Implementing your new CRM system into your construction marketing can become tricky. Some people believe that the pain of switching or implementing a new CRM system can outweigh the benefits that can be gained.
We hope to make the implementation process as easy as possible for you. So, rest assured, this blog aims to put into place the key steps you need to consider after you’ve scoped out your new CRM system.
To ensure that your implementation runs smoothly, and you won’t run the risk of leaving out any important steps…
CRM Data Migration
Goodbye to them lengthy old spreadsheets and hello to your new CRM system. Data migration involves migrating your current data into your new CRM system, this can be either from a spreadsheet or from a different CRM system.
The key for successful data migration is having ‘clean’, high-quality data that brings in-depth data for you and your construction staff.
Data cleaning or cleansing is the process of detecting and removing incorrect, inaccurate, or insufficient records from your data.
An example of this ‘bad data’ is having contacts with inactive emails or having contacts in the wrong lists. Without cleaning this data, bounce rates will be high on emails.
Make your life easier and let an experienced company do your data migration for you. Ensuring you don’t lose any data and you have an up-to-date CRM system.
CRM Data Integration
Now your data is clean, what’s the next step?
If you guessed data integration, you’re correct. This is the process of building and retaining the synchronising of data between your old CRM system (or your spreadsheets) and your new CRM systems.
By integrating your clean data into your new CRM system, you can be assured that you’re taking full advantage of your new CRM system for its full capabilities.
With your data being cleaned and integrated into your new CRM system, you want to take full advantage, right? With the correct user training, you and your team will be up to speed in no time.
Ultimately, kicking things off with a good training plan is vital, to keep up to date with your system and making sure you’re using it correctly.
You’re paying for this new system so it’s essential that your team know how to adapt it into their construction marketing and sales.
Be sure to check out what training platforms your new CRM system offers you.
For example, HubSpot provides HubSpot Academy that offers quick, practical courses to comprehensive certificates so you and your construction team can learn everything you all will need to know about HubSpot CRM.
Another tip is to check reviews about how responsive and helpful your new CRM systems customer support is.
This can make or break for your CRM experience because sometimes a quick live chat can resolve something that might have taken hours to fix otherwise.
Taking all of this into account, with clean data migration and integration your implementation of your new CRM hopefully will run as smoothly as possible.
Here at Insynth, we’re HubSpot partners and have helped many building product companies successfully integrate HubSpot CRM, bringing them insights into their marketing and sales activities and boosting their growth plans.
If you need to talk about adopting or implementing a CRM system, or you want more information, get in touch with us we are more than happy to help.
With implementation, we’ll provide you with all the skills and knowledge you need to manage HubSpot effectively, and we will support you beyond your live date.
At Insynth we deliver a predictable flow of leads, customers, and specifications for building product brands through our inbound marketing approach, proven to reach a technically demanding audience.
We use the latest marketing techniques such as construction inbound marketing, to equip building product companies to grow sustainability in this era of digital transformation.
As the only HubSpot certified agency to major in construction marketing. We have a proven formula of bringing a variety of functionalities together including CRM Implementation, Web Design, Sales Automation, SEO, and Email Marketing to achieve your ultimate aim: Growing your business and gaining new specifiers and customers.