Choosing the right HubSpot Partner for your re-implementation

Any system you use, even HubSpot, can become outdated or fall behind. We consistently see this happening for businesses that are scaling or pivoting. During these periods of growth, your HubSpot CRM may need to be re-assessed or even adapted to change with your business. You need to add processes as you grow, mature and keep up with changing business landscapes.

At Six & Flow we use re-implementation to describe an adoption, expansion or revised implementation of a CRM system.

A re-implementation is not necessarily a bad thing.

A CRM system needs to adapt to your business to keep up with your growth. This re-implementation allows you to evaluate processes and keep the system running optimally.

When should you consider a re-implementation?

Implementing CRM systems can take time. Never rush towards thinking you need a re-implementation before you look at the data and have tried to get processes working. 

That being said, you are likely to need a re-implementation project if:

• Your CRM is outdated compared to your business,
• Your data quality is poor and data validity is being questioned by the business,
• Your business processes have changed dramatically,
• You have lots of outdated assets in your HubSpot portal that create clutter and confusion,
• Your adoption is poor due to increased manual work in the CRM, or
• Your business had made sudden changes and the CRM no longer supports the way the business operates.
  
  

How do you choose the right partner for your re-implementation?

Choosing the right agency for your HubSpot project is a tough decision. It takes time and if you are having to do it twice, you're not going to want to do it a third time. 

You need to choose the right partner for the job.

Key questions to ask when choosing a re-implementation partner:

• Have you considered choosing a tiered HubSpot agency?
• What is the track record of the HubSpot agency you are considering?
• How much experience does the agency have in implementation and re-implementation projects?
• Do the values of the agency you are considering align with your core values as a business?
• Do you feel like the agency you are considering understands your business needs?
• What HubSpot accreditations and certifications does the agency you’re considering hold?
  
  

These questions will help you determine if you are choosing an agency that understands the technology, processes and partnership needed to get true value from a re-implementation.

The expertise needed for a re-implementation

The expertise needed for a re-implementation differs from the expertise required for setting up a portal from scratch. The re-implementation team needs to understand what processes to keep, discard, or optimise. This knowledge is obtained by having a thorough understanding of the business process and technology. 

At Six & Flow, we start with a workshop. The purpose is to dive deep into your business perceived needs, goals, and pain points. Learn more about our workshop process here.

A great HubSpot re-implementation team needs the following skills:

• A deep understanding of business processes
• A clear process for auditing a HubSpot account
• Thorough knowledge of HubSpot’s tools and features
• The ability to ask questions and dig deep to find processes and asses if they work or where they may fail
• Strong project management skills to help prioritise key factors
• Dedicated resources who can get a project implemented quickly and efficiently
• Reporting and data analysis skills that will enable them to analyse what is working and where opportunities exist for a business
• The ability to listen to client’s needs and effectively turn these into actions
  
  

Having worked on 10+ HubSpot re-implementations and 60+ implementations, we understand that companies can lose motivation in CRM projects. An outside perspective from experienced HubSpot specialists will provide you with clarity and help you grow better. Gain real insight into your processes and work with a partner that enables your team to easily navigate the CRM once the re-implementation is complete. 

Not sure if you are using HubSpot effectively?

Our team at Six & Flow will audit your portal, providing you with insight into if you need a portal overhaul, re-implementation, or if just a few small tweaks are needed.