Hire an agency to help with your shiny new CRM

Thinking about jumping into the world of professional CRMs like HubSpot for your biz? Maybe you've already snagged one, but now you’re looking at the setup and thinking, 'Where do I even start?' Before you get your IT, marketing, or sales team to roll up their sleeves...

let’s hit pause and ask a couple of key questions:

• Has anyone in your team tackled setting up a complex CRM that handles sales, marketing, and customer service? We’re talking about the real deal here.
• Got any CRM wizards in-house? I mean, folks with certifications who really know the ins and outs.
• Who’s going to be the CRM champion? Is there someone (or maybe a few someones) who can dedicate their time to make sure this CRM sings?
• And let's talk about time — do you have enough of it? Training and setting up a CRM isn’t a small task. Can your team manage this without sacrificing their day-to-day work?

If any of those questions had you saying 'nope,' it's a sign that your team might not be fully prepared to tackle the CRM beast just yet. And hey, that's totally okay. Getting up to speed with a system as robust as a CRM, especially something like HubSpot, isn't something you can ace overnight. It's a journey – a pretty long one at that. And let's be real: trying to fast-track this process without some outside expertise can be like trying to sprint a marathon.

A ton of businesses dive into CRM systems like HubSpot or Salesforce, expecting them to work magic right out of the box. But here's the catch: without someone who really knows their way around these tools, it's like driving a high-tech car without knowing how to switch gears. It's a bummer, but we often see companies coming to this realization a bit too late. Their DIY CRM setups end up missing the mark, and they're not squeezing all the value out of their investment. That's when they come knocking on an agency's door – which is great, but imagine how much smoother things would have been if they brought in the pros from the get-go.

Without expert help, you might make these mistakes

• Spending bucks on fancy CRM features that nobody uses.
• Overlooking the smart setup options that could make your team’s life easier and give you real insights from your data.
• Having to unlearn inefficient processes later – talk about a headache and a half!

Find the right agency partner that will help you setup HubSpot and your revenue operations, including software integration into your shiny new CRM.

Want to learn more about how we can help drive revenue powered by technology like HubSpot to your business?  Leave us a comment below!