About

I have worked in Admin style roles all my working life, usually supporting a Sales Team and in doing so I have experience working with several different CRM systems and adapting these and the processes around them to benefit the businesses I have worked for

So, when I was tasked with sourcing a replacement CRM system for my employer at the time, the search began...

I had heard of HubSpot many times but my thoughts, along with lots of other people's, was that, as a small business we would never be able to afford it so I continued my trawling.

Each one I looked at didn't quite offer what we were looking for, and while we were happy to review our processes, we didn't want to have to completely rip and replace the business function.

Thanks to the conversations I had with our incredibly knowledgeable Sales person, we soon realised that HubSpot was going to be the best solution to fit our business and not break the bank in the way we thought it would.

The customisation allowed us to keep the processes we did want to keep and helped us realign some of the ones that needed some attention

Although the cost was higher than our previous system, the automation and streamlining we were able to achieve meant this could be offset against the efficiency of the Sales Team

I enjoyed the process of adapting our processes and building the customisation in HubSpot so much that I decided that was where my skill set worked best and I have never looked back

I love what HubSpot has to offer and want to help businesses get the most out of the system

The Importance of a CRM System:

A CRM system is the backbone of any modern business. It is the central repository where you manage all your customer data, interactions, and transactions.

Here's why having a CRM system is vital:

Streamlined Communication:

A CRM system enables your teams to have a 360-degree view of every customer, allowing for better communication and personalized interactions.

Data Organization:

It keeps your data organized and easily accessible, helping you make informed decisions and track the customer journey effectively.

Customer Insights:

With a CRM, you can automate marketing, sales, and service processes, ensuring that leads are nurtured, sales are closed, and customer issues are resolved promptly.

Efficient Sales and Marketing:

It provides valuable insights into your customers' behavior and preferences, allowing you to tailor your approach and improve customer satisfaction.