CRM Onboarding
Efficient CRM Migration & Onboarding
Upgrade your CRM Software in a timely manner to engage and excite your customers without skipping a beat.
Our process across all CRM functions
We have implemented our internal systems to help our clients scale fast! Our goal is to offer you the highest levels of service quality without compromising on speed.
01
Strategy
02
Design
03
Build
04
Launch
05
Optimize
06
Document
You are NOT One Funnel Away
It’s almost impossible to get it right the first time. Successful businesses scale because they know how to try new strategies, then adapt and course-correct as they grow. That’s why, when we partner with you, we follow a quarterly and yearly planning process so we are always tracking the big picture for your brand.
“One Funnel Away” is a tagline by a company that we love, learn from and use constantly.
But what they don’t tell you is that you might be 100’s of funnel away. Or you might be 20 funnels away. The reality is the process matters the most and that takes time to build up.
Start of your Journey with Open Flow, Inc.
An overview of the infrastructure we help set-up when we start working together.
01
Basic Understanding & Account Setup
To set you up for rev-ops success, we’ll start your journey on understanding and setup of the fundamentals of your SaaS stack. There are a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the SaaS fundamentals, and set up your teams in the chosen platforms.
02
Priorities, technical setup, and customization
The next phase is to implement the high priority tasks along with technical setup of the tools.
Some of these critical tasks include:
- Edit and embed the sales and support form on your website
- Import contacts and/or tickets and email automations into CRM
- Install tracking code on your website
- Outline customer service goals
- Outline your customer service processes
03
Setup Process for the CRM
In this stage we dive into the different tools inside the CRM and establish the core processes for each of these tools.
- Outline business goals and priorities
- Discuss the handoffs from marketing to sales to service - and have a plan in place to build in CRM
- Create Deal Pipelines & stages - ensure properties are setup
- Create Ticket Pipelines & stages - ensure properties are setup
- Connect calendars to CRM & Setup Meetings Link
- Connect social media accounts into CRM
- Connect ad accounts into CRM
- Create and use email templates and snippets
- Upload important Documents
- Discuss sales automation, and process
- Begin to build out sales templates and sales sequences
04
Lead Flow & Support Flow Process
Generating leads is not just a function of marketing, it is also a function of customer support. We now dive deeper into technical setups.
- Create and embed your forms on your website
- Setup lead flows
- Create lists to segment your leads
- Edit and embed your support form
- Set up your ticket pipelines
- Test sending an email to the shared inbox and responding
- Set up live chat for your website
- Walk through the process flow for intake of inquiries, responses, ticketing, and resolution
- Develop supporting ticket and process automation
05
Content Creation and Distribution
Now it’s time to start optimizing the critical pages where leads are captured into your CRM system.
- Begin to build out landing pages and conversion paths
- Build out marketing emails
- Begin to build out your knowledge base
- Create Buyer Personas & add to CRM
- Create a content strategy in HubSpot
- Determine distribution strategy
- Begin to build out workflows for marketing and service
07
Reporting
The next phase is to set up the advanced reports and the reporting dashboards.
- Discuss business objectives and current KPIs
- Set up dashboards and custom reports
- Review data to inform additional articles needed
08
Alignment and Maintenance
The last phase is to align with the next steps for continuous improvement.
- Discuss optimizations to current process based on data to date
- Discuss best practices around sales, services and marketing alignment
- Determine if workflows, emails and content strategy are performing or if improvements need to be made
CRM Services
Develop a Well-Rounded CRM Approach.
Data Migration & Segmentation
Service Hub Implementation
Marketing & Sales Hub Implementation
Automation Setup & Migration
Sales & Marketing Software Integration
Sales & Marketing Analytics
Download your free copy of our Ultimate HubSpot Onboarding Checklist
