rollout: the internal cost nobody budgets for
A readiness check and an effort calculation, before you decide.
- 4 questionnairesthe readiness check across four dimensions
- One calculationfour blocks, your own values, one figure in person-days
- 15 checksbefore the decision, with stop conditions
Resource download
Unlock the download.
Enter your email address to start the download of “CRM rollout: the internal cost nobody budgets for”.
PDF, immediately after submission · No newsletter, no call · Business address required: the form does not accept Gmail, GMX or web.de
We process your email address in HubSpot to provide this resource. See the privacy policy for details.
Time required
90 minutes with three people. Filled in alone, the readiness level comes out too goodInside the guide
- 4Why internal effort appears in no proposal
- 5–7The readiness check, four dimensions, three levels
- 8–10The effort calculation: fields, oversight, formula
- 11–12Data separation: what really has to come across, in four categories
- 13–14The silently-assumed processes, and what breaks at go-live
- 15–16Repair or rebuild, and the checklist
Page 10 · The formula
Four blocks, your own values, one figure. It sits beside the proposal, it does not get folded into it.
- Data work
- = A4
- Process clarification
- = (B1 × B3 × B4 × B2) ÷ 2
- Oversight
- = (C1 × C2 × C3) ÷ 8
- Transition
- = (D1 × D2) ÷ 8
This is for you
- you lead sales or marketing in a B2B technology company with 25 to 500 full-time employees
- a proposal for a CRM rollout is on the table
- you want to know what your project costs internally, not what it costs in general
- you are deciding between repairing an existing system and rebuilding
Not the right fit if
- you want an explainer on why CRM projects fail. This is a tool, not a guide, and it does not read without a pen
- you want a benchmark. There is no figure here of the form “a CRM rollout costs X internal days”, because an averaged number would be wrong in both directions
Outcome achieved
From Salesforce to HubSpot: How Workist Saves €200k Every Year
From Salesforce to HubSpot: how Workist saves €200k every yearOutcome achieved
MAIA Migrates From Pipedrive to HubSpot to Make GTM Repeatable
Moved from Pipedrive to HubSpot in under two months with under 20 hours of CEO involvementOutcome achieved
-30% sales admin within weeks at 2 days time investment
A Simple, Clear CRM That Is Enjoyable to UseManuel Hartmann
A real page from the guide
Six real pages from the guide
Want to know whether the proposal's timeline holds?
In the free 60-minute HubSpot Strategy Call we go through your completed readiness check and tell you what comes first and whether repair or rebuild is the right answer. No pitch: an honest fit/no-fit assessment and a clear next step.
Frequently asked questions
What happens to my email address?
You get one email with the download. No newsletter, no call, no sequence. If you want to hear from us later, that is your decision.
Is there a benchmark for what this normally costs?
Deliberately not. Such figures depend on data quality, team size and system landscape, and an averaged number would be wrong in both directions. You fill the calculation with your own values.
Can I fill this in on my own?
You can, but the readiness level then comes out too good. The four dimensions touch different areas, and everyone overrates their own. Three people is the minimum.
Is this HubSpot only?
No. The readiness check and the effort calculation apply to any CRM rollout. Where HubSpot appears, it is an example rather than a prerequisite.